Question 1

Client Portal - Single Property Website

Accepted Answer

Client Portal: A Single-Property Website for Every Transaction

The Client Portal turns each transaction into a clean, single-property website your client can follow — the Roadmap of key milestones, transaction parties, important details, shared notes, documents, and your recommended service providers, all in one place.

Instead of fielding "what's next?" calls and forwarding attachments, you share one link (or the Nekst Client app) and your client always knows where things stand.

Want a complete walkthrough?

Here is a downloadable guide for building amazing portals for your clients.

Click the link above to download

Custom Branding

You can customize your portals' colors, the logo at the top, and the subdomain where every portal you create is hosted. Branding is set once and applies to all of your portals.

Subdomain selection

Choose a subdomain where all of your Client Portals will be hosted — your personal or team name adds an extra layer of branding.

Go to Settings → Client Portal Branding to set it. For example, if you choose "Joe Dirt Team," your client portal addresses become:

http://joedirtteam.nekst.com/xxxxxx *(a unique por

Question 2

Designing the Ultimate Workflow in Nekst (Video)

Accepted Answer

Building Your Custom Workflow in Nekst

${youtube}Create a Workflow in Nekst

Already tracking your tasks in a paper checklist, an Excel sheet, or another to-do app? You can bring all of it into Nekst. Download the guide below for an overview of building the ultimate workflow.

PDF Download: Guide to Building the Ultimate Workflow

This guide covers:

Step 1: Determine Roles — List the roles you want to track in a transaction and your team member titles.

Step 2: Create Groups — Label groups of tasks to make building and launching workflows easier.

Step 3: Understand the 4 Types of Tasks — Standard, Email, SMS, and Assignment Tasks.

Step 4: Determine Start & End Dates — Decide which dates represent the beginning and end of a workflow.

Step 5: Use Proceeding/Dependent Tasks — Create tasks that occur before or after other tasks.

Step 6: 'Mass Update' for Quick Changes — Make bulk changes to a workflow at once.

Step 7: Workflow Page Filters — Toggle between views for a visual look at your tasks and communication.

Step 8: Link to Detail Boxes — Connect tasks to due dates pulled from a contract so your workflow adjusts automatically for each new transaction.

To build a new Workflow from s

Question 3

Nekst Client app - for Sharing Client Portals

Accepted Answer

Nekst Client App: Sharing Client Portals

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've already built inside Nekst — there's 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 — even shared by different agents or coordinators — they see everything in a single list.

Clients can filter tra

Question 4

Nekst AI: Your Chat Assistant Overview

Accepted Answer

Nekst AI: Your Chat Assistant Overview

Nekst AI is a chat assistant built directly into your Nekst workspace. It's designed to help you move faster, reduce manual work, and get instant clarity across your transactions, tasks, contacts, and team activity — without ever leaving Nekst.

For the bigger picture behind this release, read the blog post: The Future of Real Estate Transaction Management Software with Nekst AI.

What you can ask Nekst AI

Nekst AI can answer questions and take actions across most of what's in your account. The most common use cases, grouped by area:

Transactions

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

Tasks

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

Email & SMS tasks

Generate a professional

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

SmartTags are placeholders you drop into Email and SMS tasks. When a message sends, each tag fills in with that transaction's specific information — names, dates, addresses, and more — so you never retype it.

How to add a SmartTag

On the Workflows page, open an Email or SMS task to customize.
In the message body, type a hashtag (#) and pick the category of the SmartTag that you want to include.
Pick the category - then pick the variable - and it drops into the message.

Then select the variable:

Once you apply the workflow to a transaction, use Preview to confirm every tag filled in correctly before sending.

The 6 SmartTag categories

1. Transaction SmartTags

Every transaction includes built-in fields that can't be removed:

Transaction Details: Full Transaction Address: #transaction.fullTransactionAddress Transaction Selling Price: #transaction.sellingPrice Transaction Description: #transaction.transactionDescription Transaction Start Date: #transaction.st

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 "Transaction Setup" from the dropdown.

Change the Status to "Archived" and click "Update"

Active: This label is to be used for properties in which you are actively managing at the moment. Closed: This label is to be used when your properties close. Archived: This label is for any property that falls apart, is cancelled, terminated, etc.

|| Note - when a

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