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 functionalitFeaturedNekst Demo (as of 10/5/2024)
Watch a Demo of Nekst based on our most recent version! Our Team features are demonstrated towards the end.FeaturedHow Does Nekst Work?
Quick start video of how Nekst works to manage tasks and properties during a transactionSome readers7-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 readersSend Email Messages using your Email Address
Sending Email Messages using your Personal Email Address Nekst users , can configure sending email messages directly from their personal email address. By sending from your personal account, emails are more likely to arrive in the "Inbox" and are more easily recognized by yoFew readersSetting up your Market (Previously "Detail Box Sets")
Getting Started with Markets in Nekst We’ve replaced Detail Box Sets with our new Markets feature — making it faster than ever to get set up and running in Nekst. Instead of building out your own list of Detail Boxes from scratch, simply choose your market and you’ll instantly get: Pre-built Detail Boxes with the key dates, details, and contract information used in your area. Custom Workflows of Tasks, Emails, and SMS messages that match your local listing and purchase conFew readersCreating 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 readersManaging your Daily Email Update, Profile & Account
Managing your Nekst Profile, Notifications and ProfileFew readersChanging 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.Few readersDesktop/App Notifications & Mentions
Track and Manage notifications to better manage communication and actions amongst team members.Few readersHistory 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