Loan Servicing Software, Loan Management Access Database

Entity & Contact Management

Exception Tracking

Document Imaging

Collateral Management

Data Collection & Aggregation

Event Management

Worker Management

Work & Review Queues

Reporting

Analysis

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.

Exception Tracking

Automated exception configuration combined with document imaging that is fully integrated with exception tracking makes your team more efficient from branch to back office.

Automated requirement checklists and configuration based on borrower, depositor, account, or collateral type.
Uploaded documents clear exceptions and update work queues and reports automatically.
Color-coded icons make viewing and managing customer files simple and fast.
End-users (deposit officers, branch staff, and lenders) can upload their own documents to exceptions with operational confidence.

Document Imaging

End the struggle of imaging to the DMS by decentralizing the function to improve efficiency, eliminate siloed systems, and improve reporting accuracy and timeliness.

Give users the option to import documents to the DMS using one of our eight easy methods including drag and drop functionality or desktop scanning.
Document imaging and exception management integration means that uploading a document automatically archives it to the DMS, clears an exception, and updates work queues and management reports.
Document icon statuses and folder systems make finding documents easy.

Collateral Management

Our enhanced collateral management approach is unmatched. With it, you can leverage the system to keep you in compliance with regulatory guidance or in-house lending policies with ease.

Automate LTV and LTC calculations, HVCRE analysis, and reporting, even with cross-pledged collateral.
Easily view and manage cross-collateralized loans.
Features integrated geocoding and address mapping.
Custom tracking fields with automatic report integration.

Data Collection & Aggregation

Centralize, organize, and leverage data and documents from your core system, document prep system, and more into a best-of-breed application that integrates the flow of information, work, and tracking across the organization.

Send data collected for new or existing deals to your document prep software – no rekeying needed.
Data integration from the core unlocks powerful built-in analytic tools.
Connect exception and policy tracking with account documents and data.
Integrate account opening signature collection and document archival.

Event Management

With events, you have a powerful shared to-do list to organize your own work or request work from others. Whatever the work item, events can keep you and your teammates organized so you hit critical dates.

Schedule personal tasks or set reminders.
Request work from coworkers.
Manage requests in an automated personal work queue that presents tasks and events as they near.

Worker Management

Streamline operations and share the workload by assigning workgroups to complete tasks. Decentralize system access with highly granular permission settings.

Use shared document approval queues among workgroups to route work throughout the institution.
Paid off loan workgroups and customer notice queues allow teams to work efficiently.
Empower users to archive to the DMS themselves or create and pull their own customer reports while maintaining operational confidence.

Work & Review Queues

Interactive work and review queues for individuals or workgroups provide up-to-the-minute reporting accuracy and allow your front-line staff to archive to the DMS, reducing the lag time of inter-office mail or overlooked emails.

View exceptions and upload documents to clear them all from the same interactive queue.
Review and approve incoming documents using this rules-based queue to maintain operational confidence as lenders and front-line staff upload their own documents.
Review, approve, modify, or reject documents to comply with policy.

Improve your institution’s efﬁciency, simplify your day, and ease tensions between departments with INFO-ACCESS by PROFORMANCE. INFO-ACCESS is a complete document imaging and enterprise workﬂow application that organizes and integrates everything – data, documents, exception tracking, events, notes, contacts, custom notices, analysis, and more.Bringing together data from the core, the document management system, and exception tracking means that archived documents immediately satisfy outstanding exceptions without any additional user input. Customer notices to request updated documents generate automatically. Management reports and interactive exception queues for users update instantly, and document review queues allow everyone to upload their own documents and then route those to centralized approval queues for quality assurance.

Enterprise Content Management

Entity & Contact Management

Exception Tracking

Document Imaging

Collateral Management

Data Collection & Aggregation

Event Management

Worker Management

Work & Review Queues

Reporting

Analysis

KEY FEATURES | Let’s scratch the surface of functionality.

DMS | The Key to Workflow

Integrated Exception Tracking

Enhanced Collateral Management

The PROOF is in the NUMBERS

7

60%

`$`382B

ENTERPRISE CONTENT MANAGEMENT

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