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

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

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

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

Improve your Communication throughout the Transaction

Overview to Include
1) How users can customize their notifications
2) Using Task Reminders
3) Push Notifications for the Mobile App
4) Daily Email Summary
5) Using SMS & Emails tasks to send Reminders & Followup messages
6) Applying SmartTags to make your messages customized and specific to each transaction

Run your Business more Efficiently

Overview to Include
1) How Nekst can easily adjust for changes in closing dates
2) Moving between action plans (e.g. shifting from a Listing to a Pending )
3) Calendar Sync
4) Managing Documents
5) Inserting SmartTags into Email & SMS Tasks for efficient communication

Wow your Clients using Client Portals

Overview to Include:
1) Understanding how to use a portal
2) Customization of a portal
3) Using Portals with Listing Presentations and Buyer Consultations
4) Building a Roadmap of Key Dates (Contingency Deadlines)
5) Sharing Recommended Service Providers

Work Better Together as a Team

Overview to Include
1) Different permission levels for Nekst Team Member accounts.
2) How to create and assign tasks by role
3) Changing filters for custom views
4) Log Notes & Comments for Tasks and Transactions
5) Tagging team members using the @Mention feature
6) Team Email Notifications & Updates
7) History Tracking for all Events in Nekst

Updated on: 06/12/2024