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August 22, 2023
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Product
Technology

Jointly Enhances Tasks, Document Management, Email, and More

Jointly Enhances Tasks, Document Management, Email, and More

Our latest release delivers versatility when dealing with documents as well as more options for email drafting and client information collection.

Features and Enhancements in Our Latest Release

  • Streamlined Task Lists with Enhanced Statuses
    • New statuses: Draft and Ready to Assign to Client
    • Once drafted, the document is available to Assign to the client and can include a note
    • Remind function to easily send the client a notification reminding them of a pending task
    • When an offer is drafted and signed by the buyer, the buyer's agent now has a Submit option to send the offer to the listing agent and can include a note

  • Message Center and Email Improvements
    • When submitting an offer or when selecting the message icon, the client is directed to the enhanced message center
    • The new message center includes text formatting, hyperlinks, file/pic attachment, and the ability to CC and BCC additional recipients (these recipients can be email addresses outside of the deal)

  • Amendment and Termination Notice Drafting Expansion
    • Amendment and Termination Notice are now available in the Offer deal forms library at any time during the offer's life cycle

  • Status Changes Availability
    • The status of the offer can be updated at anytime by selecting the edit icon next to the status and selecting the desired status from the dropdown

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