Adding a client

Learn how to add a new buyer or seller client to Jointly.

Jointly Support avatar
Written by Jointly Support
Updated over a week ago

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?

Invite your client

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.

If you're representing a buyer:

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

2. If you are representing more than one buyer, select Yes to the question asking if you would like to add an additional Buyer. This will allow you to add the additional information.

3. Press Save.

4. If you are unsure of your Buyer's information, you can select Skip For Now. Once you are ready to Assign the drafted documents to your Buyer, you will have the ability to complete this again. Just remember, that if you do select Skip For Now none of the client's information will pre-populate for you when drafting the initial documents.

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

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.

If you're representing a seller:

1. Enter your client's first name, last name, email, and phone number (optional).If you are representing more than one seller, select Yes to the question asking if you would like to add an additional seller. This will allow you to add the additional information.

2. After adding client information you will be prompted to choose whether the property has been listed on the MLS.

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

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

5. Next, select the property type.

  • If you provide an MLS #, we'll automatically pull in the property type from MLS and auto-select the correct option.

  • If your property is not listed on MLS, select the appropriate property type.

6. 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. Press Save.

7. 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 access their tasks on Jointly. They must be invited. If your client hasn't received their invitation, ask them to check their spam folder.

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