Document, Exception, Loan, Deposit, & File Share Management.
Fully connected information management solutions for your institution.





Relationship
Development
Loan Origination
System
Integration
Document Based
Workflow
Intelligent
Dashboards

Workflow, Ready to Go
Streamline tasks and simplify processes.
No developers needed.

SOLUTIONS by ROLE
Select your role to see the features most relevant to you.
A FEW of THEIR FAVORITE THINGS
Our clients love our quick turnaround on enhancements they request. Our solutions didn’t become best-of-breed without them.
Check out a few of their favorite functions below.

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, and collect, review, and archive automatically.

COLLATERAL MANAGEMENT
Integrated LTV calculations, geocoding, cross-pledged tracking, concentration management, custom data collection

REVIEW QUEUES
Route incoming documents to review queues for quality assurance and approval.
Request our Solutions Planner to learn about these features and many more.

PARTNERSHIPS MATTER
We believe in partnering with our clients to tackle the problems blocking their path. Here’s what they say.
My advice to potential customers- you just need to see how it works and you’ll be sold on it.
- Credit Department Manager
- $8 Billion Institution
We redeployed one FTE within the first year.
- Vice President, Loan Operations
- $3.5 Billion Institution
PROFORMANCE is very responsive and very customer-service oriented.
- Vice President, Loan Operations
- $4 Billion Institution
We have worked together as partners, with one common goal of making our operations and services optimal.
- Executive Vice President, Chief Operations Officer
- $1 Billion Institution
We’ve been through numerous audits, and auditors have mentioned how great the software is and its ease of navigation
- Vice President
- $1.3 Billion Institution
My department is more efficient and our accuracy has increased. This product is outstanding.
- Credit Department Manager
- $8 Billion Institution