Jointly review
A low-cost transaction hub with forms, signatures, compliance, approvals, and portals.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 storage and history, offer comparison, task checklists, timelines, reminders, messaging, compliance review, approvals, and client or listing portals. It also supports lease transactions and tenant screening workflows, making it relevant to professionals managing more than standard purchase contracts.
Pricing is structured around increasing workflow depth. Starter is listed at $9 per month and includes an intelligent offer builder, auto-populating state forms, eSignature, MLS integration, document storage and history, and offer tasks and checklists; it is also free for 7 deals before the monthly pricing applies. Pro costs $49 per month and adds timeline views, calendar sync, offer comparison, reminders, custom form templates, and email templates with Smart Fields. Business costs $249 per month for up to 5 users and adds role-based accounts, custom form sets, transaction approvals, brokerage and team views, deal tracking, filtering, and Follow Up Boss integration. Enterprise adds API access, custom workflows, custom integrations, and professional services.
Jointly’s strongest fit is for agents and transaction teams that want a broad transaction workflow without starting at a high monthly cost. The named ecosystem connections include MLS integrations, Google Calendar, Microsoft Calendar, and Follow Up Boss, while email and text messaging templates support client communication within the workflow. Its compliance checklists, document review, audit trail, and approval workflows make it suitable for brokerages that need oversight as well as deal execution. The tradeoff is a web-only platform listing, with advanced customization and API capabilities reserved for Enterprise. Choose Jointly for centralized forms, documents, deadlines, approvals, and portals; consider another option if native mobile deployment or a wider integration ecosystem is essential.
Jointly pros and cons
- 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
Jointly fact sheet, pricing and score →
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