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- Policy Implementation and Board Approval:
The First Step Is To Have A Plan
The First Step Is To Have A Plan
We develop comprehensive loan participation policies and provide all the necessary materials for board approval, ensuring a smooth and efficient process.
We develop comprehensive loan participation policies and provide all the necessary materials for board approval, ensuring a smooth and efficient process.
- Loan Participation Services:
The Second Step Is A Well Prepared Loan Buying Program
We identify and evaluate potential loan participation opportunities, conduct thorough due diligence, and handle all aspects of the purchase process.
Monitoring, Analyzing, and Reporting:
The Critical Compliance Step for Regulatory Requirements
We provide ongoing monitoring and analysis of your loan participation portfolio, with regular reports that track key performance indicators.
- Loan Participation Splitting:
Special Needs
We specialize in splitting loan participations into smaller pools, allowing small credit unions to access investments that would otherwise be inaccessible.
Special Needs
We specialize in splitting loan participations into smaller pools, allowing small credit unions to access investments that would otherwise be inaccessible.
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