Jointly provides real estate transaction management software that streamlines contract drafting, compliance, and deal closing processes. The platform integrates forms, eSignature, and MLS data to automate administrative tasks and reduce errors for agents and brokerages. This unified workflow enables real estate professionals to manage listings, offers, and client communications efficiently within one system.
Funding
Funding not disclosed
Founders
Product
Problem
Real estate professionals face significant challenges in managing complex transaction workflows, from contract drafting and compliance to client collaboration and deadline tracking. This often leads to errors, delays, and reduced efficiency, impacting client satisfaction and business growth.
Solution
Jointly provides a comprehensive transaction management platform designed to streamline the entire real estate deal lifecycle. The platform centralizes document management, offer comparison, and client communication, enabling agents to manage listings, offers, and compliance from a single, unified system. By automating key tasks and providing guided workflows, Jointly helps professionals reduce errors, accelerate closing times, and enhance client service. The system also offers business insights to track performance and identify growth opportunities.
Target Audience
The platform serves real estate agents, teams, brokerages, transaction coordinators, property managers, and builders seeking to optimize their transaction management processes.
Features
- **eSignature and Compliance:** Facilitates contract management with pre-mapped forms, MLS data integration, and smart templates for compliant document creation, signing, and management.
- **Offer Management:** Centralizes property details, seller preferences, and incoming offers, with a comparison tool to evaluate key terms side-by-side. Supports offer creation for unrepresented buyers.
- **Listing and Client Representation:** Streamlines the creation of listing and buyer representation agreements using auto-filled templates and manages client collaboration within a unified platform.
- **Timelines and Calendar Sync:** Automates checklists and reminders for transaction deadlines, with real-time calendar synchronization to ensure adherence to critical dates.
- **Email Templates and Smart Fields:** Enables automated client and team communications through customizable email templates with smart fields that dynamically populate deal information.
- **Document Review and Compliance Checklist:** Generates a dynamic checklist of required documents for compliance review upon offer upload, with an upcoming AI Agent for automated document analysis and error detection.
- **Lease Management:** Integrates tenant screening capabilities, including credit checks via TransUnion, and manages lease agreements within the platform.
- **Business Insights:** Provides analytics on team performance and individual progress to support data-driven decision-making.