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Working with your transaction coordinator on Jointly
Working with your transaction coordinator on Jointly
Learn how to work with your transaction coordinator on Jointly.
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Written by Jointly Support
Updated over a week ago

Transaction coordinator roles

There are two different types of transaction coordinator roles within Jointly:

  • Transaction coordinators

  • Lead transaction coordinators (only available for Team Pro and Enterprise accounts)

Transaction coordinators

If you are on the Starter plan or free trial, you'll need to add your transaction coordinator as a participant to each deal you want them to have access to.

To add your transaction coordinator to a deal:

  1. Navigate to the deal within Jointly

  2. Click the "Add participant" icon in the left-hand panel

  3. Select "Transaction Coordinator" from the participant role dropdown

  4. Enter your transaction coordinator's information

  5. Press Save

  6. An email invitation will be sent to your transaction coordinator inviting them to collaborate with you on your deal

  7. Their avatar will also appear under the Participants section in the left-hand panel

Note: If you have a Team Pro or Enterprise account, you'll be able to choose your transaction coordinator from a list provided by your team or brokerage.

Lead transaction coordinators

Lead transaction coordinator roles are only available to teams or brokerages on our Team Pro or Enterprise plans. If you have one of these plans, you can designate the role of lead transaction coordinator to specific individuals.

To add lead transaction coordinators to a deal:

Once designated, lead transaction coordinators will appear on all of your deals within Jointly automatically. No specific action needs to be taken for these individuals to appear on new and existing deals that support lead transaction coordinators.

What can transaction coordinators do on Jointly?

Both transaction coordinators and lead transaction coordinators have the same level of access as agents. This includes:

  • Adding documents

  • Completing documents and forms

  • Removing and archiving documents

  • Editing documents

  • Creating, editing, and deleting custom documents

  • Redlining completed documents

  • Sending messages

  • Adding notes

  • Adding participants or clients

  • And much more!

The difference between transaction coordinators and agents on Jointly

There are a few primary differences between transaction coordinator, lead transaction coordinator, and agent roles on Jointly.

Signing documents

Currently, transaction coordinators and lead transaction coordinators cannot sign documents on behalf of the agent they are working with. All agent signature tasks will need to be completed by the agent.

Completing tasks

Within Jointly, transaction coordinators and lead transaction coordinators are treated as an extension of the agent. Because of this, all tasks that need to be completed by an agent (or their team) will appear under the agent’s task list. Transaction coordinators and lead transaction coordinators will have full access to complete agent tasks with the exception of signature tasks.

Creating deals

From the Deals page, agents can start offers and create seller or buyer deals. Transaction coordinators and lead transaction coordinators have similar capabilities with a few caveats.

Transaction coordinators and lead transaction coordinators that are a part of a Team Pro or Enterprise account are able to start offers and create buyer or seller deals. To get started with a deal, they are required to select an agent from their team.

Transaction coordinators and lead transaction coordinators that are not a part of a Team Pro or Enterprise account are unable to start offers or create buyer or seller deals.

Managing pipelines

Transaction coordinators and lead transaction coordinators can manage pipelines the same way agents can. They can move deal cards, search for specific deals, and even create custom filters for the pipeline. For transaction coordinators who are juggling many different deals, custom filters make managing all of those deals much easier!

Setting contract preferences

Transaction coordinators and lead transaction coordinators do not have the ability to set contract preferences within their profile. Because agents are the only role that have direct access to licensed documents and contracts, the preferences for each deal a transaction coordinator is a part of will reflect those of the agent's.

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