Once you submit an offer to the listing agent, here is what happens. Listing agents are notified the same way whether or not they already use Jointly.
What does the listing agent receive?
An email letting them know they have a new offer on their listing, with a link to view it and your note if you added one. They also get a text message, if they gave a phone number.
The email is sent from the message that appears on screen when you click Submit. If you click out of that message instead of sending it, the offer status still changes to Submitted but no email reaches the listing agent. See "The listing agent says they never received the offer" below if that has happened.
What does the listing agent see?
The offer link opens the Terms tab, where they see a summary of your offer's key terms — identical to what you see on your own Terms tab. They can also open the PDF offer documents on the Contract tab.
Which documents does the listing agent get?
When you click Submit you are asked to select documents, and that list is usually shorter than you expect. It only shows documents that need something from the listing side — a signature, a review, any action still outstanding. A document that is already finished on your side does not appear there, and they will not get it as a task.
That does not mean they cannot see it. Anything else is available to them in the Offer Documents tab, as long as the document's visibility allows it.
So the selection decides what the listing side is asked to do; visibility decides what they can see.
Separately, in the email step you can attach documents as PDFs, include a link for the agent to open them in Jointly, or both.
I already sent the documents myself — do I have to submit?
If you have already got the offer documents to the listing agent another way, you do not have to submit the offer just to clear the task. You can mark the document completed instead:
Go to the Offer Tasks tab.
Hover your cursor over the far right-hand side of the document you want to update.
Choose Mark as Completed. See Mark a Task Completed.
Marking a document completed is not the same as submitting the offer: it settles the task on your side, but it does not put the offer in front of the listing agent in Jointly. If you want them to be able to see the terms and accept or reject the offer there, submit it.
What can the listing agent do with the offer?
An account is created for the listing agent either way, so the difference is whether they already use Jointly.
If they do not, they can still open your offer and download the documents from the Contract tab without doing anything else. To respond to it through Jointly, they click Manage Offer and set up their account.
What status does the offer show after I submit it?
It stays Submitted. That is expected, and it does not mean anything went wrong.
When does the offer become Executed?
Two things have to happen first:
The listing agent accepts the offer.
The listing agent assigns the offer documents to their own clients for signature — your buyers have already signed.
Once everyone has signed, the offer becomes Executed. For what that means and how the status behaves, see How to Update the Deal Status.
So an offer sitting at Submitted after your client has signed is usually waiting on one of those two steps, not stuck.
The listing agent says they never received the offer
Check two things before you do anything.
The offer status. If it says Submitted but the listing agent got nothing, the email most likely was never sent — that happens when the message shown at Submit is closed instead of sent.
Whether the email actually went out. Click the listing agent's icon in the Participants section to open their notification history. If the email is in that list, it was sent — and double checkmarks next to it mean they opened it. See Did My Client Receive a Notification? for more.
That tells you which problem you have. If the email is not in the history, it was never sent: use the envelope icon to compose and send the offer email, or use Remind. Do not resubmit the offer.
If the email is in the history and they still say nothing arrived, it is a delivery problem rather than a Jointly one — see My client is not receiving emails.