DOCUMENT MANAGEMENT
Is your DMS a last-stop image archival or a tool that supports workflow and collaboration?
Discover INFO-ACCESS
SEE IT IN ACTION
THE KEY TO WORKFLOW
Is your document management system setting you up for success in streamlining workflow for your loan and deposit teams? We hear this over and over again from bank and credit unions: “We want a system where everything works together.”
We hear you, and we’re hear to tell you that the functionality of your document management system is critical in reaching this goal. Your DMS should give you the ability to track documents for new and existing customers and it should integrate and automate: exception tracking, file share requests, notices to customers, document sharing among the team, and management reporting.
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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
The POWER OF DOCUMENT INTEGRATION for EFFICIENCY and WORKFLOW
DOCUMENT ICONS
View document statuses with color-coded icons.
INTERACTIVE REPORTS
Drag & drop documents to clear exceptions within user-specific interactive exception reports.
CONNECTED COMMUNICATION
Ad-hoc or automated requests for updated documents via mail or email for ongoing file management.
EASY DOCUMENT ARCHIVAL
Easy to use - all users can upload documents.
REVIEW QUEUE
Route incoming documents to a centralized, rules-based quality
review queue.
DIGITAL FILE SHARING
Collect documents via email that archive to the DMS, clear exceptions, and route to review queues.
INTEGRATED TRACKING
Incoming documents automatically clear exceptions, update reports.
ACCURATE REPORTS
Up-to-the-minute management reports ready to print or send by schedule.
TIP OF THE ICEBERG
Learn about these features and more, today.
DOCUMENT IMAGING - DECENTRALIZED
Give all users the ability to easily upload documents while still maintaining operational confidence.
Decentralized document imaging means documents get to the system sooner. So, there’s less chance to misplace documents. Your DMS becomes the central source of record for the team to collaborate from, making work more efficient from loan and deposit origination to servicing to portfolio management
We have ten easy document import methods (and counting). With more access to document management, your team can take full advantage of the document integrations above.
And, don’t worry. Our best-of-breed document review queue routes incoming documents to quality assurance personnel to maintain standards.
ENTERPRISE CONTENT MANAGEMENT
Improve your institution’s efficiency, simplify your day, and ease tensions between departments with INFO-ACCESS by PROFORMANCE. INFO-ACCESS is a complete document imaging and enterprise workflow application that organizes and integrates everything - data, documents, exception tracking, events, notes, contacts, custom notices, analysis, and more.
Bringing together data from the core, the document management system, and exception tracking means that archived documents immediately satisfy outstanding exceptions without any additional user input. Customer notices to request updated documents generate automatically. Management reports and interactive exception queues for users update instantly, and document review queues allow everyone to upload their own documents and then route those documents to centralized approval queues for quality assurance.
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.
