Loan Participation Consulting Services

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Are you interested in participation lending but don’t know where to start? Need help getting a participation lending team up to speed and working efficiently?

We offer consulting services to help credit unions who wish to buy or sell loan participations.

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Description

Overview

Consulting services for all phase of selling loan participations include:

  1. Develop a policy
  2. Develop a Master Agreement
  3. Develop internal procedures
  4. Help find a credit union to partner with to sell loan participations to
  5. Use of CU*BASE software to create a package of loans to be sold (Tool #574), setting up the participation loans on the subsidiary software (Tool #119), monthly settlements (Tool #314)
  6. Review participation reports – PLI Trial Balance (Tool #590), participation loan delinquency analysis report (Tool #578)

Consulting services for all phase of buying loan participations include:

  1. Develop a policy
  2. Deelop internal procedures
  3. Help find a credit union to partner with to buy loan participations from
  4. Due diligence review of the originator
  5. Training of the employees on the accounting entries

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