Clients usually require longer term NDAs.  Here is a short list of those who have been provided services and their NDAs have expired.

PAFCO Insurance                    Richmond Savings Credit Union

AMA Financial                    Envision Credit Union

Bridgewater Bank                    Manulife Bank                    

Moncana Bank                    Equitable Life                    

Comox Credit Union               Industrial Alliance Life               

Coastal Communities Credit Union     Resmor Trust

Investors Group

Bridging Financial

Gibraltar Mortgage

Here are some examples of whole loans sold outside of pools or portfolios.  NOTE: Vendors, almost all, were able to profitably move these assets off balance sheet as true sales while retaining the customer relationship and earning a servicing fee for doing so.