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Apply for a Loan

Thank you for your interest in a Menlo Survey loan product. We are a full service credit union offering the following:

Our credit decisions are made using a “personal touch”. Each application is personally reviewed by our Staff and Management. We carefully examine the application and try to speak to each applicant to determine the best loan product and term to save you money. Apply for a loan today!

Please complete our Online Loan Application for all Consumer Loans and VISA Credit Cards. For Real Estate and Manufactured Home Loan products contact:

Senior Mortgage Loan Officer Apryll Held
Direct Phone number: 949.336.8430
Email: A.Held@primary-partners.com
SRI Federal Credit Union/Primary Partners Financial website

** Applicant must own the land and the home must be affixed to the land.

Become A Member

By becoming a member, you become an “owner” of the Credit Union. Once you join, your immediate family members also become eligible.

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Apply For A Loan

Menlo Survey offers a full range of loan options including, Auto Loans, RV Loans, Vessel Loans, Mobile Home Loans, Real Estate Loans, and more.

Apply For A Loan

CO-OP ATMs

We have ATMs throughout the country. Nearly 30,000 ATMs means you have more direct, access to your money.

Find An ATM