We're excited to announce our latest round of powerful tools designed to save you even more time, automate your communications, and give you even more confidence that your communications are timely and accurate. Introducing Smart Fields, Email Templates, and enhancements to Custom Documents.
Smart fields
Our Smart fields empower you to create email templates and custom documents that automatically pull in data from the deal. It's yet another way Jointly helps you avoid duplicate data entry. And that helps you and your team move faster and avoid mistakes.
Smart fields include:
- Client names
- Agent information
- Property address
- Offer terms
- Lease terms
- Key dates
Message center
Message/email templates
- Jointly now offers email templates! You can create and save email templates based on the deal type.
- Save and use email signatures in the templates.
- Define templates and style guides to use across your business.
- TCs can send emails on behalf of agents using the agent's templates.
- Email templates can be managed in your Profile settings.
Message / Email Smart Fields
- Our Smart Field technology is a big part of maximizing emails in Jointly — including email templates. To apply Smart Fields, select the lightning bolt icon at the bottom of the message tools.
Custom Documents
- Mapping with Smart Fields
- Custom documents can also use Smart Fields! Map and save a custom document with Smart Fields and reuse over and over without having to remap the document.
To schedule a Jointly demo, click here.
