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Boost Performance with Safe, Smart Loan Participations

QuantyPhi’s mission is to help credit unions create optimally performing balance sheets. Loan Participations are effective balance sheet optimization tools. They generate income, help investment managers control risk, and help credit unions better manage liquidity. As a credit union service organization, QuantyPhi is a trusted source for safe, smart Loan Participations.

Buying and selling loans is the smart, strategic way to:

  • Keep the loan portfolio performing and outperforming
  • Boost income while staying within risk parameters
  • Better manage liquidity so you can keep lending

How will QuantyPhi help your credit union?

QuantyPhi’s online Loan Participations platform is suitable for any credit union, loan, or deal volume. It streamlines the process from origination to maturity. Whether your credit union is looking to buy or sell loans, the platform allows you to set parameters that match your credit union with the appropriate buyer or seller. 

Buying and Selling Loans

With loan participations from QuantyPhi and LoanStreet, credit unions get:

Infographic that highlights unlimited users, availability, free agreements, proprietary data, and more

  • Unlimited number of user registrations available at no charge
  • Technical support readily available
  • Transparency across all facets that allows for competitive pricing and strategy
  • Proprietary market data used to market to potential buyers
  • Review loans simultaneously with other users to significantly reduce time and expense on due diligence
  • Free standard participation agreement
  • Automated monthly reports and analytics tailored to your key performance metrics transmitted through cloud-based, encrypted data storage
  • Compliant with GAAP accounting standards, NCUA requirements, and CECL compliance

What are the benefits of QuantyPhi’s loan participations program?

QuantyPhi’s fully integrated, online Loan Participations platform gives your credit union immediate access to hundreds of loan offers with no exclusivity, no fees, and no minimum purchase requirements. We make the reporting process easy, provide comprehensive analytics, and offer best-in-class compliance to help your credit union grow its income, reduce risk, and provide more opportunities for growth. Who you partner with for financial services MATTERS. Call QuantyPhi today at (414) 433-0176.

*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Pershing Advisor Solutions, a DBA for CFGS, a Registered Investment Advisor. QuantyPhi, LLC. is independent of CFGS.

**Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. QuantyPhi, LLC. is independent of CFGS. Check the background of your financial professional on FINRA’s BrokerCheck.

***For a copy of CFGS’s Form CRS please visit: ConcourseFinancial.com.