You can add existing or past deals to Jointly - it's just as easy as creating a new deal! Adding your existing and past deals allows you to receive and organize offers keeping all your data and documents in one place.
How Do I Create a Deal for a Client?
If you have a client that doesn't have an existing deal in Jointly, start with "+ Add Deal" at the top right corner.
From here, select the client type that you are representing and click Save.
Enter the name and contact information for your clients so you can collaborate with them in Jointly. Click Save.
Complete how your Client's names should appear on the contract and how you would like to refer to the deal on your Jointly page. Click Save.
Now that your client deal has been created, you can delete any of the automated documents from your task list that you don't need by hovering over the document and clicking the trash can.
You can upload any existing documents related to your client representation, such as the IABS, Representation Agreements, etc. to your client tasks. You would not want to upload an executed contract or application in this section. To upload offer/lease documents, see instructions here.
Select Add Document, and select the upload option.
If you need to map any fields such as signatures, dates, text, etc... be sure to check the "map" box when uploading. Otherwise, leave the box unchecked so the documents will do directly to your completed documents folder.
If you have selected to map the document, it will now show in the Draft status folder of your task list. Click the document to open it and begin mapping fields.
The mapping experience will allow you to add fields to the document. You can move and resize the fields. Click and drag the field to the desired position with the arrows.
Once a field is in the desired position, assign the field to a participant of your deal by selecting their name on the right panel. Once a field is assigned to a participant of the deal, the field color should change to match the color of the participant on the right panel.
Once you have mapped all of the desired fields, select Save in the upper right.
You will have the option to adjust visibility of the document for participants.
The task will now be ready for you to review, and if applicable for you to complete any fields assigned to you.
Once you have reviewed and completed any fields assigned to you and marked the document ready, the document will be available to assign to your client or cooperating party.
What Do I Do If I've Already Submitted or Received an Offer Outside of Jointly?
If you have already received or submitted an offer or application outside of Jointly, you would still need to follow the steps outlined above to create the client deal as we need to know which side of the transaction you are representing. Then you can create the offer or application folder and proceed with uploading the documents.
To create an offer or application/lease folder, select the + icon next to the offer or application drop down within your client deal.
If you are representing the buyer, you will be asked which contract you would like to use. Since you don't need to draft the contract in Jointly, you can select 'None of the Above'.
Make sure you are in your Offer or Application Tasks and upload the documents you received or submitted.
Also be sure to complete the Offer Terms task available. This is how Jointly will capture the data concerning the offer and save it to allow you to utilize parts of the timeline feature, smart fields, and the offer comparison tool.
You will have to manually update the status of the offer or application. To do this, click the DRAFT button at the top of your screen.
Select the status from the drop down.
Your deal status will now change. If you updated the status to executed, the deal will move to the Executed Contracts or Lease folder.