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How to Set up Your Lease Listing + Screening

Jointly Support avatar
Written by Jointly Support
Updated over a month ago

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

Adding your Listing to Jointly

  1. Click ADD DEAL from the upper right corner of your Deals page.

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

  3. Enter your landlord's information and if you would like to add a Property Manager (when assigning tasks, you will be able to choose whether the landlord or the property manager signs documents).

  4. Link your Jointly listing to the MLS. If your property is not currently active on the MLS, select No—you will be able to connect to the MLS later.

    Note: If your listing was just created on the MLS, it may not appear on Jointly right away.

How to Set up Lease Screening:

  1. After adding your listing, you will see a Set Up Listing task in your Representation page.

    1. Set up Listing.

  2. Each step builds your listing details and application requirements.

    1. Listing details:

      1. Allows you to add details to your Listing Portal

    2. Application Requirements

      1. Add a Tenant Screening (powered by TransUnion) when Tenants apply to your listing. Mark Yes to the question “Would you like to request Credit & Score, Criminal Background and Eviction Proceeds Reports?"
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  3. Our partnership with TransUnion includes the Credit Report & Score, Criminal Background Report and Eviction Proceedings for a $50 fee.


    TransUnion's SharAble is a service that allows users to share credit reports with others without impacting the user's credit score. Prospective tenants can share their credit reports with property owners through a soft pull that does not affect their credit score.

  4. Select who should get access to the screening reports after a Tenant has submitted their screening application. We have pre-selected the Listing Agent, Listing Agent's team and clients. **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 during this set up task, there is no way to send the report to the landlord after the report has been generated.**

  5. You will be able to review the breakdown of fees and also adjust the Application Fee if you choose to.

  6. We have defaulted for the Tenant to pay the application fee, but you can choose when the Tenant will be charged, whenever you have reviewed the application or immediately when the Tenant completes their application.

  7. Additional Screening Documentation:

    1. Require Tenants to upload additional documentation when they apply to your listing such as proof of income and ID.

  8. Once you save and complete the Set-up Listing 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.

  9. The TXR Lease Application will automatically get added for Tenants to complete when they apply to your listing.

Editing Set Up Tasks

  • If you ever need to make any changes to your Set up tasks, click on the gear icon in the top left corner.

  • 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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