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