NACUSO Marketplace Provider
Organization Name: The Servion Group
NACUSO Membership: Gold
Year Formed: 1987
Description of Your Services: Mortgage: Partnerships in retail, correspondent, wholesale, and delegated channels. We help CUs build mortgage programs from the ground up, and we help those with existing mortgage services improve and grow.
Residential & commercial title: We are able to provide a wide variety of title services across most states. we offer complete services for purchases, firsts, refinances, & home equity loans; Commercial title offers O&E, escrow and closing services, 1031 exchanges and much more.
Business lending: Full-service or ala carte solutions for portfolio servicing, closing, underwriting, appraisal reviews, environmental reviews and more.
Real estate: Over 15 agents helping buyers & sellers in MN and WI. We also operate Go2Source, a national network enabling CUs to find Realtors for members anywhere in the country.
Financial advisory: Empowering CUs to offer sophisticated investment and financial planning services to members.
Services You Provide:
Business Lending:Underwriting Commercial Mortgage LoansServicing Commercial Mortgage LoansUnderwriting Equipment LoansServicing Equipment LoansReview of Loan PortfoliosConsulting on Business LendingSale/Purchase of Loan Participations in Business Loans
Investment Services:Securities Sales to MembersAdvisory Services for MembersFinancial and Estate Planning for MembersConsulting Re: Member Investment ServicesSecurity Sales/Advisory Services for Credit Union Portfolios
Mortgage Lending:Funding Mortgage LoansUnderwriting Mortgage LoansServicing Mortgage LoansSecondary Market Sales of Mortgage LoansSale/Purchase of Loan Participations in Mortgage LoansConsulting on Mortgage LendingReal Estate Brokerage ServicesTitle Agency/Escrow/Settlement ServicesSoftware for Consumer Mortgage Lending
Other Member Services:Real Estate Brokerage Services
Why should a credit union use your services?: We are a credit union service organization (CUSO) founded in the Midwest and partnering with credit unions across the country. We are owned by a group of approximately 50 Minnesota credit unions and partner with more than 450 credit unions around the U.S.
Our teams, from executives to hourly employees, understand credit union philosophies and we’re committed to helping these institutions make a bigger and better impact on their members. We deliver our services through a powerful blend of personal service and user-friendly technology.
We know that credit unions are focused on providing exceptional member service. When we interact with your members, we believe in providing service that lives up to the high standards you have set.
Number of Credit Union Customers: 460
Percentage of Users/Customers that are Credit Unions: 89
Are You a CUSO?: Yes
Are there investment opportunities for credit unions?: No
Describe Your Business Model:Fee for services.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: No
We never back-solicit any of your members; as a CUSO, we do not have members of our own. Rather, our goal is to help credit unions grow their memberships. We do not offer auto loans, deposit accounts or other products that are normally offered by our partners.
Learn more about our CUSO.