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Our Vision

In 2004, PROFORMANCE began building INFO-ACCESS, a commercial loan solution that collapses the approximate 100 functions required in the lending process into one loan automation system organizing the entire process of loan origination and servicing. INFO-ACCESS orchestrates and streamlines the flow of data, documents and events for the lending process. Today, INFO-ACCESS is a loan management program that provides depth in everything it does:

  • Document imaging
  • Exception tracking
  • Collateral management
  • Contact/entity management


In 2016, the PROFORMANCE vision for INFO-ACCESS was expanded from simply loan portfolio management to creating of a bank-wide solution for everything in the bank related to documents, exception tracking, and entity management. 98% of what financial institutions manage is related to an entity:

  • Prospects
  • Customers
  • Employees
  • Vendors
  • Correspondent banks

Support for vendor management and accounts payable, HR management and more is being developed for release in the coming months.


INFO-ACCESS will soon go beyond loan automation to become a system that supports all the information management needs of a financial institution. Everything is configurable without the customer having to develop anything...INFO-ACCESS is Workflow Ready to Go. Learn more about how INFO-ACCESS can improve your business processes here.


Since 2000, PROFORMANCE has developed dozens of banking business process management utilities related to data or documents that provide functionality needed by financial institutions. We encourage you to view the Products section to find utilities that could be helpful to your organization.