Setting Up Your Profile

Update your profile settings and preferences to get the most out of Jointly.

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

Getting Started

To get started, navigate to your Profile Settings by selecting the Profile icon on the left-hand navigation bar, then "Manage Profile."

Digital Signature

Set your digital signature and initials so you can quickly e-sign documents and contracts.

  1. In your profile settings, select E-Signature

  2. 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.

  3. Click Adopt.

  4. If at any point you'd like to update your digital signature or initials, you can click Clear signature and Clear initials and then reenter them as you'd like them to appear.

Notification Preferences

Choose how you'd like to receive notifications from Jointly.

  1. In your profile settings, select Notifications.

  2. Select how you would like to receive Jointly automated notifications when you are an Agent on a deal.

  3. Select how you would like to receive automated notifications when you are in a supportive role such as a Transaction Coordinator, Reviewer, Broker Etc.

  4. Select if you want your clients to be automatically notified when they have a task to complete.

  5. Check or uncheck the boxes to update which promotional or marketing emails you'd like to receive from Jointly.

  6. Click Save.

Note: You must enter a phone number in your Account Details if you would like to receive notifications via text message.

If you select to opt-in to notifications on each deal, you will need to navigate to your avatar within the deal turn the notifications on.

Deal Page Preferences

Set how many days you would like a closed deal moved from a closed column to a closed tab.


Jointly supports depositing excess application fees from lease transactions directly to your bank account. This section will only appear after you've linked your bank account to Stripe from a lease transaction. You may update your bank account information at any time. This does not impact your billing information we have on file to pay for your Jointly subscription.

Upload a Profile Photo

Upload a profile photo so clients and other parties using Jointly can easily recognize your avatar.

  1. Click Profile on the left-hand navigation bar.

  2. Tap the camera icon next to your avatar.

  3. Your files will automatically open. Choose an image from your files and press Open.

  4. You'll now see your profile photo updated.

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