Active Buyer Management
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.
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.
Setting up a Default 'Active Buyer' Client Portal
Active Buyer Portals can be set up to include:
- A default header photo & Portal Name with SmartTags
- Recommended Service Providers
- Pre-Selected Detail Boxes
- Pre-loaded Documents
- Pre-written Notes
Setting up your Default Portal 1 time will save you significant effort when launching a new Active Buyer Client.
Adding a New Active Buyer in Nekst
Once you have created your Default Client Portal for Active Buyers, it is very easy to launch new Buyer Clients, associate an Action Plan and Finalize their Buyer Portal.
Steps for Finalizing the Portal
- Go to the 'Details' page to add any manual information in the Detail Boxes
- On the same 'Details' page, add any notes you feel are custom and important for this client
- Upload any custom paperwork (Buyer Representation Agreement, Disclosures, Etc) that are custom for this client
- Go to the "Client Portal" page and review all of the information being shared on the Portal before sending to your client
Updated on: 03/27/2025
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