Bay Area/Sacramento Portfolio Loans - Credit Unions

[Jimmyhee Quach]

Hello,

Started an LLC with a partner and tracking to close on our first deal in the next couple of months.

Called around to a few local credit unions to understand the requirements to open Business Checking and Savings (EIN #, Proof of Organization from California Secretary of State, Signed Operating Agreement).

Looking ahead for future investment opportunities and want to explore Portfolio Loans. None of the credit unions I reached out to offered Portfolio Loans. Wanted to pool the group here and see if there are Credit Unions you've had success with for Portfolio Loans.

Obviously new to the game so also welcome any pointers regarding Business Accounts/Portfolio Loans in general.

Thanks in advance.

Jimmyhee

[Hailey Giddings]

Hi Jimmyhee. I am a direct lender that does portfolio loans, reach out if you're interested in learning more.