Building a Workflow(s) for a Listing

If your listing process feels too long or confusing, you’re not alone.

Many agents try to fit everything — from prepping for a listing appointment to going under contract — into one massive workflow.

But here’s the truth 👇

The most successful users in Nekst break their listing process into three smaller, more manageable workflows.

This keeps your timelines clear, your start and end dates accurate, and your processes easy to follow.

With Nekst's multiple workflow support, you can add each of these workflows to the same transaction as you progress through your listing process.

✳️ Workflow 1: Pre-Appointment Workflow

This workflow is for planning before your listing appointment — when you’re gathering details, prepping materials, and organizing your presentation.

🕒 Recommended Dates:

Start Date → Today (or the day you begin prepping for the appointment)

End Date → Date of Listing Appointment

📋 Example Tasks:

• Confirm appointment with seller
• Prepare CMA and listing presentation
• Pull sales statistics
• Print out Pre-listing Packet and mail to house

💡 Once the appointment is complete and the seller agrees to list, add the Pre-Listing Workflow to your transaction. From the

Transaction page, click "Add" → "Workflow" to apply it as a secondary workflow.

✳️ Workflow 2: Pre-Listing Workflow

This covers everything from the moment the seller agrees to list until the property is ready to go live in the MLS.

🕒 Recommended Dates:

Start Date → When seller chooses to list, signs the agreement, or when prep begins

End Date → Listing Live Date (MLS activation)

📋 Example Tasks:

• Sign listing agreement
• Coordinate cleaning, staging, or repairs
• Schedule professional photos
• Write listing description and upload documents
• Confirm MLS input date

💡 Once your listing is active in the MLS, add the Listing to Expiration Workflow to your transaction using "Add" → "Workflow".

✳️ Workflow 3: Listing to Expiration Workflow

This workflow begins when your listing goes live and continues through the listing expiration (or until it goes under contract).

🕒 Recommended Dates:

Start Date → Listing Live Date

End Date → Listing Expiration Date

📋 Example Tasks:

• Schedule open houses and showings
• Send weekly activity reports to seller
• Publish listing on Social Channels
• 7-day Reminder before Listing Expiration

💡 If your seller accepts an offer, you have two options depending on how your transaction types are set up:

• Same Type: Add a Pending Seller workflow as an additional workflow using "Add" → "Workflow"

- Different Type: Create a new Transaction for the Pending Seller. This also allows you to come back to your Listing Workflow should the pending deal fall through.

🪄 Why This Approach Works

✅ Keeps each workflow simple and focused

✅ Makes it clear which dates to use for Start and End points

✅ Lets you reuse key processes (like staging, photos, or showings) without confusion

✅ Allows you to pause, archive, or relaunch any section of the process without affecting others

✅ When adding a secondary workflow, choose "Keep Existing Tasks" to preserve your progress from earlier phases

💡 Quick Tip

When building your workflows:

• Name each one clearly — e.g. “Listing 1: Pre-Appointment,” “Listing 2: Pre-Listing,” “Listing 3: Active Listing.”
• Link to the right Detail Box Set so your dates adjust automatically when launching new transactions.
• When adding a new workflow mid-transaction, uncheck "Use Current Dates" if the new workflow has different Start and End Dates than your original workflow

Updated on: 03/31/2026