About Us

Founded in 1985 to design and implement systems that improve efficiencies and collaboration around paper-intensive operations for banks and credit unions. Our focus continues to be developing for and partnering with financial institutions to bring them intuitive user interfaces and effortless automation that simplifies the most complex processes. Our team of experienced developers and former bankers work to provide a level of service and technical support unmatched in our industry. Our motto: We don’t want customers. We want fans.

Our Solutions

We provide a configurable information management and workflow system that integrates many functions across the institution into one best of breed system that is ready to go - no staff developers or process building needed.

The Board of Directors

Wayne Whaley, Chairman and President, founded PROFORMANCE in 1985. With over thirty years of listening to bankers, he is dedicated to building products with depth of substance, maintaining a responsive and excellent service organization and trying to always do the right thing. He has a B.B.A. in Finance from Texas A&M University.

Tracey Sims, Executive Vice President and Product Manager has extensive knowledge of lending and deposit processes. She provides consulting guidance and direction to the PROFORMANCE team and their banks served. Tracey is very well respected and admired by the customers of PROFORMANCE because of her caring attitude and her willingness to do whatever it takes to solve problems and deliver excellence. Tracey has a B.B.A. in Management from Sam Houston State University.

Teresa Holifield, CPA. Teresa brings integrity and attention to detail to the board, serving as Secretary. For more than 20 years, Teresa has been an accountant and CPA for multiple Dallas-area businesses. She has a B.S. in Accounting and Finance from Troy State University in Alabama.

Document Management

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

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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

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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