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Head-to-head · Real Estate Transaction Management Software

Form Simplicity vs Jointly

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side

Form Simplicity leads on 1 check, Jointly on 0, and 6 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreForm Simplicity · 9.4/10
  • Free planonly Form Simplicity

Form Simplicity scores higher on our rubric for real estate transaction management software: 9.4 against 8.6 out of 10; our editors rank them #1 and #7.

Form Simplicity offers free plan; Jointly doesn't.

Form Simplicity is the better fit for brokerages prioritizing compliance workflows. Jointly is the better fit for budget-conscious agents needing full workflows.

  • Form Simplicity fits best

    Brokerages prioritizing compliance workflows

  • Jointly fits best

    Budget-conscious agents needing full workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Form Simplicity 9.4/10 Visit ↗ Jointly 8.6/10 Visit ↗
At a glance
Editor score 9.4 8.6
Ranking #1 in Real Estate Transaction Management Software #7 in Real Estate Transaction Management Software
Best for Brokerages prioritizing compliance workflows Budget-conscious agents needing full workflows
Pricing model Free plan + paid Paid
Starting price Free plan $9/mo
Free plan ✓ (best) —
Free trial — —
Deployment Cloud Cloud, Mobile
Platforms Web Web
Support Email, Live chat, Phone, Docs Email, Live chat, Docs
Integrations 11 integrations 4 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Form Simplicity 6/6 · Jointly 6/6
E-signatures ✓ ✓
Document templates ✓ ✓
Deadline automation ✓ ✓
Compliance checklists ✓ ✓
Approval workflows ✓ ✓
Audit trail ✓ ✓
Specs
Transaction limit Not checked yet Not checked yet
Our review
Pros
  • Combines forms, document management, approvals, and compliance checklists
  • Includes Sabal Sign with unlimited signing sessions in Ultimate Edition
  • Supports MLS import, deadline reminders, audit logs, and permissions
  • $9/month Starter plan includes forms, eSignatures, storage, and offer tasks
  • Covers timelines, reminders, compliance checklists, approvals, and portals
  • MLS, calendar, and Follow Up Boss integrations support connected workflows
Cons
  • Starter Edition access depends on association member benefits
  • Paid pricing may vary by association, MLS, brokerage, or region
  • Mobile access is provided through a browser
  • Listed platform support is limited to web
  • There is no unlimited free plan
  • API access and custom workflows require the Enterprise plan
Our verdict

Form Simplicity is a cloud-based transaction management platform for real estate agents, brokers, associations, MLSs, and brokerages. It brings dynamic electronic forms, MLS data import, transaction document storage, broker review,…

Read the review →

Jointly is a real estate transaction management platform for agents, transaction coordinators, brokers, teams, and brokerages. Its workflow covers MLS-supported contract drafting, pre-populated forms, electronic signatures, document…

Read the review →
  1. Form SimplicityReal Estate Transaction Management Software 9.4Free plan
  2. JointlyReal Estate Transaction Management Software 8.6Paid

Strengths and trade-offs

  • Form Simplicity — where it wins

    • Combines forms, document management, approvals, and compliance checklists
    • Includes Sabal Sign with unlimited signing sessions in Ultimate Edition
    • Supports MLS import, deadline reminders, audit logs, and permissions

    Where it doesn't

    • Starter Edition access depends on association member benefits
    • Paid pricing may vary by association, MLS, brokerage, or region
    • Mobile access is provided through a browser
  • Jointly — where it wins

    • $9/month Starter plan includes forms, eSignatures, storage, and offer tasks
    • Covers timelines, reminders, compliance checklists, approvals, and portals
    • MLS, calendar, and Follow Up Boss integrations support connected workflows

    Where it doesn't

    • Listed platform support is limited to web
    • There is no unlimited free plan
    • API access and custom workflows require the Enterprise plan

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update