Deposit Operations

Simplify work processes with an integrated document management,
tracking, communication, and workflow system.

Key Benefits for Deposit Operations Personnel

User Uploaded Documents

Allow end users - account officers - to upload their own documents with operational confidence using our review queue that routes documents to a person or workgroup for final approval.

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.

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Host App Integration

Streamline document retrieval and improve organization with a customer and account centric document view window that features the same capabilities and custom folder systems available right from the host application.

Powerful Reporting

Powerful and user-friendly. Our reporting tool gives all users, even front-line users, the ability to create, save, pull on-demand, or schedule reports with simple point-and-click field selection functionality.

Bulk Notice Generator

A bulk notice generator capable of sending notices based on dates or document status enables automatic production of request letters for updated documents or new account welcome packets.

Signature Verification for Tellers

Let the system automatically capture signature snippets from the signature card and present those seamlessly within the teller application.

Fits Your Institution

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

Digital Signature Integration

Capture account opening signatures electronically that are automatically merged onto account opening documents and archived to the DMS to streamline branch work. Allows signatures to be collected at various branches.

Schedule or Request Work

Schedule tasks or events and make work requests from co-workers using our events workflow module. It’s a powerful, shared to-do list to keep everyone organized and on-task.

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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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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