Loan Operations & Underwriting

Eliminate the redundant work that comes with siloed systems.
We provide solutions that free up your workday from tedious administrative tasks.

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 Loan Operations & Underwriting Personnel

Exception Tracking Integration

Uploaded documents clear exceptions from reports, dashboards, and work queues simultaneously so that you no longer have to manage separate tracking systems.

Fits Your Process

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

User Uploaded Documents

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

Loan Origination Integration

Total loan origination integration for documents, data and document prep.

Documents collected during underwriting are viewable during document prep and archive automatically when the loan is booked to the core. Then when the system matches a document to a tracked item, the exception is automatically cleared and reports updated. Export borrower, loan, and collateral data collected during the deal phase directly to your document prep software with the click of a button, streamlining loan document preparation. Resubmit information if changes occur in the underwriting file as needed.

Document Import Options

Streamline the loan booking and review process with one of our easy document import methods like batch capture with barcoding functionality and one of seven other methods.

Schedule or Request Work

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

Bulk Notice Generator

Produce custom letters based on exception statuses which allows the system to request updated financials or proof of insurance as documents expire.

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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