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> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Active Buyer Management

# Active Buyer Management


The **Active Buyer** transaction type is for buyers you're actively representing in their home search — clients under a Buyer Representation Agreement but **not yet under contract** on a property. Use it to educate them on the steps of finding and buyer a home **before** they're under contract: how to find public information on properties, understanding FSBOs & New Construction, disclosure reviews, and the educational follow-ups that build trust during the home-finding phase.

When the buyer signs a purchase contract, start a separate **Pending Buyer** transaction (with the property address and your pending workflow) to manage the contract-to-close process — and archive the Active Buyer one.

With Buyer Representation Agreements becoming the standard, the experience of finding and choosing to purchase a home matters as much as closing. Nekst makes that easy with a pre-built Active Buyer workflow, a default Client Portal, and a sample Roadmap.

${youtube}[Active Buyer Overview](liXoTtD1RHc)

## Use the pre-built Active Buyer workflow

Nekst comes pre-loaded with an Active Buyer workflow that includes:

* A series of tasks to get paperwork signed, an MLS search set up, and disclosures reviewed
* Pre-written emails (and SMS tasks for Pro users) across the first 3 weeks, educating the client and surfacing opportunities
* A sample Roadmap for the major steps between purchase contract and closing, so the buyer understands what's ahead

[Make a copy of this workflow](https://help.nekst.com/en-us/article/editing-sharing-a-workflow-1fopx9t/) and customize it to how you work in your market.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-92959_12enzma.png =700x197)


## Set up a default Active Buyer Client Portal Template

To save you time and make it easy to deploy a Client Portal for every buyer you work with, create a Client Portal Template in Settings. 

A default Active Buyer Portal can include:

* A header photo and Portal Name using [SmartTags](https://help.nekst.com/en-us/article/smart-tags-pre-fill-your-emails-sms-messages-with-personalized-transaction-information-1w4f4be/)
* Recommended Service Providers
* Pre-selected [Detail Boxes](https://help.nekst.com/en-us/article/detail-boxes-manage-any-information-you-want-1a7r44c/)
* Pre-loaded [Documents](https://help.nekst.com/en-us/article/storing-and-sharing-documents-1dx5o92/)
* Pre-written Notes

Setting up the default once saves significant time on every new Active Buyer launch.

[Go here to access the Client Portal Setup & Template pages.](https://app.nekst.com/settings/clientportal/new)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-94020_6abj41.png =700x456)

| You can still customize the Client Portal on a per client basis without affecting the default template — allowing you to recommend the right service providers and include the right documents for each buyer's situation.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-94259_1z0bbla.png =700x1060)


## Launch a new Active Buyer

Once your default Client Portal is set up, launching a new Active Buyer is fast — create the transaction, apply the workflow, and finalize the [Buyer Portal](https://help.nekst.com/en-us/article/client-portal-single-property-website-1pwke9o/).

| Naming tip: until the buyer goes under contract, use the buyer's name (e.g., "Sarah & Tom Smith") as the **Transaction Name**. Once they have a signed purchase contract, rename the transaction to the property address.

**Steps for finalizing the portal:**

* On the **Details** page, fill any manual Detail Boxes.
* Add notes specific to this client.
* Upload any custom paperwork (Buyer Representation Agreement, disclosures, etc.).
* Open the **Client Portal** page and review what's being shared before sending it to your client.

| Tip: include a link to the Client Portal in the footer of every Email and SMS, so your client can find their resources and check progress easily.