Navigating Deals in Jointly
Whether you are starting to work with a client from scratch or looking to upload an existing contract into Jointly, you will always begin by creating a deal. To create a deal, click 'Add Client' from your Deals page, and select who you are representing.
In Jointly, a deal includes your 'Representation' folder and either your 'Offers and Contract' folders or your 'Applications and Lease' folders, depending on whom you are representing. The goal is to keep everything organized, especially when dealing with multiple offers or applications for the same deal, ensuring that nothing gets mixed.
The representation folder is where you would add any representation agreements and disclosures. Additionally, when working as a Listing Agent, you would also add any additional addenda that you would like to share in advance with potential buyers, such as the HOA addendum, or NRI.
Offers and Application Folder
The Offers folder is where you can view all the offers you have started or received. Each offer creates a subfolder, allowing you to keep all the information and documents neatly organized. Similarly, when working with a Landlord or a Tenant, you will find the Applications folder instead.
To start or upload an offer when representing the buyer or seller, click on 'Start Offer' on the right side of the Offers folder. In the case of a Lease transaction, click on 'Start Application.' In the next step, you will have the option to decide whether you are starting an Application or a Lease.
Contract and Lease Folder
Once an offer has been executed, we automatically promote that offer to the contract folder, enabling you to quickly access the contract. The Offers folder remains to store records of all other offers that were not executed. Similarly, for lease transactions, once the lease has been executed, we automatically promote the application to the Lease folder.
Pages within your Folders
Most tasks are document-related tasks, so for the most part, the task list is where you will be guided to draft or upload documents within Jointly, and it also allows you to keep track of your clients' tasks. Typically, your clients will have tasks assigned to them to sign documents or draft client disclosures.
Jointly will guide you and your clients through the process. After you have drafted the document, the tasks will be ready to assign to your clients. You can even send a reminder on this page. Additionally, when working on an offer, application, or lease, you will also have the ability to submit to the cooperating agent, just as you assign a task to your clients.
To add an additional document, you can choose from the forms library, where all TXR and TREC forms are available. You can also select from your team templates or upload directly from your computer. When uploading from your computer, the created task will enable you to map any fields you need, including signatures and initials, ensuring that your clients and other parties can sign the required documents.
The Documents page is where the actual PDF of a document is stored. This folder is where you can download documents, send them for compliance review, and even redline. Remember that you will draft, sign, or upload documents on the Task page.
You can quickly select the documents you want to download or send for compliance review by clicking on the checkbox that appears when hovering over a document.
The terms page provides a quick overview of the main terms of an Offer, Contract Application, or Lease. It is very helpful when you are drafting documents to ensure everything makes sense without having to sift through all documents and pages. The same applies when you receive these documents. If these were drafted in Jointly, the summary will be automatically available for you and your clients to review.
The Timeline page gives you access to the main key dates and events of your deal, which is especially helpful for the contract-to-close period. You can add or edit any of the events on your timeline. Additionally, you can set text and email notifications to be automatically sent to any participant on the deal before the deadline. You can also sync the events to your calendar and invite participants as guests. With the Timeline you will never miss a deadline again.
Furthermore, your team administrator can configure preferences to add additional events and key dates, ensuring that you go through the same process for every transaction.
The Participants page on your deal will show you all of the invited participants. You can add or edit participants and their contact information from here. Additionally, you can send messages to participants from this page.
This page is also where you can view all the messages sent from Jointly to a participant — you can even see if an email was opened! Access the log of messages sent by selecting the participant’s avatar.
This listing portal is what you will share with other agents so that they can start and submit offers and applications on your listings (only available when representing sellers or landlords). The information displayed in the listing portal can be set directly in the portal to ensure it reflects all the information you want to communicate to the agents. When you link your deal to the MLS, all the information from the MLS will be imported to your listing portal, so make sure to link your deal first before you start editing it.
You can share the listing portal with other agents via the short link available in the portal. Additionally, there are instruction fliers that you can add to the MLS documents so that agents know how to submit offers and applications for your listings.