$1B
Indiana

We feel like we are extended family. You don’t get that with many vendors. We try to operate and serve our customers in that way, so it’s nice to work with vendors that have the same attitude. You aren’t opening a ticket, you’re dealing with the same people. [PROFORMANCE is] very responsive and very customer service oriented.
Vice President of Loan Operations

With increasing regulatory, compliance, and management concerns, we want to ease our customer’s burden of performing administrative tasks, managing documents, and sharing information. Our suite of products orchestrates the flow of data, documents, and events across the institution.

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.
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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