Available in the JHA Marketplace

VIEW ONBASE DOCUMENTS IN XPERIENCE

Access customer or account specific documents directly from Xperience.
Xperience|OnBase

Improve user's productivity by giving them the ability to view CIF level or account level documents stored in OnBase without leaving Xperience. Users simply click on the OnBase icon located in the Xperience menu bar from within an account or CIF record, and this PowerOn retrieves related documents for that customer or account and presents them in an organized document view window in Xperience. Retrieved document settings are customizable.

Available in the JHA Marketplace as OnBase PowerOn (custom queries) by PROFORMANCE

VIEW INFO-ACCESS DOCUMENTS IN XPERIENCE

View CIF or account documents from INFO-ACCESS directly in Xperience
Xperience|INFO-ACCESS|Any DMS

Give users the ability to view CIF level or account level documents stored in INFO-ACCESS without leaving Xperience. Users simply click on the IA icon located in the Xperience menu bar from within an account or CIF record, and this PowerOn retrieves related documents and presents them in an organized document view window in Xperience. Features the document folder system, document sort and group functionality, and status icons native to INFO-ACCESS in the Xperience window with the ability to launch INFO-ACCESS directly to the customer or account record.

Available in the JHA Marketplace as INFO-ACCESS PowerOn by PROFORMANCE

VIEW PHOTO IDs FROM INFO-ACCESS IN XPERIENCE

View Photo IDs from INFO-ACCESS for the customer record directly in Xperience.
Xperience|INFO-ACCESS|Any DMS

Give users the ability to view photo IDs stored in INFO-ACCESS from a customer record directly in Xperience. Users simply click on the Photo ID icon to view the primary identification archived to the specific customer. This PowerOn works with INFO-ACCESS and its native DMS or with any other DMS solution.

Available in the JHA Marketplace as CIF Photo ID by PROFORMANCE
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.