NexOne Agent Essentials for Beginners

To register an account, click on the Register button in red. You can also sign up with your AREA account or OREA account.

Login + options

To log in to your account, enter your username and password. You also have the option to log in using AREA or OREA. If you forgot your username or password, you can recover them using the available options.

Calendar section

Your NexOne Agent calendar allows you to add real estate specific events connected to your clients and transactions as well as creating email reminders about those events.

Activities section

We know how crucial clearly organizing your daily activities is to your success.

Forms section

Search by keywords, by selecting tags or alphabetically from a list of all forms.

Profile + help

Update your Profile. This includes: your contact info such as: address and phone, your brokerage contact info, your profile picture or business card, email signature, plan upgrades, credit card information and more.

Add client

Include contact information and add many clients as you wish.

Add Files

This tutorial takes you through the process of adding a file to your client folder within NexOne Agent.

Add documents

Upload any Document you've chosen from your computer.

After you click on add files

NexOne Sign (Select signers and documents, add/edit/add tags)

Select your signers, choose their routing orders if it necessary, you can put a require password at the beginning of the signing process ,you can select the signer Type and also add yourself as a signer and another client.

Customize your email when you send the signing session

Select & order document: You have the possibility to order what document go first in the signing session.

You need to select your client(s) name for you to put the sign here tag. You have different tags for to navigate during your preparation for the signing session you chose which one that you need.

The system will also show how many Sign here tag that you put for your client.

When you are done putting all your tag on your document click on send and your client will receive the sign session.

Sign Audit (with session certificate)

The Sign Audit in NexOne Agent allows you to track the document sent for electronic signatures every step of the way. You can also save and print a certificate of the signing session creating an electronic witness of the session!

You can also delete or edit your signing session

You can even resend it via SMS

Email documents

You can send documents as e-mails through the NexOne Agent platform.

You need to drag your document to the (Documents attached) section so you can send it.