Training & Information

Business Loan Participation Network

The Basics of Buying and Selling
Loan Participations

Learn how CUBG can serve as your central resource for participations. We'll review general considerations, accounting and processing expectations and explain how CUBG facilitates the entire participation process.

This introductory session is free for all attendees. Find a complete schedule of webinar training courses available.

Information Package

This package outlines the features and benefits of CUBG's Participation Network in a concise format. Understand the entire process that CUBG facilitates to bring opportunities to our credit union network.

View full information package.

• Easy matching of buyers and sellers
• Liquidity when you need it
• Manage your caps: total MBLs and loans-to-one-borrower
• Increase asset yields

• Due diligence on the participating credit unions
• Underwriting and credit quality
• Standardized processes and documentation
• Pricing the loan and the participation
• Marketing the participation

• Standardized loan documents and participation agreements
• Participation accounting standards
• Investor reporting and funds management
• Participation Network service standards