Case Study: Metro Credit Union automates participation reporting with LoanStreet

Metro Credit Union automates participation reporting with LoanStreet to eliminate error-prone manual monthly workflows

Metro Credit Union faced a challenge with its growing loan participation portfolio. Its legacy process for sell-side reporting was manual and relied on spreadsheets, which was becoming unsustainable. The process was time-consuming, prone to errors, and required significant staff effort to reconcile data and prepare reports. To support its growth and reduce operational risk, Metro Credit Union turned to the vendor LoanStreet for a solution.

LoanStreet implemented a centralized system that automated the entire participation reporting lifecycle for Metro Credit Union. By standardizing data ingestion and remittance reporting, LoanStreet delivered greater accuracy, consistency, and operational efficiency. This automation freed the Metro Credit Union team from manual tasks, allowing them to focus on more strategic priorities.

Metro Credit Union