Enterprise Content Management

An online portal for loan origination and customer/account management, featuring customer communication tools, task board management, secure document sharing, a loan and deposit work item administration/notification center that integrates work items and exception management, and business intelligence dashboards.

An enterprise-wide document imaging/exception tracking/workflow integration application, featuring integrated document, exception, and report management, enhanced collateral management, exposure analysis, interactive work queues, automated communications, and so much more.

A collaborative, integrated loan underwriting tool for lenders, lending assistants, credit, and management, flexible enough for commercial lending, featuring automated proposals and reports and data exports to your document prep system.

PowerOn Solutions by PROFORMANCE for Jack Henry users that streamline document management efforts directly in Xperience.

Document collection, simplified. An integrated, encrypted file sharing service that syncs with the DMS, review and approval queues, exception tracking, and automated reporting for the ultimate streamlined processes.

A comprehensive role-based workflow solutions guide that summarizes all the features and benefits that your team will find useful by workgroup – from lending to deposits to operations.

A workhorse for workflow. Review Queue is a document review and approval tool that allows you to decentralize the document archival process while maintaining operational control and confidence.

Sophisticated business intelligence dashboards that are pre-configured and ready to go, featuring lending pipeline, portfolio, credit file, and documentation file analysis and historical comparisons.

A tool to take our already robust collateral management and tracking tool even further with geocoding, address mapping, and more.

Streamline the deposit tracking process with automated account checklists/tracking configured based on the account type, features integrated document and exception matching, tracking, and reporting, and so much more. Eliminate tedious administrative tasks and ease tensions.

Streamline document processing by exporting data collected during underwriting directly to your document prep software. Work smarter, not harder.

Embed critical documents from INFO-ACCESS in your Jack Henry core application with our jXchange integration.

A tool to sort and ingest documents from a mixed file share for archival and review based on document-type rules.