All ideas

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

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...

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.

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.

When using the Group Maint on the customer page, the documents are not in sort order. They are in alphabetical order. It would be nice if we had the opportunity to setup the view by user (Document date, sort order from customer page, alpha)

If you could display the document date when you hove over the document tab, that would be helpful.

Would like to see the ability to share just a document between multiple customers/accounts/collaterals. Today banks are crossing the collateral, uncrossing the collateral, then deleting the documents they don't need for that collateral.

When scanning into AccuImg, it would be nice if you could pick multiple documents to add this document to within AccuAccount. EX: Insurance on collateral may be used for multiple other collaterals but you have to scan it to each one or copy it to ...