Document Collection, Simplified.

Discover secure file sharing driven by exception tracking with DMS integration 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.

    The SIX STEPS of SEAMLESS DOCUMENT COLLECTION

    FILE SHARING BUILT for FINANCIAL INSTITUTIONS

    Too many institutions have patched their need for secure file sharing with a stand-alone service that requires their customers to create complicated usernames and passwords on a third-party site and their employees to kick-off both manual requests and manual document retrieval. This patch is time-consuming and disjointed.

    INFO-SHARE is built specifically for financial institutions to improve efficiency and streamline workflow. Make ad-hoc or automated requests for documents. Requested files are securely collected uploaded within the customers email, then automatically collected for you, archived to your document management system (DMS), routed for review and approval, and used to seamlessly clear exceptions.

    Watch a Preview Now

    BENEFITS & FEATURES

    • 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

    CASE STUDY | BULK & AD-HOC NOTICE INTEGRATION

    $3B | ILLINOIS-BASED BANK
    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.

    REQUEST YOUR VIDEO DEMO
    and PRODUCT SHEET NOW

    Are you still using a stand-alone file share product that doesn’t integrate and requires manual document retrieval?

    Discover an Integrated Solution

      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
        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