How do I assign tasks to my clients to complete?
Whether you add a task from the Forms Library or upload your own document you will see the task appear in your Task tab in Draft status ready for you to complete.
Once you have completed your task the status of the task will update to Ready to Assign to Client and a purple Assign icon will appear to the right. When you are ready, select the Assign icon.
When you select Assign you will be prompted to select the tasks you are ready to assign, if you would like to notify your client and to include a note.
Once you have assigned the task to your clients, you will see that the task is now available in their task list to complete. If you chose to notify the client, the client will receive an email notification inviting them to navigate to Jointly to complete the assigned task.
If you would like to send a reminder to your client that they have an outstanding task to complete, you can select the Remind icon next to the task in your tasks list.
When you select the Remind icon you will be prompted to write a message to your client and send as a text or email.
How do I submit tasks to the cooperating agent and their clients?
Once your client has completed a task the status of the task will update to Ready to Submit to Agent and a purple Submit icon will appear to the right. When you are ready, select the Submit icon.
When you select Submit you will be prompted to verify the Agent's information.
After verifying the Agent's information you can select which tasks you would like to submit.
You can then draft an email to the Listing agent with the option to include additional attachments.
The task will now reflect a status of Waiting on Agent and you have the ability to send a reminder by selecting the Remind icon.
