Small Private Lenders: Start Here
Are you a private lender or seller servicing 1–10 loans?
If so, you can skip the full onboarding process below and sign up today.
Sign Up Now →Covey Financial is a licensed residential mortgage loan servicer based in San Antonio, Texas. Since 2012, we've serviced more than 10,000 loans across 19 states for non-profits, private lenders, and portfolio investors.
What's included
- Payment processing: online, ACH, phone, and mail, with a 24/7 borrower portal
- Escrow administration: tax and insurance tracking, disbursement, and annual analysis
- Investor reporting and remittance: monthly statements and remittances on your schedule
- Borrower support: live customer service, payoff quotes, and payment histories
- Year-end tax reporting: 1098s and related borrower filings
- Default management: early-stage collections and loss mitigation support
- Regulatory compliance: RESPA, TILA, FDCPA, and state-specific requirements handled for you
Simple pricing
$100
one-time setup fee per loan
$35
per loan, per month
How to get started
Complete our Loan Servicing Agreement through the secure DocuSign link above. Once we receive it, we'll follow up with onboarding steps and the documents we need to board your loan(s).
Questions first? Call (210) 610-6250 or email staff@coveyfin.com.
Schedule a demo
We would love to provide a free demo of our platform. Please click below to schedule.
New Lender Setup
Please be sure to review our check list to onboard new lenders.
Please complete this lender intake form so we can acquainted with your organization
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.
