Contract Preferences are the terms and details Jointly uses to auto-fill your documents. Setting them is optional, but it saves a lot of time when drafting offers, agreements and disclosures.
Where do I set my contract preferences?
Select the Profile icon on the left-hand navigation bar, then Manage Profile.
From there, open Contract Preferences. Each category holds a set of questions whose answers are reused whenever a relevant document is drafted.
Anything you set as a default here can still be overridden on an individual client or deal when you draft the document.
Which preference categories are there?
License & Brokerage Information
What you'll need:
Brokerage name, license number, email, phone, fax, and office address
Designated broker's name, license number, email, and phone
Licensed supervisor's name, license number, email, and phone
Team name (if applicable)
If you are on a Jointly Business team, your Team Admin can also set these values at team level.
Listing Agreement (Sale) Preferences
Default terms for your Listing Agreements.
Buyer Representation Preferences
Default terms for your Buyer Representation Agreements.
Offer & Escrow Preferences
Default terms for your contracts, used when drafting an offer or contract.
Listing Agreement (Lease) Preferences
Default terms for your lease listing agreements.
Tenant Representation Preferences
Default terms for your Tenant Representation Agreements.
Lease Application Preferences
Default terms for your lease applications, used when setting up the application.
Lease Preferences
Default terms for your lease agreements.
Commission Forms
Default terms for your commission forms. (Available for Business Plan)
Documents That Require Agent Signature
Default signing order for documents that require agent signature.
Other Contract Preferences
Default terms for your other preferences.
Property Management Agreements
Default terms for your property management agreements.
Why is a different brokerage detail showing on my document?
If you are on a Jointly Business team, your team's brokerage, broker and supervisor details are used instead of your own on four documents: the IABS, the Commission Request, CDA and Invoice, the Wire Fraud Warning, and General Information and Notice to Consumers. Your own preference is used there only when the team has left that field blank.
Your own name, license number, email and phone always come from your account, never from the team. For the exact list of fields per document, see Setting Team Contract Preferences.
I changed a preference — why hasn't my deal updated?
A change is only picked up where the deal has not already saved that value. Setting Team Contract Preferences explains when a change reaches an existing deal and when it does not.
If a preference still is not pulling into your documents the way you expect, reply in the chat with the deal and the field and we will take a look.