Tellers, CSRs, & Universal Bankers

A highly integrated, user-friendly document management
workflow system to simplify your day.

Key Benefits for Tellers, CSRs, & Universal Bankers

User Uploaded Documents

Upload your own documents using one of our eight easy import methods. Documents are routed for review and approval, are immediately viewable, and automatically clear outstanding exceptions.

Document Share

A secure document drop portal to request and collect documents from your customer. No branch visit required. Documents are imported to the DMS and synced with exception tracking automatically.

Digital Signature Integration

Account opening signatures are automatically captured, merged into account opening documents, and archived to the DMS without any additional work on your part. Allows signatures to be collected at various branches.

Intuitive User Experience

Finding account and customer documents and viewing exceptions is easier with status icons, color coding, and custom folder systems.

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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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.

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.

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.

Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com
Sign up yourself or your coworkers for our quarterly newsletters, InfoNews, to get
the latest announcements, tips, tricks, and enhancement news.

Please reach out if we can assist you in any way.
Wayne Whaley, Chairman and President, wwhaley@pf-inc.com
Tracey Beene, Chief Operations Officer and Product Manager, tbeene@pf-inc.com
Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
Ryan Atkins, Senior Business Analyst, ratkins@pf-inc.com
Stephanie Smith, Chief Credit Consultant and Senior Business Analyst, ssmith@pf-inc.com
For PROFORMANCE support, please email support@pf-inc.com
or call (281) 292-9000.