Jointly is faster and smarter

Whether you are working with buyers or sellers, Jointly gets it done faster and with less risk. Jointly uses intelligent workflows and business rules to write your forms and prevent compliance mistakes. Then send for eSignature right from Jointly, and the client and the other side also sign in Jointly—done and done.
Jointly product screen mockup showing a kanban view of an agent's deals on a laptop and a key offer term summary on a phone
Bring in the offers!

Listing portals make offers easy

Make it easier for your buyer's agent to submit their clients' offer. Offer documents are automatically added to incoming offers and seller preferences are pre-filled on the main contract for streamlined communication. You can manage both on and off-market listings.

Keep tabs on your client progress
Required addenda automatically populates
Simply submit your offer to listing agent
Send offer to client for signature
Pre-mapped forms
Easily present offer comparisons

Receive and manage offers

Offer tasks and checklists
Key offer terms
Document storage
Offer summaries

You and your clients can easily review the terms and documents of offers received on Jointly. And in a multiple-offer situation, you can quickly compare offers side-by-side. Additionally, if you receive an offer outside of Jointly, you can simply upload it to keep everything in one place.

Collaborate in a single workspace

Updates, edits, eSignature, more

Keep tabs on your client progress
Required addenda automatically populates
Simply submit your offer to listing agent
Send offer to client for signature
Pre-mapped forms

After reviewing the offer, you can accept or reject or counter it directly in Jointly. The buyer's agent gets notified and you can send the offer and addenda to your client for eSignature. You can also add any additional addenda or ask the buyer's agent to edit any terms.

Stay on track to an on-time close

Timeline view

Client task lists and alerts
Disclosures and notices
Offer summaries and comparisons
Client portals
Direct SMS and email messaging
Client agreement templates

With a signed contract, you and your clients get Jointly's Timeline View. View milestones at a glance, sync your calendar, and schedule notifications for all key dates. And, if changes are needed, you can quickly draft and execute amendments while keeping all terms and key dates synced and up to date.

Improve more than just listings

Enhance client relationships

Quickly and efficiently complete the buyer representation agreement and other related documents. Once you are working with a client, offers are neatly organized so you can easily find everything you need.

Keep tabs on your client progress
Required addenda automatically populates
Simply submit your offer to listing agent
Send offer to client for signature
Pre-mapped forms
Save time, effort, and risk

Draft offers in minutes

Intelligent forms autofill with data from the MLS, your preferred contract terms, and seller preferences so you can draft offers in record time. Jointly automatically adds any addenda needed based on the the main contract to make sure you stay compliant. It can even alert you to discrepancies between forms.

Keep tabs on your client progress
Required addenda automatically populates
Simply submit your offer to listing agent
Send offer to client for signature
Pre-mapped forms
Provide an exceptional experience

Client portal and eSignature

Offer tasks and checklists
Key offer terms
Document storage
Offer summaries

When you're ready for client signatures, they'll get an email with a login link that takes them directly to review and sign the documents. In the client portal they can see right where they are in the process. And you can see what they've completed—and what they haven't so you can nudge when you need to.

Increase communication, not effort

Collaborate with your listing agent

So you've submitted the offer through Jointly. Now what? The listing agent gets an email with a secure link to access the offer. Jointly can also attach the pdfs to the email. The listing agent accesses the offer in Jointly, and can easily review terms and documents. When the offer is accepted, they send it to their client for eSignature.

Keep tabs on your client progress
Required addenda automatically populates
Simply submit your offer to listing agent
Send offer to client for signature
Pre-mapped forms
Stay on track to an on-time close

Timeline view

With a signed contract, you and your clients get Jointly's Timeline View. View milestones at a glance, sync your calendar, and schedule notifications for all key dates. And, if changes are needed, you can quickly draft and execute amendments while keeping all terms and key dates synced and up to date.

Client task lists and alerts
Disclosures and notices
Offer summaries and comparisons
Client portals
Direct SMS and email messaging
Client agreement templates
Improve more than just offers

Enhance client relationships

Quickly and efficiently complete the buyer representation agreement and other related documents. Once you are working with a client, offers are neatly organized so you can easily find everything you need.

Keep tabs on your client progress
Required addenda automatically populates
Simply submit your offer to listing agent
Send offer to client for signature
Pre-mapped forms

Streamline your purchase transaction

Listing Agent

Buyer Agent

Draft offer in minutes

Smart forms autofill with data from the MLS, your preferred contract terms, and any seller preference (if available) so you can draft offers in record time. Also, we automatically add any addenda needed based on the answers of the main contract and make sure you complete everything to stay compliant.

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All in one place

Send to client for signature

Once done drafting, you can easily send the offer to your client for signature - no need to map fields. Your clients receive an email with a login link that takes them directly to review and sign the documents. And you can easily keep tabs on your client's progress and remind them to sign the documents if needed. Additionally, they also get access to the same portal you do, so they can view terms and access documents.

Collaborate

Collaborate with Listing Agent

When ready, submit the offer to the listing agent. They will receive an email with a login link to access the offer on Jointly and you can also attach the pdf to the email. When the listing agent accesses the offer on Jointly, they can easily review terms and documents, and if they decide to move forward with the offer, they can send it to their client for signature.

Track and close

Close the deal

Get visibility of all key dates to stay on top of the transaction and ensure a smooth contract-to-close experience for your clients. You can see, sync your calendar and schedule notifications for all key dates. Additionally, if changes need to be made to the contract, you can quickly draft and execute amendments, while keeping all terms and key dates up to date.

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Manage client relationship

Quickly and efficiently complete the buyer representation agreement and other related documents. Additionally, all offers are smartly organized so you, and your clients can easily find everything you need.

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Set up and share listing

Set up and share the listing portal with prospective buyers so they can quickly start drafting an offer on your listing. Offer documents are automatically added to incoming offers and seller preferences are pre-filled on the main contract for streamlined communication. Additionally, you can manage both on and off-market listings.

All in one place

Receive offers

You and your client can easily review the terms and documents of offers received on Jointly. And in a multiple-offer situation, you can quickly compare offers side-by-side. Additionally, if you receive an offer outside of Jointly, you can simply upload it to keep everything in one place.

Collaborate

Collaborate with Buyer Agent

After reviewing the offer, you can accept or reject it directly on Jointly. The Buyer Agent would get notified of your client’s decision and in case you are moving forward with it, you can send the offer and addenda to your client for signature. You can also add any additional addenda or ask the buyer agent to edit any terms.

Track and close

Close the deal

Get visibility of all key dates to stay on top of the transaction and ensure a smooth contract-to-close experience for your clients. You can see, sync your calendar and schedule notifications for all key dates. Additionally, if changes need to be made to the contract, you can quickly draft and execute amendments, while keeping all terms and key dates up to date.

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Manage client relationship

Quickly and efficiently complete the buyer representation agreement and other related documents. Additionally, all offers are smartly organized so you, and your clients can easily find everything you need.

Why choose Jointly?

Increase team efficiency

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Visibility into team operations

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Unmatched client experience

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real estate agent photo
"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
real estate agent photo
“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!”
Photo of real estate agent Penny
Penny R, REALTOR®
AustinRealEstate.com
real estate agent photo
“Jointly is an innovative and intuitive way for real estate agents to better manage the offer process. In this crazy market, being able to seamlessly submit and present offers is a key advantage.”
real estate agent kat
Kat T, REALTOR®
Compass

See Jointly in action

Start managing your clients and transactions with Jointly for free.
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