
Stop wasting time manually entering transaction information into emails. Jointly’s Smart Email Templates and Smart Fields pull transaction data automatically — so you send accurate, polished communications in seconds. Our built-in Timeline keeps everyone aligned by tracking critical contract-to-close dates and statuses.
With Jointly’s Automap tool, uploading offers and setting up signature fields is a one-click process. Tools like Split Documents also make it lightning fast to organize and prepare any received offers and upload them to Jointly.

Jointly turns your transaction data into actionable intelligence. With Business Insights you can instantly visualize units, volume, GCI, and team performance. Plus, our Offer Comparison allows you to view key offer terms side-by-side — no more manual data entry or spreadsheet juggling.

Smart Webforms are guided digital contracts that use logic to ensure required fields are never left blank. Think of them like the state forms you're familiar with, but in an easy to answer Google Forms format, that automatically catches mistakes for you as you fill them out. Jointly's smart webforms pull data directly from the MLS, reducing the risk of manual entry errors and ensuring every document is fully compliant before it’s sent.
The Automap tool simplifies document preparation by automatically identifying and setting up signature fields on uploaded PDFs. This "one-click" process eliminates the need to manually drag and drop signature blocks, allowing real estate professionals to prepare and send offers for eSignature in a fraction of the time.
Yes, Jointly features real-time calendar sync to your external calendar. If you have a deal timeline, whether that's for representation deadlines or contract-to-close events, you can turn on calendar sync so that Jointly's intelligently created timelines show up on your personal calendars as well, ensuring you and your team never miss a deadline for inspections, financing, or closing.
Yes. Jointly allows you to create automated checklists and transaction templates. When a deal reaches a specific stage, the platform automatically triggers tasks for team members, ensuring a consistent and efficient workflow for every transaction.
