Commercial Loan Resources

Commercial lending has higher risk due to its size and complexity; it also requires expertise that’s costly to acquire. However, it also offers significant opportunities – when combined with solid underwriting and overhead expense management – to grow profitability.

Resources for Current Partners

Fillable Forms

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Closing Document Worksheet


Appraisal Order Form

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Free Trial: Commercial Loan Resources

  • Have us underwrite a loan, review an appraisal, or do an annual loan review for free.

Our Services

Servion Commercial Loan Resources is a strategic partner for financial institutions in search of assistance in any area of business lending. Our services can be tailored to fit the unique needs of your institution – from facilitating growth to simplifying your commercial lending business.

Portfolio Servicing

  • We're a leading commercial loan servicer for community FIs
  • Full or tailored to fit your needs
  • Portfolio management and monitoring
  • Critical tracking systems for your collateral


  • Loan documentation preparation
  • In-house title services
  • Post-closing quality control

Loan Underwriting

  • Risk assessment to gain insight into credit quality
  • Identify and recommend proper loan structure
  • Highly experienced team of underwriters


  • Quality Appraisal review and Evaluation products
  • Environmental review for Phase I, II and III
  • Vendor engagement for appraisal, environmental and other third-party reports

Additional Services

  • Loan policy review and development
  • Migration assistance from ALLL to CECL
  • Portfolio auditing
  • And much more
Collateral Review


The Importance of Collateral Review in Commercial Lending

Chief Credit Officer Tony Lillie and Collateral Solutions Manager Janet Nelson explain why collateral review is such an important step in commercial real estate lending.

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Our Blog | May 26, 2023

The Servion Group's Partner Update - May 2023

We are thrilled to welcome our newest partners and grow all relationships with existing ones.

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Our Blog | Apr 21, 2023

Highlighting the EPA’s newer standard practice for environmental site assessments

On February 13, 2023, the Environmental Protection Agency approved ASTM E1527-21 as a new standard practice that meets the definition of all appropriate inquiries, making it the acceptable standard for conducting a Phase I Environmental Site Assessment (ESA). A Phase I ESA is a preliminary investigation of a property that identifies any potential or existing environmental contamination, hazardous substances or waste that could affect the value or use of the property.

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Our Blog | Apr 05, 2023

MnCUN and The Servion Group Formalize Partnership to Provide Growth Solutions

The Minnesota Credit Union Network (MnCUN), the state’s trade association for credit unions and the Servion Group are formalizing a Strategic Alliance partnership to provide MnCUN member credit unions quality growth solutions.

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We'd love to talk with you

We're ready to be your commercial lending partner.

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