When you have an executed offer or lease you can complete the Commission Disbursement Agreement (CDA) or the Lease Invoice depending on your deal type.

When you execute an offer or lease, you can then add the CDA or Lease Invoice from your Forms Library. Jointly will guide you through creating the CDA or lease invoice and submitting it to your broker to authorize it.

If you are an administrator of a Jointly Business Account you can also configure this task to prepopulate in your agent's task list once a deal is executed by configuring it in your team's Default Documents.

Once you have drafted and had the CDA or Lease Invoice authorized by your Broker, the document will be completed in your Contract Documents or Lease Documents pages depending on your deal type.

To send this document to your Title or Leasing Company, all you need to do is draft an email and include the document as an attachment.