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PROFORMANCE: The Leader in Enterprise Content Management

PROFORMANCE is an industry leader in exception tracking powered by document imaging, document management automation, collateral management solutions, and integrated file sharing applications for banks and credit unions. Their staff includes former bankers, database engineers, and software developers, all of whom have real-world experience in bank acquisitions.


Conroe, TX, February 14, 2022 — Are you a bank or a credit union in need of operational efficiency? PROFORMANCE is the company you’ve been looking for. Founded in 1985 to design and implement systems that improve efficiencies and collaboration around paper-intensive operations for banks and credit unions, their focus continues to be developing for and partnering with financial institutions to bring them intuitive user interfaces and effortless automation that simplifies the most complex processes. Their team of experienced developers and former bankers work to provide a level of service and technical support unmatched in our industry.

Their motto: They don’t want customers. They want fans. And that’s why PROFORMANCE provides document management, exception tracking, collateral oversight, deposit, loan analysis, and so much more, integrating many functions across the institution into one best-of-breed system that is ready to go – no staff developers or process building needed.

Among their variety of services you’ll find:

  1. They’re an OnBase Solution Provider: OnBase is the most widely used Enterprise Content Management (ECM) system among financial institutions in the United States. Contact to learn how you can get the most from OnBase. As an authorized solution provider and premier support provider, they look forward to helping you.
  2. Conversion Service: They can assist you with your data and document conversion project – no matter the size – allowing you to keep your focus on running your business.

Another great offer they provide is that you can improve your institution’s efficiency, simplify your day, and ease tensions between departments with their Loan Servicing Software: INFO-ACCESS. 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.

Your document management system should give you the ability to track documents for new and existing customers. It should integrate and automate the following work functions: exception tracking, file share requests, notices to customers, document sharing among the team, and management reports. That’s why PROFORMANCE has created a thorough and detailed document management system. Exception tracking means that archived documents immediately satisfy outstanding exceptions without any additional user input.

Since banks and credit unions take pledged assets as collateral on extensions of credit to secure a loan and limit the risk of loss to the financial institution, a good collateral management service is a critical function for ongoing safety and soundness. PROFORMANCE works very closely with their clients to set up a collateral management solution that was designed to meet the needs of any lending institution, affording you operational efficiencies without on-staff developers.

At PROFORMANCE, they know that you need more than a vendor. You need a guide, an analyst, and an advocate. And that’s why they’ll partner with you to determine your needs, review your processes, install solutions, train your team, handle your support needs and perform ongoing process health assessments.

To learn more about PROFORMANCE’s Workflow Solutions, visit and contact them to find out more on their top-quality services. Their team will be looking forward to working with you.

Contact Info:

Name: Wayne Whaley
Organization: PROFORMANCE
Address: 96 Beach Walk Boulevard, Suite 104 | Conroe, TX 77304
Phone: 281-292-9000

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