An Employee Benefit

Your Path to Financial Wellness Begins at Home.

Your employer has invested in your future. Here's how to claim it.

A new standard in employee benefits

NestSTEPS transforms homeownership into an employee benefit. Whether you're years away from buying or ready to start saving today, and whether you're purchasing your first home or your next, this program was built for you. Through a combination of smart technology, real education, and personal guidance, NestSTEPS gives you the tools, the knowledge, and the financial support to get there. As an eligible employee, you have direct access to NestSTEPS as part of your benefits package.

What You Get as an Eligible Employee

Smart Financial Tools

A cashflow system that flips the default from spending to saving. We'll help you open a new FDIC-insured primary deposit account — and our platform automatically moves money into your spending accounts based on the budget and goals you set.

NestSTEPS Academy

A series of live educational workshops to prepare you for homeownership, increase your understanding of financing options, and deliver strategies to achieve financial wellbeing through homeownership. Additionally, you'll have access to a Home Advisor and an Equity Architect for individualized support throughout your entire journey.

Contributions Toward Your Home

When you're ready to buy, NestSTEPS puts real dollars behind your goal — up to $2,000 toward the purchase of a home. Not just words, but financial support invested in your future.

What Happens After You Enroll?

Complete your profile

Tell us about your goals and timeline so we can personalize your experience from day one.

Meet your NestSTEPS Advisors

Your first 1-on-1 session gets you set up on the platform, your budget established, and your savings plan activated.

Attend your NestSTEPS Academy workshops

Six weekly live sessions designed to increase your knowledge and confidence immediately.

Start making progress

Track your milestones, build your savings, and watch your goal get closer — one step at a time.

What Does It Cost?

$20/month

gives you full access to:

The NestSTEPS platform and cashflow system
Six live education workshops
Personal access to your Home Advisor and Equity Architect

And when you're ready to buy, you get up to $2,000 in contributions$1,000 toward your down payment or closing costs when you purchase through a NestSTEPS™ affiliated agent, and up to $1,000 more when you finance through our preferred lender.

Ready to Build Your Future?

Enroll in NestSTEPS Today

Enrollment takes just a few minutes. Your information is secure.