Loan Servicing Software
Document management, exception tracking, collateral oversight, deposit and loan analysis, and so much more. Discover a workflow application that organizes and integrates everything.
INFO-ACCESS is tightly integrated with your core and your DMS - giving you
the power of efficiency and productivity with exceptional risk management and oversight capabilities.
Entity & Contact Management 
Exception Tracking 
Document Imaging 
Collateral Management 
Data Collection & Aggregation 
Event Managemen 
Worker Management 
Work & Review Queues 
Reporting 
Analysis Entity & Contact Management
Contacts from the core and user-added contacts merged and working together in one location.
Add sub-contacts to a customer record to simplify large or complex business relationships.
Assign customer notices to any contact based on the subject matter.
Record role and authority by contact for improved operations management.
Exception Tracking
Automated exception configuration combined with document imaging that is fully integrated with exception tracking makes your team more efficient from branch to back office.
Automated requirement checklists and configuration based on borrower, depositor, account, or collateral type.
Uploaded documents clear exceptions and update work queues and reports automatically.
Color-coded icons make viewing and managing customer files simple and fast.
End-users (deposit officers, branch staff, and lenders) can upload their own documents to exceptions with operational confidence.
Document Imaging
End the struggle of imaging to the DMS by decentralizing the function to improve efficiency, eliminate siloed systems, and improve reporting accuracy and timeliness.
Give users the option to import documents to the DMS using one of our eight easy methods including drag and drop functionality or desktop scanning.- Document imaging and exception management integration means that uploading a document automatically archives it to the DMS, clears an exception, and updates work queues and management reports.
Document icon statuses and folder systems make finding documents easy.
Collateral Management
Our enhanced collateral management approach is unmatched. With it, you can leverage the system to keep you in compliance with regulatory guidance or in-house lending policies with ease.
Automate LTV and LTC calculations, HVCRE analysis, and reporting, even with cross-pledged collateral.
Easily view and manage cross-collateralized loans.
Features integrated geocoding and address mapping.
Custom tracking fields with automatic report integration.
Data Collection & Aggregation
Centralize, organize, and leverage data and documents from your core system, document prep system, and more into a best-of-breed application that integrates the flow of information, work, and tracking across the organization.
Send data collected for new or existing deals to your document prep software – no rekeying needed.
Data integration from the core unlocks powerful built-in analytic tools.- Connect exception and policy tracking with account documents and data.
Integrate account opening signature collection and document archival.
Event Management
With events, you have a powerful shared to-do list to organize your own work or request work from others. Whatever the work item, events can keep you and your teammates organized so you hit critical dates.
Schedule personal tasks or set reminders.
Request work from coworkers.- Manage requests in an automated personal work queue that presents tasks and events as they near.
Worker Management
Streamline operations and share the workload by assigning workgroups to complete tasks. Decentralize system access with highly granular permission settings.
Use shared document approval queues among workgroups to route work throughout the institution.
Paid off loan workgroups and customer notice queues allow teams to work efficiently.- Empower users to archive to the DMS themselves or create and pull their own customer reports while maintaining operational confidence.
Work & Review Queues
Interactive work and review queues for individuals or workgroups provide up-to-the-minute reporting accuracy and allow your front-line staff to archive to the DMS, reducing the lag time of inter-office mail or overlooked emails.
- View exceptions and upload documents to clear them all from the same interactive queue.
- Review and approve incoming documents using this rules-based queue to maintain operational confidence as lenders and front-line staff upload their own documents.
Review, approve, modify, or reject documents to comply with policy.
Reporting
Powerful and user-friendly. This tool gives all users, even front-line users, the ability to create, save, pull on-demand, or schedule reports.
Simple user interface with point-and-click field selection.
Highly granular permission settings ensure data and process integrity.
Analysis
Integrated exposure analysis for lending and treasury management keeps you within house and regulatory lending or exposure limits.
- Borrowing exposure analysis that accounts for participated loans and limited guarantees.
- Operating exposure analysis to maintain compliance with treasury management and deposit exposure limits.
KEY FEATURES | Let’s scratch the surface of functionality.
DMS | The Key to Workflow
The functionality of your document management system is critical to true workflow. Your DMS should give you the ability to track documents for new and existing customers and it should integrate and automate your exception tracking, file share requests, notices to customers, document sharing among the team, and management reporting.
Integrated Exception Tracking
Integrated document imaging and exception management means that when a document is uploaded to the file it is automatically archived to the DMS, clears an exception, updates interactive work queues for users, and is removed from reports — all at the same time.
Enhanced Collateral Management
Financial institutions often find themselves limited in their ability to properly track and manage collateral within their core due to a lack of available data collection fields, and the inability to clearly record and track when collateral is cross-pledged between loans. INFO-ACCESS turns conventional collateral tracking on its head with our enhanced collateral management approach.
The PROOF is in the NUMBERS
Our clients report
Efficiency Ratio Lower
in Year One
Fewer Exceptions
After Year One
Fewer FTEs or No New FTEs with Growth
$382B
Combined Total Assets
of our Clients
ENTERPRISE CONTENT MANAGEMENT
Improve your institution’s efficiency, simplify your day, and ease tensions between departments with INFO-ACCESS by PROFORMANCE. INFO-ACCESS is a complete document imaging and enterprise workflow application that organizes and integrates everything – data, documents, exception tracking, events, notes, contacts, custom notices, analysis, and more.Bringing together data from the core, the document management system, and exception tracking means that archived documents immediately satisfy outstanding exceptions without any additional user input. Customer notices to request updated documents generate automatically. Management reports and interactive exception queues for users update instantly, and document review queues allow everyone to upload their own documents and then route those to centralized approval queues for quality assurance.
REQUEST YOUR VIDEO DEMO and PRODUCT SHEET NOW
Are your loan and deposit processes bogged down by document management, exception tracking, and analysis systems that don’t work as one?
Discover an Integrated Solution
