Integrated, Encrypted File Sharing

INFO-SHARE is an encrypted document drop service where requested files can be securely
collected from your customer directly within their email. The collected documents are
automatically imported and archived to your document management system, routed to staff
for review and approval, and sync with tickler tracking to satisfy outstanding exceptions.


An integrated, automated document sharing service built specifically for financial institutions.

INFO-SHARE is document collection — simplified, integrated, and automated.
Lose the patch of third-party, stand-alone applications that require complex customer
account creation and manual retrieval of documents.


  • Request documents on a case-by-case basis or through bulk request.
  • Customers drag and drop their documents directly into your branded request email.
  • Instant and automatic document encryption.
  • Leverage the power of integration to make your team more efficient.
  • Incoming documents flagged for quality review.
  • Documents sync with exception tracking to clear outstanding items — seamlessly.

Use for

  • New Loan Requests
  • Recurring Financials
  • PPP Forgiveness Docs
  • New Accounts
  • Updated Insurance
  • Sales Campaigns


Want to learn more about this product?

Let us walk you through a case study based on a financial
institution that uses INFO-SHARE to send bulk requests for
PPP loan forgiveness documentation, recurring financials,
expired insurance, as well as individual requests for
ongoing account and loan management.

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

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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,
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    the latest announcements, tips, tricks, and enhancement news.

    Additional user accounts may be requested by emailing Jill at