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 lets you receive and organise offers, and keeps all your data and documents in one place.
How Do I Create a Past or Existing 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.
Select the client type that you are representing under Who are you working with?, check the MLS under Please select the relevant MLS., and click Save.
Get the MLS right now, because it is hard to undo later. Jointly pre-fills it from your profile, so it is often already correct — but on a seller or landlord deal, if the listing's MLS does not match the one chosen when the deal was created, you will not be able to link the deal to that listing. It is a two-second check here and an awkward problem afterwards.
Enter the name and contact information for your clients so you can collaborate with them in Jointly. Click Save.
Creating the deal does not email your clients. Nothing is sent to them at this point, so you can set up a deal that closed months ago without anyone receiving a surprise notification. Your clients only hear from Jointly when you assign them something.
Complete how your clients' names should appear on the contract, and how you would like to refer to the deal on your Jointly page. Click Save.
Your deal now exists. Jointly has added the documents your set-up calls for, so delete the ones this past deal does not need — hover over the document and click the trash can.
Upload the documents that already exist for your client representation — the IABS, representation agreements and so on. Select Add Document, then the upload option.
On a past deal, leave the "map" box unchecked. The document is already complete and signed, so it goes straight to your completed documents folder. Tick map only when someone still has to sign or fill something in — and for how mapping works, see Uploading Documents & Document Templates.
Do not upload an executed contract or a completed application here. Those belong to the offer or the lease application, not to the client representation, and putting them in the wrong place is what makes them hard to find later. Create the offer or application folder first and upload them there — see What Do I Do If I've Already Submitted or Received an Offer Outside of Jointly? further down this article.
The names change once the offer is executed. While the offer is live you work in Offer Tasks, Offer Documents, Offer Terms. Execute it and the whole thing moves under Executed Contract, and those same pages become Contract Tasks, Contract Documents, Contract Terms. Nothing has moved — only the labels changed, to match where the deal now is.
Adding another client to a deal that already exists
A co-buyer, a co-seller, a spouse, a second applicant on the same lease — these are participants, not new deals. Add them from the Participants tab of the deal. How to Manage Participants and Contacts on a Deal has the full detail.
A document that was already drafted will not pick the new person up.
Jointly fills a document with the participants who were on the deal at the moment that document was drafted. Add a second buyer afterwards and the contract still shows one name — the document is not wrong, it is just older than the change.
To fix it, add the name where the document takes it from: open the document and enter it in the Parties section of the form. Two names in one field go in separated by a comma.
If your client has already signed, you have two ways to go, and they cost differently:
· Edit the document and clear the signatures — clean, but everyone signs again.
· Add the information with map fields and have the client initial next to the change — the signatures already collected stay as they are.
This is also why it is worth adding everyone before you start drafting on a past deal.
Adding another tenant or applicant to a landlord deal
On a landlord deal, each applicant — or each group of people applying together — gets its own application. You are not adding tenants to the deal, you are adding an application to the listing.
Select the + next to the application dropdown on the deal.
The dialog is titled Add Application and asks "How would you like to refer to this application within Jointly?" Give it a name you will recognise — the applicant's surname works well, because this is how you will tell competing applications apart.
The name is visible to you, your client and cooperating agents, so keep it neutral.
Two exceptions worth knowing:
Two people applying together for the same property on one lease are one application with two participants, not two applications. Add the second person from the Participants tab, as above.
On a tenant deal — where you represent the tenant rather than the landlord — a different tenant is a different client, so it is a new deal. Only update the existing deal when the details of the tenant already on it need changing.
Updating a Form Rather Than Adding a Second Copy
If a form already on the deal needs to change, edit the existing task rather than adding a second copy of the same form.
Editing is safe: the earlier signed version is kept in the archived folder of the Documents tab, so nothing is lost and you can still show what was signed before.
Except for the forms that are meant to be added more than once
Amendments and counter offers are built to have several copies. Each amendment records a separate change, so a second amendment is not a duplicate — adding it is the correct thing to do. For those, add another copy; do not edit the first one. A handful of addenda and the lease application behave the same way.
Everything else behaves the other way: adding a second copy of, say, a Third Party Financing Addendum is not how you change it. Edit the one that is there.
For how to raise an amendment, see Amend a Contract.
If the document is manually controlled
A manually controlled document cannot be edited as a task — see Manually Control a Task. Instead:
Remove the existing task and add the form again from the forms library.
If a participant or entity name is what needs to change, change the name first — in the gear settings or on the Participants tab — and only then delete and re-add the document, so the new name comes through.
What Else to Check on a Past Deal
Documents Jointly would have added automatically. Default documents are applied when a deal is created, so a past deal never received the ones set up later. Add what is missing with Add Document — see Setting Team Scenarios, Default Documents & Tasks.
Brokerage and contract details are taken from your Contract Preferences when a document is drafted — see Contract Preferences. Documents already signed with old information have to be corrected and signed again.
Two clients on the same email address, or changing an email Jointly will not let you change — see Clients Sharing the Same Email.
What Do I Do If I've Already Submitted or Received an Offer Outside of Jointly?
The quick way: create the deal at the status it is really at. If the transaction is already pending or already closed, say so when you create the deal instead of starting at the beginning — Jointly takes you straight to the executed offer.
Depending on the side you represent, Jointly may ask which contract you want to start from. You are not drafting this contract in Jointly — it already exists — so choose the option that means none of them.
Make sure you are in your Offer or Application tasks, and upload the documents you received or submitted.
Record the offer terms, in the Offer Terms tab. Each block — Financial Terms, Dates & Deadlines, Contingencies — has its own edit icon, and you can come back and change them there at any time.
Do not skip this step. Uploading the contract gives Jointly the paper; the offer terms give it the numbers. Without them the timeline, smart fields and the offer comparison tool have nothing to work from.
Once the offer is executed this same page is called Contract Terms.
Update the status of the offer or application yourself — Jointly cannot know it from an uploaded document. Click the DRAFT button at the top of your screen and pick the status from the dropdown. See How to Update the Deal Status.
The deal status changes to match. If you set it to executed, the deal moves to the Executed Contracts or Lease folder — and the offer sections rename to Contract sections, as above.