Lenders & Loan Assistants

From application to loan servicing and back again,
we have solutions that simplify the process of managing your portfolio.

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 Lenders & Loan Assistants

Automated Credit Proposal Production

With the click of a button, bring data, written summaries, and documents together into one loan package. Previous write-ups remain available for reuse in annual memos without needing to retype the information.

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.

Document Share

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

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.

Fits Your Process

Our systems mold to your unique processes to maximize efficiency and functionality.

User Uploaded Documents

Upload your own documents to clear exceptions in real-time using our easy import options. The documents are automatically routed to an approval queue (optional), are immediately viewable across the institution, and update exception reports.

Powerful Reports

Our user-friendly reporting tool allows you to create custom pipeline and portfolio management tools as desired. Aggregate reporting for management means pipeline and portfolio reports run with automated, up-to-the-minute accuracy.

Intelligent Dashboards

Projected closing timelines and projected closing volumes, production versus goal comparison, and more. With our intelligent dashboards, you have a ready-made visual management tool.

Interactive Work Queues

Personal, interactive work queues bring exceptions and work tasks together for easy management. Clear exceptions across your entire portfolio from one work window to speed up your day.

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Integrated Analysis

Integrated analysis for LTV, LTC, debt exposure, and more keeps you in compliance with house and regulatory lending limits and loan policy guidelines.

Schedule or Request Work

Shared to-do lists that can be used to schedule individual events or reminders or request work from your team, complete with an organized work queue so you hit critical dates.

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 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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    the latest announcements, tips, tricks, and enhancement news.

    Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com