Cloud-Based Collaboration

An omni-channel communication and workflow application that combines customer relationship management with document, data, and workflow collaboration tools into an origination portal for commercial and consumer lending.

Give your customers the touchpoints they expect in
today’s modern world. This system includes an origination portal that is custom branded to your institution. An
integrated task board keeps deals organized and on-time, and a customer notification and progress center
keep your clients in-the-know. Improve service times with a portal that allows the entire underwriting and
sales team to collaborate and communicate with your customer.

  • A flexible online loan application portal that works for commercial and consumer lending.
  • Customer notifications and integrated status updates.
  • Lender taskboard that aggregates tasks from all deals to hit service level agreements.
  • Lender or borrower initiated process with custom information requests to work for any deal.
Additional user accounts may be requested by emailing Jill at
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Please reach out if we can assist you in any way.
Wayne Whaley, Chairman and President,
Tracey Beene, Chief Operations Officer and Product Manager,
Dora Compis, Systems Engineer Manager,
Ryan Atkins, Senior Business Analyst,
Stephanie Smith, Chief Credit Consultant and Senior Business Analyst,
For PROFORMANCE support, please email
or call (281) 292-9000.