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UFirst Money Merge Account Client Orientation Page

  • Build Equity Faster, Retire Sooner and Financially Free on your Current Income!
  • Potentially Save Thousands in Interest
  • Utilize Your Existing Banking Tools
  • Maintain Your Standard of Living
  • No Refinancing Necessary of Existing Mortgage
  • Keep Your Current Payments - Not a Bi-Weekly Payment Plan

To see what the Money Merge AccountTM Program will do for you, please take approximately 10 minutes of your time to complete Step 1 to request your FREE Personal Analysis. Then follow the steps below to learn more and contact your agent to get started with your own MMA.

Why Wait to Start Saving?

Attend a live introduction presentation... Live Event Calendar


Step 1 - Request Your Financial Analysis

Click here for your FREE analysis

In order to determine if The Money Merge Account ™ Program is right for you, it is Essential that you complete a financial analysis worksheet. In just 10 minutes you can complete the Free Analysis to determine if you qualify for the MMA and what the guaranteed savings will be for your specific situation.

Your highly skilled UFirst Financial Independent Agent will provide you with a FREE Copy of your Financial Analysis Results once you complete your worksheet.

Remember: There is No Fee and No Obligation To Run Your Financial Analysis. Additionally, No Credit Check, Social Insurance Number, or Income Verification is Required.

Step 2 - Review Your Free Analysis Report

Click here to schedule a review with your agent

Step 5 - Gather Documentation

Click here to schedule a review with your agent

Please collect these items for our next appointment:

Mortgage Documents

  • Copy of your Most Current Mortgage Statement(s)
  • Copy of the Note (Terms of Agreement) for your Mortgage(s)

Line of Credit Documents (if any)

  • Copy of Your Most Current Line of Credit Statement(s)
  • Copy of the Note (Terms of Agreement) for your Line(s) of Credit

Credit Card and Other Debt Documents (if any)

  • Copy of your Most Current Statement from any other debts

Step 6 - Are You Ready to Get Started?

Get Started Now

Disclaimers

Results vary according to individual financial situations. For this reason, please complete your Analysis Worksheet before determining if the Money Merge Account is right for you. Present this completed worksheet to your United First Financial Representative for a report regarding your eligibility.

No Credit Check, Social Insurance Number, or Income Verification Required for Financial Analysis.

The information contained herein does not constitute an offer or a solicitation to extend credit. Contact your United First Financial Independent Software Agent for further details.

United First Financial, its software agents and subsidiaries provide Internet web based software and support services. United First Financial does not provide accounting, tax, legal, real-estate, mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the Money Merge Account Limited Guarantee.