The strategic partner of choice for community financial institutions.

The Servion Group partners with credit unions and community banks across the U.S. to help them grow their businesses and make positive impacts on their clients.

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The details you need as a home owner, credit union member, or bank customer
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Why Your Financial Institution Should Choose Servion

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Diverse Offerings

Our solutions span mortgage, real estate, financial advisory, commercial lending, and residential and commercial title.

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Relationship Focus

We value long-term relationships with our partners and their members and customers.

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High Tech

We continually invest in technology that makes business better and faster for our partners.

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High Touch

You'll experience personal attention and service at every turn. Responsive, attentive service is at our core..

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Flexibility

You have unique needs, and we meet them by tailoring solutions to fit. No one-size-fits-all here.

What We Offer

Solutions to Help Financial Institutions Grow

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Mortgage

Servion Mortgage is equipped to support FIs of virtually any asset size. You can use our services to start a brand new mortgage program or to grow your current one.
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Realty

Servion Realty offers Minnesota-based agents and a nationwide network to help your mortgage department retain preapprovals seamlessly.
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Title

Servion Title provides class-leading title and closing services in the residential (purchases/firsts/home equity). We operate in dozens of states.
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Financial Advisors

Servion Financial Advisors helps smaller FIs expand their menu of services. Working with our advisors allows you to offer financial planning, investing and related services.
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Commercial Loan Resources

Servion Commercial Loan Resources (CLR) is a leader in outsourced underwriting, loan servicing, collateral solutions, participations and other services that help community FIs break into the commercial lending space.
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Who We Are

A Team Dedicated to Your Success

Servion employees are focused on what's best for you and your members/customers.

Meet the Team
Our Blog | Apr 01, 2026

Tradeshow Season Is Here, and We’re Hitting the Road
Spring is in the air, and that means one thing, Servion is officially on tour and going places. As the tradeshow season is ramping up, and our team is hitting the road to connect with partners, share ideas, and spark meaningful conversations.

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Our Blog | Feb 04, 2026

Put Your Tax Refund to Work, This Tax Season
Every year, tax season arrives with a familiar rhythm. W-2s land in inboxes, calculators come out, and people across the country begin imagining what they’ll do with their refund. For many households, that refund is the single largest financial boost they’ll see all year. It’s a moment filled with possibility, and before your members or customers begin planning a getaway with, there may be an important conversation to start; one that financial institutions are uniquely positioned to help.

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Our Blog | Dec 01, 2025

Holiday Mortgage Lending Made Simple: How We Help You Shine
​The holiday season should be about joy, connection, and opportunity, not about getting tangled in lending snags. While we’re all thinking about the upcoming holidays, our 2026 initiatives are often in the back of our minds as well.

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Get in touch

Let's talk about what The Servion Group can do for you.

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