1: Home Page
-Log in to your NexOne Agent account.
-Click on your Name located at the top-right corner of your screen.
-Click on Account .
2: Profile Tab
Update account and brokerage information.
Insert a photo or business card.
If needed, you are able to change your username and/or password.
IMPORTANT Click Save Profile to ensure that all of your information will is stored.
3: Account Tab
This tab allows you to change the plan you are subscribed to as well as to update your credit card that NexOne has on file.
You can change the language and turn on or off the daily digest & NexOne Labs.
4: Address Book Tab
Will show you all of the contacts you have in your account.
Select New Contact to create a new contact record
These are all the contacts you have in your file. When selecting a contact, you can view and edit their information.
5. Email Template
You can use the pre-filled template
Or create a new template
Within your message, you can add specific inserts to automatically populate when sending the email.
(i.e.: Signers first name, signers last name etc….)
Select save template or send preview
6: Email Signature Tab
Allows you to save a signature that will be used for all of the emails that will be generated from your NexOne Agent account.
-Type in a signature.
6: Integration Tab
Any integrations or add-ons with your NexOne Agent account will appear here.