We’ll partner with you to configure
an information and workflow system that fits your institution
from beginning to end and all points in between.

Customer
Portal

Turn prospects into new customers or streamline the management of existing relationships with an online account portal that allows you to easily and securely collect the documents and data needed to evaluate a new deal and keep your customer informed on the progress of their request. A document workflow interface means requests for tracked items are sent through the portal to collect ongoing documentation that is imported directly to the DMS.

Workflow, Ready to Go.

Our Workflow, Ready to Go focus
brings you integration capabilities that streamline processes, reduce operational and storage costs, and improve access to
data and documents throughout the enterprise -
no development needed.

Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com
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Please reach out if we can assist you in any way.
Wayne Whaley, Chairman and President, wwhaley@pf-inc.com
Tracey Beene, Chief Operations Officer and Product Manager, tbeene@pf-inc.com
Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
Ryan Atkins, Senior Business Analyst, ratkins@pf-inc.com
Stephanie Smith, Chief Credit Consultant and Senior Business Analyst, ssmith@pf-inc.com
For PROFORMANCE support, please email support@pf-inc.com or call (281) 292-9000.