All ideas

Search reports too large won’t convert to excel, results include credit lines even if only searching accounts making reports much larger and open/closed fields be included on account searches so, for example, we can determine if status is paid but...

Account List Preference (Loan List) on customer page more user preferences such as filter Active loans first so every customer shows Active loans in list first. Also, have option for Collateral List similar to Loan List.

Ability to disable a doc (Tab) type allowing it to be viewable but not scanable

It would be great to have a way to drag and drop within AccuAccount. This would allow us to move documents much faster within the product.

Since the field exists on the Edit Application page, it would be nice to see the estimated closing date when viewing the application. It currently requires record edit permission to be able to see this field and using a flex field requires duplica...

Customers need to delete loans that are beyond retention requirements; however, when they have cross collaterals, the purge feature does not prevent crossed collaterals from being purged when other associated loans are not flagged for purge. While...

Would like to establish a role and grant the role permissions then assign people to roles. Customer request- E.D. from Woodforest

The ability to add Primary related entities and/or guarantors to an exception report. This would be a great option in DR. Currently the multi-select option will not load the customer or account list and there is no way to add more than one option ...

Not all notices require separate stages. If there is only one stage the notice will not be resent once it is marked delivered.

Lists/reports of notices are often shared with loan officers for comment or approval before notices are prepared or sent.