Waypoint has assisted a number of credit unions purchase loan participations on their own, without costly broker fees.

  • Loan Participation Introduction for Management and Directors
  • Participation Policy Reviews
  • Pre-purchase due diligence assistance
    • Accompany credit union management during on-site visit to selling credit union
    • Loan review assistance
    • FPR analysis assistance
  • Coaching for accounting team
    • Principal repayment
    • Premium amortization
    • Allowance for Losses