
Jointly is designed for both team-based and independent transaction coordinators. It offers robust tools for managing multiple clients across different brokerages, all within a single, unified platform.
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. Our integrated eSignature process is straightforward, with features like the widely-used “Sign Everywhere” button for added convenience.
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.
Stay organized and efficient with Jointly, where all deal-related information is securely stored and easily accessible. Collaborate directly with your 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.
Yes. Jointly is designed for both independent transaction coordinators and team-based businesses. The platform allows TCs to manage multiple clients and different brokerages within a single, unified dashboard, providing role-based permissions and advanced deal tracking to keep every transaction organized and compliant.
Jointly uses automated checklists and mandatory field requirements to ensure files are "broker-ready" before submission. This reduces the back-and-forth between the TC, the agent, and the compliance manager. Jointly also provides an easy review system that allows compliance managers to easily approve or reject documents and coordinate on corrections or updates, if needed.
Yes. You can save custom email templates with "smart fields" that automatically pull in deal-specific info like the property address, buyer names, and closing dates, allowing you to send professional updates in seconds.
Yes. Agents can log in and access the same deals you're working on and see a real-time contract timeline and the status of every task. You can easily assign tasks for review or signature to your agents, and assign them important timeline events to complete. This transparency reduces the number of "status update" phone calls and emails you have to handle daily.
