PROFORMANCE

Document Management & eSignature Tools

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This solution streamlines operational workflows by integrating document management with exception tracking and various ancillary systems, enhancing efficiency and accuracy in processing. Key features include automated document review queues, customizable data collection for collateral management, and seamless file-sharing capabilities, addressing issues such as bottlenecks, inaccuracies, and cumbersome customer requests, making it ideal for financial institutions like banks and credit unions.

PROFORMANCE can be found in Document Management & eSignature Tools categories.

The most similar products to PROFORMANCE are:

Ahsuite Promoted → Mavro Imaging → Global Cents → ImageQuest → Blue Relay →

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Details

PROFORMANCE Main Features

• eSign
  A feature that enables electronic signatures for documents, making approvals faster.
• eForms
  Electronic forms that simplify data collection and requests from customers.
• File Sharing
  Allows users to share documents easily and securely with others.
• Video Training
  Provides video tutorials for training on new systems and ongoing education.
• Automated Requests
  Automatically collects and retrieves documents from customers to save time.
• Exception Tracking
  This feature helps track exceptions in documents to improve efficiency and accuracy.
• Document Management
  A system that organizes and manages documents to support workflow and collaboration.
• Integrated Tracking
  Automatically updates reports and clears exceptions when documents are received.
• Collateral Management
  A tool for tracking collateral with customizable options for better management.
• Custom Data Collection
  Allows for tailored data gathering to meet specific needs in collateral management.
• Document Review Queues
  Routes documents for quality checks and approvals to ensure accuracy.
• Interactive Work Queues
  Users can drag and drop documents to manage their tasks easily.
• Automated Document Review
  Uses automation to manage document reviews and tracking efficiently.
• Customer Requests Management
  Streamlines the process of collecting documents based on customer requests.
• Enterprise Content Management
  This solution helps manage all types of content in one place to streamline operations.

PROFORMANCE Benefits

• File Sharing
  Easy file sharing means clients can quickly send necessary documents without hassle.
• Data Analysis
  Custom data collection helps in understanding and managing portfolios better.
• Customer Requests
  It simplifies how customers send and sign documents, making it easier for them to interact with the bank.
• Automated Processes
  Automation reduces manual work, which helps staff focus on more important tasks.
• Document Management
  A good document management system speeds up work and helps teams work together better.
• Integrated Tracking
  Documents are automatically updated and exceptions are cleared, saving time and effort.
• Exception Management
  It helps track exceptions accurately, making the process faster and reducing mistakes.
• Collateral Management
  It allows for better tracking and management of collateral, making it easier to find and use important data.

Who should use PROFORMANCE?

• Operations
  They can streamline workflows and reduce time spent on tasks.
• Deposit Operations
  They can manage documents and exceptions without delays.
• Chief Lending Officer
  They can improve the overall efficiency of the lending process.
• Lenders & Loan Assistants
  They can work faster and keep track of documents easily.
• Chief Credit Officer & Credit
  They can analyze data better and make better decisions quickly.
• Loan Operations & Underwriting
  They will have better control over documents and can reduce mistakes.
• Tellers, CSRs & Universal Bankers
  They can handle customer requests more smoothly and quickly.

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