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Covey Financial
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    • Home
    • About Us
      • About Us
      • Licensing
      • Blog
    • Borrowers
      • Avoid Foreclosure
      • Escrow Analysis
      • Online Access
      • Forms
      • FAQs
    • Lenders
      • Why Covey Financial
      • New Lenders
      • Onboard Process
      • Lender Access
    • Contact Us
      • Contact Us
      • VOM

  • Home
  • About Us
    • About Us
    • Licensing
    • Blog
  • Borrowers
    • Avoid Foreclosure
    • Escrow Analysis
    • Online Access
    • Forms
    • FAQs
  • Lenders
    • Why Covey Financial
    • New Lenders
    • Onboard Process
    • Lender Access
  • Contact Us
    • Contact Us
    • VOM

Loan Onboard Process

Submission Worksheet

Please complete this document with every loan submission to Covey Financial. 

New Loan Worksheet

Escrow Calculation

An often overlooked and very important item for Covey Financial is to correctly calculate the escrow payment. We provide a helpful excel template to assist lenders' calculate the correct escrow payment. 

Escrow Forecast

Borrower Information and Servicer Disclosures

Please insert these forms into the closing package. They are very helpful to us and the borrower. 

Borrower Forms

Gather the executed loan docs

We retain a copy of the closing documents. We often have to refer to them and must ensure the loan is correctly set up in our system. 

Gather the property insurance information

Please send us a copy of the insurance policy. 

Gather and share other escrow items

If there are items to be paid out of escrow, please share those details with us. Examples would be: insurance policy, tax statement(s), other statements (HOA, Pest, ...etc.)


We must know the amount to pay, when to pay, and any reference number. 

Deliver all items above to Covey Financial

Remit all the above items to Covey Financial via email or dropbox


Email: Staff@coveyfin.com

Lender Onboard Forms

Escrow - 24 month forecast- (xlsx)Download
NEW LENDER CHECKLIST (pdf)Download
CF New loan Setup 2023 Finalv2 (pdf)Download

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