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Adding Your Agent Roster
Adding Your Agent Roster

Learn how to add Agents and Transaction Coordinators to your Team.

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

The Agent Roster is where you will your agents, and set their roles. You will need their state license numbers to add them to Jointly.

  1. In your Onboarding deal, navigate to the left panel and select the Team icon.

  2. Select Manage Team.

  3. Select the role for the Team Member you are wanting to add. Then select the Add icon. A description of the role can be found under the role name to help you determine if the role you are assigning is right for the team member.

  4. You can now add the Team Member by selecting an already existing member from the drop down or selecting the Invite A New Team Member button below.

  5. If you have chosen to invite a new Team Member you will be prompted to select an MLS.

  6. You will then need to enter the Team Member's state license number and select verify.

  7. Once the Team Member is verified you will see their details populated.

  8. You can now review and complete the agent registration. Please note that after saving, the user will receive an email and SMS with a link to complete registration on their end.

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