To get started, navigate to your Profile Settings by selecting the Profile icon on the left-hand navigation bar, then "Manage Profile."
1. Set your contract preferences
All of the information completed in your Contract Preferences will be used to auto-fill forms and contracts where relevant. Although it is optional to set your preferences, we highly recommend taking this step, as it will save you time when adding clients and drafting offers and documents.
Update License & Brokerage Information
Save time by filling out your brokerage information to prepopulate documents and forms used throughout transactions.
Note: If you have an enterprise account, this information will be predetermined by your brokerage and already filled in. You can skip this step!
What you'll need:
Brokerage name, license number, email, phone, fax, and office address
Designated broker's name, license number, email, and phone
Licensed supervisor's name, license number, email, and phone
Team name (if applicable)
Complete your Listing Agreement preferences
Save default terms for your Listing Agreements. Don't worry, you can always override these defaults when generating Listing Agreements for specific clients.
What information can be defaulted:
Item exclusions
If the listing will be filed with 1 or more MLSs
Number of days the property will be listed on the MLS
Reason for delayed MLS submission
Companies who will have access to the property
Listing Agreement duration
Protection period duration
County for cash payments
Commission percentage paid to the buyer's:
MLS member brokerage
MLS member brokerage subagent
Non-MLS member brokerage
Non-MLS member brokerage subagent
Any special provisions
Complete your Buyer Representation Agreement preferences
Save default terms for your Buyer Representation Agreements. Don't worry, you can always override these defaults when generating Buyer Representation Agreements for specific clients.
What information can be defaulted:
Market area
County for cash payments
Buyer Representation Agreement duration
Commission percentage paid to the buyer's agent
Compensation you'll receive if your client leases the property
How and what percentage
Any construction or other fees you're entitled to
Any special provisions
Complete your Offer & Escrow preferences
Save default terms for your contracts. Don't worry, you can always override these defaults when drafting an offer or contract for specific clients.
What information can be defaulted:
Days to close
Option period duration
Option fee
Financing type
Third party financing type
If the loan has an adjustable rate
Who purchases the title policy
If the title policy will be amended in the case of survey discrepancies
Who pays if the title policy is amended
How long the seller has to provide the SDN
If the property is accepted as-is
Any buyer objections
How long the buyer or seller has to provide the survey
How much the seller will contribute to the home warranty
If transaction coordinators can submit offers on your behalf
Title company name and address
Escrow agent name, email, and phone
2. Set your digital signature
Set your digital signature and initials so you can quickly e-sign documents and contracts.
In your profile settings, select E-Signature
You can draw or type your signature. Choose which you prefer by selecting the appropriate tab. Then, draw or enter your signature into the box.
Select the checkbox agreeing that the signature is legally binding. Press Next.
Draw or type in your initials. Press Adopt.
If at any point you'd like to update your digital signature or initials, you can press Clear and then reenter them as you'd like them to appear.
3. Set your notification preferences
Choose how you'd like to receive notifications from Jointly.
In your profile settings, select Notifications.
Choose whether you'd like to receive notifications from Jointly by email, text message, or both.
Check or uncheck the boxes to update which promotional or marketing emails you'd like to receive from Jointly.
Press Save.
Note: You must enter a phone number in your Account Details if you'd like to receive notifications via text message.
4. Upload a profile photo
Upload a profile photo so clients and other parties using Jointly can easily recognize your avatar.
Click Profile on the left-hand navigation bar.
Tap the camera icon next to your avatar.
Your files will automatically open. Choose an image from your files and press Open.
You'll now see your profile photo updated.
