OnBase

Authorized Solution Provider

OnBase is the most widely used Enterprise Content Management (ECM) system among financial institutions in the United States. PROFORMANCE is both an OnBase reseller and premier support provider. Learn more about the many utilities that we have developed that provide integrations between OnBase and the institution’s core processor.

Conversions

for Financial Institutions

Partner with PROFORMANCE for assistance with data conversions. We provide data conversion services for document imaging, exception or covenant tracking, collateral management systems, and more. Learn more about how we can assist you with your conversion project.

As a specialist in data and document management,
the PROFORMANCE team looks forward to
assisting you with your workflow and data management project.

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