Mortgage & Refinance
Personalized rate comparisons, refinance strategies, and personal advisor support from application to close.
Real Estate Rebates
Match with vetted agents, capture up to 1% cash-back, and enjoy HUD-compliant disclosures with personal advisor guidance.
Insurance Bundles
Bundle auto, home, life, and specialty coverage with licensed advisors who understand member benefits.
Consumer Buying
Access personal advisor–negotiated pricing on vehicles, appliances, and household essentials nationwide.
How The UBSI Group personal advisor experience works
Members follow a proven, personal advisor–led process designed to surface the best rates, rebates, and bundled savings.
1. Share your advisor goals
Tell us if you’re refinancing, buying, insuring, or shopping. Let us know your organization name so we can tailor support.
2. UBSI matches trusted partners
Lenders, agents, and advisors compete to deliver the best pricing while your personal advisor keeps everything aligned with your benefit program.
3. Activate negotiated savings
Capture rebates, rate reductions, and bundled discounts with personal advisor follow-through and transparent reporting.
Savings calculator
Preview rebate potential before your personal advisor call.
On a $400,000 home, your cash back is $4,000.
Estimate your potential savings.
The UBSI Group personal advisor team quantifies rebates and rate improvements up front so you can plan confidently.
- Mortgage, real estate, insurance, and consumer scenarios
- Instant rebate projections and closing-cost credits
- Personal advisor follow-up to validate lender and agent approvals
Ready to deliver personal advisor savings for your members?
Our nationwide team is ready to help you launch a mortgage, real estate, insurance, and consumer buying benefit with measurable ROI.