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(281) 292-9000

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Training Videos

INFO-ACCESS

Title: INFO-ACCESS Work Queues
Description: An overview of the work queues window, what it contains and who can use it.
Length: 16 minutes
Audience: All Users
Materials:
Work Queues Training Worksheet (PDF)
Work Queues Training Worksheet (Word)
Work Queues Logic Worksheet (PDF)
Review Queue Worksheet (PDF)
Review Queue Worksheet (Word)

Document Archival.
Exception Management.
Collateral Management.
File Sharing, eForms & eSign.

Our solutions fully integrate to your core, your secondary systems,
and your DMS. It’s process improvement through integration,
automation, and partnership.

© 2024 PROFORMANCE. All rights reserved.

96 Beach Walk Boulevard, Suite 104 | Conroe, TX 77304
pfsales@pf-inc.com
(281) 292-9000

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Customer Portal

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.

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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 Sims, Chief Operations Officer and Product Manager, tsims@pf-inc.com
Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com

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