Start an application through our listing portal and add your clients to your deal. Pre-fill out any application information that will be used to speed up the lease application later on. Application documents are automatically generated for your clients to work on.
Once the application has been sent over to your clients, our task-based system makes it quick and easy for them to complete their application requirements. Your clients will be able to easily fill out any documents and upload any required supporting documentation, and if the listing agent has set up on-platform screening and application fees, complete those as well.
Submit the application directly to the listing agent after your clients have finished working on their requirements. When drafting the lease, application data will be used to pre-fill out lease fields, keeping information consistent and saving you time and effort.
Stay updated on your client’s application requirements and monitor their task progress. Our built-in messaging system lets you directly send an email or text to your client to remind or update them on anything. Easily add or remove any requirements on your tenant’s task list as needed.
Quickly draft multiple applications for your clients without having to enter information multiple times. Manage your client documents in once place and quickly fill out any necessary forms such as tenant representation agreements from our on-platform forms library.
Share the listing portal with prospective tenants so they can quickly start applying. You can easily set the application requirements according to your specific needs. Ensure all applications are complete.
Your prospective tenants will receive a set of tasks to complete based on the requirements you decide. Jointly guides them to complete the lease application, complete the screening (powered by TransUnion) right there in Jointly, then upload any additional supporting documentation, and pay any application fees you set.
Once a tenant has completed their application requirements, they will be automatically organized in your listing for you to review. You can also easily keep track of any ongoing applications and see each tenant’s individual progress.
Approve an application with ease and automatically draft a lease and any required addenda pre-filled from the tenant’s application. If you need to reject an application, you can also draft an adverse action letter with a template available in our built-in forms library.
We’ve designed the lease experience on Jointly to accommodate both represented and unrepresented tenants. Whether you’re collaborating with a tenant agent or directly with a tenant, Jointly keeps you on track and organized.
Do you hand over most lease work to a transaction coordinator? You can add them to your deal as well so they can easily access and manage your transactions for you.
