Getting Started: Profile

1: Home Page

1. Log in to your NexOne Agent account.

2. Click on your Name located at the top-right corner of your screen.

3. Click on Account .

Open

2: Profile Tab

1. Update account and brokerage information.

2. Insert a photo or business card.

3. If needed, you are able to change your username and/or password.

4. IMPORTANT Click Save Profile to ensure that all of your information will is stored.

Open

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.

1. Select New Contact to create a new contact record

2. These are all the contacts you have in your file. When selecting a contact, you can view and edit their information.

    

5. Email Template

1. You can use the pre-filled template

2. Or create a new template

3. Within your message, you can add specific inserts to automatically populate when sending the email.
   (i.e.: Signers first name, signers last name etc….)

4. 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.

-Click Submit

6: Integration Tab

Any integrations or add-ons with your NexOne Agent account will appear here.