Document Capture Solution

Filter & Rules - Based Document Ingestion Tool

Across your institution, teams may be obtaining document packages, like loan packages, using different standards and software solutions. One department’s packages may contan LaserPro barcodes, another may use INFO-ACCESS barcode cover sheets, and yet another may use no barcoding at all. When these packages land in a central folder, clean and precise document archival can be tricky.

With Document Capture Solution, INFO-ACCESS, not your staff, can sort and ingest these documents using rules-based filters in a structured process. Once ingested, your team can review the new documents, allowing the appropriate person or team to vet and approve incoming documents.

Bring structure and automation to the document capture process with this tool.



Filter and archive document packages based on defined rules.
This tool reviews each document and ingests those that meet
the defined rule set —
processing each for archival and review.


  • Run jobs that are SCHEDULED or ON-DEMAND.
  • Perform organized, automated quality reviews in a GUIDED REVIEW PORTAL.
  • IMPROVE EFFICIENCY by automating the sorting, ingesting, archival, and review of documents.

Contact us today to learn more about this solution.

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

Request your on-demand video, now.

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