Jointly

Watch comprehensive training videos that cover purchase and lease transactions.

Jointly 101 Training Videos

Learn how to create and navigate through your deals in Jointly

Navigating Deals in Jointly

Task and Document Flow

Learn how to add deals that were started outside of Jointly to your Jointly account.

How to Add Existing Deals in Jointly

Cooperation on Jointly

Client Experience

Step-by-step instructions on how to e-sign offer documents on Jointly.

A Guide for Clients: How to E-Sign Documents on Jointly

Learn how to work with your transaction coordinator on Jointly.

Working with your transaction coordinator on Jointly

Jointly Support

Learn how to submit an offer to the listing agent.

Best Practices for Submitting Offers

Welcome to Jointly! This collection is comprised of articles to help you get started in Jointly.

Jointly 101

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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.

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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.

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

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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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