When you start working with a new client, you create a deal for them in Jointly. The deal holds everything for that client: the representation agreement, disclosures and any other forms, plus your client's details.
How do I create a deal for a new client?
Go to your Deals page and click + ADD DEAL in the top right.
In the Add deal window:
If you work on behalf of agents, for example as a transaction coordinator, choose the agent the deal is for under Which agent are you working with? Agents don't see this field.
Under Who are you working with?, choose the type of client: Seller, Buyer, Landlord, Tenant, Referring a Client or Other.
Under Please select the relevant MLS., choose the MLS for this deal.
Click Save.
Which deal status should I choose?
Jointly opens the Getting Started task and asks What is the current status of your Deal? Choose the status the deal is really at:
Onboarding: you're ready to draft the representation agreement.
Active: you have a signed representation agreement. On buyer and tenant deals this shows as House Hunting.
Pending: you have an executed offer.
Closed: the transaction is completed.
Click Next.
If your clients have already signed a representation agreement, for example outside Jointly, choose Active, not Onboarding.
If your team submits representation documents for review in advance, you can't submit them while the deal is in Onboarding. See Submitting Documents for Compliance Review.
You can change the status later. See How to Update the Deal Status.
How do I add my client's information?
Enter your client's first name, last name and email. The phone number is optional.
If you're representing more than one client, answer Yes when asked whether you want to add another one, and enter their details. Learn what to do if your clients share an email address or a Power of Attorney represents several parties.
If you're representing a seller, what Jointly asks next depends on the status you chose:
Onboarding: Property Information opens. Choose the Transaction Type (Residential or Commercial) and the Property Type, enter the property address, and click Next.
Active: Jointly asks whether the property is listed on the MLS. If you have an MLS number, select Yes and enter it. Jointly checks that the number is valid and fills in the property type for you. If not, select No and choose the property type yourself.
Confirm how your clients' names should appear on the contract. This is where you can enter a legal entity, such as an estate or an LLC. Then confirm how you want to refer to the deal in Jointly, and click Save.
Related
How to Add Existing Deals in Jointly: if the deal started outside Jointly.
Setting Up Your Listing: the next steps on a seller deal.