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.
Cloud - Based Collaboration
An omni-channel communication and workflow application that combines customer relationship management with document, data, and workflow collaboration tools. Includes an origination portal flexible enough to work for both loans and deposits which is custom branded to your institution. An integrated task board keeps deals organized and on-time, and a customer notification and progress center keeps your clients in-the-know. Improve service times with a portal that allows the entire underwriting or sales team to collaborate and communicate with your customer while giving your customer the touchpoints they expect in today’s modern world.
Integrated Document Sharing
Request documents from new and existing customers with our document share solution. Submitted documents are imported seamlessly into your DMS where they are presented for review and approval and update exception tracking, work queues, and management reports automatically.
ReportingTools for All Users
A powerful and extremely user-friendly reporting tool. Give all users the ability to create, save, pull on-demand, or schedule their own reports with a simple user interface and point-and-click field selection. Highly granular permission settings ensure data and process integrity.
Developed by Proformance
- Host Sync
- 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.