Email Task Overview - How to send Pre-written Emails

Nekst makes it easy to send out pre-written (canned) emails throughout the transactions. Emails can be sent to ANY party of the transaction. Here are a few tips & tricks:

All emails come pre-formatted with the following:
Transaction name at the end of the Email Subject line (ex. Time to Transfer Utilities - 456 Main St) The 456 Main St gets added automatically
You can create a greeting at the beginning using a Smart Tag like #recipients.to.firstName. If there are multiple recipients, the "To:" portion at the top will format as: "Mike & John & Jimmy",
You may use the SmartTag #signature.sender at the end to ensure the proper signature is used based on the sender themselves.

Should you wish for a certain team member to be the sender on all emails, you can select their role from the Task Dropdown


Setting Up Email Templates
For certain emails, you will want to review and possibly add additional details before you send the email out. You can edit all of the emails before you actually send them as well as see a preview of the email before clicking "Send". Simply click the green "Preview & Send" button for a full preview of the email including the subject line, sender/recipient info and body of the message with actual values.





Examples of how you can use Email Tasks

Inform your buyer to order a home inspection
Request an update from the lender
Request an update from the title company
Seek out HOA documents from the seller's agent
Inform your seller to terminate utilities
Notify your buyer's agent to turn in contract documents
And MORE!

Updated on: 10/23/2024