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CSI Loan Marketpalce - 2025 - Blue

CSi Computer with PHone

Loan Transactions, Made Simple.

Empowering Community Banks
Participate, Buy, Sell & Originate Loans with Confidence and Ease

CSI Loan Marketplace | Schedule a Solution Demo
The 45-minute demonstration, led by the CSI Loan Marketplace team, will provide an overview of the platform, including:

  • Searching / Filtering for Relevant Opportunities for Purchase, Participation or Origination
  • Posting a Loan for Sale or Participation
  • Managing Transactions & Due Diligence Documentation
  • Call Report Data / Benchmarking
  • Customized Preference Setting
  • In addition to discussing your institutions current strategic needs, participants will have the opportunity to ask questions throughout the demonstration.

> Before the Demo... Submit Buyer/Seller Preferences
Prior to the demo, please take a few minutes to complete and submit the Strike Zone preferences questionnaire so that our team can join the demo prepared to have a targeted discussion specific to your institution. 

The questionnaire page will appear once you have completed the demo booking, or click on this link: https://register.csiloanmarketplace.com/strikezones

About Our Team

info@csiloanmarketplace.com 

The CSI Loan Marketplace has an experienced team focused on a holistic approach to supporting the needs and financial goals of financial institutions and loan originators across the U.S. CSI's technology provides support to financial institution and other credit market participants across a range areas including balance sheet optimization, new originations, and participations/syndications management.

Jennifer Walker
Director
Institutional Partnerships

Kacy Pendergrass
Director
Loan Transactions