To work with an unrepresented buyer on your listing, an offer has to be created, and you then draft the contract and addenda from your seller deal and submit them to both parties for signature.
You are acting for both sides of the paperwork: if anything needs editing, you edit the documents on behalf of your client and of the unrepresented party.
Creating the offer
In the Offers section of your seller deal, click Start/Upload Offer.
Add Offer asks How would you like to refer to this offer within Jointly? Enter a Name and click NEXT.
Go to Participants and select Add Participant. Set Participant Role to Buyers and fill in the buyer's first name, last name and email. The phone number is optional.
Answer Would you like to add another buyer?, then answer Will you be working directly with the buyers? with Yes and click SAVE. That second answer is what lets Jointly assign tasks straight to the buyer instead of to a buyer's agent. Answering it here, as you add them, sets it before you draft anything — which is where it needs to be.
Back in Offer Tasks, click Add Document and select your contract type.
In the Broker Information section of the contract, select No for the intermediary relationship and No for Is the buyer represented by a buyer's agent?
Complete the review step and Assign the contract to the parties. You can choose the order in which they sign. Select No when asked whether to include a buyer's agent to review.
If you chose one party to sign and then the other, assign it to the second party once the first has signed.
Changing whether you work directly with the buyers
You can change the answer later from the gear icon at the top of the offer, which opens Update Deal. There the same question is worded Would you like to work directly with the buyers?, in the Working with Clients section.
Changing it does not affect a document you have already drafted. If the document is already Ready to Assign, switching the answer will not change it — you will need to redo that document.
Fields you should not map to the buyer
Do not map financial fields to a buyer. For example, do not map the financial section of the One to Four to an unrepresented buyer for them to fill in themselves. Complete those fields on their behalf as part of drafting the contract.
Assigning documents to an unrepresented buyer
Nothing maps automatically to the buyer from a seller deal. To get a document to an unrepresented buyer, handle it as a custom document and map the buyer's fields yourself.
With no buyer's agent on the deal, that is all you need — the document goes to the buyer.
If there is a buyer's agent on the deal and you still want to assign the document straight to the buyers, there is one more step. A mapped custom document defaults to the buyer's agent, so it can show Ready to Submit to BA. When you save the document, turn off the buyer's agent as reviewer.
Choosing who signs first
When you are working directly with the buyers, you can choose the signing order at the assign step — including having the buyer sign before the seller.
Two limits:
Signing order only works on the Jointly web form, not on an uploaded copy of the contract.
Signing order does not work on custom mapped forms — which is what a document assigned to an unrepresented buyer usually is.
If you need wet signatures instead, download the contract.
The buyer cannot start the offer themselves
An unrepresented buyer cannot start an offer on your listing. The listing portal is how another agent submits an offer — it is not somewhere you send a buyer. See The Listing Portal. As the listing agent, you start the offer inside your seller deal, as above.
If buyer representation documents are needed, create the offer in the buyer deal instead. Provided the seller's listing is linked to the MLS in Jointly, that offer then shows automatically in the seller deal.