COLLATERAL MANAGEMENT
Is your core limiting the ability to manage collateral portfolios with its basic tracking capabilities?
Discover INFO-ACCESS
SEE IT IN ACTION
NOT YOUR BASIC COLLATERAL TRACKER
Financial institutions often find themselves limited in their ability to properly track and manage collateral within their core due to a lack of available data collection fields, search and grouping capabilities, and the inability to clearly record, reflect, and track when collateral is cross-pledged between loans.
These limitations don’t reduce the need, and many bank and credit unions resort to using inefficient user fields, long collateral description fields, and disparate spreadsheets to manage their collateral risk. INFO-ACCESS turns conventional collateral tracking on its head with our enhanced collateral management approach.
Request your on-demand video demo now.
We’ll send your video, and won’t add you to any marketing lists, either.
TAKE IT FROM OUR CLIENTS
My department is more efficient and our accuracy has increased. This product is outstanding.
Credit Department Manager, $8 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
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
PROFORMANCE is very responsive and very customer-service oriented.
Vice President, Loan Operations, $4 Billion Institution
We redeployed one FTE within the first year.
Vice President, Loan Operations, $3.5 Billion Institution
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
What is ENHANCED COLLATERAL MANAGEMENT?
INTEGRATED CALCULATIONS
Leverage automatic LTV & LTC calc-
ulations that account for cross-pledging, too.
CROSS-COLLATERALIZATION
Cleanly track where collateral is cross-
pledged, with user guidance to prevent
accidental collateral releases.
HVCRE CHECKLISTS
Integrated HVCRE checklists allow
staff to easily identify HVCRE records.
GEOCODING
Automatically generate latitude and
longitude information for each record.
COLLATERAL RELEASE MANAGEMENT
Collateral status icons indicate released
collateral, and a release workflow ensures
protocols are properly followed.
CUSTOM NOTICES
Ad-hoc and automated notices for
everything from expiring insurance
documents to loan payoffs.
ADDRESS MAPPING
Map collateral addresses
with Google Map integration.
DATA COLLECTION
Unlimited customized data collection fields
are immediately searchable and reportable
for thorough portfolio management.
EXCEPTION TRACKING & DMS INTEGRATION
Document exceptions automatically
clear as new documents are archived.
ENTERPRISE CONTENT MANAGEMENT
Improve your institution’s efficiency, simplify your day, and ease tensions between departments with INFO-ACCESS by PROFORMANCE. INFO-ACCESS is a complete document imaging and enterprise workflow application that organizes and integrates everything - data, documents, exception tracking, events, notes, contacts, custom notices, analysis, and more.
Bringing together data from the core, the document management system, and exception tracking means that archived documents immediately satisfy outstanding exceptions without any additional user input. Customer notices to request updated documents generate automatically. Management reports and interactive exception queues for users update instantly, and document review queues allow everyone to upload their own documents and then route those documents to centralized approval queues for quality assurance.
The PROOF is in the NUMBERS
Our clients report:
Efficiency Ratio Lower
in Year One
Fewer Exceptions
After Year One
Fewer FTEs or No New FTEs
with Growth
$382B
Combined Total Assets
of our Clients
FRUSTRATED WITH INEFFICIENT,
REDUNDANT PROCESSES?
Download our Efficiency Assessment checklist and
get your institution back on track!
Redundant work that comes from siloed systems cost you
and your team valuable time, causes frustration between
departments, and makes your institution less profitable.
