Feb 12, 2020
Mark your calendar.

Upcoming Events

See you soon!

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.

We can automate document imaging, exception tracking, workflow, work queues, reports, and more eliminating your siloed processes and multitude of spreadsheets!

AFT Spring Summit

March 15th – 17th | La Jolla, CA

JHA Southern User’s Group

April 22nd – 24th | Destin, FL

JHA Southwest/Midwest Silverlake User’s Group

May 20th – 22nd | Dallas, TX

Are you attending?

Is your institution attending any of these? We would love to connect. Let us know you’ll be there, and we’ll make plans to meet.

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Recent Posts


Document Management

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

Request your on-demand video, now.

Request your on-demand video, now.

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

Request your on-demand video, now.

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