SoFi’s mission is to help people reach financial independence to realize their ambitions.

With over $50+ Billion in funded loans and over 4 million members, SoFi Finance, Inc has been helping individuals achieve their financial goals and “get their money right” since 2011.

Sage members have access to the following benefits at SoFi at no cost to them:


SoFi’s mission is to help people reach financial independence to realize their ambitions.

With over $50+ Billion in funded loans and over 4 million members, SoFi Finance, Inc has been helping individuals achieve their financial goals and “get their money right” since 2011.

Sage members have access to the following benefits at SoFi at no cost to them:

Benefits for Sage Membership:

0.50% Rate discount on Personal Loans

0.25% Rate discount on Student Loans

Welcome bonus on Private Student Loans ($250) or Mortgage purchase/refinance ($500) 

SoFi Relay: online budgeting, credit monitoring, net worth tracking, etc

SoFi Learn: over 100k articles/blog postings on a variety of financial topics. 

Complimentary Certified Financial Planner (CFP) access

Looking for another way to learn?

Our YouTube Channel offers numerous videos to help you learn about the information we discuss on our website.

Quick links to our Searchable Database of Industry Professionals:

Legal Disclaimer: The participant understands that Association has no control or oversight over the services provided to the Participant by any vendors associated with the Association member benefits platform. Sage has secured these vendors as independent third parties, and Sage does not warrant or guarantee their services, nor does Association accept any liability for any damages possibly incurred by the Participant in working with any of the Association’s vendors.  

*SURROGATE ELITE Not available in all states at this time.