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REI Tech

Taking Task Management to the Nekst Level

We all know it takes a lot to be a real estate professional. It’s more than just hard work – you need:

  • Dedication
  • Motivation
  • Resources
  • The right team to make it all work

But here’s the catch: Being a successful real estate professional doesn’t come easy, it’s actually really stressful.

Most of us are able to manage a handful of business transactions at the same time without missing a lot of important dates and details…

But what happens during busier months or better yet, when your business takes off? Can you really manage 5, 10 or even 20 responses to your marketing at the same time without missing a beat?

This is when most people lose it.

Even if you’re armed with spreadsheets or checklists, you’re still prone to:

  • miss deadlines
  • forget important details
  • waste a lot of time and effort

A growing real estate businessman/woman spends most of their time simplifying their to-do lists in order to focus more on closing deals, not the day-to-day time-sucking tasks.

If only there was a better way to manage all the steps and details of each transaction…

On-Call Virtual ‘Assistant’

Nekst is a combination of an automated assistant and a task management software. Some of its basic functions are:

  • Organizing day-to-day activities
  • Automating follow-ups
  • Improving communication

What this means is that you’ll be able to manage numerous properties and transactions at the same time. Plus, it notifies your entire team about what needs to be accomplished.

Since Nekst wants to make life easier for you, they have:

  • email alerts
  • SMS alerts
  • concierge onboarding
  • calendar integration

Some of the other programs have these features as well, but Nekst does a nice job of integrating them all together.

busyIt’s basically a virtual assistant at your fingertips.

Does this mean you can fire your assistant?

Well, that’s up to you... if you already have an assistant, Nekst aids in offering extra stability and structure.

Whether you let go of your VA or not, Nekst claims that you’ll never have to worry about losing an assistant again.

Going Beyond Paperwork

Task management should always go above and beyond doing paperwork and ironing out the post processes for you. Nekst knows this. Which is why it is of value to many Realtors and investors.

Before we jump to conclusions, Nekst is not a CRM or Customer Relationship Manager.

Brett Keppler, a real estate agent, created Nekst with a goal in mind – to help Realtors become better business managers. And to provide a fun, user-friendly software. What Brett created can also be used by investors.

Nekst is a transaction management tool that pushes you to think about the information and the process rather than the paperwork.

How so?

One of the app’s features is to help organize and piece together nonfinancial transactions that boost real estate sales, as well as the daily tasks you try to manage mentally rather than actually taking action.

Nekst Level Planning

The software is driven by “Plans” or a list of tasks. Each Plan falls under a “Property.” Creating a Property is fairly straightforward. All you have to do is to fill out few fields of necessary information and you’re set.

Once the documents have been signed – maybe between you submitting and offer and the offer being accepted, or during the accepted offer at closing – Plans come into play.

A launched Plan is defined by the starting and end dates, similar to the ones found in the contract. Which is usually the day of the contract execution to the closing date. The tasks of each Plan has to be executed between the dates stated. (Think of Microsoft Project customized for real estate.)

Nekst comes at a price, but the free versions offer a few standard Plans. The $15 per month option lets you make as many Plans as you like. You can also delegate tasks to your sellers, buyers and contractors (aka clients).

Tracking those tasks will:

  1. Enhance communication
  2. Establish rapport
  3. Increase accountability

batmanDon’t worry:  You are in control of what your people see.

You can also edit or delete tasks as you wish.

Transparency is the key to a stronger buyer/seller/investor relationship. Nekst acknowledges that the real estate industry is built on trust. Which is why the tasks assigned to your clients are clearly explained to them, including the answers to what, when and why.

They’ll know why an inspection is necessary, what their role is in the whole process, what they can expect, and the like. They will be notified by email and you won’t spend a single dime for clients to tackle their tasks.

It will save you time and effort as well. SO much time and effort.

One of the most important features of any software is the ease of use. Fortunately, many people have found Nekst’s interface user-friendly. The color-coding makes it easy for you to run through your Plans and tasks, and then sort them.

You can also view your tasks all at once using the calendar view...

It shows stacks of tasks you and your team are set to achieve and when they are due. It’s challenging and motivating to see the overview of your to-dos (but, we know, it can be overwhelming for some people).

One of their updates includes a self-grading chart to see how good you are at meeting deadlines and crushing tasks. Visual variables are used to make it easier to understand. You can even have a letter grade – let’s not get a C-, shall we?

To make to-dos less daunting, Nekst uses gamification strategies. Colorful animal badges that evolve and ‘grow up’ as you complete a Plan.

At the End of the Day…

Nekst is a software that professionals can definitely use to complete a deal after you find one through your marketing.

$15 per month is way less than a virtual assistant’s monthly salary. Hand the reins over and get finished what you’re always scrambling to finish.

After all, it’s more than just paperwork... don’t wait until the heaps of stapled papers and documents are stacked on your desk before you follow up on a lead or put up marketing materials.

Plan ahead and be proactive. Successful people always start with a plan.

Are Your Next for Nekst?

Think you’ll give this a go? Already have? Tell us all about it below.

 

Do It To It! Immediate Action Steps

Stick to one tool. If you choose to use Nekst to help you organize your business’ daily affairs, then stick with it!

Have a plan and do it. Prioritize your tasks every day – from the most important ones to the least important.

Make a schedule. Days off are just as important as work days. Make time to sit down, plan your month, schedule your work days and days off.


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