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 op

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

7-Video Feature Demo

Accepted Answer

7-Video Feature Demo to solve 7 of the Top Problems that Real Estate Professionals Experience

The tutorials below were designed to help you improve your business in each of these categories:

Create Better Systems
Improve your Daily Focus
Become More Organized
Improve your Communication throughout the Transaction
Run your Business more Efficiently
Wow your Clients using Client Portals
Work Better Together as a Team

${youtube}Building Better Systems

Create Better Systems

Overview to include: 1) Background on Nekst 2) How Nekst fits in with your other Technology Tools 3) Building robust action plans for any process in your business 4) Different types of Tasks (Standard, Email and SMS Tasks) 5) Grouping action plans by "Type" 6) Pre-loaded Action Plans for you to tweak 7) Using dependent tasks for an "If/Then" experience

${youtube}Improved Focus

Improve your Daily Focus

Overview to include: 1) Our 4-step process for Launching a New Transaction 2) Focusing on what is Due Today Only 3) Creating Custom Roles for your market 4) Managing Transaction Parties

${youtube}Better Organization

Become More Organized

Overview to Include 1) Setting up a Full Business Summary Page 2) Individual Transaction Summary Pages 3) Customizing any detail you want to track using Detail Boxes 4) Linking Tasks to Detail Boxes to auto-populate deadlines

${youtube}[Enhanced Communication](5anTwpox

Question 6

Active Buyer Management

Accepted Answer

Managing Actively Looking Buyers in Nekst

With Buyer Representation Agreements becoming more standard, it's important that you convey value and provide transparency during the home "finding" process in addition to the closing process. Below is an overview of how Nekst makes it easy to create a Buyer focused action plan, configure a Default Client Portal Page and how to Launch a New Active Buyer Client in Nekst.

${youtube}Active Buyer Overview

Creating Custom Active Buyer Action Plans

Nekst comes pre-loaded with an amazing Active Buyer Action Plan. This action plan includes the following:

A series of tasks to ensure you get paperwork signed, an MLS search setup, disclosures reviewed & executed, etc
Several pre-written, customized emails (and SMS Tasks for Pro Users) to send throughout the first 3 weeks, educating and informing the client of opportunities available to them
A sample Roadmap for the major steps involved between purchase contract execution and closing, to help the Buyer better understand the experience ahead

You can make a Copy of this Action Plan and make additional edits so that is fully customized to how you manage your business in your market.

| **Note: Any Task which you want to appear in the Portal as part of the Client Roadmap MUST b

Featured Articles

Browse All Categories