All of Your Ticklers, Exceptions, & Reports in One Integrated System

Reduce risk, improve credit quality, and maximize compliance by centralizing all of your exception data into AccuAccount. Automate every aspect of exception tracking.

Diagram of four overlapping document tracking circles with text,

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.

Drag and Drop AccuAccount Imaging

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.

Deposit Tracking

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.

Trust Tracking

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.

Exception Report by Officer
Tax return document that is being uploaded to a bank document portal

Customer Communication

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.

On-Demand Videos

Tracking Videos

 


No registration required to watch.

Track documents smarter and faster with AccuAccount. Learn how to use our software to track loans, deposits, trusts, and more.

 

Registration required to watch.
 

No registration required to watch.
 

No registration required to watch.
 

No registration required to watch.

Questions?

Tracking FAQs

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.

Additional Resources

Document Tracking Reports

Study of 96 Bankers

Learn how 96 other financial institutions manage exceptions. Document tracking insights from real bankers.

Free Download

Case Study

Download a free case study to see how MidwestOne Bank streamlined exception tracking.

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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.