Strategic Growth Partners

Credit union lending support

We serve credit unions seeking to expand or strengthen their commercial real estate capabilities — whether building from the ground up or optimizing an existing portfolio

trusted partnerships

How we help credit unions

AVANA CUSO helps 80+ credit unions access CRE participation opportunities and build stronger lending operations — supported by servicing infrastructure, credit administration, and reporting tools built for internal governance and visibility.

Our partners range from institutions just entering CRE to those managing complex portfolios who need scalable, reliable infrastructure. As a CUSO, our interests are aligned with yours.

We help credit unions:

Increase earning assets

Diversify portfolios

Strengthen underwriting discipline

Maintain regulatory confidence

Access participation liquidity

Scale without expanding internal headcount

Professional Services for Credit Unions

Services we provide

Loan origination

Add origination support to help source, structure, and move commercial loan opportunities through a consistent intake and review workflow.

Credit administration

Strengthen documentation and ongoing loan administration support to help maintain consistency, controls, and clear internal records.

Loan servicing

Support the loan lifecycle after closing—payments, monitoring, and routine servicing activities—based on defined scope and requirements.

Loan participation

Expand your reach, manage risk, and optimize your portfolio with Avana CUSO’s strategic participation and analytics solutions.

Portfolio management

Access commercial real estate loan participation opportunities with a structured process and post-close visibility tools to support oversight.

Portals to support your workflow

Participation Desk

A platform designed to streamline access to commercial real estate (CRE) loan opportunities, with controls that support internal workflows:

Reporting Portal

Tool designed for ongoing visibility and governance-friendly reporting access

Our working process with Credit unions

How it works

01

Align on objectives and governance needs

We start with your goals and internal oversight requirements. Then align on workflow and service scope.

02

Origination and participation workflow support

Opportunities are evaluated through a structured process designed to support consistent review and decision-making.

03

Ongoing servicing and reporting

After close, servicing infrastructure and reporting tools support visibility and portfolio oversight.

04

Expand support as your program grows

Add services like credit administration and portfolio management as needs evolve.

AVANA CUSOOur Differentiators

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.

Operational depth across the lending lifecycle

Support spans origination through administration, servicing, participations, and portfolio monitoring.

Technology-enabled reporting and workflow discipline

Structured processes and reporting tools can help teams stay organized, informed, and audit-ready.

Request a credit union consultation

Get in touch with us