Enterprise Management

A loan and deposit management system for banks and credit unions that streamlines and integrates with everything - document management, core data, exception tracking, collateral management, events, notes, custom-branded automated or ad-hoc customer notices, document sharing, and so much more.

INFO-ACCESS is tightly integrated with your core, your DMS -
whether that's IA's native document management system or your existing DMS, and IA's native tools, giving you
the power of efficiency and productivity with exceptional risk management and oversight capabilities.

Entity & Contact Management

Contacts from the core and user-added contacts merged and working together in one location.
  • Add sub-contacts to a customer record to simplify large or complex business relationships.
  • Assign customer notices to any contact based on the subject matter.
  • Record role and authority by contact for improved operations management.

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