Articles on: Transaction Management

Nekst Client app - for Sharing Client Portals

Overview

The Nekst Client Mobile App gives buyers, sellers, and partners one simple place to follow their real estate transactions in real time.

Instead of relying on texts, emails, or attachments, clients can view progress, documents, key contacts, and important updates directly from their phone.




Who This App Is For

The Nekst Client app is designed for:

  • Buyers and sellers
  • Clients working with Transaction Coordinators
  • Clients with multiple properties or transactions
  • Clients working with more than one agent using Nekst


Clients may see transactions shared by different Nekst users, all in one app.



What Clients Can Do in the App

Once logged in, clients can:

  • View all shared transactions in one place
  • Open a transaction to see their Client Portal
  • Track milestones and overall progress
  • Access shared documents without searching email
  • View transaction parties like agents, lenders, and title companies
  • Contact recommended service providers with one tap
  • Receive notifications when something changes


The app mirrors what you have already built inside Nekst. There is no duplicate setup required.



What Clients See When They Open the App

Home Screen – Transactions

The Home screen displays every transaction that has been shared with the client.

If a client has:

  • Multiple transactions
  • Transactions shared by different agents or coordinators


They will see everything in a single list.



Clients can filter transactions by:

  • Active
  • Closed
  • Hidden (Client can swipe to "Hide" a transaction if it's no longer relevant to them)


Tapping a transaction opens the Client Portal for that property.



Transaction Details

Inside a transaction, clients can:

  • View property information
  • See transaction parties
  • Follow key milestones and deadlines
  • Read shared notes
  • Access all shared documents


This improves transparency and helps reduce confusion or unnecessary check ins.



Documents

All documents you share through the Client Portal are available directly inside the app.

Clients no longer need to search through email threads or attachments to find what they need.



Services

The Services section allows clients to quickly contact recommended providers such as:

  • Inspectors
  • Lenders
  • Title companies
  • Other service professionals you choose to share


Clients can call, email, or visit a provider’s website with one tap.



Notifications

Clients can receive notifications when:

  • A new transaction is shared
  • A document is added
  • Notes are updated
  • Important activity occurs on their transaction


Notifications help clients stay informed without needing constant manual updates.



How Clients Get Access to the App

Access is controlled entirely by you inside Nekst.

When you set up a transaction:


Step 1: Add the client or transaction party





Step 2: Click the "Share" Button to share the Client Portal with that party




Step 3: Select the Transaction Parties that you wish to provide access. The client will receive an email invitation with instructions on how to setup their account or if an account already exists, notification that the transaction has been added.




Steps the Client Will Take to Install the App:


  • The client can view a Web version of the Client portal - OR - download the Nekst Client app through the Email Invitation Link






  • When logging into the app or the web version, the user will receive a 6-digit code to their email to use as their password
  • Once logged in, the Client will remain logged in


There is no extra setup and no additional configuration required.



Adding Recommended Service Providers


Service Providers in the Nekst Client app can be shared beyond a specific transaction. These are trusted professionals clients may need in the future, even after a transaction is closed. By sharing them at the account level, clients can easily find and contact recommended providers long after the deal is done.





Any contact in your Nekst account can be added as a Service Provider and also added to the Nekst Client app.


Step 1: Create a contact record for the client





Step 2: Select the "Service Provider" box at the bottom and associate a Category (you can create custom service provider categories in Settings)





Step 3: You can then check the box "Add to Client App"


Mass Updating Service Providers

To add all of your current Service Providers, you can apply a Filter to "Service Providers Only" on the Contacts Page




Then click the "Mass Update" button to all multiple (or All) Service Providers to the App








Important Things to Know

  • The Nekst Client app is completely free for clients
  • Clients only see transactions you explicitly share
  • If a transaction is unshared or archived, it is removed from the client’s app
  • Clients cannot edit transaction data
  • The app is view only and designed for clarity and transparency



Best Practices

  • Share the Client Portal early to set expectations
  • Encourage clients to use the app instead of requesting updates
  • Keep documents and milestones up to date for the best experience
  • Use Services to centralize trusted providers for your clients




Download Links for App



Download for iPhone


Download for Android - Coming Soon!




Common Questions

Can clients see internal notes?

Clients only see notes that are shared through the Client Portal.


Can clients message agents inside the app?

Not at this time, but hopefully soon. Communication still happens outside the app.** **


Can clients upload documents?

No. The app is designed for viewing and tracking only.


Is this the same as the Nekst mobile app for agents?

No. This app is specifically built for clients and transaction participants.





Updated on: 01/21/2026

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