Loan Transactions, Made Simple

Loan Transactions
Made Simple

Buy, Sell, Participate & Originate Loans Across a Nationwide Network
ACTIVATE MEMBERSHIP
No Fee to Register
Click the registration link to join the
CSI Loan Marketplace today!
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Easily post deals.
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Find new partners or opportunities.
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Access market & price intelligence.
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Make real-time connections.
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Leverage dedicated support.
Access a Nationwide Network of Financial Institutions & Other Originators
Current CSI Bank Members include:
Manage Risk & Profitability
A simpler, more effective and transparent way to buy, sell, participate, and originate loans
The CSI Loan Marketplace offers our Community Bank partners direct access to nationwide exchange for evaluating, buying and selling loans of any type.
The solution is a powerful liquidity management tool enabling your institutions to intelligently and proactively reduce risk, drive profitability,
more effectively deploy capital, and optimally align portfolios with target relationship profiles.
Sellers can post opportunities efficiently and anonymously through the Marketplace.

Once a loan or loan portfolio is posted live on the Marketplace, prospective participants/buyers can easily search, view, favorite and/or submit offers on the opportunity, or any active deal. Sellers can then view and manage inbound interest and inquiries on the deal(s) through the platform.
Buyers have access to key loan metrics and attributes on each deal upfront.

Through the Marketplace, CSI banks can view insights and information on each loan or participation opportunity, and the seller’s underwriting process, streamlining decision-making. Once an opportunity of interest is identified, the buyer submits a preliminary offer or interest indication through the platform.
Learn More
Watch a Preview Webinar
About the CSI Loan Marketplace
Interested in learning more about the Marketplace prior to registering your bank?
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View a recorded webinar on the CSI Loan Marketplace and how it can enable your bank to better manage balance sheet risk and returns
Schedule Demo
Book a Live 1-on-1
Team Discussion & Product Demo
Not ready to join yet? Schedule time to speak directly with the Marketplace Team.
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Book a 30 minute online demo and strategy discussion with our Transactions Team to discuss your bank's balance sheet needs
InfoSec Data Room
Access Information
for Vendor Management
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Access documents to complete your institution's internal vendor and information security reviews and requirements
Recent Case Study | Interstate Bank (TX)
" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."
Key Features
Highlights of the CSI Loan Marketplace
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Browse & Search
Deals across asset classes, structures, industries, and geographies can be easily searched, sorted and filtered
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User Preferences
User tools are designed to enable buyers and sellers to receive the latest information about relevant opportunities
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Activity Dashboard
The summary dashboard quickly provides an overall understanding of the relevant activity on the platform
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Post New Deals
Easily add new opportunities – whether loans for sale or buyer interest – using an easy step-by-step, posting process
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Benchmarking & Insights
Access FDIC or NCUA Call Report data on-demand, and benchmark against peer institutions or relevant aggregates
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Transactions
Submit offers directly on deals of interest, view status and manage all inbound / outbound interactions
CSI Loan Marketplace Product Sheet
Contact you directly?
Frequently Asked Questions.
Security
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Deal Flow
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