Please complete this document with every loan submission to Covey Financial.
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.
Please insert these forms into the closing package. They are very helpful to us and the borrower.
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.
Please send us a copy of the insurance policy.
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.
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