--- title: "Jointly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Jointly Software - reviews, pricing plans, popular comparisons to other Real Estate Transaction Management products and more." source_url: "https://www.capterra.com/p/10003913/Jointly/" page_type: "product" language: "en" --- # Jointly Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Jointly ## What is Jointly? Make offers for buyers. Compare offers for sellers. Collaborate with all parties in a single workspace. Let Jointly do the work for you. Spend less time in your inbox and more time building your business. Jointly makes it ridiculously easy to complete offers by literally filling out the forms for you. And not just offers. Jointly takes care of almost any form you use, including representation agreements, disclosures, leases, and more. Jointly is currently available in Texas and Arizona. ## What is Jointly used for? [Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)[Real Estate Property Management](https://www.capterra.com/real-estate-property-management-software/)[Real Estate Agency](https://www.capterra.com/real-estate-agency-software/) Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Per User, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Jointly?[Manage this product listing](https://www.g2.com/products/jointly/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Jointly 5.0 (9) VS. [### Gestim](https://www.capterra.com/p/10017947/Gestim/) [4.7 (118)](https://www.capterra.com/p/10017947/Gestim/reviews/) Starting Price $49 Per User, Per Month Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (9) Ease Of Use 4.6 (118) Value For Money 5.0 (9) Value For Money 4.5 (105) Customer Service 5.0 (9) Customer Service 4.7 (113) ## Jointly alternatives [dotloop](https://www.capterra.com/p/136372/dotloop/) [4.7 (677)](https://www.capterra.com/p/136372/dotloop/reviews/) Starting price $31.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/136372/dotloop/) Highest Rated [From Your Friends](https://www.capterra.com/p/10025311/From-Your-Friends/) [5.0 (24)](https://www.capterra.com/p/10025311/From-Your-Friends/#reviews) Starting price $0.80 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10025311/From-Your-Friends/) [BrokerKit](https://www.capterra.com/p/184493/BrokerKit/) [4.9 (59)](https://www.capterra.com/p/184493/BrokerKit/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184493/BrokerKit/) [BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/) [4.5 (853)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/171321/BoldTrail-Back-Office/) [View all alternatives](https://www.capterra.com/p/10003913/Jointly/alternatives/) ## FAQs about Jointly Overview ### What company size and specific industries is Jointly built for? Jointly is designed for real estate agents, teams, and brokerages, as well as independent transaction coordinator businesses. It fits small to larger real estate operations that need transaction coordination support, and it is currently available in Texas and Arizona. Features and Usability ### What are the key features of Jointly? Jointly offers real estate and property management features such as listing management, deal management, lease management, property management, and transaction management. It also includes client portal and tenant portal access, document management, digital signature, workflow management, reporting and analytics, alerts/notifications, and task management. Getting Started and Support ### What training and onboarding options does Jointly offer? Jointly provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does Jointly offer? Jointly offers Email/Help Desk, a Knowledge Base, 24/7 Live Rep, and Chat support. These channels give users multiple ways to get help, with direct access to live assistance at any time and self-service guidance through articles when quick answers are needed. ## Features AI summary Based on 573 Real Estate Transaction Management reviews Capterra data shows that buyers of real estate transaction management software rank the following features as their top priorities: - **Transaction Management** (**62%** of reviewers rated this feature as critical) - **Document Management** (**61%**) - **Transaction History** (**55%**) Jointly supports all three of the features reviewers rate highest: **Transaction Management**, **Document Management**, and **Transaction History**. Together, these capabilities help businesses coordinate deals, keep files organized and accessible, and maintain a clear record of every transaction step, allowing teams to manage real estate workflows with better accuracy and oversight. Transaction Management 5.0 (8) 37.50% of 8 reviewers that rated this feature as important or highly important Manage, record and track all business exchanges in form of money and its related interactions in the system Document Management 5.0 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Electronic Signature 5.0 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Digitally sign online documents Deal Management 5.0 (8) 37.50% of 8 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals Document Storage 5.0 (9) 33.33% of 9 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Forms Management 5.0 (8) 25.00% of 8 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Jointly 38 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Background Screening: Researching and validating a person's criminal, educational, job or financial records - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contract/License Management: Track, store, and access client contracts or licenses - Credit Check: Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments - Deal Management: Defines specific deal parameters to negotiate and secure deals - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Real Estate Agencies: For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. - Forms Management: Store, manage and track all forms in a centralized location - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lease Management: Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Owner Portal: Portal for property owners to manage property listings, upload documents, track payments and generate reports - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Tenant