Inclusiv – Loan Participation Marketplace Interest Form

The Loan Participation Marketplace is designed to help Inclusiv members mitigate lending risk, manage capital or liquidity needs, and standardize lending processes across the different lending portfolios in our network.

Complete the following form to get started. Note: This is a preliminary step only and does not constitute approval or a commitment to transact. No documents are required at this stage.

Section 1: Institution Information

Legal Name of Credit Union

Charter / Institution Number

Section 2: Primary Contact

Primary Contact Name

Title / Role

Email Address

Phone Number

Section 3: Loan Participation Profile

Participation Role

Primary loan product(s) for participation (Use Ctrl to select one or more options)

First Mortgage SSN Average loan size

First Mortgage ITIN Average loan size

Small Business Average loan size

Solar/Energy Average loan size

Section 4: Volume & Timing

Estimated participation volume over the next 12 months (range)

Anticipated timeframe to transact

Section 5: Operational Readiness

Select all that apply

Loan participation policy in placeIndependent credit review capabilityPrior loan participation experienceNone of the above

Acknowledgment

I acknowledge that this submission is a pre-screen only and does not guarantee approval or participation in Inclusiv's Loan Participation Marketplace.

Contact Information