Time-saving workflows in AMB are transforming how mortgage bankers manage their daily operations. From commissions to vendor payments, automation cuts down on manual entry, reduces errors, and frees your team to focus on more strategic work.
Built specifically for the mortgage industry, AMB includes automation tools that go beyond basic accounting. These are must-haves for growing lenders who need speed, accuracy, and control.
Here are five powerful, time-saving workflows in AMB you should start using this year.
What Are the Top Time-Saving Workflows in AMB?
Each of these workflows is designed to streamline key tasks, reduce manual steps, and keep your accounting operation moving efficiently.
1. Automated Commission Tracking
Manually calculating commissions for loan officers, processors, and managers is tedious and risky. AMB’s built-in commission module tracks everything, from loan data to role-based rules and automates calculations the moment a loan closes.
You can generate reports, validate payouts, and post transactions without ever touching a spreadsheet. It's a reliable, real-time process that saves hours at the end of every payroll cycle.
2. Recurring Payables with Smart Scheduling
Tired of entering the same vendor bills over and over? AMB lets you set up recurring payables with specific payment dates and frequencies. The system reminds you when a recurring invoice is due and it can auto-populate the entry with the right vendor, GL codes, and amounts.
This time-saving workflow in AMB is especially useful for fixed monthly costs like rent, software, or consulting fees.
3. Laser MICR and ACH Payment Tools
With Laser MICR check printing, you can print checks securely from blank stock; no need to manage piles of preprinted checks for every bank account. ACH tools let you generate payment files directly from AMB and send them to your bank.
No bouncing between systems, AMB handles it all. Just a faster way to keep vendors paid and reconciliations clean.
4. Real-Time Reconciliation and Vendor Inquiry
Why wait until month-end to know what’s cleared? AMB lets you reconcile in real-time. As checks clear or ACH payments process, the system updates automatically.
Need to confirm if a vendor’s been paid? Use the vendor inquiry tool to see invoice details, payment history, and even document images, all from one screen.
5. Cross-Company Expense Allocation (Single-Fund Payables)
If your organization operates multiple entities, AMB can help you process one payment and distribute the cost across different companies in a single screen. You cut down on journal entries and ensure that every company’s financials stay accurate.
It’s one of the most overlooked but powerful time-saving workflows in AMB, especially for holding companies or lenders with branch networks.
Make Time Work for You
When you build automation into your accounting workflows, you're saving time while protecting accuracy and improving scalability. AMB offers time-saving workflows purpose-built for mortgage accounting, helping you get more done with less manual effort.
Let’s show you how to put them to work. Book a walkthrough today.
AMB 7: The Next Generation of Mortgage Accounting
AMB 7 is the browser-based solution designed to streamline mortgage accounting with advanced tools for real-time reporting, automated workflows, and loan-level insights. Built specifically for the mortgage industry, AMB 7 offers tailored solutions to help accountants, branch managers and loan officers save time, reduce errors, and optimize financial performance.
With decades of industry expertise behind it, AMB 7 combines cutting-edge technology with features designed to meet your unique needs—empowering your business to focus on growth and success.
The Industry Standard in Mortgage Accounting.