When you first start working with a client, there are a few major details and events that need to take place. This includes completing forms like the Buyer Representation and Listing Agreement, Information About Brokerage Services, as well as gathering basic information about your client. How does all of this happen in Jointly?

1. To get started, navigate to your Home page.

2. In the top right, click Add Client.

3. From the dropdown, select the MLS you're a member of and then select which party you're representing.

1. Enter your client's first name, last name, email, and phone number (optional).

2. If you are representing more than one buyer, select + Add Client button and enter your client's information.

Learn what to do if your clients use the same email address or a Power of Attorney is representing multiple parties.

3. Confirm how you would like to refer to your client within Jointly. This does not determine how your client's name will appear on the contract but how it will appear across the Jointly platform. This name will be visible to you, your client, and cooperating agents.

4. Press Save.

5. After pressing save, your client(s) will receive an email notification with a link to create an account.

Note: Without an invitation, your client won't be able to create an account on Jointly. They must be invited. If your client hasn't received their invitation, ask them to check their spam folder.

1. Choose whether the property has been listed on the MLS.

2. If you have an active MLS number for the property, select Yes. Then, enter the MLS #. We'll verify that the MLS # is valid.

3. If you do not have an active MLS number for the property, select No.

4. Next, select the property type.

5. Next enter your client's first name, last name, email, and phone number (optional).

6. If you are representing more than one seller, select + Add Client button and enter your client's information.

Learn what to do if your clients use the same email address or a Power of Attorney is representing multiple parties.

7. Confirm how you would like to refer to your client within Jointly. This does not determine how your client's name will appear on the contract but how it will appear across the Jointly platform. This name will be visible to you, your client, and cooperating agents.

8. Press Save.

9. After pressing save, your client(s) will receive an email notification with a link to create an account.

Note: Without an invitation, your client won't be able to create an account on Jointly. They must be invited. If your client hasn't received their invitation, ask them to check their spam folder.