Mortgage Solutions

Comprehensive Solutions

Whether helping to purchase a new property or refinance an existing one, One Wealth Management has connections to residential mortgage bankers who apply deep industry knowledge to recommend a financing strategy that will help you achieve your goals. We offer a comprehensive suite of mortgage programs that have flexible payment options—all available for single-family, primary and vacation homes, condos, and co-ops.

Deep Expertise

As a national portfolio lender, our in-house mortgage provider, Bank of New York Mellon, reflects underwriting expertise that distinguishes us in the marketplace. Unlike most mortgage providers, we have the flexibility to structure innovative financing strategies that maximize cash flow, take advantage of tax opportunities and operate in concert with your long-term goals. 

These strategies include:

Innovative Programs

Hybrid Mortgage Solution—Combine two mortgage products into one closing to obtain a potentially lower blended rate, manage interest rate risk and improve cash flow.

Pre-Approval Program—Submit an application and get approved for a mortgage prior to selecting a home for purchase.

The result:

*The minimum borrow amount from Bank of New York Mellon mortgage is $500,000.

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