Chief Credit Officer & Credit Administration

Flexible end-to-end workflows with document management and data integration
to streamline processes, ease tensions, and improve efficiency and management.

The INFO-SUITE of solutions orchestrates the flow of information, data, documents, and events through the life cycle of your loans.
Learn more about the benefits you’ll experience throughout each stage of the lending process below.


Manage new and existing customer relationships from one application to leverage the same full integration and intuitive features for each deal. Securely accept online applications. Request and accept customer documents that are automatically stored in the document management system (DMS) and are immediately available to the entire underwriting team. Stay organized with automated task boards and enhanced contact management.

Key Benefits for the Chief Credit Officer & Credit Administration

Online Loan Application & Customer Portal

A loan origination system that collects documents and data from everyone involved in the underwriting, approval, and servicing of a loan, making them available to view by the team, available to merge into the credit proposal file, available to sync, archive, and clear exceptions when the loan is booked. Loan pipeline reports produce automatically based on the deal stage without additional work from the lender or assistant, letting them spend more time developing customer relationships while you stay on top of the process.

Exception Tracking Integration

Integrated document imaging and exception management means that when a document is uploaded to the file it is archived to the DMS, clears exceptions, and updates reports all at the same time.

Integrated Analysis

Integrated borrower and guarantor exposure analysis that accounts for participations and limited guaranties to keep you in compliance with legal and house lending limits.

Fits Your Process

End-to-end solutions that mold to your processes to simplify and streamline the day.

Bulk Notice Generator

Produce custom letters based on exception statuses, allowing the system to request updated financials or proof of insurance from customers automatically as documents in file expire.

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Enhanced Collateral Management

Integrated and automated LTV, LTC calculations even with cross-collateralization. HVCRE checklist. Concentration tracking, geocoding, address mapping, and more.

Automated Credit Proposal Production

With the click of a button, data, written summaries, and documents are brought together into one consistent loan package, even if the deal is a complex commercial project.

One uniform, automated credit package that is
archived automatically and is ready for presentation and approval.

Structure and Terms Borrower History, Credit Analysis,
Project Analysis, Appraisals,
Strengths and Weaknesses, Project Plans,
and more and more

Dashboards, Ready to Go.

Sophisticated business intelligence dashboards pre-configured with loan pipeline, portfolio summaries, and management metrics.


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.
Great choice!
Where should we send it?

    For PROFORMANCE support, please email or call (281) 292-9000.
    Please reach out if we can assist you in any way.
    Wayne Whaley, Chairman and President,
    Tracey Sims, Chief Operations Officer and Product Manager,
    Dora Compis, Systems Engineer Manager,
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    the latest announcements, tips, tricks, and enhancement news.

    Additional user accounts may be requested by emailing Jill at