AccuAccount

AccuAccount is Alogent’s core-integrated document and exception management platform, purpose-built for financial institutions to streamline loan administration, document imaging, and compliance workflows. Trusted by over 32,000 bankers, it consolidates credit, loan, deposit, and trust documents into a single system, enabling efficient tracking, reporting, and audit preparation. AccuAccount enhances transparency, reduces manual processes, and integrates with over 30 core and loan origination systems to support the full lifecycle of loan and account management.

Features

• Centralized document repository for credit, loan, deposit, and trust files
• Exception tracking with automated reporting
• Drag-and-drop document imaging and indexing
• Core system integration with 30+ platforms
• Audit preparation tools with five-minute readiness
• Built-in mail merge and notice generation
• Real-time pipeline and exception dashboards
• Secure remote access for auditors and staff

Capabilities

• Manages the full lifecycle of loan documentation from application to servicing
• Automates exception clearing as documents are imaged
• Enables electronic loan approval workflows with AccuApproval
• Supports document sharing for loan participations
• Provides advanced search and reporting tools
• Integrates with e-signature and LOS platforms
• Offers flexible imaging options including barcodes, batch scanning, and uploads

Benefits

• Reduces administrative workload and manual tracking
• Improves compliance and audit readiness
• Enhances visibility into loan pipelines and exceptions
• Speeds up loan approvals and document routing
• Increases operational efficiency and reduces risk
• Improves customer service with faster document access
• Scales with institutional growth and complexity