Transaction Coordinator Software
Made Easy
The first AI copilot built specifically for Transaction Coordinators managing several contract-to-close workflows. DocJacket reads your emails → extracts transaction data → updates systems automatically in real-time.
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AI Document Processing
Auto-extract key dates & parties
Smart Deadline Tracking
Never miss critical dates
Auto-Generated Checklists
State-specific compliance tasks
Built for Transaction Coordinators
While agents use Dotloop and SkySlope, transaction coordinators need specialized software for managing multiple deals across different platforms. DocJacket works with any agent's system while giving you the tools to run your coordination business.
AI Contract Data Extraction
Upload any contract PDF and our AI instantly extracts all critical dates, parties, and contingencies. Eliminates intake forms entirely - no more chasing agents for missing information or spending 30+ minutes on manual data entry.
AI Email Assistant
Smart email organization by property plus AI-generated client updates and professional communications from your transaction data. Gmail integration brings transaction context directly to your inbox.
Professional Status Reports
Generate impressive status reports and timeline summaries that make agents take notice. The kind of professional presentation that wins referrals and positions you as the expert coordinator.
Intelligent Timeline Generation
AI analyzes contract terms and automatically creates complete transaction timelines with smart task lists. One-click calendar integration ensures you never miss escrow deposits, inspection deadlines, or loan approvals.
Agent and Client Portals
Provide agents and clients with branded portals for real-time transaction updates. Professional transparency that impresses and reduces the constant "what's the status?" calls.
Transaction Coordinator CRM
Built-in CRM designed for transaction coordinators managing multiple agent relationships. Track referral sources, agent performance metrics, and follow-up opportunities to grow your coordination business.
Real-Time Compliance Monitoring
AI continuously scans documents and flags missing signatures, outdated forms, or compliance issues before they become problems. Catch costly mistakes that manual review misses.
Secure Document Vault
Organized document storage with version control and quick search. Never lose important paperwork with automatic backup and secure cloud storage integrated with your workflow.
Multi-Platform Integration
Seamlessly sync with Dotloop, SkySlope, QuickBooks, and your CRM. Eliminate duplicate data entry and manage multiple brokerages from one dashboard without juggling different systems.
Why TCs Need Specialized Software
Transaction management software helps agents manage their own deals. Transaction coordination software helps TCs manage multiple agents' deals across platforms.
Built for Agents
Document storage & e-signatures
Helps individual agents manage their own deals with forms, signatures, and compliance tracking.
Key Features:
- Single-transaction focus
- Built-in e-signature tools
- Form libraries and templates
- Agent-centric workflows
Examples:
Built for TCs
Multi-deal workflow automation
Helps professional coordinators manage multiple agents' deals across different platforms with AI automation.
Key Features:
- Multi-transaction pipeline
- Cross-platform integration
- AI-powered automation
- Professional reporting
Examples:
Stop Re-Entering Contract Data
Upload any contract PDF and DocJacket extracts buyer/seller names, key dates, sale price, and contingencies into organized fields. Works with purchase agreements, addenda, and inspection reports.
Extract from any contract format (PDF, scanned, or digital)
Auto-populate transaction timeline and checklist
Handles addenda and contract amendments automatically
Never Miss Another Deadline
AI calculates all critical dates from your contract terms. When closing moves, the entire timeline auto-adjusts. Syncs with Google Calendar and Outlook so everyone stays on track.
Auto-calculate inspection, appraisal, loan commitment dates
Timeline updates when closing date changes
Calendar integration with deadline reminders
Automated Client Updates + Portal
Combine AI-drafted status emails with a branded client portal. Clients get proactive updates via email AND can check progress anytime through their personal transaction link.
AI drafts weekly status emails using your transaction data
Branded client portal with real-time timeline (Under Contract → Closing)
Automatic email notifications when milestones are reached
Portal access for all stakeholders—agents, lenders, attorneys
Reduces status calls by 80% and improves client satisfaction
Handle 50+ Transactions Like a Pro
Manage transactions across agents using Dotloop, SkySlope, or any platform with intelligent automation that eliminates intake forms and creates professional reports that win referrals.
