Our Work

Envoy

Simple. Intuitive. Powerful. Custom Real Estate Technology that empowers Nest agents.
Need

A dynamic software system that allows agents to drive relationships and manage their business through one digital hub.

Process

Real estate tech doesn’t need to—and shouldn’t be—complicated. We worked closely with our developers to craft custom real estate software our agents would want to use. By creating our own software, called Envoy, we’re able to have complete control over design, functionality, and data utilization.

Envoy’s Core Components

Transactions

Transaction management is critical to our agents’ business, so we put transactions front and center within Envoy. Our agents can set up and manage their transactions through an intuitive dashboard that houses key transaction information, dates, documents, and participants.

But we’ve taken it one step further than any traditional transaction management system: Nest agents can create a client portal, called What’s Next, to give their clients full transparency into each transaction. Nest clients can view relevant documents, timelines, education and insights to ensure they are in the loop on all details from contract to close.

CRM

Real estate revolves around relationships, and a usable CRM is vital to building those relationships. Many CRMs on the market are full of bells and whistles that just overcomplicate things. We’ve focused our CRM to ensure our agents can easily manage client information, track relationship-building opportunities (like birthdays, anniversaries, and other outreach), and group clients to encourage more outreach. Sure, other features make the CRM even more powerful, but a CRM that is integrated with other tech tools and is easy to use leads to much higher adoption.

Marketing

We believe that property marketing and agent marketing are key differentiators for Nest and our agents. Because of that, integrated marketing within Envoy was a must. We’ve carefully built marketing programs for everything from emailing new listings, to co-op agents, to sphere marketing (and much more) as a part of Envoy.

Our beautifully designed Pitch Decks give our agents an impressive digital showpiece to express their true value proposition for both prospective buyer and seller clients. The customizable Deck places agents front and center, allowing them to showcase their track record, areas of expertise, testimonials, and much more.

And to really boost their personal marketing efforts, Nest Design Center (NDC), gives agents access to beautifully designed property marketing pieces, social media posts, and even personal marketing brochures and touchpoints. Our growing collection of customizable templates allow agents to harness the Nest brand for all marketing needs.

Resources

Adopting Envoy is the biggest key to its ability to help agents. To make it even easier for our agents, we’ve created an educational training center called Nest U, which houses tutorials, business-focused courses, and dedicated learning paths centered around our four primary themes: Buyer Journey, Seller Journey, Client Nurturing, and Personal Marketing.

Additional resources include the Nest Library, filled with Nest policies, programs, business initiatives, and local office information. The Sharable Content Site and Nest Social on the Fly house a continuous flow of custom content agents can share with their clients.

If it doesn’t already exist, Nest dreams it up and makes it happen. Beautiful integration of programs and support... My organization, marketing, and client retention has never been so consolidated and concise. a happy Nest agent
Outcome

We created a highly intuitive and beautiful system that our agents can use to grow their relationships and their business.

(This is a high-level overview of Envoy. If you’d like a full tour, please contact Jonathan Kauffmann [email protected])

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