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Nekst Client app - for Sharing Client Portals

Nekst Client App: Sharing Client Portals


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
  • Ask Nekst AI for instant answers about their transaction (when you opt them in)


The app mirrors what you've already built inside Nekst — there's 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 — even shared by different agents or coordinators — they see everything in a single list.


Clients can filter transactions by:


  • Active
  • Closed
  • Hidden (clients can swipe to hide a transaction that'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, and access all shared documents. This improves transparency and reduces unnecessary check-ins.


Documents


All documents you share through the Client Portal are available directly inside the app — no more digging through email threads to find an attachment.


Services


The Services section lets clients quickly contact recommended providers — inspectors, lenders, title companies, and any other 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, or important activity occurs on their transaction — keeping them informed without constant manual updates from you.


Nekst AI


Clients can ask Nekst AI for instant answers about their transaction, right from the app — no need to call or text you for the basics. They can ask things like:


  • When is my inspection due?
  • Who's the lender on my purchase?
  • What is my closing date?





Nekst AI answers only from the transactions you've shared with that client, and it's read-only — it can look things up but can't change anything. If it can't answer, it points the client back to you.


Turning it on for a client. Nekst AI is off for clients by default. You decide who gets it, one contact at a time, in two places:


  • When you share a Client Portal. In the Share modal, flip the Nekst AI toggle on for any transaction party in the list.
  • On the contact's page. Open the contact and turn on Opt in to Nekst AI (just above the Integrations section).







Good to know:


  • A client's Nekst AI usage counts against your team's monthly AI allowance — the same allowance your own Nekst AI usage draws from.
  • If a contact isn't opted in (or your team is out of AI usage for the month), the client sees "This feature is not currently activated for your account."
  • Clients never see your token usage or limits.


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 you want to give access. The client receives an email invitation with setup instructions — or, if they already have an account, a notification that the transaction has been added.



What the client does next:


  • 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 client receives a 6-digit code to their email to use as their password.
  • Once logged in, the client stays logged in.


There's no extra setup and no additional configuration required.



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 closes. By sharing them at the account level, clients can find and contact your recommended providers long after the deal is done.




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


Step 1. Create a contact record for the provider.



Step 2. Check the Service Provider box at the bottom and choose a Category. (Create custom service provider categories in Settings.)



Step 3. Check the Add to Client App box.



Mass-updating Service Providers: to add all of your current Service Providers at once, filter the Contacts page to "Service Providers Only"…



…then click Mass Update to add 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's removed from the client's app.
  • Clients cannot edit transaction data — the app is view-only, 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 for iPhone
https://apps.apple.com/us/app/nekst-client/id6756778747


Download for Android
https://play.google.com/store/apps/details?id=com.nekst.client


The plain-text links are included on purpose — copy them exactly for flyers, postcards, and other print materials.


Common questions


Can clients see internal notes?
Clients only see notes shared through the Client Portal.


Can clients message agents inside the app?
Not at this time — but hopefully soon. For quick questions, opted-in clients can ask Nekst AI about their transaction. Direct 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: 07/03/2026

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