How to submit an offer
Learn how to submit an offer to a listing agent.
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Written by Jointly Support
Updated over a week ago

Once your client has finished signing the required offer documents, you can submit your offer to the listing agent through Jointly.

Note: Even if you still have documents in draft or your client has not finished signing all the offer documents, you can still submit the offer to the listing agent.

1. To submit an offer, start by clicking the Submit to Listing Agent button within the offer.

offer tasks tab with documents ready to submit to the listing agent

2. A window will appear where you can enter the listing agent's contact information. Jointly will automatically pull in the listing agent's name and email but you have the option to update it if desired.

submit offer window with listing agent information pre-filled

3. You'll have the option to add the recipient's phone number. If you include the agent's phone number, in addition to an email, they will receive a text message notifying them that they've received a new offer on their listing.

5. You'll also have the opportunity to leave an optional note for the recipient. This note will be included in the email and/or text message they will receive with the offer.

6. Lastly, you can choose whether you'd like to notify your client that their offer has been submitted. If you choose yes, your client will receive an email and/or text message notifying them that their offer has been delivered to the listing agent.

6. Press Submit to finish sending the offer to the listing agent.

After you click submit, you'll receive an email confirmation that the offer has been delivered. From there, you'll be able to track the status of your offer from your Offers tab on the Buyer Overview page.

What's Next?

Once you've submitted your offer to the listing agent, learn what happens when the listing agent receives the offer—if they have a Jointly account or not.

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