Draft offers faster with smart contracts that autofill up to 70% of contract fields with MLS and client data.
Dedicated listing offer portals
A portal for each of your listings where buyer's agents can view information about the property and submit offers.
Offer tasks and checklists
We automatically assign tasks to you and your clients when a document needs to be completed, reviewed, or signed.
Contract templates
Set preferred terms for your purchase contracts and we'll autofill your contracts with those terms.
Offer comparisons
Instantly generate offer comparisons for multiple offers and share them with clients.
Contract amendments
Easily amend contracts with a few clicks.
Client management
Client agreement templates
Set preferred terms for your Listing and Buyer Representation Agreements and we'll autofill your agreements with those terms.
Disclosures and notices
Provide clients with a self-guided experience for completing disclosures like the Seller's Disclosure Notice.
Client portals
Allow clients to view tasks, offer summaries, and contract documents in a personalized client portal.
Client task lists and alerts
We'll automatically alert clients to newly assigned tasks and offer updates.
Offer summaries and comparisons
Automatically share key offer term summaries with clients and easily present offer comparisons all within Jointly.
Direct client messaging
Send one-off messages to clients via email or text to communicate important updates or remind them to complete outstanding tasks.
Forms and e-signature
State integrated forms
Access the full library of TAR and TREC real estate forms.
Electronic signature
Premapped forms allow you and your clients to easily e-sign documents at home or on-the-go.
Custom document editor
Upload any document to add text, checkbox, date, signature, and initial fields.
Extensive form library
Easily browse, search, and add forms to your deals using Jointly's extensive forms library.
Document storage
Use our document editor to clone fields across multiple pages with just a few clicks.
Redlining
Easily execute contract changes using the strikethrough field in our document editor.
Custom form sets
Autogenerate a required set of forms when agents on your team or brokerage add a new client or start an offer.
Team collaboration
Transaction coordinator
Add your transaction coordinator or admin to access and manage specific deals within Jointly.
Internal team notes
Create notes within client deals to remind yourself of important information or communicate updates to your internal team.
Automated notifications
Automatically notify your team of new offer updates and recently completed tasks to keep transactions moving forward.
Role-based accounts
Assign roles like "Lead Transaction Coordonator" or "Team Lead" to individuals on your team.
Lead coordinator role
Designate a lead transaction coordinator who can automatically access and manage all of your deals.
Built-in compliance
Document storage
Automatically store and access client and offer documents in one centralized place.
Document version history
Jointly automatically logs document changes when updates are made and stores each version.
Deal tracking and filtering
Allows brokerage and team leads the ability to view and filter all agent deals.
Custom automated workflows
Customize automated workflows to meet the needs of your team or brokerage.
Custom brokerage form sets
Automatically include required brokerage forms when agents add a new client or start an offer.
Additional features
Mobile device support
Enjoy our mobile-friendly interface and get work done easily from anywhere, on any device.
Phone, email, and chat support
Get 24/7 support from our friendly and knowledgeable support team.
API access
Seamlessly integrate Jointly with other tools like your CRM, accounting, or back office software.
Custom implementation and integration
Customize Jointly to fit your brokerage needs with dedicated support from our Implementation team.
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Pricing FAQs
How do I sign up for the free account?
Are there any setup or onboarding fees?
"All I can say is WOW! Jointly eliminates virtually all manual data entry. In today's real estate market where we are having to write multiple offers for one client, this is a no brainer!"
Penny R, REALTOR®
AustinRealEstate.com
Have other questions?
We’ve got answers! Chat with us to get all your plan and pricing questions answered.