Episys Participation Module Overview

09/18/2018 | 2:00 pm - 3:00 pm ET
Level: Beginner/Refresher
Location: Webinar
Cost: FREE!
Contact: Synergent Learning Center at

Are you interested in sharing loan risk and income among partner organizations?  If so, the Participation Loans module in Episys is for you!  This module enables you to administer the sale of portions of your loan portfolio to other financial institutions and investors.  In this webinar we will cover the setup and functionality of this module from creation to repayment, including:

  • How the Participation Loans module interacts with other areas of Episys
  • Creating participant and participation records
  • Creating participation loans and pools of loans
  • Assessing service fees for origination and servicing
  • How investors can be repaid for their portion of principal, interest, and late charges as loans are paid off



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