Schedule a demo

We would love to provide a free demo of our platform. Please click below to schedule.

New Lender Setup

Complete Loan Servicing Agreement

Please be sure to review our check list to onboard new lenders.

Complete W9

Upload W9

Submit & Await Servicing Agreement

Please send the completed W9 and Lender Info form to Eric@coveyfin.com. Once received, we will deliver a Servicing Agreement for signatures.

Closing a loan while signing up?

Please be sure to visit the onboard process while your new lender application is pending. There is an informative Escrow Forecast and other disclosures that are helpful.