This is for the agent drafting the offer. There are two ways to start one, depending on where you are beginning from.
From a Listing Portal — for buyer agents who received a link from a listing agent.
From inside a buyer or seller deal — for agents who already have a client deal.
If you do not have an existing client deal yet, see Add a Client first.
How do I start an offer from a Listing Portal?
For buyer agents who received a link from a listing agent. The Listing Portal is the page a listing agent shares to direct buyer's agents to submit offers on their listing.
From the Listing Portal page, click Start Offer.
Choose the client this offer is for — select an existing client from the list, or click Add new client.
How do I start an offer from a buyer or seller deal?
For agents who already have a client deal.
Open your existing buyer or seller deal and click the plus icon next to the Offers section, or Start Offer on the Offers page.
Search for the property. Select the MLS the property is listed on, then enter its MLS number. A green checkmark appears once Jointly has verified the number. Click Next.
Jointly gathers the contract forms needed for the offer and pre-fills them with data from you, the MLS, and the listing agent where available. You can overwrite any pre-filled value while drafting.
You land on your Offer page, showing the forms that need to be completed.
The property is not listed on the MLS
On the property search, click Click here if the property is not listed on the MLS. Enter the property address and whether the seller is represented by an agent, then click Next.
Expect to fill in more by hand. Pre-filling comes from the MLS listing, so a property entered this way starts with less completed for you.
Jointly says the MLS number is invalid
Two things cause this most often:
The wrong MLS is selected. The number is validated against the MLS chosen above it, so a valid number entered under the wrong MLS comes back as invalid. Check that the one selected is the MLS the listing is actually on.
The listing has not synced yet. A listing that is new, or was just changed on the MLS, may not have reached Jointly.
Those are not the only possible causes. If the MLS is right and the number still will not verify, use the not listed on the MLS option above to enter the address by hand so you are not blocked, then reply in the chat with the MLS and the number so we can look at it.
I already have the documents and just need signatures
Start a new offer, upload those documents to it, and map the signature fields. The parties can then sign them in Jointly like any other offer document.
For how to upload and place the fields, see Uploading Documents & Document Templates.
Can I keep buyer and listing documents in one deal?
No. Buyer documents and listing documents cannot be merged into a single deal — buyer documents belong in a buyer deal, and listing documents in a seller deal.
As a listing agent this does not stop you working the contract: start an offer inside your seller deal, and upload or draft the contract there.
What's next?
Once you have started an offer, learn how to finish drafting your offer.