Product Highlights

Learn more about our solutions by obtaining a product highlights sheet today.

  • PowerOn Integrations

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

    PowerOn Integrations

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

  • Solutions Planner

    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.

    Solutions Planner

    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.

  • PRO-ACCESS

    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.

    PRO-ACCESS

    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.

  • INFO-ACCESS

    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.

    INFO-ACCESS

    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.

  • Deal Management

    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.

    Deal Management

    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.

  • INFO-VIEW

    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.

    INFO-VIEW

    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.

  • INFO-SHARE

    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.

    INFO-SHARE

    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.

  • Review Queue

    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.

    Review Queue

    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.

  • Location Mapping

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

    Location Mapping

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

  • Deposit Tracking

    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.

    Deposit Tracking

    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.

  • LaserPro Imports

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

    LaserPro Imports

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

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 Beene, Chief Operations Officer and Product Manager, tbeene@pf-inc.com
    Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
    Ryan Atkins, Senior Business Analyst, ratkins@pf-inc.com
    Stephanie Smith, Chief Credit Consultant and Senior Business Analyst, ssmith@pf-inc.com
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    Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com