Proforma Fund includes customized end-to-end servicing for our partner loan portfolios. We offer branded welcome packets, marketing programs, compliant communication touch-points, an online payment portal, and our call center advocates — all at no cost.

When lenders partner with Proforma Fund, borrowers receive exceptional customer service that ensures they understand the benefits of banking and borrowing with a local community-based financial institution. Our end-to-end servicing reduces administration costs on loans while ensuring your members receive the attention they deserve.

Want to learn more about how Proforma Fund services loans?

View the process map below, or contact us today!