Exception Management powered by
We connect exception tracking with document management, your core, and all your ancillary systems to automate workﬂow, work queues, and reporting.
Document Management optimized for
Automation, Collaboration, & Workflow
A well-run document management system is the foundation for process automation and workflow. Our solutions set the stage to accelerate your business process efficiency.
Customizable & Robust — unmatched
We turn conventional collateral tracking on its head with our enhanced collateral management with unlimited data mining, customized tracking, or clearly managed collateral portfolios.
File Sharing + eForms + eSign driven by
Document & Exception Tracking
Our customer document and data collection application is built specifically for financial institutions, featuring automated requests, retrieval, review, and archival.
ACCELERATE OPERATIONS with Enterprise Content Management
We solve four critical inefficiencies. Is it time to optimize your environment?
Exception tracking with a disconnected document imaging system is inefficient and leads to tracking inaccuracies.
You want your DMS to be a tool that supports workﬂow and collaboration, not a last-stop image archive.
You’re limited in your ability to data-mine, customize tracking, and clearly manage collateral portfolios.
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?
Incoming documents automatically clear exceptions, update reports.
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.
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.
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 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 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.
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.
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.
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
Efﬁciency Ratio Points Lower in Y1
Fewer Exceptions after Y1
Institutions 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.
We Believe PARTNERSHIPS MATTER
You need more than a vendor. You need a guide, an analyst, and an advocate.
We’ll partner with you to determine your needs, review your processes, install solutions, train your
team, handle your support needs, and perform ongoing process health assessments.
SOLUTIONS by ROLE
Select your role to see the features most relevant to you.
It’s time for a team discussion.
ROLE-BASED SOLUTION PLANNER