New User Account Set Up

• Setting up your Profile, Signature & Daily Notifications

  When you first create your account, you will be asked to create your profile in Nekst. Most of the information requested is standard contact info, but here are a few items to note: Update your profile at anytime You can change your contact information, signature or convert the account to a different team member by modifying the details in the profile. You can also upload each team members photo for a better user experience. Managing Notifications - Nekst Daily Activity Email NFew readers

• Adding your Market

  Getting Started with Markets in Nekst We’ve replaced Detail Box Sets with the new Markets feature — making it faster than ever to get started in Nekst. With Markets, you don’t have to build everything from scratch. Instead, choose your market and Nekst instantly provides: Pre-built Detail Boxes with the key dates, details, and contract information for your area. Custom Workflows of tasks, emails, and SMS messages that match your local listing and purchase contracts.Few readers

• Choosing the Right Roles

  Determine Roles In Nekst, Roles define the part that each person plays in a transaction. Roles can be applied to: Transaction Parties (e.g., Buyer, Seller, Lender) Team Members (e.g., Assistant, Transaction Coordinator) Why Roles Matter Consistency – Everyone in your business uses the same language for who does what. Automation – Workflows send emails, texts, and tasks to the right people automatically. Flexibility – You can create customFew readers

• Accounting for Holidays

  Accounting for Holidays Nekst lets you automatically adjust deadlines to account for Federal Holidays in the US or Canada. When this feature is enabled, all deadlines are pushed out by one additional day if they fall on a Federal Holiday. ⚠️ Important: Only use this feature if your contract agreement specifically exempts holidays from deadlines. How to Enable Holiday Adjustments Go to your Account Settings. Select your countryFew readers

• Creating the Right Task Groups

  Task Groups Overview A Task Group is a set of tasks that share the same label and work together to form a process inside a Workflow. Think of it as a folder that keeps related tasks organized. You can create your own labels and edit or remove existing ones. Each Task Group can be given a custom color so it’s easy to identify in long lists. Task Groups can be used across any Transaction Type. They’re especially helpful when a certain part of a transaction doesn’Few readers

• Managing Information you Track using Detail Boxes

  Detail Boxes Detail Boxes are the individual pieces of information that you store for each type of transaction. Nekst is designed for users to manage transactions and processes that fall under 6 different categories. We call these 6 categories, "Types": Listings Pending Buyers Pending Sellers Pending Dual Active Buyer Other (Processes) For each Type, you typically want to track different information. For Listings, you don't need to track pending details since you are not underFew readers

Using Nekst

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• FIRST FIVE - The First 5 Things You Should Do To Onboard Yourself

  Welcome to Nekst! Here is a brief video overview showing you how to get started using Nekst efficiently for your business! You can see a written breakdown below as well. Step 1: Navigate Around the Application Review preloaded tasks in your task list, with a "Transaction" called Nekst Onboarding. This includes a list of 12 tasks which you can work through to learn how to use the basic functionalitFeatured

• How Does Nekst Work?

  Quick start video of how Nekst works to manage tasks and properties during a transactionSome readers

• 7-Video Feature Demo

  This 7-Video Feature Demo provides an overview of the different Nekst features which can be applied to your business to help solve one of the top problems faced by real estate professionals.Few readers

• Creating Custom Processes

  Creating a Custom Process in Nekst Nekst comes pre-loaded with Market Workflows that match the real estate contracts for your Market. These are the fastest way to get up and running with listing and purchase transactions. But sometimes you need to run a process in your business that is not related to a real estate transaction. That’s where Custom Processes come in. A Custom Process is a workflow you design yourself, independent ofFew readers

• Nekst Demo (as of 10/5/2024)

  Nekst Demo: For New & Existing Users Check out this short feature demo, showcasing some of our most popular features and how Nekst can completely automate the processes within your real estate business. This is a great starting point for new users or those wanting to be sure they are getting as much value as possible from Nekst.Some readers

• Managing your Daily Email Update, Profile & Account

  Managing your Nekst Profile, Notifications and ProfileFew readers

• Changing the Status of a Transaction

  As transactions come and go, it's important to manage the "Status" of the property. There are 3 different options: Active: This label is to be used for transactions you are actively managing. Closed: This label is to be used when your transactions close. Archived: This label is for any transaction that falls apart, is cancelled, terminated, etc.Some readers

• Desktop/App Notifications & Mentions

  Track and Manage notifications to better manage communication and actions amongst team members.Few readers

• History of Activities by Transaction & Complete Action History

  Nekst allows you to see a history of when tasks were completed on a specific property basis or a daily record of activities that occurred on your account. You can filter by: Tasks Added or Completed Notes made on Tasks or general notes about a Transaction Date/Time and recipients of email tasks Dates/Time and recipients of SMS tasks When a Workflow was applied Anytime there was a change to status, type, start date or end date People Added to a Transaction Simply go to TransactionFew readers

• Send Email Messages using your Email Address

  Sending Email Messages using your Personal Email Address Nekst allows users to send Email from their personal email account using one of these 2 methods: Gmail Integration Manual Domain Verification by adding DNS Records Option 1: Integrating your Gmail Account with Nekst If you currently use Gmail or use Google Workspace where you host your own domain, you can integrate your Nekst account with Gmail to send Email directly from NeksFew readers