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.

Document Management optimized for
Automation, Collaboration, & Workflow

A well-run document management system is the foundation for process automation and workflow. Our solutions set the stage to accelerate your business process efficiency.

Customizable & Robust — unmatched
Collateral Management

We turn conventional collateral tracking on its head with our enhanced collateral management with unlimited data mining, customized tracking, or clearly managed collateral portfolios.

File Sharing + eForms + eSign driven by
Document & Exception Tracking

Our customer document and data collection application is built specifically for financial institutions, featuring automated requests, retrieval, review, and archival.

Is your CONTENT MANAGEMENT dragging you down?

We solve four critical inefficiencies.


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


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


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


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.

Request your on-demand video, now.

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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