What happens when you present an offer?
Presenting an offer will send it to your client to review in Jointly.
When can you present an offer?
The option to present an offer will be available:
After you've received an offer
After you've uploaded an offer
How to present an offer:
From the Offer page, click Present.
When you click "present," you can choose to include an optional note to your client. This note will be included in the email and/or text notification sent to your client.
After you present an offer, you can: