Articles on: Getting Started

Choosing the Right Roles

Determine Roles

In Nekst, Roles define the part that each person plays in a transaction. Roles can be applied to:

Transaction Parties (e.g., Buyer, Seller, Lender)
Team Members (e.g., Assistant, Transaction Coordinator)

Why Roles Matter

Consistency – Everyone in your business uses the same language for who does what.
Automation – Workflows send emails, texts, and tasks to the right people automatically.
Flexibility – You can create custom roles tailored to your business.

Roles are used when:

Adding third parties to a transaction (lender, agent, attorney, etc.)
Choosing recipients for Email & SMS messages in Workflows
Assigning tasks to team members (Pro accounts only)

Existing Transaction Parties w/ Role:

Setup Email & SMS Messages to send to particular Roles in a Workflow:

Managing Roles

Add or edit Roles in the Setup Page of Nekst.
Assign Roles whenever you add parties or team members to a transaction.
Team Pro Tip: Assign tasks by Role when building a Workflow. Then, when launching a new transaction, simply assign the correct team member to that Role.

FOR TEAM PRO: Assign tasks by Role when building a Workflow, then assign the team member to each role when launching a transaction

Best Practice: Decide Roles Up Front

Before you build your first Workflow, take a few minutes to decide which Roles work best for your business. Add or edit roles in Setup so your workflows are consistent from the start.

Before building your workflow, you should first determine the ideal list of roles for your business and add them to your account. Below is the list of pre-loaded roles. Feel free to cross out and add any new roles for your account.

Additional Roles To Add

Pre-Loaded Roles	Additional Roles To Add
Buyer
Seller
Assistant
Lender
Loan Processor
Other
Seller’s Attorney
Buyer’s Attorney
Title Representative
Client Services
Co-Agent
Real Estate Agent
My Broker
Property Manager
Other Assistant
Transaction Coordinator
Appraiser
Short Sale Negotiator
Editor (Can edit details but no formal role, given to the Transaction Creator by default unless another role is selected*)
Viewer (Can see a transaction but only View tasks & details)*
*Manager (reserved for the account owner to provide full access to every transaction )	*Roles containing ( ) cannot be removed**

Common confusion: What do you call the agents in a transaction? Decide what fits your style and be consistent:

Agent Representing the Buyer:

a) Real Estate Agent b) Co-op Agent c) Buyer’s Agent d) Selling Agent e) Other:__

Agent Representing the Seller:

a) Real Estate Agent b) Co-op Agent c) Listing Agent d) Seller’s Agent e) Other:__

✅ Quick Tip: Be consistent! Once you decide what to call each role, stick with it across every Workflow and Transaction.

Updated on: 10/03/2025

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