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EMPLOYEE NEED + BUSINESS IMPACT

Your Workforce Cares About This — and So Should You. 

97% of employees say owning a home is important to them. 76% say it feels out of reach. (Source: Bank of America Homebuyer Insights)

 That gap creates stress, distraction, and turnover. But when employees achieve homeownership? 

✅ Homeowners are 50% less likely to change jobs in the next 12 months 
✅ Financially secure employees are 3x more focused and engaged 
✅ Absenteeism drops as financial stress decreases 
✅ Loyalty increases — 94% of financially secure employees stay longer

(Sources: SHRM, MetLife, Financial Health Network, Zillow)

HOW THE PROGRAM WORKS

Education First. Advocacy Always. Sales Pressure? Never. 

Advantage Home Plus supports your employees through three flexible pillars of service. They can engage with one, two, or all three — depending on where they are in their journey. 

🧠 Education 
• Live webinars & on-demand video learning 
• Monthly articles, checklists & toolkits 
• Housing literacy that goes beyond surface-level tips 

🛠️ Planning 
• One-on-one coaching with a homeownership advisor 
• Personalized goal-setting and strategy 
• Budget planning tools for every stage of life 

💰 Savings 
• Access to down payment assistance and grant programs 
• Vetted, unbiased referrals — only if employees request them 
• Average employee savings: $4,000+ 

We’re not a mortgage company. We’re not realtors. We’re advocates. 
And we’ve been doing this since 1998. 

PLAN OPTIONS + PRICING

Choose the Tier That Fits Your Company — or Start With Empower for $0 

We offer three flexible plan levels to meet your goals: 

EMPOWER PLAN – $0/year

The perfect way to launch with no cost or commitment. 

✔️ Monthly educational webinars 
✔️ 1:1 coaching session per employee 
✔️ Budget planning tools (basic version) 
✔️ Down payment assistance access 
✔️ Mortgage & real estate savings (employee-directed) 

Sign up by August 31 and receive $2,400+ in bonus add-ons: 
• On-demand video library with completion certificates 
• Monthly engagement toolkits 
• Financial wellness webinar series 
• Article library + internal campaign templates

ELEVATE PLAN – $2,500/year

Unlock higher engagement and ready-to-go internal rollout tools. 

Everything in Empower, PLUS: 

✔️ Advanced budget planning suite 
✔️ Dedicated account success manager 
✔️ Usage reporting 
✔️ Custom HR rollout support 
✔️ Multilingual employee materials 
✔️ Financial coaching team access 

TRANSFORM PLAN – $5,000/year

Our premium white-glove partnership experience. 

Everything in Elevate, PLUS: 

✔️ Quarterly strategic review calls 
✔️ Anonymous employee insights reporting 
✔️ Custom-branded onboarding video 
✔️ Branded recruitment slide deck + social media support 
✔️ Employer-assisted down payment program support 
✔️ Live virtual or onsite workshop each year 

All plans include our 100% Happiness Guarantee. 
If you’re not satisfied, cancel anytime and we’ll refund the full amount — no questions asked. 

WHY HR LEADERS SAY YES 

A Benefit Your Team Will Actually Use — and Thank You For 

✔️ Quick, turnkey setup 
✔️ No lift for HR 
✔️ No pressure to upgrade 
✔️ Transparent pricing and deliverables 
✔️ Usage tracking, employee feedback, and full support 

Designed to complement your current financial wellness offerings — not compete with them. 

“The webinars are well-attended, the feedback is positive, and the savings are real. It’s one of the few benefits people actually thank us for.”

DOWNLOADABLE RESOURCES 

HR Decision Maker Toolkit 
Includes: Plan comparison, FAQ, timeline support, and talking points for internal discussions. 

White Paper: “What Is an Employee Homeownership Program — and Why It Matters”

Don’t Just Offer Financial Wellness. Offer Results. Homeownership is one of the biggest drivers of long-term stability and employee well-being. 

✅ Proven impact 
✅ Zero cost to start 
✅ 100% happiness guarantee