July 28th, 2026
Improved
Two role upgrades in one. First, every account owner can now rename the "Manager" role so it matches your actual title instead of that generic default. It shows up correctly everywhere after that: your Client Portal, your SmartTags, and role-based emails.
Second, if you run a Solo account, you're no longer limited to assigning every task to "Manager." You can now assign Workflow tasks to any Role you like, and Nekst automatically fills you into each of those Roles when you launch a transaction, so nothing is left unassigned.
Solo Users can be 2 roles at once - OR - be the TC on 123 Main St but the TC AND Buyer Agent on 555 Maple Ave. Note: Solo Users can still only assign tasks to themselves.
More on how Roles work: Choosing the Right Roles
July 28th, 2026
New
Some people always work together. A lender brings their processor, an agent brings their coordinator. Now you can record those pairings once on a contact's record, and Nekst adds the right people to a transaction automatically whenever you add that contact. You choose the role and whether they join as a team member or a transaction party. When you add someone, a quick preview shows who else is coming so you can leave anyone off for that transaction. No more adding people one at a time, and no more forgetting one.
Full details here: Associated Contacts
July 28th, 2026
New
Some tasks are really a handful of small steps. Now you can add a named checklist of check-off items right inside a Standard Task, so those steps stay organized without cluttering your list with separate dated or dependent tasks.
Check items off as you work. Each one shows who checked it and when, the task row shows a live progress counter (like 3/4), and you can click that counter to check things off without even expanding the task. Complete a task with items still open and Nekst gives you a heads-up so nothing slips.
Build them right into your Workflows so every new transaction starts with the checklist ready to go.
Full details here: https://help.nekst.com/en-us/article/task-checklists-track-sub-steps-inside-a-task-xe8oi2/
July 14th, 2026
New
Task Groups just got a level deeper. You can now create Subgroups — a nested group under a primary Task Group — so the branching parts of a transaction stay organized on their own. Inspections can hold their own specialty inspections, and different financing types can each have their own set of subtasks.
Assign a dependent task to its primary group or one of its subgroups, remove a single subgroup without touching the rest, and finally drag your groups into the order your transactions actually follow instead of alphabetical.
Set it all up in Settings → Tasks Groups.
July 10th, 2026
Improved
No more bouncing to Preview to check your merge fields. Turn on Value view in Settings → Preferences and your SmartTags show the real values for that transaction — actual dates, names, and amounts — right inside the Email task editor.
You'll spot an empty field before a client ever sees an "N/A," and confirm every tag is pulling the right data as you write. It's your own setting, and it changes only what you see — your saved messages stay exactly as they are.
July 3rd, 2026
New
Nekst AI just left the desk. It's now built into both mobile apps, so answers travel with you and your clients.
In the Nekst app, tap the new Nekst AI tab and ask about your transactions, tasks, contacts, and key dates from anywhere — "What's due this week?" or "Who's the lender on 123 Main St?"
In the Nekst Client app, you can now let clients ask Nekst AI about their own transaction — when their inspection is due, who the lender is, their closing date. It's read-only and limited to the transactions you've shared. You turn it on per client, right from the Share Portal screen or their contact page.
Less "when's closing again?" texts on a Saturday. More clients who can answer that for themselves.
July 2nd, 2026
New
Writing every transaction email by hand is one of those quiet time-drains that adds up fast. Now you don't have to.
Open any email task, click the new Sparkle icon, pick a tone, and hit Write with AI. Nekst drafts the whole email for you, or rewrites the template you already have so it reads better. Leave the message blank to start from scratch, or add a quick instruction to steer it.
Every draft uses your SmartTags (not the raw values), so you can confirm the data is pulling from the right place before you send. And any SmartTag with no data gets left out automatically, so no more "N/A" showing up in a client's inbox.
Set a default tone and your own writing rules once under Settings → AI Email Assistant, and every AI email follows them.
May 14th, 2026
Improved
Contract verification just got SO much better.
Every value the AI extracts now has a green Sparkle icon next to it. Click it and you get two things at once: a summary of the exact contract excerpt the AI used to determine the value, AND the PDF jumps directly to the responsible page with the relevant section highlighted.
No more manually scrolling through the contract to confirm a date, a price, or a deadline.
And while the AI is processing your contract in the background, you can keep moving. Upload supporting documents, add notes, set up the Client Portal, and assign a Transaction Stage. The dead-time wait is gone.
Launch a new transaction at rocket speed.
Full how-to: Creating a Transaction from a Contract
May 6th, 2026
New
Nekst 3.0 is here. The whole app has been rebuilt around the features we've shipped this year (Task Flags, Filter Presets, Custom Stages, Notes Hover, and more), so everything finally feels like one cohesive experience. Cleaner layout, faster pages, and a foundation that lets us roll out new features faster from here.
Read the full breakdown: www.nekst.com/blog/welcome-to-nekst-3-0
For existing users - use the "Try the New Nekst" toggle in the top-right of any page to switch on. Tell us what you think.
May 5th, 2026
You can now filter the Tasks page (and the Tasks tab inside any transaction) by Primary Agent.
Pick an agent from the new PRIMARY AGENT section in the filter panel and your task list narrows to just that agent's deals. Pair it with Saved Filter Presets and you've got one-click per-agent task views, perfect for transaction coordinators juggling multiple agents.
Filter results respect existing visibility rules, so you only see tasks on transactions you already have access to.