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.
Transaction coordinators often work for multiple brokerages. Set up mandatory document requirements for each brokerage client, and Jointly enforces them as deals progress. Submit deal documents directly for review without leaving the platform. Brokers can approve or request revisions with written feedback, creating a clear audit trail. Jointly keeps track of what's required for each client, and files stay organized and broker-ready.
Jointly lets you handle clients and deals from different brokerages in a single, unified platform. Track which brokerage each deal belongs to, keep compliance requirements separate, and collaborate with agents across your entire network. Whether you're an independent TC serving three brokerages or a growing firm managing clients across regions, Jointly scales with your business and keeps everything organized.
