How a Direct Marketplace Simplifies Loan Sales
When: November 18, 2025 @ 11am PT / 2pm ET
Buying and selling loans doesn’t have to be complicated. Many banks and credit unions are finding a simpler way by connecting directly with peers through a direct marketplace. The result is lower costs, faster execution, and better pricing for both sides.
In this session, John Roberts, Head of Markets at Capstack Technologies, and Mark Messick, Sr Advisor, Fintech Alliances Corporate Strategy Group, will share how they are using this approach to streamline loan sales, get better pricing for buyers and sellers, and build new relationships with other like-minded institutions.
All Jack Henry clients who register will also receive three months of complimentary access to Capstack Analytics, a tool that helps you benchmark against peers and prepare board-ready performance insights instantly.
Even if you can’t attend live, sign up to receive the full recording after the event. All registrants will also receive access to our previous session with Jack Henry, “How to Make Loan Sales Part of Your Growth Strategy.”
What You’ll Learn
- How direct bank-to-bank loan sales work in practice
- Why removing intermediaries leads to better pricing and faster execution
- How the marketplace model connects banks to new counterparties
- How to prepare listings and negotiate efficiently within a secure, digital marketplace
Mark came to Jack Henry in 2008 and has 30 years of experience in banking and finance. Although he started his career with Union Planters Bank, he’s spent most of his time in the financial software industry helping community-based institutions find and leverage the tools they need to compete. As a member of Jack Henry’s Corporate Strategy Group, Mark now specializes in finding and facilitating partnerships as part of the Fintech Alliances team. He’s passionate about innovation in this space and is an advocate for leveraging technology to enhance human interactions, improve efficiencies, and provide modern, relevant experiences for today’s digital users
John is a 30-year veteran of global fixed income markets. He has held senior leadership roles at JPMorgan, Lehman Brothers, and Barclays, served as a senior officer and board member of SIFMA, and was appointed by the New York Federal Reserve to the Treasury Markets Practices Group. His expertise spans portfolio management, risk, and asset-liability management—bringing community and regional banks the perspective of both Wall Street and Main Street.