Exception Management powered by Document Imaging

We connect exception tracking with document management, your core, and all your ancillary systems to automate workflow, work queues, and reporting.

Is your CONTENT MANAGEMENT dragging you down?

We solve four critical inefficiencies.

EXCEPTION MANAGEMENT

Syncing exception tracking with a disconnected document imaging system is inefficient and leads to tracking inaccuracies.

DOCUMENT ARCHIVAL

You want your DMS to be a tool that supports workflow and collaboration, not a last-stop image archive.

COLLATERAL MANAGEMENT

You’re limited in your ability to data-mine, customize tracking, and clearly manage collateral portfolios.

CUSTOMER REQUESTS

You want file-sharing, eforms, and eSign collection that isn’t complicated for clients and automates requests and retrieval.

Document Management

  • Integrated Exception Tracking
  • Automated Customer Notices
  • Document Review Queues
  • Easy User Uploads

Request your on-demand video, now.


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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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