Articles on: Getting Started

Your Day in Nekst

Your Day in Nekst


Once your transactions are running, Nekst becomes your daily to-do list across every deal. Here's what a normal day looks like.


Start with what's due today


Open Nekst to your Tasks page to see everything due across all your transactions — or skim your Daily Email Update, a morning summary of what's on your plate. Manage your daily email update.



Work your list


  • Complete tasks as you finish them — click to check them off. Standard Task Box overview.
  • Send the messages that are ready. Emails and texts are pre-filled with the contract details — review and click SEND. Anything you set to auto-send goes out on its own in the morning.
  • Work the way that fits you. Drop into a single transaction and work it end to end, move from one transaction to the next, or work Primary Agent by Primary Agent using a saved filter preset.





Stay in the loop


Nekst keeps you posted with reminders, mentions, and updates through desktop and app notifications. Notifications & Mentions.


Move deals forward


As a transaction progresses, keep it current:


  • Track each deal's stage. Transaction Stages show where every deal stands in your pipeline at a glance, and you can customize them to match how you work. Custom Stages.
  • Add another workflow when a new contingency comes into play, or to follow up after the closing. Adding more than one workflow.
  • Update the status when a deal wraps up — moving it from Active to Closed or Archived. Changing the status of a transaction.





Keep the details out of your head


Nekst is built to hold what you'd otherwise have to remember:


  • Flag tasks to mark and quickly find the ones that need attention. Task Flags.
  • Comment on tasks to capture context or loop in your team.
  • Add notes to a transaction for anything that doesn't belong on a task. Notes & ScratchPad.


Everything lives with the deal — so you can stop carrying it around in your head.


That's the rhythm


Check what's due, complete and send, move deals forward. Nekst keeps the deadlines and communication straight so nothing slips.


Next


  • Make it yours — keep refining your workflows as your business grows


Updated on: 05/22/2026

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