Transaction coordinator roles
There are two different types of transaction coordinator roles within Jointly:
Team Transaction coordinators
TC Supervisors (available for business accounts only)
Transaction coordinators
If you are on the Starter or Pro plan, 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:
Navigate to the deal within Jointly
Click the "Participants" in the left navigation panel
Select the +Add Participant button.
Select "Transaction Coordinator" from the participant role dropdown
Enter your transaction coordinator's information
Press Save
An email invitation will be sent to your transaction coordinator inviting them to collaborate with you on your deal
Their avatar will also appear under the Participants section in the left-hand panel
Note: If you have a Business or Enterprise account, you'll be able to choose your transaction coordinator from a list provided by your team or brokerage.
Transaction Coordinator Supervisors
Transaction coordinator supervisor roles are only available to teams or brokerages on our Business plans. If you have one of these plans, you can designate the role of transaction coordinator supervisor to specific individuals via the Teams> Manage Team section.
Once designated, transaction coordinator supervisors 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?
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
The difference between transaction coordinators and agents on Jointly
There are a few primary differences between transaction coordinator and agent roles on Jointly.
Signing documents
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 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 will have full access to complete agent tasks with the exception of signature tasks.
Creating deals
From the Deals page, agents can create deals by clicking "+ ADD DEAL". Transaction coordinators have similar capabilities with a few caveats.
Transaction coordinators that are a part of a business account are able to create deals. To get started with a deal, they are required to select an agent from their team after clicking + ADD DEAL.
Managing pipelines
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 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.