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.


Intelligent Dashboards

A sophisticated business intelligence dashboard system preconfigured to show loan and deposit metrics with views for managers and officers. Other dashboard products leave the setup to you, but INFO-VIEW’s visual management tools are ready to go, no development needed.


Integrated Check Fraud Tool

An integrated signature snippet tool that aids tellers in check verification to help identify fraudulent checks in an efficient, automated process.


E-Signature Integration

An exclusive solution that captures customer signatures during account opening and integrates them in the account opening and DMS archival process. Simplify the account opening process for your customers and institution with this end-to-end workflow.


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.

OnBase Utilities

Developed by Proformance

  • Host Sync
  • PF Batch Export
  • PF OnBase Reports
  • PF OnBase Audit

Capture Batch Routing

Document Archival Workflow

Document batches, like new loan or deposit account packages, are captured and routed through each department with this workflow tool, expediting document collection, classifications, routing, and review prior to archival to your DMS.

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 or call (281) 292-9000.
    Please reach out if we can assist you in any way.
    Wayne Whaley, Chairman and President,
    Tracey Sims, Chief Operations Officer and Product Manager,
    Dora Compis, Systems Engineer Manager,
    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