How to Manage Customer Information Electronically

AccuAccount, the banking industry’s leading loan document management system, can be extremely useful for keeping customer information organized. From customer numbers, to tax ID information, to imaging status, an ECM like AccuAccount can handle it all.

In this post, we’ll take a quick look at how the software can be used to manage important customer information.

A Centralized Portal for Customer Information

You can easily navigate to a customer’s page by entering information specific to that customer into the search screen and then clicking search or hitting enter on your keyboard. You will be taken directly to that customer’s page.

bank customer document management

The information at the top of the customer page that is shown in gray is pulled from your core system. It shows the customer name, a credit classification or risk grade, as well as how many items are waiting in the upload folder. It also shows the customer number, tax ID number, and officer name that is associated with the customer. A total loan balance and a total commitment amount will be shown if the customer has loans. This area also shows the branch/region that the customer originated from, the status of the customer, and the customer type, which determines which documents are required in the credit section.

Viewing Available Customer Documents

The entire left side of the customer page is specific to the customer’s credit documents. Documents are available to view if there is a green indicator on the tab. If no documents have been imaged, you will see a red square. All of the documents are broken up into groups that show in blue; the document tabs are black.

bank credit documents

The right side of the customer page focuses on all of the customer’s accounts. There is a loan tab, a deposit tab, and you may also see a trust tab. There will be a green indicator in the tabs for which the customer has accounts.

bank account documents

Similar to the credit document section, a green indicator will show that an account document has been imaged. To view an imaged document, click on the view icon to the right. The document will appear in a separate viewer, allowing you to flip through the pages of the document. When you’re finished examining the document, simply close out of the viewer.

A comment bubble indicates that a comment has been placed on the document. You can either hover over it or click on it to open it in a new window for viewing. Comments are added by anyone with editor permissions in the system as documents are scanned. If a document expires you’ll see the expiration date to the very right. The date will show in red if this document has expired and the text will be in black if it is a future date.

In summary, moving customer information to an electronic document management system can pay big dividends for your institution. With proper digital organization, your staff will spend less time searching for documents and more time servicing happy customers.

Chat With a Loan Expert

Connect with Jennifer Mitchell

Jenn Mitchell is AccuSystems' Sales Manager, overseeing sales and marketing operations. Jenn previously worked as a Loan Originator for several community and regional banks. Connect with Jenn >>