CMaaS
Capital Markets
as a Service
Selling Participations & Syndications can help you:
Keep borrowers as their needs grow
Win larger relationships
Manage concentration risk
Generate fee income
Participate makes it easy to post and sell new participations
CMaaS gives financial institutions a faster, easier way to manage liquidity, reduce concentration risk, and grow borrower relationships—without integrations or long-term commitments.
How CMaaS Works
A lightweight way to run a professional loan sale—fast, secure, and on your terms.
How it works
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Upload deal data & docs — start fast, no integration required
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Choose your audience — your lenders or our 600+ network.
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Built-in NDAs and encrypted data & docs
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Capture buyer interest & close
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Optional post-sale servicing — keep everyone in balance.
For Sellers (Originators)
Grow with borrowers, do more loans and gain more deposit opportunities.
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Expand your network through Participate
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Share privately with your clubs or to 600+ institutions
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Securely add loan details + docs on deals for sale
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Flat fee per post; no integration required
For Credit & Risk Teams
Tackle liquidity and concentration risk with a consistent, auditable process.
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Standardized materials and version control in one place
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Visibility across invites, NDAs, and indications
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Optional post-sale servicing to keep balances aligned (available a la carte)
Path to Full Automation
As volume grows, upgrade to the full Participate platform for end-to-end automation.
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Core/LOS integrations; real-time balances and notices
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Shared balances across participants; automated reporting
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Scale loan sales without adding ops staff
Pricing
Simple pricing for faster loan sales
Start with CMaaS for deal-by-deal posts; upgrade to the Participate platform when you want full automation.
CMaaS
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Publish your loan sale
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Share with clubs or 600+ institutions
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Built-in NDAs & secure room
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Indications tracking
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Optional e-signature agreement
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Optional post-sale servicing
Available "a la carte"
Flexible pricing
Participate Platform (Full Automation)
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Programmatic loan sales at scale
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Core/LOS integrations
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Real-time balances & automated notices
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Shared balances across participants
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Advanced reporting & audit trail
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Dedicated onboarding & success
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Centralized buyer management
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Advanced reporting & analytics
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Real-time loan performance visibility
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Audit-ready compliance & controls
Talk to Sales
Schedule a Free Demo
Want to streamline your loan participations with automation? Discover more about Participate – book a demo today.
Demo Request
FAQ
Frequently Asked Questions
Any type/size.
No. You can start instantly; publish in minutes.
You can go live in just one day — no integration required.
Only the lenders you invite, or optionally, you can publish to the broader network of 600+ financial institutions.
Yes, optional. (Full Participate platform provides automated servicing, shared balances, and notifications.)