Transaction software Jointly gives large teams and their clients the opportunity to collaborate, mobile flexibility and an impressively spartan and visually ergonomic user interface at each step.
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This article was last updated Jan. 9, 2025.
Jointly is transaction management software for teams and brokerages.
Platforms: Browser; mobile responsive
Ideal for: Brokerages, teams and their agents
Initial review: July 2022
Update: Dec 2024
Top selling points:
- Transaction / contract / agreement timelines
- Jotform-inspired forms builder
- Lease / rent transactions
- AI document oversight
- Seller interfaces for new listings
Top concern:
Jointly is in a crowded space, but its brokerage-level capabilities should help set it apart and compete easily with what even the largest brands offer their offices.
What you should know
Jointly is a powerful, intelligently built offer and contract management web application with the functionality and feature selection to do more than most in this category. It uses an array of powerful form-fill and auditing technology, project-based task list creation and smart categorization of transaction roles to offer a competitive advantage to users.
After an impressive rollout in 2021, Jointly has allowed its features to scale naturally and the evolution of the market to drive its changes. There are updated interactions for buyers and sellers, such as the “seller homework” module that requests reasons for selling, standout features and neighborhood features, items that often end up scattered amongst inboxes or stand-alone intake forms. On the other end of the deal, clients get reminders for how to prepare for closing.
Nothing about Jointly’s current state of being suggests it’s there for the sake of meeting random user demands or to keep pace with bigger enterprise competitors. It’s an especially powerful solution for transaction coordinators seeking a way to work that reflects a modern software experience, meaning one that champions data flexibility, deploys context-based smart forms and dynamically links timelines and tasks to ensure one doesn’t get separated from another.
New contracts of any kind can be built through a simple series of buttons, quick contextual input and fast terms entry. The experience is reiterated across listing agreements, buyer representation, addenda, leases and any other document needing to be executed between a real estate brokerage and its commission.
Transaction timelines generate upon a form’s completion with all tasks, parties and the requisite notification emails ready to go. The company said it took inspiration for its forms builder from JotForm, a long-revered and powerful free forms builder.
Contract dates and tasks can now sync with calendar software from Google and Microsoft, and each can be assigned to a member of the team, including clients. If something comes up and the date needs to be altered, it need only be done once in Jointly, which will then ensure each connected task and document gets updated in unison, greatly alleviating the risk of an errant, out-of-date form or task screwing things up. To summarize, Jointly is as much a partner in compliance as it is productivity.
The application manages the balance between buyer, seller and agent representatives with a coherent, well-organized administrative experience. It beautifully leverages a sequential user experience that relies on simple, coherent content cards and sliders, each reactive to the one before it, like pulling a shoelace to tighten up each step in the deal.
The Pipeline view — along with the majority of the front-end design — has been updated for simpler understanding of where each person, listing and contract stands. Viewers can click on transactions being Onboarded, those that are Active, Pending or Recently Closed.
The Leaderboard module offers team and brokerage leaders a way to keep track of how each office is performing, using transaction data as its driver of rankings and analysis. It helps illustrate how offices stack up in terms of volume and GCI on a quarterly and monthly basis. I’m not sure this was the most valuable of updates, but it doesn’t in any way subtract from Jointly’s many value propositions.
Listing data is easily ported directly from local MLS connections, and that data will automatically push the appropriate forms into the deal flow. For example, home construction dates may mean a lead-based paint addendum is needed or maybe a flood plain disclosure.
The software’s ease of use — and backend sophistication — is perhaps no better demonstrated than its aforementioned form creation and editing modules, which also provide a competitive advantage when pitching business. Users can complete purchase offers with simple headings, conditional questions, radio buttons and text fields, the answers to which will later populate the state’s required form. Completing the form launches another related task list, keeping the user tightly entwined in the process.
Form fields can be custom mapped as needed to uploaded forms not already existing in Jointly, and once a document format is saved, the clone tool allows for repeat use.
The offer comparison feature is also very cool, giving users the ability to drag and drop deal points to sort by each and reveal a hovering net offer content box for an easy review of how it all shakes out.
The Offer Portal functions as a landing page for a listing, breaking down the seller’s specific offer preferences, the listing’s details, providing disclosures for review and the user option to reveal if there are any pending offers.
This is a simple, intelligent way to clearly lay out what the seller wants and give the buyer a straightforward blueprint on how to offer instead of finding out through rejection or counter-offer, which only wastes everyone’s time.
New collaboration functionality adds to the emphasis Jointly has put on the consumer. I’ve said this before, but it bears repeating: There’s getting the business, and there’s doing the business. The first part is much easier. Jointly’s new outreach tools can be AI-generated to email and text clients as often as needed for document signatures, task completion and general updates. Do not underestimate the value of software that can the voids that open between escrow and closing. Always give an answer before the question is asked.
So, to recap: Jointly gives large teams and their clients the opportunity to collaborate, mobile flexibility and an impressively spartan and visually ergonomic user interface at each step. I can’t think of a feature I was shown that I couldn’t immediately attach to a critical component of offer management and recognize as a better way to do it. There’s a superb use of alerts, action intelligence and application-wide interactivity that delivers a consumer-first approach that serves as an outstanding example of how real estate software is maturing.
Jointly doesn’t merely digitize what you already do, it saves time by reducing redundancy and catalyzing activity. It engages clients with its consumer-first front-end and intuitively assigns tasks and strengthens compliance.
Have a technology product you would like to discuss? Email Craig Rowe
Craig C. Rowe started in commercial real estate at the dawn of the dot-com boom, helping an array of commercial real estate companies fortify their online presence and analyze internal software decisions. He now helps agents with technology decisions and marketing through reviewing software and tech for Inman.
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