🏡 Moving from a Listing to a Pending (Closing) Transaction

When one of your listings goes under contract, you’ll need to move from managing the listing workflow to managing the list of tasks related to the closing. The best way to handle this in Nekst is to archive the Listing transaction and create a new Pending (Closing) transaction for that seller.

✅ Why This Is the Smart Way to Do It

1. You’ll unlock contract upload automation

The only way to create a transaction from an uploaded Purchase Contract is by starting a new transaction. This allows Nekst to automatically extract key details, dates, and contacts from the contract for your pending file.

2. You’ll be ready IF the deal falls through

By archiving your original Listing transaction, you can easily re-activate it if the sale cancels. All of your notes, deadlines, and communication will still be there, so you can pick up exactly where you left off. If you had to restart the Listing workflow again from scratch, it could be a challenge to know where you left off.

🧭 Step-by-Step: Moving from Listing to Pending

Step 1: Open your Listing transaction

Check off any tasks that have been completed but still show as an Active Task.

Step 2: Archive the Listing

• Click the (Open..) Button and choose "Details" from the dropdown

• On the Details page, you will see "TRANSACTION SETUP" on the right side of the Detail Boxes
• Change the Status from "Active" to "Archived" and click the SUBMIT button below
• This will archive all tasks, removing them from your Due Today, Past Due, etc lists

Step 3: Create a new transaction for the Pending Sale

• From the Tasks **or **Transactions Page, click ( ADD NEW TRANSACTION ) **and choose "Import from Contract"**
• Upload your executed Purchase Contract (PDF).
• Nekst will automatically pull in details like property address, closing date, and contact information.

Step 4: Apply your “Pending Seller” or “Closing” workflow

• Choose the correct workflow for sellers who are under contract.
• Nekst will generate your tasks, reminders, and pre-written communication automatically.

🔁 If the Deal Falls Through

If the Pending sale falls through, simply Go to the Transactions Page and Search the transaction Name. You will see the transaction in the **ARCHIVED **section

Select the transaction and you'll be prompted to click a link to change the status back to "Active". In doing so, all tasks will be restored.

Updated on: 10/24/2025