Bevel is a fully managed employee benefit that helps your people buy, sell, or refinance a home with expert guidance and savings of up to $12,000 in closing costs.
Adds homeownership to a modern total rewards package, alongside health, retirement, financial wellness, and lifestyle benefits
Available at no cost to your organization or employees
Not subject to ERISA, and launches year-round
Let's talkHousing is the largest line item in most household budgets, yet it is often the least-supported part of an employee's financial life. High home prices, interest rates, and the complexity of buying or selling create stress that follows employees to work.
of workers feel financial stress at least sometimes
feel it frequently or constantly
say homeownership support would reduce financial stress
would change jobs for better housing benefits
Sources: Inside The State of Financial Wellness: Challenges, Gaps & Opportunities Report, SHRM and Raymond James, 2026; ConsumerAffairs report, 2025.
Employees work with our network of real estate agents and loan officers in all 50 states and Washington, DC. This is a managed experience, not a referral list. Our team is involved from registration to closing.
Buy a first, second, or investment home
Sell a home with expert guidance
Lower rates or tap into equity
Coordinate both sides of a move
For a typical home purchase, eligible employees and family members receive:
Credits are applied at closing and can cover expenses such as lender fees, appraisal, title insurance, insurance, taxes, or a rate buydown.
We manage the employee experience and help you introduce the benefit, with ready-to-use communications and ongoing engagement support.
Tell us about your people. We will tell you honestly whether Bevel is a fit. Call or email either of us directly.