• Lenders

Don't Let Imaging
Slow Down Your Lending

Document imaging software should accelerate lending—not slow it down.
AccuAccount is built for lenders like you.

Laptop with AccuAccount document view surrounded by lending icons
Document view in AccuAccount

Document Search

Accelerate your loans and renewals by having all of your documents in one place—and at your fingertips.

Easily search for and find each customer's financials, credit presentations, tax returns, applications, and collaterals. Stop asking for the same document twice.

Electronic Loan File

Delight your customers by providing quick answers and better service.

Stop hunting through paper file folders and internal document drives when a customer stops by. Gain immediate access to customer documents in an electronic format that looks like a traditional loan file.

find-loans
Drag and Drop AccuAccount Imaging

Exception Automation

Eliminate exception management headaches from your life.

Get daily exception reports sent straight to your inbox each morning. Free up more time for yourself and your loan admin by automatically clearing exceptions as documents are imaged into the system. Put your exception management workflow on autopilot.

Customizable Dashboards

Quickly access your pipeline, customers, and accounts with customizable dashboards and reports.

Stay organized with dashboards that provide at-a-glance access to your top customers, largest loan portfolios, tasks, and needed documentation. Drag and drop data fields to build custom reports in seconds.

Stack of three lender dashboards from AccuAccount
Illustration of banking icons that represent the lending process

Loan Approval Workflows

Route, approve, and renew your loans with ease.

Build a scalable approval workflow for each loan type. Electronically route and approve loan applications and renewals. Simplify the renewal process for repeat customers by centralizing the management of your credit documents.

Dynamic Reporting

Know your customers with a 360-degree view of their relationships and accounts

Built-in document tracking maximizes the impact of your imaging workflow. Exceptions automatically clear as new documents are scanned in or uploaded into AccuAccount. Trigger new exceptions automatically based on the customer or account type. Data-driven exception reports and email alerts keep everyone informed.

Exception Report by Officer

Improve Your Lending Process with AccuAccount

Take the Next Step

AccuAccount will free up more of your time to focus on lending. All of your customer and account-related documents are stored securely in an easy-to-use electronic system. Exceptions clear automatically as new documents are uploaded. Reports appear in your inbox each morning. Learn more about how AccuAccount can simplify your life.

 

No Registration Required

Watch a brief intro to learn how AccuAccount can help your lending process.

 

Registration Required: AccuApproval Demo

 

No Registration Required: CTS Testimonial

Questions?

FAQs

Yes. AccuAccount has a way to view all the entities on one customer page. You can easily switch to view documents or customize the document structure to view all the credit documents tied to an entity.

Yes. Lenders can build and customize reports to show them all of the loans in their portfolio with balances $500,000 and up.

Yes. AccuAccount allows you to view as many documents as the user would like.

Yes. Your loan assistant can receive emailed reports at the same time the lenders get their reports.

Yes. AccuAccount receives data directly from the core that will keep AccuAccount contact information up to date.

Yes. All of your customer documents are available to use for new applications as well as loan renewals. AccuAccount has a module that will help you start a new loan application completely paperless called AccuApproval.

Free Printable PDFs

Reports for Lenders

Study of 95 Bankers

Learn how 95 other bankers approach loan approval. Insights from real bankers.

Free Download

[eBook] Case Studies

Download a free case study eBook to learn why six community banks opted for AccuAccount instead of core-provided modules.

Free Download

See Our Software in Action

Take an on-demand demo of AccuAccount. Learn how our software integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.