Corporate Home Benefit Program

As a business owner or leader, you’re always looking for ways to support your team.

But most benefits focus on short-term needs.

This program focuses on something bigger:

Helping your employees build long-term financial stability through homeownership

A large percentage of employees today feel:

• Financial stress
• Uncertainty about the future
• Confusion around homeownership

Your team is looking for guidance… Most companies just aren’t providing it.

This isn’t just a mortgage offering.

It’s a financial wellness benefit designed to help your employees:

• Understand how to buy a home
• Improve their financial position
• Build long-term wealth
• Make smarter financial decisions

• Access to exclusive mortgage benefits
• Personalized guidance and planning
• Down payment and financing education
• One-on-one consultations
• Ongoing financial reviews

• Increased employee satisfaction
• Higher retention
• Stronger culture
• Reduced turnover costs

This program includes:

• Exclusive employee discounts (including lender credits)
• Educational Lunch & Learns
• Financial literacy workshops
• One-on-one strategy sessions
• Annual financial reviews
• Ongoing support after closing

Your employees may receive:

Up to $1,640 in lender credits toward closing costs

Plus:

• Competitive rates
• Streamlined process
• Dedicated support team

We provide live and ongoing education for your team:

Topics include:

• The Home Buying Process (A–Z)
• Rent vs Own
• Financing Options
• Financial Planning Basics
• Reverse Mortgage Education

We support your company with:

• Custom landing pages for your employees
• Co-branded marketing materials
• Internal rollout support
• Ongoing engagement strategy

This program is powered by Rate:

• One of the largest retail mortgage lenders in the U.S.
• Licensed nationwide
• Thousands of employees and branches
• Industry-leading customer satisfaction

We partner with your company

We introduce the program to your employees

Employees receive education + personalized guidance

We help them navigate homeownership with confidence

This is about:

  Helping your employees feel more secure
  Helping them build wealth
  Helping them plan their future

And when employees feel that…

  They stay
  They perform
  They grow