when adding people to a transaction, provide a lookup function.. leveraging Google contacts(Preferably).. others may like outlook etc..

I would like to click and drag tasks in the calendar to change the dates

I would like to click and drag tasks in the calendar to change the dates

Add Fall Through as Transaction Archived Option

When archiving a transaction, add “Fall Through” as an option.

Allow default roles for Admin, TC etc, so we don't have to enter the same people and roles each time.

Schedule a certain time for an email to go out

Once, I set an email or sms to auto send, there should be an indicator of some sort reflecting that it's scheduled so I don't have to keep re-opening to make sure Autosend is checked off. For TC work with so many files, that can be a lot! Additionally or alternatively, a "Schedule then Mark Complete" option would be amazing so that I don't have to see the tasks cluttering my list anymore once it's been scheduled.

Select All Docs button

A Select All button for which documents to include when setting up the client portal so we don’t have to click them one by one.

Sub-tasks on task list

Subset of tasks within a single tasks. For example: Upload documents to file -Consumer Notice -Buyer Agency Contract (then ability to mark each subtask but not have the entire task disappear as complete until all items are checked)

Remove first/last name for contact field for attorney

Often I am not sure which pre-closer will be assigned to my file when I send my welcome email. For the closing attorney/pre-closer section, it would be nice to only enter the company name and the email address as a contact.

Picky Request - Profiles that don’t have a photo uploaded

The Client Portal is so pretty which is a great thing, but the person icon nekst to the contacts that don’t have a picture loaded makes it look sort of unfinished. Would it be possible to either show 1-nothing there 2- a square outline with rounded corners that matches the formatting of the other contact photos and has initials or 3- A minimal icon in a matching square outline with rounded corners that relates to their role? Ex: Attorney - scale icon, Lender-bank icon, Buyer- Key Icon, Seller- For Sale Sign? Just something that looks as intentional as the rest of the aesthetic. My ADHD send me on a journey to google image search their logos, pics, etc but that turns into a time suck. Perhaps, in the custom roles settings, there’s an option to uses to upload a default pic or role (if they even care), but then also having he option to add actual headshots for people later if you have them. 😬

My Branding/Co-Branding

I would love to be able to have my branding added to this as well.

Introduction of Parties- System Generated Email

Add an Introduce Button to introduce all parties on a transaction with the ability to select whom to introduce. Also. Have a way to import existing contact in the address book to a new transaction vs entering the same people all the time

Task Repeat Option

When creating a task, it would be nice to be able to select to have the task repeat at certain intervals. For example: "post Ad to Craigslist" - Repeat every Week

Re-order plans on plans tab so personalized ones are at the top of the list

List our personal plans before the Nekst plans. I have to scroll down to see my own plans each time on the plans tab.

Integration with Dotloop

needed to reduce/remove duplication of effort entering all parties to transaction and property details.

Allow Team Pro, Team Members, Agent Pro, Agent Lite to receive Weekly Summary Emails of Production

Reports will include: Number of tasks completed (including +/- change from last week) for the specific recipient. All tasks completed by the Team/Agent/Other Invited Users (including recipient) over the past 7 days, including any notes left. Followup Task Updates from the past week Tasks for the Recipient to complete over the next 7 days, broken down by property. All upcoming Key Dates assigned to the recipient through the following Monday

Allow a dependent task to be dependent upon a different task without having to re-create it

On a dependent task, make the "Main Task Name" part of a drop down that would allow us to select another task to make the dependent task a part of.

Have "Agent" as a Filter Option When Viewing Transactions

As an independent TC it would be really helpful to be able to filter the transactions view by a particular agent.

Label for website URL in contact profile

Can the website url that’s already in contact profiles be made into a usable label as well? I send a thank you email after every closing that includes a request for the client to leave an online review for my agent. I’d love to be able to include a “#contacts.realestateagent.website” reference in my template email and it automatically populate a direct link to my agent’s zillow or google review page. Seems like everything BUT the website is a reference link. LOL Thank you!

Email Formatting

Would really like to have control of email formatting which hopefully I’m not missing Being able to choose line spacing. Right now it seems like it’s somewhere around 1.5 spacing and all my preformatted emails just has too much space. Hyperlink Text. Right now although there is the ability to add a link, there’s no place to add Alt Text. Would love to be able to add a table.

Search Field on Workflows

Would it be possible to add a search field to the workflows? With our workflows being extensive, if there is a task that needs to be updated, it would be nice to be able to search to find the task that needs to be updated or determine if it’s not there. We work in multiple states, so an update in 1 state may also need to be updated in the next state and it would be easier to search for a task vs having to hunt to see if the task is there.

Add ability to complete key date tasks in the banner view without having to open the task, mark complete, update, close task.

I’ve noticed users intuitively trying to click the little circle icon at the top of each task in the banner view because it seems like that would complete the task. I submitted this request previously, but it was buried in a larger request that is no longer needed so I made a fresh one for this:)

Some contingencies don't count weekends. Add a toggle to include or exclude Saturday/Sunday when counting days for a task.

Also, most dates in a contract do not count holidays - it would be nice to have holidays excluded in counting days, too.

Integrating custom e-mail signatures into the automated e-mails.

Instead of only being able to input text or a link, it would be great to input an e-mail signature jpg

Lead Follow Up

Add a Buyers Category or Leads category that allows us to manage and follow up with leads. Right now I use the properties for this and instead of inputing an address I input the lead's name. I then created an action plan that reminds me when to call them and provides script on what to say.

Customizing welcome message

Customizing welcome email message.

Allow us to select a date for a task before a Key Date.

I have several "Key Dates" Task that happens before the Key Date. It would be great to be able to select "days before" or "days after" for these tasks. As if the date is changed, I then have to go in a find all the tasks associated with the one Key Date, before the date and change it too. It seems silly to even have the Key Date option with out having to have tasks before the date as well.

Email Integration with Gmail & generic email services

Ability to send Email Tasks from their personal email or a secondary domain that they own The removal of Nekst branding (Powered by Nekst) on Email Tasks Ability to add a Custom Signature in their Profile that will include links and photos, using a Rich Text Widget In an effort to increase deliverability and a better user experience, many users have requested the ability to setup MX records so that all Email Tasks can be sent using their account email instead of the default mail.nekst.com domain.

Client Portal Defaults

I would love to have the ability to have default settings for the client portal. I’m having to go in for each transaction and click the same boxes each time. I’d love for it to be the same across the board

Text Message Length

I would love to see the number of characters being tallied on the creation of the text message. I never know if the text message is too long or not until I click to see a preview

Option to Add comment by just pressing "Enter" in addition to option to click on "Add Comment".

Small change but would feel more intuitive and fast:)

Filter Tasks by Transaction Stage Stage

It would be great if we could filter tasks by the stage of the transaction so we could hide some tasks.