Stay organized and keep everyone in the loop with timelines and email templates

In the fast-paced world of real estate, staying organized is essential. With multiple listings, clients, and transactions to manage, keeping track of key dates and ensuring that everyone involved is on the same page can be a daunting task. That’s where Jointly’s comes in, offering features like Timeline and Email Templates designed to streamline your workflow and keep everyone aligned, whether you're managing key dates or handling client communication.

In this blog post we focus on how Jointly can improve your workflow by automating key dates and email—if you want to read more about setting up listings and representation documents and managing and comparing offers, feel free to explore those links.

Stay on top of important dates and deadlines

With the Timeline feature, you can:

• Automate key dates: Set up reminders for crucial deadlines and appointments, ensuring you and your team stay informed and on schedule.

• Manage reminders and notifications: Add an assignee to any reminders or events, add notifications, and even sync with external calendars for a seamless experience.

• Streamline the listing process: From scheduling inspections to launching listings, manage every stage effectively and keep everyone on track from contract execution to closing.

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Enhance communication with email templates

Here's how our email templates can help:

• Auto-fill details: Smart fields automatically pull in important information, such as client names and property details, directly from the deal. This reduces manual entry and minimizes errors.

• Maintain consistency: By using pre-defined templates, you ensure that all your communications are uniform and professional.

• Save time: Automate repetitive tasks and focus more on providing exceptional service to your clients.

By integrating Jointly’s Timeline feature and email templates into your daily routine, you can significantly enhance your efficiency and effectiveness. These tools not only help you stay organized but also streamline your communication, allowing you to focus on what matters most—delivering exceptional service and closing deals.

Ready to take control of your workflow with Jointly? Schedule a demo today to see how our Timeline feature can make a difference in your real estate business. If you have any questions, we’re here to support you every step of the way.

In this blog post we focus on how Jointly can improve your workflow by automating key dates and email—if you want to read more about setting up listings and representation documents and managing and comparing offers, feel free to explore those links.

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