♦ General

• NexOne Agent Essentials for Beginners
• Add or Update Your Profile and Get Support
• Change My Email Address
• Change my Username
• Change Password

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♦ Getting Started

• 1-on-1 Training
• Getting Started as a Brokerage
• Getting Started with Back Office for Conveyancing
• Getting Started with Electronic Trade Records
• Getting Started-Add a Client

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♦ Account & Billing

• Address Book
• Cancel Subscription
• Change My Plan
• Enter Promo Code for Discount
• I'm being prompted to Upgrade (Basic Subscription)

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♦ NexOne Sign - Electronic Signatures

• Create a Signing Session
• Tagging your Documents for Signatures
• Manage your Signing Sessions
• Signing Experience
• Docusign

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♦ Documents and Forms

• Renaming A Document
• Sorting your Documents
• Auto-save when Filling Forms
• Copy a Form Group
• Date and Time in Forms

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♦ Clients

• Add Additional Contacts (ex. a client's spouse)
• Add Client
• Add or Remove Account Add-ons (Market Intel for OREA members)
• Manage your Clients
• Adding Additional Fields

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♦ Transactions

• How Many Transactions Can I Create and Store within repree?
• Managing New and Existing Transactions
• Service Report
• Transaction Organization: Active, Lead, Archive, Other
• What is a Transaction?

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♦ Activities

• What is an Activity Plan
• What is an Activity Group
• Submitting Activities & Transaction Information
• Activity Plan based on Closing Date
• Create a Checklist of Tasks in Activities

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♦ Calendars and Scheduling

• Real Estate Specific Calendar
• Google Calendar "Add by Url" will not import events
• Sync your Personal Calendar
• Send a Feedback Request Link

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♦ Brokerage

• 5 Minute Back Office Submission Walkthrough for Agents
• 5 Minute Back Office Submission Walkthrough for Back Office Staff
• Accept/Reject Submission: Activities Tab
• Accepting an Invitation - Registering a New account or Connect an Existing account
• Reviewing a Listing/Deal File.

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♦ Teams & Sharing

• Team Account - Check or Change the Owner of a Client
• Understanding Team Accounts
• Creating a Team in NexOne Agent

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♦ Common Trouble Shooting

• IMPORTANT -- SAFARI - Unable to Sign Document
• iPhone and iPad Settings for repree
• My Client didn't receive an Email!
• PDF Content is smaller and Duplicating Terms! (Grammarly)
• Printing Paper Forms from Firefox

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♦ Brokerage Implementation

• Setting up Your Brokerage

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Contact Us

Send us an email to: noa.support@nexone.ca

Call Us: 1 (877) 699-0255

Remote Support:

For Remote Support, please click on the following links instructed by your Support Agent.

RingCentral or Team Viewer for Windows or Team Viewer for Mac