CASE STUDY

INTERRA CREDIT UNION

INTEGRATE, AUTOMATE,
ACCELERATE:
A Holistic Approach
to Business Process
Improvement

CASE STUDY

FIRST FINANCIAL BANK

Improve Teamwork
and Efficiency with
an Integrated,
Automated Process
Improvement Solution

CASE STUDY

FIRST INTERNET BANK

Improve Efficiencies
with Decentralized
Document Access,
Integrated Tracking and
Interactive Reporting

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