Articles on: Transactions

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.

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 and customize it to how you work in your market.

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
Recommended Service Providers
Pre-selected Detail Boxes
Pre-loaded Documents
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.

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.

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.

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.

Updated on: 06/11/2026

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