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 -

 

 

lender taskboards, automated notifications, business function workflows.

 

 

 

 

  • 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.

Document Management

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

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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 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
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    Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com