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Member subscriptions and A la carte options are also available. For more information please contact us.

  • Business Loan Origination
  • Business Loan Participation
  • Business Loan Underwriting
  • Business Loan Documentation, Closing and Funding
  • Business Loan Servicing
  • Portfolio Management
  • Business Loan Compliance
  • Business Loan Marketing
  • SBA Loan Packaging
  • Business Loan Training
  • Secondary Market Services
  • Risk Management / Portfolio Stress Testing
  • Pre/Post Closing Loan File Audit
  • Business and Collateral Site Visits

  • Effective Management of Liquidity
  • Geographical Portfolio Diversification
  • Loan Participation with Over 91 Credit Unions
  • Borrower Concentration Management
  • Lead Credit Union Can Fund as Little as 10% of Each Loan
  • Cost Management Efficiencies
  • Direct Access to Over 175 Years of Industry Experience

For more information regarding our services for credit unions review our
online brochure.

View Brochure.