On-Demand Demo

CSI Loan Marketplace

CSI is thrilled to announce that all customers now have access to the CSI Loan Marketplace as a tool to help institutions more efficiently manage their balance sheets and expand their loan sourcing and distribution networks. Made possible through CSI’s partnership with Community Capital Technology, this digital exchange makes sourcing loan growth, selling loan portfolio balances and benchmarking loan performance just a few clicks away

Now available to all CSI customers at no cost, this marketplace helps you manage balance sheets while expanding loan sourcing and distribution. It also empowers your institution to:

  • Pursue lending opportunities for loans that can’t typically be originated due to regulatory or market constraints
  • Sell these opportunities to non-restricted lenders via the platform
  • Transition loan/client portfolios that may not be optimally aligned with your target relationship profile (e.g. legacy clients, post-acquisition rationalization, etc.)
  • Grow existing relationships and/or reach new customers by directly sourcing partners
  • Increase distribution for club deals or smaller syndicated deals
  • Source partners that have similar underwriting criteria and culture but are outside of your immediate market

Join our live demo to find out more about how CSI Loan Marketplace works and how to access it. You’ll learn more about the key benefits, watch a demo of CSI Loan Marketplace and participate in an interactive Q&A.

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