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 | Jul 08, 2025

What Does It Mean to Serve and Be Strong?
At its core, serving and being strong means showing up—even when the path ahead isn't clear, and the outcome is uncertain. It means leaning into moments of challenge with resilience and grace.

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Our Blog | May 01, 2025

Building Financial Confidence in Every Season
Financial stability looks different for everyone, and that shapes the way we approach it as an organization. While the spring season often brings attention to the housing market, this year, the swirling conversations around financial markets call for a closer look. That's why we felt it was critical to address investor sentiment head-on — and to share the trusted, time-tested advice from Servion Financial Advisors.

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Our Blog | Mar 10, 2025

Understanding Escrow: Why Your Mortgage Payment Went Up
Your mortgage payment may have increased due to rising property taxes and insurance costs, which are paid through your escrow account. Even with a fixed-rate mortgage, these expenses can change, affecting your monthly payment. Stay informed by reviewing your escrow statement, checking your property tax bill, and exploring insurance options to keep costs manageable.

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Get in touch

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

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