Solutions

INFO-ACCESS

Our Signature Product

A document imaging and workflow application that organizes and integrates everything - data, documents, exception tracking, events, notes, contacts, beautifully crafted automated or ad-hoc customer letters, and team workflow. With its powerful document and exception tracking integration, tracked items are automatically updated when documents are archived into the DMS. Leverage the power of this integration to make your institution more efficient. An intuitive user interface reduces training time, and the system structure decentralizes work tasks to improve staff effectiveness and productivity.

OnBase Utilities

Developed by Proformance

  • Host Sync
  • INFO-INDEX
  • PF Batch Export
  • PF OnBase Reports
  • PF OnBase Audit

We integrate with Jack Henry & Associates, JHA Synergy, Fiserv, FIS, CSI,
Finastra, Miser, DCI, Symitar, SharePoint, OnBase by Hyland, LaserPro, and others.

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
    Sign up yourself or your coworkers for our quarterly newsletters, InfoNews, to get
    the latest announcements, tips, tricks, and enhancement news.

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