A UBSI Group personal advisor guides every step of your home financing.
Benchmark lenders, lock competitive terms, and close confidently with personalized support.
Start my mortgage plan- Personal advisors benchmark rates across 50+ lenders.
- Document readiness coaching keeps approvals on track.
- Negotiated incentives and credits maximize savings.
- Reports and updates mapped to your organization’s benefit goals.
Real members. Real savings on their mortgage goals.
Across purchases, refinances, and HELOC strategies, personal advisors keep members confident and closing on time.
Alicia & Marcus — First home purchase
Secured a 30-year fixed rate 0.45% lower than initial offers and received lender credits that covered appraisal fees.
Devin — Quick refinance pivot
Locked a 15-year refinance with no PMI and closed in 21 days thanks to personal-advisor-managed documentation prep.
“Our personal advisor talked directly with underwriters and kept us informed daily. We closed ahead of schedule with cash back to cover moving costs.”
— HR Benefits Director, National Logistics Affiliate
What happens after I submit the form?
- Personal advisor reviews your goals and verifies affiliate alignment.
- You receive curated lender options with APR comparisons.
- We schedule a collaborative call to finalize next steps.
- All updates are tracked for your organization’s reporting.
Stay prepared, stay confident through every mortgage milestone
We track timelines, documentation, and lender responses so you can focus on life—not loan logistics.
- Personalized checklists cover credit, assets, appraisal, and underwriting milestones.
- Weekly personal advisor status reports show progress, questions, and next actions.
- Secure document exchange prevents delays and keeps data protected.
- Post-close support ensures you capture any eligible rebates or credits.
Trusted partners ready to compete for your mortgage
We collaborate with national and regional lenders known for service, speed, and compliance.
Ready for personal advisor-level mortgage support?
Submit your details and we’ll get to work. Your affiliate or organization partner remains connected throughout the process for transparent reporting.