SECURE FILE SHARING
Are you still using a stand-alone file-share product that doesn’t that doesn’t integrate and requires manual retrieval?
Discover INFO-SHARE
SEE IT IN ACTION
File Sharing Driven by Exception Tracking
with DMS Integration
Too many institutions have patched their need for secure file sharing with a stand-alone service that requires their customers to create complicated usernames and passwords on a third-party site and their employees to kick-off both manual requests and manual document retrieval. This patch is time-consuming and disjointed.
INFO-SHARE is built specifically for financial institutions to improve efficiency and streamline workflow. Make ad-hoc or automated requests for documents. Requested files are securely uploaded within the customer's email, and then automatically collected for you, archived to your document management system (DMS), routed for quality review and approval, and used to seamlessly clear exceptions.
Request your on-demand demo now.
We’ll send your demo, and won’t add you to any marketing lists, either.
TAKE IT FROM OUR CLIENTS
My department is more efficient and our accuracy has increased. This product is outstanding.
Credit Department Manager, $8 Billion Institution
We’ve been through numerous audits, and auditors have mentioned how great the software is and its ease of navigation.
Vice President, $1.3 Billion Institution
We have worked together as partners, with one common goal of making our operations and services optimal.
Executive Vice President, Chief Operations Officer, $1 Billion Institution
PROFORMANCE is very responsive and very customer-service oriented.
Vice President, Loan Operations, $4 Billion Institution
We redeployed one FTE within the first year.
Vice President, Loan Operations, $3.5 Billion Institution
My advice to potential customers-you just need to see how it works and you’ll be sold on it.
Credit Department Manager, $8 Billion Institution
Let’s discover the SIX STEPS of SEAMLESS DOCUMENT COLLECTION now.
REQUEST
Send secure, branded ad-hoc or bulk email requests for documents.
REVIEW
Documents are automatically routed to quality review portal.
ENCRYPT
Drag & drop documents into email to submit and immediately encrypt.
ARCHIVE
Documents are automatically archived to your DMS.
COLLECT
System retrieves submitted documents and performs security scans.
SYNC
Documents sync with exception tracking to seamlessly clear exceptions.
KEY FEATURES
- Institution-specific color branding and logos.
- Set the expiration date of each request to fit the situtation.
- Contact information auto-populates for users from the system.
- The institution can predefine messages or create custom messages.
- Customers drag and drop documents onto each request icon.
- Color-coded statuses update as documents are uploaded.
- Send attachments, like disclosures, with the request.
- Request documents on a case-by-case basis or through bulk request.
- Instant and automatic document encryption.
- Incoming documents are flagged for automatic quality review.
- Submitted documents archive to the document management system automatically.
- Documents sync with exception tracking to clear outstanding exceptions — seamlessly.
USE FOR
- New Loan Requests
- Recurring Financials
- PPP Forgiveness Docs
- New Accounts
- Updated Insurance
- Sales Campaigns
The PROOF is in the NUMBERS
Our clients report:
Efficiency Ratio Lower
in Year One
Fewer Exceptions
After Year One
Fewer FTEs or No New FTEs
with Growth
$382B
Combined Total Assets
of our Clients
FRUSTRATED WITH INEFFICIENT,
REDUNDANT PROCESSES?
Download our Efficiency Assessment checklist and
get your institution back on track!
Redundant work that comes from siloed systems cost you
and your team valuable time, causes frustration between
departments, and makes your institution less profitable.
