Tag Archives: Events

Feb 12, 2020

Upcoming Events

We're making our travel plans and checking them twice! We hope to see you at these events that are coming up this spring. Let's connect and talk about how we can end the conflict between your departments with better management and administration from loans to deposits to vendor management, and every group in between. W...

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Topics

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!
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    Please reach out if we can assist you in any way.
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    Tracey Sims, Chief Operations Officer and Product Manager, tsims@pf-inc.com
    Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
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