Workflow, Ready to Go
with the PROFORMANCE Suite of products.

INFO-SHARE

Integrated Document Sharing

Request documents from new and existing customers with our document share solution. Submitted documents are imported seamlessly into your DMS where they are presented for review and approval and update exception tracking, work queues, and management reports automatically.

INFO-VIEW

Intelligent Dashboards

A sophisticated business intelligence dashboard system preconfigured to show loan and deposit metrics with views for managers and officers. Other dashboard products leave the setup to you, but INFO-VIEW’s visual management tools are ready to go, no development needed.

INFO-SNIPPET

Integrated Check Fraud Tool

An integrated signature snippet tool that aids tellers in check verification to help identify fraudulent checks in an efficient, automated process.

INFO-CAPTURE

E-Signature Integration

An exclusive solution that captures customer signatures during account opening and integrates them in the account opening and DMS archival process. Simplify the account opening process for your customers and institution with this end-to-end workflow.

INFO-REPORTS

Reporting Tools for All Users

A powerful and extremely user-friendly reporting tool. Give all users the ability to create, save, pull on-demand or schedule their own reports with a simple user interface and point-and-click field selection. Highly granular permission settings ensure data and process integrity.

Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com
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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
For PROFORMANCE support, please email support@pf-inc.com
or call (281) 292-9000.