Cloud-Based Collaboration

A ready-to-go portal flexible enough for commericial and consumer loan origination that features document share integration, automated work notifications, business intelligence and risk management dashboards, and a central location to communicate with and share information to service providers like participating FIs or appraisers.

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.
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 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,
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