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How to Set up Your Lease Listing + Screening
How to Set up Your Lease Listing + Screening
Jointly Support avatar
Written by Jointly Support
Updated over a week ago

In order to set up your lease screening on Jointly, you need to first claim your listing on Jointly. There are a few ways you can claim your listing:

If you've already claimed your listing, you can jump to How to Set up Lease Screening.

Claiming your Listing from your Deals page

  1. Click Add Client from the upper right corner of your Deals page.

  2. Select Landlord for the question "Who are you working with?"

  3. If your property is currently listed on the MLS, select Yes—you will be able to input the MLS # later on. Otherwise, select No.

  4. Enter your client’s information. You can add up to two landlords.

Claiming your Listing from the Listing Portal

  1. Select the Find tab from the left side panel.

  2. Enter your MLS listing ID or Property Address to search for your listing.

  3. When you reach the listing portal, click Claim Listing.

  4. You will be asked to verify your identity in order to claim the listing.

  5. After you’re done verifying, you will be prompted to invite your clients to Jointly (Your clients won’t be notified yet that you’ve created a deal on Jointly.)

How to Set up Lease Screening:

  1. After claiming your listing, you will see a set of Set up tasks:

    1. Set up Listing

    2. Set up TXR Lease Application

    3. Set up Screening

    4. Set up Additional Screening Documentation

  2. Each Set up task builds your listing application requirements

    1. Set up Listing:

      1. Allows you to add details to your Listing Portal

    2. Set up TXR Lease Application:

      1. Add a TXR Lease Application for Tenants to complete when they apply to your listing

    3. Set up Screening:

      1. Add a Tenant Screening (powered by TransUnion) when Tenants apply to your listing

    4. Set up Additional Screening Documentation:

      1. Require Tenants to upload additional documentation when they apply to your listing

  3. To set up a Screening on Jointly, select the Set up Screening task.

  4. Mark Yes to the question “Do you want to screen tenants via Jointly?”

  5. Our partnership with TransUnion includes the Credit Report & Score for a $50 fee. You can choose to include the Criminal Background Report and Eviction Proceedings options as part of your package, or de-select them if you wish not to include them.

  6. Select who should get access to the screening reports after a Tenant has submitted their screening application. **NOTE: Per the agreement with TransUnion, the parties allowed to view the report must be named and agreed to before generating the report. If the agent does not select the landlord will receive a copy of the report during this set up task, there is no way to send the report to the landlord after this step has been completed.**

  7. Complete your Payment Options, beginning with how you would like the screening fee to be paid. If you want the Tenant to pay, select Tenant will pay the application fee. If you or your client plan to pay, select Listing Agent/Landlord will pay the screening fee on Jointly.

    1. If the Tenant is paying, you can select when to process the tenant’s payment: whenever you or your client decide to process, or immediately when the Tenant completes their application.

    2. If the Listing Agent/Landlord is processing payment and there is a balance, you can select who should receive the payment balance (the user you select will be able to set up a receiving bank account with Stripe after you complete this task.)

  8. You will be able to review the breakdown of fees in the Fee Summary section and also adjust the Application Fee if you choose to.

  9. Once you save and complete the Set up Screening task, Tenants who apply to your listing will now be able to complete their screening on Jointly and pay for the application fee if indicated.

Editing Set up tasks

  • If you ever need to make any changes to your Set up tasks, click on the pencil icon next to the Overview

  • Here you can update all the Set up tasks you've already completed. Saving any changes will update your application requirements.

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