The CDFI Secondary Market Needs Better Operating Structures, Not Just More Buyers
CDFIs face rising loan demand and limited capital. Learn how secondary-market structures can expand capacity while preserving servicing and borrower relationships.
Loan Participation Accounting: From Ownership Setup to Reconciliation
A practical guide for banks and credit unions on loan participation accounting records, payment allocation, reconciliation, ownership controls, and software evaluation.
The Community Bank Leverage Ratio Final Rule: What It Means for Loan Participation and Syndication in 2026
Community banks entered 2026 facing a familiar balancing act: continue growing loans and serving relationship borrowers while managing tighter capital expectations, concentration
Commercial Loan Automation: How Banks Streamline Lending and Reduce Operational Risk
Discover how commercial loan automation reduces operational risk, accelerates approvals, and modernizes loan operations across financial institutions. Introduction Commercial lending is the
Loan Processing Workflow Automation: How Modern Banks Reduce Errors, Delays, and Back-Office Load
Learn how loan processing workflow automation cuts errors, speeds approvals, and modernizes banking operations across commercial and consumer lending. Introduction Loan processing
The Next Step in Loan Servicing Automation: From Origination to Post-Sale
Discover how banks can extend loan servicing automation beyond origination and payments to include post-sale management — cutting risk, freeing liquidity, and
Loan Portfolio Analysis: The Key to Smarter, Stronger Banking
In today’s fast-changing financial landscape, bankers are under constant pressure to balance growth with risk. You’re expected to increase profitability, maintain liquidity,
When Bank Loan Forecasts Flip
The State of Bank Loan Growth: What’s Changing? After trimming expectations earlier this year, analysts are now revising 2025 bank loan growth
Building a Nationwide Lending Network: The Power of Buy-Side Clubs
Why Community Lending Needs a National Strategy In today’s competitive lending environment, community banks and credit unions are under pressure to serve
Inside the Loan Sales Ecosystem Powering the Next Era of Private Credit
How banks, credit funds, and asset managers are scaling origination, distribution, and risk-sharing through a fully integrated digital loan marketplace. The private
Secondary Market for CDFI Loans: Opportunities and Innovations with Participate
The development of a robust secondary market for Community Development Financial Institutions (CDFIs) represents a transformative opportunity for expanding their impact. CDFIs
Advanced Strategies for Optimizing Balance Sheet Management and Driving Profitability
In an era of unprecedented challenges and opportunities, banks are increasingly turning to sophisticated loan participation automation platforms to gain a competitive