Today we’re pleased to announce that Home Bank of California, a $205 million financial institution based in San Diego, California, has selected AccuAccount to support its ongoing document tracking needs.
Established in 1981, Home Bank of California specializes in making business banking easy and provides a variety of checking and saving accounts, credit cards, online banking, and mobile banking solutions. In addition to SBA loans, the financial institution also offers numerous financing solutions for businesses, including term loans, lines of credit, business equity loans, commercial real estate loans, and business equipment advanced approval lines.
“Home Bank of California joins a growing community of financial institutions in California that utilize AccuAccount,” said Alan Wooldridge, President of AccuSystems, LLC. “AccuAccount streamlines many of the time-consuming aspects of commercial lending, including exception tracking and reporting.”
AccuAccount is a bank document management system that is used by 15,000 bankers across the United States. Document imaging, exception tracking and reporting, audit and exam prep, core system integration, and personalized customer service are just a few reasons why community banks and credit unions implement AccuAccount. By selecting AccuAccount Track, Home Bank of California gains access to a suite of tracking features that includes:
- Related entity tracking
- Exception management and reporting
- Missing document tracking
- Expiring document tracking
- Loan policy tracking
- Task tracking
- Notice letter automation