Once your buyers have signed the offer documents and you are ready to submit to the listing agent, these are the steps to follow.
Click SUBMIT and select the documents the listing side needs to act on (review or sign).
Those become tasks for the listing agent: they will see the ones waiting for their action and the ones ready to assign to their client. This list does not control what else they can see — once you submit, the listing agent can also open every completed document on the Offer Documents page, except any you have marked private. You can also attach any document to the offer email itself using the paperclip icon on the email screen.
Check the listing agent's information, then click NEXT.
Their details are prefilled only if you started the offer from the MLS ID. If you started it another way, you will need to enter them yourself — see How to start an offer.
Send the email message to the listing agent.
Do not back out of this step. If you do, the offer is still submitted but the listing agent is never notified — so nobody on the other side knows it arrived.
The listing agent and your team members are added to the email automatically. You can remove people, or add people who are not on the drop-down list.
Draft your message and insert your offer template with the details of the offer.
Email templates are a paid feature, and each user can create their own — Pro as well as Business. Team-wide templates require a team account. If the templates button shows a premium icon, your plan does not include them yet. See Email Templates & Signatures.A login link for the listing agent is added automatically, and appears in the email as Go to Jointly. That is how they open the documents in Jointly and invite their clients to sign.
The documents themselves are not attached to the email. If you want the listing agent to have PDF copies in the email as well, attach them yourself with the paperclip icon.
Press SEND EMAIL, or use the drop-down arrow to send it as both an email and a text message.
Confirm the notification went out: on the Offer Participants page, click the icon next to the listing agent.
For the other ways to check whether a notification was delivered, see Did My Client Receive a Notification?
The task now says REMIND instead of SUBMIT
Once you have submitted, the task changes from SUBMIT to REMIND, because the documents have already gone to the listing agent and the only thing left is to follow up. This is expected, not an error, and you will see the same change on other documents you send to the listing agent, such as an amendment.
If you started the submit flow and then backed out, the task can still show REMIND — the submission happened at step 1, and step 3 only controls whether the listing agent was notified.
Use REMIND to send the listing agent another notification about the same documents.
If the listing agent needs something different, you can draft the offer email from the envelope icon and attach all of the documents.
