Exception Management powered by Document Imaging

We connect exception tracking with document management, your core, and all your ancillary systems to automate workflow, work queues, and reporting.

ACCELERATE OPERATIONS with Enterprise Content Management

We solve four critical inefficiencies. Is it time to optimize your environment?

EXCEPTION MANAGEMENT

Exception tracking with a disconnected document imaging system is inefficient and leads to tracking inaccuracies.

DOCUMENT ARCHIVAL

You want your DMS to be a tool that supports workflow and collaboration, not a last-stop image archive.

COLLATERAL MANAGEMENT

You’re limited in your ability to data-mine, customize tracking, and clearly manage collateral portfolios.

CUSTOMER REQUESTS

You want file-sharing, eforms, and eSign collection that isn’t complicated for clients and automates requests and retrieval.

Clients Love Our BEST-of-BREED Tools

We accelerate operational efficiency for banks and credit unions. Which tool will be your favorite?

INTEGRATED TRACKING

Incoming documents automatically clear exceptions, update reports.

EXPOSURE ANALYSIS

Integrated exposure analysis for complete legal lending limit compliance.

INTERACTIVE WORK QUEUES

Drag and drop documents to clear exceptions in a user-specific work list.

FILE-SHARING

Request updated documents via mail or email as docs in file expire. Collect, review, and archive – automatically.

COLLATERAL MANAGEMENT

Integrated LTV calculations, geocoding, cross-pledged tracking, concentration management, and custom data collection.

REVIEW QUEUES

Route incoming documents to review queues for quality assurance and approval.

As a partner, you’ll gain access to updated, engaging, easy-to-use training materials.

 

VIDEO TRAINING

Ready to watch video training series for new installs and ongoing education.

TRAINING MATERIALS

Ready to use training worksheets and checklists.

See it in ACTION

Request your on-demand video demo, now.

    Five Keys to ENTERPRISE CONTENT MANAGEMENT

    Enterprise Content Management from PROFORMANCE can accelerate operations.
    How does it work? We focus on five key components of workflow to simplify your operations. 

    AGGREGATE

    Aggregate data from your core plus all ancillary systems (e.g. origination, student loan,
    analysis, credit card systems) into one organized enterprise content management system.

    INTEGRATE

    Integrate exception management with document tracking, so when a document is uploaded
    in one location it is archived, satisfies an exception, updates a work queue and is removed
    from a report – all at once – for true business information management.

    AUTOMATE

    Utilize automated document review queues, account and loan tracking checklists,
    management report distribution, and much more. Our electronic file management best
    practices will streamline your business processes.

    ANALYZE

    Leverage completely customizable data collection for collateral records to mine data from
    your enterprise content management software for thorough portfolio management. And,
    use integrated debt exposure analysis for legal lending limit and in-house lending limit compliance.

    COLLECT

    Use your enterprise content management system to automatically request and collect recurring
    documents from your customers via file-share, e-forms, and e-sign.

    The PROOF is in the NUMBERS

    7

    Efficiency Ratio Points Lower in Y1

    60%

    Fewer Exceptions after Y1

    $382

    Institutions ($B) that Rely on Us

    No New or Fewer FTEs


    Bottlenecks, time drains, and inaccuracy are frustrating and directly impact the bottom line.
    An enterprise document management system solves those issues.

    It’s time for a team discussion.

    ROLE-BASED SOLUTION PLANNER

    Request your role-based solutions planner, today. This guide will help your team have a productive discussion as you start to plan for enterprise content management.

     

      Document Management

      • Integrated Exception Tracking
      • Automated Customer Notices
      • Document Review Queues
      • Easy User Uploads

      Request your on-demand video, now.


      Request your on-demand video, now.

      Collateral Management

      • Granular, structured collateral tracking
      • Monitoring
      • Custom Data Collection
      • Reporting
      • and so much more

      Customer Requests

      • Document collection driven by exception tracking
      • DMS integration
      • File-sharing, eForms, and eSign
      • DocuSign Integration

      Request your on-demand video, now.

      Exception + Document

      • Upload a document
      • Clear an exception.
      • Update work queues and management
        reports - simultaneously.
      Great choice!
      Where should we send it?

        For PROFORMANCE support, please email support@pf-inc.com or call (281) 292-9000.
        Please reach out if we can assist you in any way.
        Wayne Whaley, Chairman and President, wwhaley@pf-inc.com
        Tracey Sims, Chief Operations Officer and Product Manager, tsims@pf-inc.com
        Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
        Sign up yourself or your coworkers for our quarterly newsletters, InfoNews, to get
        the latest announcements, tips, tricks, and enhancement news.

        Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com