Individual Transaction

• Changing the Status of a Transaction

  Switch a transaction between Active, Closed, and Archived — and know which status clears outstanding tasks.Some readers

• Key Dates: Track and Complete Your Critical Deadlines

  Every transaction has a handful of dates that actually matter: inspection, financing, appraisal, closing. Key Dates are how you mark those tasks in Nekst so they rise above the rest of your task list. Marking a task as a Key Date doesn't change what the task does. It changes where the task shows up: in the widget at the top of the transaction, in the Key Dates calendar, in the "Next Upcoming Key Date" column on the Transactions page, and in the calendar links you share with clients. Mark aFew readers

• Communication Hub: Message Your Team and Clients on Every Transaction

  The Communication Hub puts the conversation about a transaction on the transaction itself. Instead of a group text that only lives on a few phones, every message sits alongside the tasks, documents, and timeline for that deal. Everyone in a conversation sees the same thread whether they open it from the web app, the Nekst mobile app, or the Nekst Client app. Each transaction can have several conversations, each defined by who is in it: your internal team, you and your buyer, the full seller sidFew readers

• Adding Notes and using ScratchPad

  Capture long-term Notes (shareable to the client portal) vs. quick internal Scratchpad jottings on a transaction.Few readers

• Moving from a Listing to a Closing

  When a listing goes under contract, archive the Listing and launch a new Pending transaction from the contract — here's why and how.Few readers

• Designating a Primary Agent on a Transaction

  Tag one lead agent per transaction so you can sort and filter your deals and tasks by agent.Few readers

• History of Activities by Transaction & Complete Action History

  Review a full timeline of everything done on a transaction — or across your whole account — and filter by activity type.Some readers

• Active Buyer Management

  Set up a buyer-focused action plan and Client Portal to guide actively-looking buyers from search to contract.Some readers

Document Management

• Storing and Sharing Documents

  Organize transaction documents with labels and templates, then share them via email, SMS, or the Client Portal.Some readers

• Emailing Documents into a Transaction

  Email PDFs and Word docs straight into a transaction using its unique upload address — great for Dotloop, SkySlope, and DocuSign.Few readers

Transactions Summary Page

• Custom Stages: Track Where Each Transaction Stands

  Tag each transaction with a custom pipeline label and filter your Transactions list by it.Few readers

• Transactions Page: See Every Deal the Way You Work

  Set up your Transactions page once, with your view, columns, sort and filters, and it opens that way every time.Few readers