Managing Tasks

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Launching Transactions

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Individual Transaction

• Active Buyer Management

  Learn how Nekst can be used to manage Active Buyers searching for a home using a Nekst Client Portal. Provide Recommended Service Providers, Share Important Documents and provide a detailed Roadmap of the Buying Experience. This is the first tool designed for equipping buyers with the information and resources necessary to be successful in a competitive real estate market.Some readers

• Designating a Primary Agent on a Transaction

  Designating a Primary Agent on a Transaction The Primary Agent feature lets you tag one person per transaction as the lead agent. For coordinators who want to manage transactions and tasks by agent or pull up quick, filtered views on a per-agent basis, this gives you that capability. The Primary Agent appears as a column on the Transactions list page and can be used to filter your view. Setting a Primary Agent During Transaction Creation During Step 5 (Add Team Members & TransactionFew 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

• 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 Completion date changes — anytime someone edits the completion date of an already-completed task (records the previous and new dates) 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 WorkfloSome readers

• Adding Notes and using ScratchPad

  Adding Notes and Using Scratchpad This guide explains the difference between Notes and Scratchpad in Nekst, and when to use each while managing a transaction. Both tools help you capture information, but they serve different purposes. Notes – Structured and Permanent Information What Notes Are For Notes are designed for information that matters long term and may need to be referenced later. Use Notes to: Document important decisions or confirmations Capture client instruFew readers

Pro Users

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Transactions Summary Page

• Creating a PDF Report from a Transaction

  Using the Nekst API, users can generate custom reports for compliance purposes or to share with other Transaction Parties. How to Create and Use an API Token in Nekst This article explains what an API token is, why you might need one, and how to create it in Nekst. No technical background required. What is an API token? An API token is like a secure key that allows another app or tool to connect to youFew readers

• Custom Stages: Track Where Each Transaction Stands

  Custom Stages: Track Where Each Transaction Stands Custom Stages let you tag each transaction with a label of your choosing — Inspections, Clear to Close, Awaiting Financing, whatever fits your pipeline. Stages appear as colored pills on the Transactions list and on each transaction page, and you can filter the list by Stage. Stages are separate from your Transaction Status (Active, Closed, Archived). Status is the transaction's lifecycle state in Nekst; Stage is your own label for whereFew readers

Document Management

• Storing and Sharing Documents

  Storing Contract & Transaction Documents in Nekst Nekst makes it easy to organize and share all documents related to a transaction. Overtime, we will seek out additional ways to move documents from e-signature programs into Nekst, to minimize duplicating the job of document management. Using Document Labels Documents tend to have all sorts of file names. In order to bring organization to managing properties and to make sharing docSome readers

• Emailing Documents into a Transaction

  📩 Email Documents Directly into a Transaction You can now email documents (PDF or Word) directly into your Nekst transactions — no more downloading and manually uploading each file. This makes it easy to send files straight from document management tools like Skyslope, Dotloop, and Docusign. 🔍 How It Works Every transaction in Nekst has a unique email address for uploading documents. When you email a supported file (PDF, Word, etc.) to that address, Nekst automatically adds theFew readers