Chief Lending Officer

End-to-end workflow solutions that mold to your current process
make your lending staff more productive and give your customers the touchpoints they expect.

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 Lending Officer

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 Institution

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

Enhanced Collateral Management

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

Online Loan Application & Customer Portal

Secure online loan applications for: new and existing customers; new, modified, or renewed deals; and commercial and consumer lending. Automated lender and lending team taskboards that keep deals in the pipeline on track, and integrated customer status updates to keep your customer in-the-know.

Dashboards, Ready to Go.

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


Exception Tracking Integration

Improve the reporting accuracy and speed of exception management. 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.

Document Share

A secure document drop portal to request and collect documents from your customer during underwriting or loan servicing. Documents flow into the DMS for automatic archival and review for you.

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  • Let us show you these features and many more to make your team more efficient.

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