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


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.


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.


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.


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.


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.

Document Management

  • Integrated Exception Tracking
  • Automated Customer Notices
  • Document Review Queues
  • Easy User Uploads

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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