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.
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.
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.
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.
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.
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.
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
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.
Yes, AccuAccount works for lending teams at credit unions, too. Learn more about our solution for credit unions.