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.

With tight integration to your core data,
IA's native document management system or your existing DMS, and IA's specific tools,
you'll have 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.
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 Beene, Chief Operations Officer and Product Manager, tbeene@pf-inc.com
Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
Ryan Atkins, Senior Business Analyst, ratkins@pf-inc.com
Stephanie Smith, Chief Credit Consultant and Senior Business Analyst, ssmith@pf-inc.com
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Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com