Navigating Jointly
Learn how to navigate and get around the Jointly platform.
Jointly Support avatar
Written by Jointly Support
Updated over a week ago

Main Navigation Bar

  • Home: View a high-level overview of all your client deals and where they are in the pipeline. Quickly add a new client or start drafting an offer.

  • Find: Search for a property by MLS number to either claim it as your listing or draft and submit an offer on it.

  • Profile: Manage your profile settings and customize your account.

  • Support: Submit support or feature requests, report a bug, provide feedback, or sign up to become a test user.

Deals

A high-level overview of all your client deals and where they are in the pipeline as well as any archived deals.

the deals page of the Jointly offer management platform

If you don't have any deals, get started by:

  • Adding and onboarding a client

  • Drafting an offer on a property

  • Claiming a property as your listing

Overview

An overview of your client's deal where you can view next steps, documents, and any offers you've submitted or received depending on which side you're representing.

the listing overview page of the Jointly offer management platform
  • If your client is the buyer, this will be your "Buyer Overview" page

  • If your client is the seller, this will be your "Listing Overview" page

To access this page, select a deal from your Deals page.

Offer

An inside look at an offer you've drafted, submitted, or received. Here you can view offer to-dos, terms, and contract documents.

the offer page of the Jointly offer management platform

To access this page, select an offer from the Offers tab on your Overview page. If you don't see any offers, you either haven't received an offer on your listing yet or you haven't started drafting an offer.

Did this answer your question?