All of Your Ticklers, Exceptions, & Reports in One Integrated System
Comprehensive Customer View
Organize and track all of your customer relationships and accounts.
Track customer credits, collateral, loans, deposits, and trusts in a single source of truth. Core-integrated data feed builds out document placeholders and begins tracking as new customers or accounts are booked to the core. Gain an at-a-glance view of the customer and identify which loans need to be brought into compliance. Drill down to view covenants, policy exceptions, and document exceptions.
Loan & Collateral Tracking
Gain transparency into collateral and loan document tracking.
Track and manage the entire life of the loan, from application through loan servicing. Easily see which pieces of collateral are pledged to multiple loans. Customize your collateral tracking workflow to your exact needs.
Credit Document Tracking
Streamline the collection and tracking of customer credit documents.
Build a scalable workflow for tracking and collecting customer financials, tax returns, and other credit documents. Eliminate the need for manual ticklers and spreadsheets. Integrate your tracking and imaging for added efficiency. Automatically clear exceptions as credit documents are added to AccuAccount.
Go beyond signature card tracking for deposits.
Elevate customer service by providing frontline staff with the information they need to serve customers. Track signature authorizations, account activity, and related documents.
Boost compliance with better tracking and reporting for trusts.
Track all of your trust documents in one system. Manage utility bills, tax returns, bank statements, insurance certificates, court documents, benefit statements, and much more.
Data-Driven Exception Reports
Empower lenders and management with real-time exception data.
Democratize exception reporting at your financial institution. Automate the delivery of exception reports to lenders with daily email alerts. Keep management informed of critical document exceptions that impact loan portfolio compliance. Build custom exception reports in seconds to identify and overcome bottlenecks at the branch, lender, or document level.
Engage customers more effectively and with less effort.
Quickly and easily collect documents from customers via email, paper notices, and portal integrations. Increase customer satisfaction by making it easier for customers to provide documents.
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Track documents smarter and faster with AccuAccount. Learn how to use our software to track loans, deposits, trusts, and more.
Yes. AccuAccount has a module called Dynamic Reporting that allows you to build and customize reports for a specific exception type or a specific officer.
Yes. AccuAccount allows you to add a free form exception to a specific customer or account. It is tracked on exception reports and seen on the dashboard for the assigned officer.
AccuAccount requires a user have specific permissions in order to clear an exception.
The price of our system is based on asset size and allows for unlimited users.
Yes. Your lenders and lending assistants can pull reports anytime they would like, or they can receive them by email on a scheduled basis.
Document Tracking Reports
See Our Software in Action
Register for the next AccuAccount Live, our interactive (and free!) software demo webinar. Learn how AccuAccount integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.