Loan Onboard Process
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.
Remit all the above items to Covey Financial via email or dropbox
Lender Onboard Forms
Escrow 24 month forecast
New Lender Checklist
CF New Loan Setup 2023