AccuAccount

When emailing a notice a letter, it will be sent “From” the email account in the SMTP settings in AccuAccount. This is causing confusion with customers receiving the email, prompting them to reach out to the bank to verify the email is real. To re...

When creating an audit, the user is going into the loan under the primary borrower and only selecting certain documents to include. However, if the loan has a guarantor, those same selections must be made under their name as well, otherwise the do...

Is it possible to add Related Entity to move a document with index file to a Credit Document placeholder under every customer that is in the Related Entity Group? Submitted by Origin Bank

If a user accidentally hits search when all the fields are empty, or there is nothing but empty space(s), it searches for several minutes, before finally giving a 500 - Internal server error. During this time, the user can't do anything in AccuAcc...

When changing customers using the guarantors tab doesn't always keep the same loan in focus. This is causing users to mistakenly scan documents to the wrong loan. We would like to open the selected customer page but ensure that the same loan is be...

We are looking for a report that lists the relationships (Related Entity Groups), outstanding balance and total commitment amounts. The Related Entity Groups Report in SSRS is close, but it doesn’t include the total commitment amount, just the tot...

Would be nice to be able to combine duplicate branches like you can duplicate officers

When a Document Scheduler is created for a tab that has expiration dates enabled, it will automatically populate an expiration date when the tab is created, and there is no way to turn that off. Until the actual document is received, there is usua...

Right now, the default frequency for using Document Scheduler is every one day starting on the date specified. If this field is not changed, it can very quickly create a lot of unnecessary tabs with no easy way to delete them. This can be manageab...

Customers need a way to identify where Document Scheduler is active to ensure that schedules are being turned off when they are no longer needed. Right now, customers are only alerted to a schedule running that shouldn’t if/when doc tabs show on u...