Services

Operational Precision And Ongoing Risk Oversight

AVANA CUSO provides lifecycle loan servicing support designed to strengthen operational consistency, documentation discipline, and stakeholder visibility. Services are scoped to fit your credit union’s policies, reporting needs, and oversight requirements

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What we do

Servicing Operations With Clear Visibility

AVANA CUSO provides comprehensive loan servicing support across the full lifecycle of your CRE portfolio — from daily payment processing through annual loan reviews. We deliver the operational infrastructure your credit union needs to grow CRE confidently, with every loan actively monitored — not simply administered.

Your servicing support includes:

Payment & escrow administration

Accounting & loan lifecycle support

Annual loan & financial reviews

Compliance & board-level reporting

View Full Product Sheet

Loan Types We Support Servicing For

Conventional Term Loans

Servicing support for portfolios, aligned to your credit union’s servicing standards and reporting expectations.

SBA 504 Loans

Servicing support for SBA 504 loans, with workflows designed to maintain documentation and reporting consistency.

USDA Loans

Servicing support for USDA loan portfolios, aligned to scope and your credit union’s oversight model.

Regulatory & Audit Readiness Support

AVANA CUSO helps credit unions minimize operational burden by providing proactive Regulatory & Audit Readiness Support. Our team ensures your loan servicing practices are clean, compliant, and well-documented—streamlining audit processes and reducing risk. With AVANA CUSO, you gain peace of mind knowing your portfolio is always aligned with evolving regulatory expectations.

Driving innovation through technology for credit unions

Technology and reporting

Reporting Portal

Our Reporting Portal provides access to key reports and loan/portfolio views, with role-based access and export options available as configured. Views and outputs depend on scope and implementation

Reporting Portal Login

Our working process with Credit unions

How It Works

Align on Objectives And Governance Needs

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

Origination And Participation Workflow Support

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

Ongoing Servicing And Reporting

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

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.

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.

Most common questions

Frequently Asked Questions

What’s included in AVANA CUSO Loan Servicing?

Loan Servicing can include loan servicing support, loan reviews, portfolio servicing, and access to the Reporting Portal. The exact responsibilities, cadence, and outputs are defined during scoping so your team has clear handoffs and oversight.

Do you service only AVANA CUSO-sourced loans, or can you support our existing portfolio?

The current page states servicing support may apply whether loans are sourced directly through your credit union or facilitated by AVANA CUSO. In practice, eligibility and scope depend on portfolio characteristics, data availability, and agreed responsibilities.

How does Loan Servicing differ from Portfolio Management?

Loan Servicing focuses on operational execution and ongoing administration across the life of the loan, along with loan reviews and reporting visibility. Portfolio Management is typically positioned for higher-level portfolio review and oversight activities. If you want both, we recommend defining handoffs so servicing execution and portfolio oversight remain distinct.

What is the Reporting Portal and who should use it?

Our Reporting Portal is designed to provide access to key reports and portfolio views, with features such as user management and export options. It’s typically used by lending leadership, servicing/ops leaders, and oversight stakeholders who need consistent visibility. Views and access roles vary based on configuration and service scope.