Trusted Credit Union Partner
One of the most seasoned credit union service organizations
About AVANA CUSO
Established in 1998, AVANA CUSO is one of the most seasoned credit union service organizations (CUSO) with a focus on commercial real estate lending. Driving excellence through end-to-end customer service and our investments in technology, AVANA CUSO connects credit unions and other lenders with commercial real estate entrepreneurs, brokers, and small business owners through participation lending.
Our mission is to help credit unions diversify their lending portfolios by expanding their lending programs beyond local communities, mitigating concentration risk while enhancing loan-to-share ratios.
Part of the AVANA Family of Companies since 2020, AVANA CUSO is a lending organization that strives to improve communities by funding socially responsible projects that boost economic growth and foster job creation.
Our Performance Reports are reviewed by Deloitte
Through the years..
1990s
1998: Founded CUSO as Telesis Partnerships LLC
2000s
2003: Name changed to Business Partners LLC & first shares sold to diversify ownership group
2010s
2012: New Majority Owners added
2015: Name changed to Extensia Financial LLC
2020s
2020: Acquisition by Avana Capital LLC, as majority owner
2023: Name changed to Avana CUSO LLC
Proven Success Stories
38-Unit Multifamily in Newark, NJ
Multifamily
142-room Inn – Reading
Hotel
Multi-Tenant Industrial Property
Industrial
O’Connor-Masse Family Trust
Refinance
RJED Akron CRE Deal Case Study | AVANA CUSO
Acquisition
107-room Home2 Suites Deal
Acquisition
Why AVANA CUSO
Mission-Aligned Support For SMEs
Designed to help credit unions expand and manage small business and commercial lending in a way that fits cooperative values.
Technology-Enabled Reporting And Workflow Discipline
Structured processes and reporting tools can help teams stay organized, informed, and audit-ready.
A-La-Carte Flexibility
Select specific services (origination, underwriting support, servicing, participation, portfolio support) and scale as needs change.
Client Testimonials
Aaron Klein
Commercial Mortgage Capital, Inc.AVANA CUSO’s strength is in understanding the unique character of every transaction and borrower, and reacting in real-time to solve problems to get deals closed.
Paula Lehn
Chief Executive Officer, FAST Federal Credit UnionAVANA CUSO has provided FAST CU with great LP opportunities which in turn allows us to strategize our balance sheet to best serve our members.
AVANA CUSO Repeat Borrower Program
AVANA CUSO helps our company take out new loans, refinance existing loans, and even modify an interest rate to a more competitive level.
Our Team
Sundip Patel
Co-Founder & Chief Executive Officer
Sanat Patel
Chief Lending Officer
Mae Julian
Global Controller
Brianna Vaughan
EVP, Credit Union Success
Joy Hekking
VP, Servicing
Candace Sheets
EVP, Head of Credit
Josephine Aquino
Customer Success Manager
