Jan 17, 2020

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.

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Topics

Case Study Chief Credit Officer Collateral Management Deposits Document Management Education Efficiency Enterprise-Wide Enterprise Content Management Events Exception Tracking File Sharing Innovation Lending PPP Press Release Process Improvement Risk Management

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.

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          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 Sims, Chief Operations Officer and Product Manager, tsims@pf-inc.com
            Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
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