WHAT YOU'LL WALK AWAY WITH
- How examiners look at concentration. How participations let you manage concentration actively instead of watching it.
- How to scale without adding overhead. What smaller institutions can do to grow a commercial portfolio in a consolidating market.
- What it takes to run participation as a line of business. Policy, underwriting standards for purchased loans, concentration limits, lead-institution criteria, servicing agreements, and the data to tie it together.
- How the Baker Hill Loan Exchange works with Participate. Where participation fits in the workflow between underwriting and the sale.