Sign Up Now
Complete these 4 steps to get started
Most lenders finish in under 30 minutes. Questions? Call 210.610.6250 or email staff@coveyfin.com.
Step1
Sign the Loan Servicing Agreement
Choose the agreement that fits your organization and e-sign it through DocuSign.
Step2
Complete the W-9 and Lender Intake Form
Download and fill out both forms so we can set up your remittances and get to know your organization.
Step3
Complete the Onboard Worksheet
Tell us about the loans you're boarding so our team can set them up for payments, escrow, and tax and insurance monitoring.
Step4
Upload Your Completed Forms
Securely upload your W-9, Lender Intake Form, and Onboard Worksheet through our encrypted portal.
That's it — we'll take it from here.
Once we receive your forms, our team will reach out to confirm your loans and next steps.
