Updates

You can now add a custom email signature to individual contacts and insert it into emails using SmartTags.

This is especially helpful for Transaction Coordinators who send emails on behalf of agents. Instead of using your personal sender signature, you can insert a signature associated with the agent on the transaction, keeping communication professional and consistent.

How it works:

• Add a signature directly to a contact record

• Insert it into an email using a SmartTag like #contacts.buyerAgent.signature

• The signature is pulled from the contact, not the sender or recipient

Learn more here

You can now generate a clean, shareable PDF report directly from any transaction in Nekst.

The Report Generator pulls real transaction data into a polished PDF, letting you choose exactly what details to include before downloading or sharing. No exporting, copying, or reformatting.

It’s ideal for client summaries, broker or compliance documentation, and internal records, all created in just a few clicks.

A report can be generated using a tool we built to support Nekst user until we integrate this functionality into the application itself.

Learn more here or visit the Report Generator Site at http://reports.nekst.com

Users now have more control over how their Tasks are displayed in Nekst.

Show Complete Tasks by Default - choose to show Completed Tasks alongside active tasks

Display All Team Member Tasks by Default - choose to display all tasks for each transaction instead of just those assigned to you

Expand Dependent Tasks by Default - choose to have Dependent Tasks displayed or hidden under the Primary Task

When viewing Tasks, default to this list - If you prefer to see “All Tasks” or “Past Due” instead of “Due Today”, we can take you directly to that list of tasks automatically

You can now choose whether Dependent Tasks are displayed or minimized within a transaction.

Dependent Tasks are automatically triggered based on earlier steps in your workflow. While they are powerful, they can also add visual noise when you are focused on what needs to be done right now.

With this update, you can:

• Minimize Dependent Tasks to reduce clutter

• Expand them when you want to see what is coming next

• Stay focused on active, actionable tasks

This gives you more control over how you view your workflows while still keeping future steps connected and automated.


UPDATE YOUR PREFERENCES PAGE IN SETTINGS:

Learn more.

You can now add quick reminders & notes for any transaction right on the main Tasks page - while working inside a transaction.

Scratchpad is designed for jotting down reminders, context, or temporary thoughts that don’t belong in formal Notes or Tasks. It stays visible on the main transaction page, saves automatically, and keeps important details top of mind while you work.

Use Scratchpad for things you need to remember now, then move anything permanent into Tasks or Notes when ready.

Learn more here.

Nekst now supports Microsoft Outlook email sending, alongside our existing Gmail integration.

Users who rely on Outlook can now send transaction emails directly from Nekst while keeping their communication properly logged and professional. Just like Gmail, emails are sent using your own address, maintain deliverability standards, and stay connected to your workflows and transactions.

If you use Outlook, you can now authenticate your account and start sending emails from Nekst instead of using the DNS records option (or using our default “noreply@nekst.com” outgoing email address).

This update makes Nekst fully compatible with the two most common email platforms used in real estate.

Learn more here: https://help.nekst.com/en-us/article/send-email-messages-using-your-email-address-1vi9csy/

We’ve officially launched the Nekst Client Mobile App, our first mobile app designed specifically for buyers, sellers, and transaction participants.

The app gives clients one simple place to view all shared transactions, track progress, access documents, see key contacts, and stay informed without relying on texts, emails, or attachments.

Clients automatically see everything you’ve already built inside Nekst. There’s no extra setup required. Just share the Client Portal and your clients get instant access through the app.

Best of all, the Nekst Client app is completely free and helps you deliver a more transparent, professional client experience from start to finish.

Check out the video below or learn more here.

You can now share Key Dates and Roadmap calendar links with your clients so they can sync important transaction deadlines to their personal calendars. Every Contact profile now includes two links you can copy and send:

• Key Dates Link

• Roadmap Link

You can also insert these links automatically in Email or SMS tasks using SmartTags:

• #contact.<role_name>.calendarLinkKeyDates

• #contact.<role_name>.calendarLinkRoadmap

When a Contact clicks a link for either calendar, they will be taken to a branded page with instructions for adding their Calendar Link to their web calendar of choice.

As new transactions are created that involve this contact or as tasks are completed, their calendar will automatically update with these changes.

This feature helps clients stay organized, reduces confusion about upcoming deadlines, and improves communication throughout the transaction.