Portal: Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.9 (9) 4.9 Based on 9 reviews ## Pricing Value for money 5.0 (9) Free Version Basic $49.00 Per User,Per Month Value for money 5.0 (9) 5.0 Based on 9 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (9) 5.0 Based on 9 reviews ## User reviews Overall rating 5.0 Based on 9 reviews Filter by rating 5(9) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AG Andre G. Agent Real Estate ### "Best Application in Real Estate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 13, 2023 This tool is more than I could ask for, and is saving a ridiculous amount of time. Pros Smart forms are 10+ years ahead of other competitors in the industry. Jointly is using the latest form technology instead of updating an antiquated platform like many of the other systems. The data aggregation is the most complete and accurate. I have never trusted a tool more, and I have seen a consistent increase of features. Cons I don't have any cons I could list, can't wait to see what other industries/tools this company can innovate in. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WH Wally H. Real Estate Agent Real Estate ### "Great alternative to Docusign" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 11, 2023 Great! Pros Easy to get support when I need it at any time of day Cons Getting stuck in email spam folders when sending initial emails to clients Switched from [dotloop](https://www.capterra.com/p/136372/dotloop/) Price Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AG Amy G. Agent Real Estate ### "Fast and easy! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 10, 2023 Huge time saver to prevent having to input duplicate information Pros I can write an offer in 15 minutes! Huge time saver. Cons Great for the everyday transaction. There are few bumps still when you run into unique situations, but the customer service is very fast to respond. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MB Mariana B. Listing Partner Real Estate ### "Jointly Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2023 I overall have had a great experience with Jointly. Pros I love how easy the application is to use. Another reason is that they are quick to reply with any questions you may have. A very user friendly application. Cons When I need to send certain documents, sometimes they are only sent to one person instead of both parties, which makes communication with clients more challenging. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AR Adriana R. Transaction Partner Real Estate ### "User friendly for clients, agents, and admin! Makes documents a breeze! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2023 I would recommend Jointly to all real estate industry professionals. Overall, my experience has been superb. Pros I love that Jointly is user-friendly for all users, not just those in the industry. For those in the industry, it makes writing offers, amendments, and all documents a breeze! The systemization simplifies filling contracts and amendments out and reduces room for errors. I also really appreciate how responsive the support team. Any issues have always been resolved almost instantly! Cons I wish there was a notification tab where I can recap all new updates. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HT Hilary T. Realtor Real Estate ### "Makes transactions a breeze!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2023 Pros The simplicity of filling the form out. Cons A few glitches that were worked out eventually. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SM Samantha M. EA Real Estate ### "Easy to Use for Both Agents, Admin Team & Clients!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 10, 2023 Pros Easy to use! Easy to upload documents, place signatures and send out for clients to sign. Love that you can have them notified via text and email! Cons Not set up for more than 2 buyers, need to create another file and then have to transfer documents back and forth. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. FS Felicia S. Realtor Real Estate ### "Jointly has streamlined my real estate business!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2023 Pros Jointly is incredibly easy to use! It basically does all the work for you. Simple and to the point. Cons I currently do not have any cons or issues with Jointly. And if I did, the team would take my issue very seriously and work to resolve it asap. Amazing help desk. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AW Aislyn W. Director of Operations Real Estate ### "Jointly is a must!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2023 Our overall experience with Jointly has been wonderful. We joined them early on and their determination and progress to make their platform the absolute best, is great to see. If we have suggestions on features that we think could enhance the program or growth opportunities, they are always willing to hear us out and it's awesome to see some of them implemented. Pros I love how easy and efficient it is to draft offers and addendums. Their support channel is amazing and will help walk you through any situation and help get the desired outcome. This is one of the only software where I confidently tell my team to reach out to support and I know that they will have quick responses so that we can move on with business. Cons A desired feature would be if I execute an offer in the offers tab, then it updates the overall transaction status instead of me having to update a similar thing twice. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) [dotloop](https://www.capterra.com/p/136372/dotloop/) We started with Dotloop and then tried DocuSign and Zipforms before going back to Dotloop. We were not happy with their pricing structure for a large team and the 2 step authentication was difficult for our support staff. We were introduced to Jointly and it's been a great decision. Alternatives considered [SkySlope](https://www.capterra.com/p/172896/SkySlope/) Reasons for choosing Jointly I found out SkySlope was better for a brokerage compliance department vs agents sending paperwork to their clients. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/10003913/Jointly/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.