The listing portal is what you share with other agents so they can start and submit offers and applications on your listings. It is available when you are representing a seller or a landlord.
You can set the information shown in the portal directly in the portal itself. You can set the information shown in the portal directly in the portal itself. Linking your deal to the MLS is optional. If you plan to link, do it before you edit the portal (see Will linking to the MLS overwrite my portal edits? below).
To share it, use the short link in the portal. There are also instruction fliers you can add to your MLS documents, so agents know how to submit offers and applications on your listings.
The portal shows my listing as expired
The MLS ID on the listing is usually wrong or out of date. Confirm the correct MLS number and update it on the deal.
How does a tenant apply on a lease listing?
Share your listing portal link, or the application instructions flyer — both carry the link a prospective tenant uses to apply. Use either one when you want any interested tenant to be able to start an application.
If you already know who the applicant is, send them the application directly instead — see Working with Unrepresented Tenants.
Adding documents to the portal
You can choose which completed documents appear in the listing portal:
Go to the Documents page of the deal.
Click the three dots beside the document you want to show.
Choose Document Settings and add the document to the portal.
If the document is a custom form, pull it from the templates folder first, then use the same Document Settings option to make it visible in the portal.
Can I share the portal without connecting to the MLS?
Yes. The listing portal link works whether or not the listing is connected to the MLS. Linking is optional. If you do link a deal you've already edited, choose No, keep what I have so far to keep your edits.
If the listing is active on the MLS it should be possible to connect it. If no connect button appears on the listing, contact support.
Who the portal is for
The listing portal is how another agent submits an offer or an application on your listing. Do not send it to an unrepresented buyer, and do not use it as a way to have a buyer fill in parts of a contract themselves.
On your own side it is not limited to the listing agent: other roles on the deal can see the portal, edit it, and share the link.
To work with an unrepresented buyer, see Working with Unrepresented Buyers.
Will linking to the MLS overwrite my portal edits?
Only if you choose to import. When you link a deal to the MLS, Jointly asks: "Would you like Jointly to import the data from this listing?"
Yes (selected by default) replaces your existing listing information, including any edits you made in the portal, with the information on the MLS listing.
No, keep what I have so far links the deal to the MLS and keeps your existing information.
If you plan to link and import, it's easiest to link first and edit the portal afterwards.