Jan 17, 2020

PRO-ACCESS

An online portal for loan origination and customer/account management, featuring customer communication tools, task board management, secure document sharing, a loan and deposit work item administration/notification center that integrates work items and exception management, and business intelligence dashboards.

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Topics

Case Study Chief Credit Officer Collateral Management Deposits Document Management Education Efficiency Enterprise-Wide Enterprise Content Management Events Exception Tracking File Sharing Innovation Lending PPP Press Release Process Improvement Risk Management

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