NestSTEPS® IN ACTION
WORKFORCE ATTITUDES ARE SHIFTING
9 in 10
survey respondents would stay with the employer even after receiving home purchasing assistance
86%
say ongoing mortgage assistance would increase their likelihood of declining competing job offers.
3/4+
would switch to work for an employer that provides housing assistance
87%
of employers reported financial wellbeing initiatives impacting employees' mental & social well-being.
The Workforce Housing and Financial Wellbeing Report 2026
1,000 U.S. respondents: All currently employed adults.

HOW NestSTEPS® WORKS
Our program is built on a proven model where housing assistance programs have driven measurable gains in employee retention. We took that further and built a scalable, 3-tiered approach to tackle retention challenges head-on.
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System & Tools – SaaS platform that facilitates and tracks savings and spending goals and automates cashflow to drive positive financial habits and accelerate savings.
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Contribution Model – Employer contribution models that reallocate turnover costs into durable retention. NestSTEPS® also contributes up to $2,000 toward the employee's home purchase, when they use a NestSTEPS®-affiliated agent and our preferred lender.
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Education – A live 6-part education series on home buying, financing, and long-term financial wellness, offered every quarter. Plus ongoing 1:1 support from our licensed professionals.
Homeownership and financial guidance are complex and heavily regulated. NestSTEPS delivers a convenient plug-and-play solution with robust reporting capabilities and licensed experts who support your employees while keeping your organization safe and compliant.
6 REASONS FOR WHY NestSTEPS®
FOR EMPLOYERS
Retain Talent
Offer benefits that align with employee needs
1)
FOR EMPLOYEES
Achieve Homeownership
Accelerate savings and homeownership
4)
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Drive Productivity
Reduce financial stress and boost engagement
2)
Reduce Stress
Gain tools, strategies and support to manage money
5)
Reduce Cost
Slash turnovers and rehiring costs
3)
Secure Future
Build lasting financial stability through homeownership
6)







