Abrigo leverages trusted technology partners to generate even greater functionality within our market-leading lending, credit, portfolio risk and financial crime solutions. Integrating with these leading technology partners and solutions provides you a better user experience, a faster process, and a more comprehensive solution.
Alogent
AccuAccount is the only loan imaging solution that integrates exception tracking with automated exception reporting, trusted by over 32,000+ bankers. It consolidates documents, exceptions, and relationships into a single source that integrates with more than 30 core systems, e-sign products, and integrates tightly with Abrigo. Additionally, it offers auditors simplified access to audit files on-prem and remotely, saving time and resources.
Better with Abrigo
AccuAccount and Abrigo: Better Together!
Alogent and Abrigo are stronger together by seamlessly connecting loan origination with long-term account management. Abrigo handles everything on the front end, from application through booking. Once the loan is booked into the financial institution’s core system, all necessary documents and data are automatically sent to Alogent’s AccuAccount. AccuAccount then manages imaging, exception tracking, reporting, and notice distribution throughout the life of the loan.
Alogent and Abrigo are stronger together by seamlessly connecting loan origination with long-term account management. Abrigo handles everything on the front end, from application through booking. Once the loan is booked into the financial institution’s core system, all necessary documents and data are automatically sent to Alogent’s AccuAccount. AccuAccount then manages imaging, exception tracking, reporting, and notice distribution throughout the life of the loan.
The result is a more efficient, connected process that keeps both systems in sync and supports better oversight from day one through payoff.
Benefits
AUDIT & EXAM PREP
Auditors and examiners are increasingly seeking technology that streamlines their review processes. AccuAccount offers an intuitive audit export feature that packages requested documents and information into an easy-to-use experience for auditors and examiners that could reduce your institution’s audit and exam prep workflow from days to just minutes.
Trusted by 32,000+ Bankers
Trusted by more than 32,000 bankers to manage over 2 million loans, AccuAccount connects to 30+ core banking systems and automates the tedious aspects of loan administration. As loans are booked to your core, AccuAccount creates matching customer records, accounts, and document placeholders on your behalf. AccuAccount can even assign expiration dates, ensuring each new document is collected on time and to specification. As updated financials and documents are scanned in, AccuAccount will clear exceptions for you.
Reduce Time-consuming Spreadsheets
“Managing annual financials required a lot of time-consuming work,” said September Sack, Loan Operations Clerk at The Gunnison Bank and Trust Company. “Our process involved printing off a report from the core, pulling each paper file, manually comparing the report to the file, and then updating the spreadsheet.” Tracking missing documents required additional work— and spreadsheets.
After scanning customer documents into AccuAccount, "Staff no longer have to put customers on hold, pull their files, and filter through them." Sack said. "AccuAccount enables fingertip access to the information that users need, which allows them to provide immediate answers to questions."
After scanning customer documents into AccuAccount, "Staff no longer have to put customers on hold, pull their files, and filter through them." Sack said. "AccuAccount enables fingertip access to the information that users need, which allows them to provide immediate answers to questions."
Features
IMAGING
Document imaging is a major reason why banks and credit unions implement AccuAccount. Being able to efficiently digitize, upload, index, and manage documentation expands access to information while reducing risk. AccuAccount makes it easy to get documents into the system by supporting multifunction device and barcode scanning, desktop scanning, batch scanning, “virtual print,” and drag and drop.
TRACKING
Commercial lending presents a number of exception tracking challenges. AccuAccount reducing manual data entry for staff by offering built-in tracking and reporting across teams for missing and expired documents, tasks, policy exceptions, and recurring exceptions.
REPORTING
AccuAccount users can opt to receive automated reports in their inboxes, thereby increasing visibility for missing documents, aging exceptions, and operational bottlenecks. Alogent also offers Dynamic Reporting for AccuAccount, which allows users to build and share their own custom reports (without help from the IT department). Use AccuAccount to stay on top of loans greater than $500,000, newly created accounts, loan pipeline opportunities, and other key metrics.
INTERFACES
AccuAccount connects to 30+ banking systems, including popular cores. Core banking integration allows for the nightly flow of data to keep loan, account, and customer or member information up to date in AccuAccount. Some financial institutions also choose to connect their LOS (loan origination system) like Abrigo, doc prep system, eSign application, and other banking technology.
Testimonials
We love the layout of the loan files. It is very easy to find the exact document we’re searching for because it is clearly organized - financial details on the left, document info on the right, and collateral info on the lower right. AccuAccount’s user-friendly interface was one of the main reasons we chose the platform.
James Allen, Commercial Loan Manager, Beehive Federal Credit Union
AccuAccount Case Studies
AccuAccount success stories from real FIs
Next Steps
Contact Alogent Today!
Find out more about how Alogent as integrated with Abrigo helps make your exception management processes a breeze. Reach out to the Alogent sales leads listed in the Abrigo marketplace for a deeper dive today!!
