Question 1

Client Portal - Single Property Website

Accepted Answer

Client Portal Site for Communicating with Clients (Now w/ Branding)

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.

Here is a downloadable Guide to help build Portals for your clients!

Click Blue Link above to Download

Custom Branding

You can now customize the Portal Colors, Logo at the top of the portal & a subdomain to host all of your portals.

Subdomain Selection Nekst allows you to choose a subdomain where all of your Client Portal will be hosted.

By going to: Setup -> Client Portal Domain, you can add your personal or team name for additional branding.

If you choose the “Joe Dirt Team”, your client portal address will be:

http://joedirtteam.nekst.com/xxxxxx <- Unique Portal ID will be added at the end

Featured Logo

You can replace the current Nekst logo at the top of the screen with your own personal Logo. We have a minimum size requir

Question 2

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 4 Types of Tasks - overview of Standard, Email, SMS, and Assignment 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

Question 3

Nekst Client app - for Sharing Client Portals

Accepted Answer

Overview

The Nekst Client Mobile App gives buyers, sellers, and partners one simple place to follow their real estate transactions in real time. Instead of relying on texts, emails, or attachments, clients can view progress, documents, key contacts, and important updates directly from their phone.

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Who This App Is For

The Nekst Client app is designed for:

Buyers and sellers
Clients working with Transaction Coordinators
Clients with multiple properties or transactions
Clients working with more than one agent using Nekst

Clients may see transactions shared by different Nekst users, all in one app.

What Clients Can Do in the App

Once logged in, clients can:

View all shared transactions in one place
Open a transaction to see their Client Portal
Track milestones and overall progress
Access shared documents without searching email
View transaction parties like agents, lenders, and title companies
Contact recommended service providers with one tap
Receive notifications when something changes

The app mirrors what you have already built inside Nekst. There is no duplicate setup required.

What Clients See When They Open the App

Home Screen – Transactions

The Home screen displays every transaction that has been shared with the client. If a client has:

Multiple transactions
Transactions shared by different agents or coordinators

They will see everything in a single list.

**Clients can filter transactions by

Question 4

Nekst AI - Chat Assistant Overview

Accepted Answer

Nekst AI is now live inside your account! It is designed to help you move faster, reduce manual work, and gain instant clarity across your transactions.

Whether you want to check deadlines, summarize a file, search notes, or understand team activity, Nekst AI gives you answers in seconds.

For a deeper look at the vision behind this release, you can read the full announcement here: https://www.nekst.com/blog/future-real-estate-transaction-management-software-nekst-ai

What Nekst AI Can Do

Nekst AI is built directly into your Nekst workspace.

You can:

📋 Transactions

Look up all your transactions — active and closed
View transaction details — closing date, buyer/seller info, commission, key dates, and more

✅ Tasks

View tasks for a transaction — filter by due date, assignee, completion status, or key dates only
View your tasks across all transactions — including past due, today's, or upcoming
Get full task details — descriptions, assignments, comments count, dependencies, and more
Update an email or SMS task description — manually or with an AI-generated draft

✉️ Email & SMS Tasks

Generate a professional email draft for EMAIL tasks based on your instructions
Apply the generated draft to the task description

👥 Contacts & Team

Search for contacts by name
View contact details — emails, phone numbers, company, and

Question 5

Smart Tags: Pre-fill your Emails & SMS Messages with Personalized Transaction Information

Accepted Answer

Using SmartTags in Emails & SMS Messages

${youtube}Adding Smart Tags in your Email & SMS Messages

How To:

As you send email messages throughout the listing and closing processes, you can insert Smart Tags into the message body of Email Tasks and SMS Tasks, to act as a placeholder for pieces of information specific to each Transaction.

To setup these Smart Tags in your emails, select your Workflow from the Workflows Page and locate an Email Task to customize. Enter a hashtag (#) and type the first few letters of the desired piece of data. You will see a list of options which will dwindle as you type more letters. Choose the appropriate Tag and it will be inputted into the message.

Once you apply an action plan with Smart Tags to a Transaction, you will be able to "Preview" the email message to ensure all of the Smart Tag data has populated into the message before sending.

Below are the 6 different SmartTag sections available at this time:

1) Transaction Info & Detail Boxes**

Each Transaction comes with a few built-in fields that cannot be removed. Those are listed below:

Transaction Details: Full Transaction Address: #transaction.fullTransactionAddress Transaction Selling Price: #transaction.sellingPrice Transactio

Question 6

How to Delete a Transaction (Use Archive)

Accepted Answer

How to Delete a Transaction

A common request is how to "Delete" a transaction in Nekst. We don't have the capability to delete transactions in Nekst since we want to avoid the consequence of people accidentally deleting a transaction. We offer the solution of changing the transaction to "Archive" status.

Archiving will remove all tasks from your dashboard
The transaction will move off of your "Transaction List" as it will no longer be an "Active File"
If you ever want to re-access the transaction, simply change it back to "Active" or "Closed" status and all notes, tasks and transaction parties will reappear.

To change the status of a transaction, simply select the transaction you wish to edit from the "Transactions" tab on the top navigation bar.

When you have selected the transaction, click on the (OPEN…) button and select "Details" from the dropdown.

On the right side is a list of details for the transaction under the heading of "Transaction Setup".

Select the dropdown under status and select "Archived" and then "Update"

Active: This label is to be used for properties in which you are actively managing at

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