Proformance Values

Stand United

We commit to the company’s plans and objectives so that the unity of our talents will consolidate into a strong and successful company.


We will create an environment where we treat each other with respect and professionalism.

Good Judgment

We will use good, sound judgment and do the right thing the right way.


We will take responsibility for the results of our labor and actions.


We will be honest, fair, and not self-serving to management, our co-workers, and our customers.

We will communicate to management, each other, and customers in a concise and professional manner and be receptive to questions and discussions that are respectful and reasonable.


We will treat our customers and fellow workers as we would want to be treated if we were in their place.

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 or call (281) 292-9000.
    Please reach out if we can assist you in any way.
    Wayne Whaley, Chairman and President,
    Tracey Sims, Chief Operations Officer and Product Manager,
    Dora Compis, Systems Engineer Manager,
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    the latest announcements, tips, tricks, and enhancement news.

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