Chart showing top four volume areas and a deals board with pending and closed sections labeled by roles.

Advanced real estate software for brokerages

Streamline agent recruiting and management, access brokerage reporting and analytics, and simplify and automate compliance with the best broker management software.

Digital folder titled Agent Employee Folder with listed documents like Agent Information, W-9 Form, and Company Policies.
Agent recruiting + management

Simplify onboarding and training

Easily onboard and train new team members with custom workflows that let you set up contracts, training documents, and agent profiles, keeping your organization consistent and running smoothly.

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
Team collaboration

Bring everyone under one digital roof

Streamline your process with unique roles and gain real-time visibility into your team's deals. Monitor progress and provide timely assistance when needed.

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
Dashboard showing pending and closed real estate deals with roles Realtor, Broker, Team Lead, and Transaction Coordinator.
Graphs showing total volume by location and units sold from 2013 to 2022 with a 2018 sales increase highlight.
BUSINESS INSIGHTS

Let your transaction data work for you

View visual reports on key metrics such as units, volume, GCI. Track performance across your team, inspire healthy competition, and identify trends to drive growth and profitability.

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
SMART COMPLIANCE

Seamless compliance across your brokerage

Confidently ensure all required documents are in place, even if drafts began outside our platform. Just provide a few details about your contract, and we'll generate a comprehensive list for you.

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
Two overlapping forms titled Contract Information and Compliance Review Checklist with contract and financing details.
Paramount Realty document list with options to add documents on deal creation including brokerage and wire fraud info.
CUSTOM WORKFLOWS + PREFERENCES

Tailor your workflows to your specific needs

Customize your brokerage workflow for speed and efficiency with Team Preferences, allowing you to create custom templates, set up default documents and timeline events, and manage team member roles.

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
AUTOMATED TIMELINES

Effortlessly keep your entire brokerage on track

Set up a consistent process for your team and clients with the ability to automate key events, sync with your calendar, and send notifications and status updates, keeping everyone organized and informed.

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
Contract-to-close timeline with dates and events; pop-up to connect calendar to Google or Microsoft accounts.
Email template reminder for buyers about contract signing due tomorrow with contact instructions from Lizzie.
EMAIL TEMPLATES + SMART FIELDS

Make communication consistent and efficient

Create and manage brokerage-wide email templates with smart fields that auto-fill client and property details, saving time, ensuring consistency, and simplifying communication.

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
API ACCESS

Seamlessly integrate into your tech stack

Load your inventory into Jointly, access all the information you need, and keep your systems up-to-date.

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
Property inventory list showing four Austin, TX addresses with thumbnail images and imported status labels.
VIP TREATMENT

Help from real people, whenever you need it

Experience peace of mind with Jointly’s VIP Support, offering assistance from real people 7 days a week. Whether you have questions or concerns, our dedicated team is always ready to help whenever you need it.

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
Chat support window about locating the latest buyer amendment version for Deal: Prescott & Brooks.

Unlock the full power of Jointly for your brokerage.

Aside from these brokerage features, you'll access all the features available to realtors, ensuring that every aspect of your brokerage runs smoothly, efficiently, and with a consistent, professional edge. Empower your agents and support your brokerage’s success with Jointly's full-featured platform built for modern real estate.

View Jointly for realtors
oversee all real estate transactions

Transaction management made simple

Offer tasks and checklists
Key offer terms
Document storage
Offer summaries

Oversee all your real estate transactions with ease. See your full brokerage pipeline in the Dashboard, then drill down to the user level. Assign roles across your brokerage—team lead, agent, lead transaction coordinator. Use transaction approval workflows and implement custom form sets.

simplify and automate compliance

Draft real estate forms in minutes and easily send for eSignature

Complete agreements, disclosures, offers, and leases in a matter of minutes. With forms licensed directly from state associations, you can be confident they’re always up to date. Easily send documents on-platform for eSignature, and simplify and automate compliance with our smart checklists.

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
offer comparison

Make important decisions easier with offer comparison

Offer tasks and checklists
Key offer terms
Document storage
Offer summaries

When representing sellers in a multiple-offer situation, Jointly automatically generates a clear and concise comparison of all offers for you to present to your clients. This streamlined process allows you and your clients easily see key offer terms for informed decision-making.

centralize documents and messages

Centralize your team’s documents and messages

Stay organized and efficient with Jointly, where all deal-related information is securely stored and easily accessible. Collaborate directly with your team, clients, and counterparts within the platform, ensuring that every document and communication stays within the deal. Whether you're checking on an accepted offer, reviewing completed disclosures, or looking up details from a past transaction, everything you need is conveniently stored in Jointly.

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
api integration for tech stack

Seamlessly integrate to your tech stack

Offer tasks and checklists
Key offer terms
Document storage
Offer summaries

Need to bring Jointly data into other systems? We can integrate with your tech stack via API. Talk to sales about integration options.

Talk to sales

Trusted by industry-leading agents, teams, and brokerages

Jorgenson Group Keller Williams Realty logo with stylized house icon inside a circle.Compass wordmark logo with a graphic design replacing the letter O.Logo with stylized letters TPJ above text The Property Joes Group in dark blue.Text logo reading 'Opendoor' in dark blue on a black background.All City Real Estate logoSABOR logo

Ready to supercharge your workflow?

Book a demo with us to get started, or see for yourself how Jointly can boost your brokerage by trying it out first for free.
brokerage management software