Jointly

Learn how to sign up and create a Jointly account as an agent, brokerage, transaction coordinator, or client.

How to sign up for a Jointly account

Update your profile settings and preferences to get the most out of Jointly.

Setting Up Your Profile

Learn how to navigate and get around the Jointly platform.

Navigating Jointly

Update your contract preferences to have the most efficient contract drafting experience.

Contract Preferences

Jointly Support

Sara Guerrero

A quick guide to getting set up on Jointly.

Getting Started with Jointly

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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