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Other PROFORMANCE Products

Your financial institution is important to your community.

We believe in working as partners with our customers to solve issues
and improve your efficiency so you can focus on your institution’s growth and success.
Reach out if we can enhance our products, help you with workflow solutions, or be of assistance in any way.

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
            Sign up yourself or your coworkers for our quarterly newsletters, InfoNews, to get
            the latest announcements, tips, tricks, and enhancement news.

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