Question 1

Client Portal - Single Property Website

Accepted Answer

Client Portal Site for Communicating with Clients

Q: Nekst Demo (as of 10/5/2024)

<h1 id="nekstdemofornewexistingusers">Nekst Demo: For New &amp; Existing Users</h1> <p>Check out this short feature demo, showcasing some of our most popular features and how Nekst can completely automate the processes within your real estate business. </p> <p>This is a great starting point for new users or those wanting to be sure they are getting as much value as possible from Nekst. </p> <p>${youtube}<a href="ffSNPWvopes">Nekst Recorded Demo</a></p>

Nekst makes it easy to take all of the Key Dates, Notes, Transaction Parties, etc and build a client portal that can be shared with your clients to provide better transparency and ensure amazing communication throughout the transaction.

Check out the video below for a quick overview of how simple it is to build a customized client portal for any property.

${youtube}Client Portal

Question 2

FIRST FIVE - The First 5 Things You Should Do To Onboard Yourself

Accepted Answer

Welcome to Nekst! Here is a brief video overview showing you how to get started using Nekst efficiently for your business! You can see a written breakdown below as well.

${youtube}Top 5 Steps for Nekst Onboarding

Step 1: Navigate Around the Application

${color}#f60404 Review preloaded tasks in your task list, with a "Transaction" called Nekst Onboarding.

This includes a list of 12 tasks which you can work through to learn how to use the basic functionality of the system.

${color}#f60404 Click around on the different pages using the links in the Header.

Most pages will have an interactive tutorial which you can click through to learn more.

Should you ever need to revisit this tutorial, you can click on any of these links to view the helpful hints on each page: Tasks Calendar Overview Transactions Page || Transaction x Detail Page (go to any of your Transaction Pages and add ?openTour=1 to the end of the web address)

${color}#f60404 Complete your Profile & Turn On Daily Email Summary Notification

If you would like to receive a Daily Morning Email with the list of tasks due Today, Past Due and Upcoming Key Dates, you can select this option at th

Question 3

Detail Boxes: Manage Any Information You Want

Accepted Answer

Detail Boxes: How to Customize the Information you Track

${youtube}Detail Boxes Overview

Nekst is designed for users to manage properties and processes that fall under 5 different categories. We call these 5 categories, "Types":

Listings
Pending Buyers
Pending Sellers
Pending Dual
Other (Processes)

For each Type, you typically want to track different information. For Listings, you don't need to track pending details since you are not under contract. For Pending Buyers, you don't need to track listing details. And for Other processes, like Agent Onboarding or Marketing processes, you don't need to track any transaction information.

Because every market and every user is different, we created Detail Boxes to let any user track whatever they want.

How To Create A Detail Box

Creating, editing and removing boxes is simple. We provide a list of default Detail Boxes for each Type for users to build from. By going to "Settings" -> "Property Details Setup", you will access the Settings page where you can Add/Hide and Rename Detail Boxes.

For each box you create, you can choose the format of the box to contain one of the following:

Text - use this for names and written details/descriptions
Dates - you can on

Question 4

Nekst Demo (as of 10/5/2024)

Accepted Answer

Nekst Demo: For New & Existing Users

Check out this short feature demo, showcasing some of our most popular features and how Nekst can completely automate the processes within your real estate business.

This is a great starting point for new users or those wanting to be sure they are getting as much value as possible from Nekst.

${youtube}Nekst Recorded Demo

Question 5

Building Your Custom Workflow in Nekst (Video)

Accepted Answer

Building Your Custom Workflow in Nekst

${youtube}Create a Workflow in Nekst

If you already have a paper checklist, excel document or a free to-do program that you are using to manage your tasks - you can easily incorporate all of those tasks into Nekst. Access our downloadable Guide for an overview of building the ultimate workflow.

PDF Download: Guide to Building the Ultimate Workflow

This guide will cover the following:

** Step 1: Determine Roles - list which roles you want to track in a transaction & team member titles

Step 2: Create Groups - labels for groups of tasks to make building & launching workflows easier

Step 3: Understanding the 3 Types of Tasks - overview of Standard, Email & SMS Tasks
** ** Step 4: Determining Start & End Dates - decide which dates represent the beginning & end of a workflow

Step 5: Using Proceeding/Dependent Tasks - create tasks to occur before or after other tasks

Step 6: ‘Mass Update’ for Quick Changes - use the Mass Update options for bulk changes to a workflow

Step 7: Workflow Page Filters - toggle between different views for a visual view of tasks & communication

Step 8: Linking to Detail Boxes - connect tasks to due dates extracted fr

Question 6

Creating a Transaction from a Contract

Accepted Answer

Creating a Transaction from a Contract

Creating a Transaction from an Uploaded Contract is a painless process. To initiate the transaction, click on the (ADD NEW TRANSACTION) button at the top of the Transactions or Tasks page.

Provide a Transaction Name
Choose the Type
Select a Workflow
Upload the Executed Contract along with any important addendums - attached as a single file

Next, you will work through a 5 Step Process to ensure accuracy of the AI Details extracted as well as the process taking place.

| It may take up 90 seconds for our AI to parse the information from your contract. Please do not click away from this menu or refresh the page at this time to avoid duplication

Step 1: Verify Contract Data

Our AI is not perfect and sometimes Agents make mistakes. Double check for accuracy amongst the terms extracted. Should you need to make any changes, click the pencil icon to the right of the extracted term, to easily edit the field

Step 2: Remove Groups of Tasks at once

If a contract does not include Inspections, or Financing, or an HOA, etc, you can [remove groups of tasks in a single click](/en-us/

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