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August 15, 2024
Product

Streamline your document review with Jointly's smart checklist and upcoming AI Agent

By
Team Jointly
,
Sales & Marketing

In the real estate industry, managing paperwork efficiently can significantly impact your success. Whether you're a seasoned professional or just starting out, ensuring that every document is complete, accurate, and compliant is crucial. That's where Jointly’s intelligent compliance checklist and our future AI Agent come into play, revolutionizing how you handle document submission and compliance.

Submit for review with confidence

One of the biggest challenges in real estate transactions is keeping track of all the required paperwork. Forgetting a document or failing to include necessary information can lead to delays and potential compliance issues. Jointly’s smart checklist is designed to eliminate these worries. This powerful tool ensures that you have a comprehensive list of all required documents, even if you started drafting an offer outside of Jointly.

When uploading an offer, we ask you a few questions about your contract. Our system then generates a checklist of all the documents that you need to upload for compliance review. By providing a clear, organized list of what needs to be completed, Jointly’s checklist allows you to submit your documents with confidence, knowing that everything is in order.

🚀 COMING UP NEXT

AI Agent – your intelligent virtual assistant

But that’s not all. We’ve got AI Agent in the works, an advanced feature designed to further enhance your document management process. This intelligent virtual assistant will automatically review your documents, spotting discrepancies and inconsistencies before they become issues. Imagine having a virtual assistant that meticulously checks every detail, ensuring that your documents meet all compliance standards.

The AI Agent will work seamlessly with the smart checklist, providing an additional layer of accuracy and reliability. As you submit your documents, the AI Agent will analyze them in real-time, identifying any errors or missing information that might have been overlooked. This proactive approach helps you maintain flawless compliance and reduces the likelihood of costly mistakes.

Ready to supercharge your workflow?

Jointly is committed to making your real estate transactions as smooth and efficient as possible. With our smart compliance checklist and the forthcoming AI Agent, you can streamline your document submission process and enhance your compliance efforts.

Want to read up on our proactive compliance features? Learn more here.

Are you ready to see how Jointly can transform your workflow? Book a demo with our team. We’re excited to show you how Jointly can enhance your workflow and support your success in the real estate industry.

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