- AI Contract Intelligence (30 seconds vs 30 minutes)
- Works with Any Agent's Platform
- Professional Status Reports
Professional Coordination That Impresses Agents
Generate impressive status reports and provide agent and client portals that showcase your professional expertise. The kind of presentation that wins referrals and grows your coordination business.
- Agent & Client Portals
- Intelligent Timeline Generation
- TC Business CRM
See How DocJacket Streamlines Your Workflow
Watch our 2-minute overview to see how DocJacket automates transaction coordination, reduces errors, and saves you hours every week.
How Transaction Coordinators Use DocJacket
Contract Upload
Upload contracts from any agent platform - Dotloop, SkySlope, or email. Our AI instantly extracts all critical dates, parties, and contingencies, eliminating manual intake forms entirely.
Timeline Generation
AI generates complete transaction timelines with state-specific tasks and deadline tracking. One-click calendar integration ensures you never miss escrow deposits, inspections, or loan approvals.
Professional Coordination
Send impressive status reports to agents and provide client portals that showcase your expertise. The kind of professional presentation that wins referrals and grows your TC business.
From Contract to Calendar in 30 Seconds
Upload any contract PDF and our AI instantly extracts all critical dates, parties, and contingencies. No more manual data entry or chasing agents for information.
- AI Reads Contracts So You Don't Have To
- Intelligent Timeline Generation
- One-Click Calendar Integration
Handle 3x More Transactions with AI
Built specifically for TCs managing multiple agents' deals. Works with any platform while generating professional reports that win referrals.
- Professional Status Reports
- Never Miss Another Deadline
- Agent & Client Portals
Why Choose DocJacket?
See how we stack up against other transaction coordinator software
What Our Clients Are Saying
Hear from our satisfied clients about how our solutions have transformed their businesses and driven success.
The client timeline feature reduced my status calls by 80%. Buyers and sellers can see exactly where we are in the process without calling me constantly.
I uploaded the contract and I'm super impressed because everything on the extraction is absolutely perfect. Every single piece of information is perfect. The way the system extracts information is right on point.
The AI email monitoring catches every transaction update automatically. I used to miss Dotloop notifications - now nothing falls through the cracks.
Free Real Estate Transaction Coordinator Tools
Access professional-grade calculators, checklists, and templates used by 5k+ real estate professionals.
Rate Calculator
Calculate competitive TC rates
Closing Timeline Calculator
Track all critical dates automatically
ROI Calculator
Calculate software investment returns
No registration required • Instant access • Used by 10k+ TCs
Seamless Integrations
Connect DocJacket to the tools you already use
Plus more on the way!
Streamline Your Workflow and Grow Your Business
Transform how you manage real estate transactions.
Transaction Timeline Tracking
Stay ahead of deadlines with our visual timeline system that automatically updates and alerts you to upcoming critical dates.
Document Intelligence
Let AI organize and analyze your transaction files, flagging missing signatures and critical information automatically.
Commission Management
Track commissions, splits, and agent performance across transactions with customizable reports and dashboards.
Stay Updated with New Free Resources
Get notified when we publish new guides, checklists, and tools for transaction coordinators.
Join 5,000+ transaction coordinators getting our weekly resource updates.
Frequently
Asked Questions
Find quick answers to common questions about DocJacket transaction coordination software.
What is transaction coordinator software?
Transaction coordinator (TC) software is a digital workspace that keeps all documents, deadlines, and compliance checkpoints for a real-estate deal in one place. DocJacket adds AI that reads your contract, builds a smart checklist, and alerts you to missing signatures or expiring contingencies automatically.
What is the difference between transaction management and transaction coordination software?
Transaction management software (like Dotloop and SkySlope) is built for agents to manage their own deals with document storage and e-signatures. Transaction coordination software is built for professional coordinators managing multiple agents deals across different platforms with AI automation and deadline tracking.
Why not just use Dotloop or SkySlope for transaction coordination?
Dotloop and SkySlope are designed for agents managing their own transactions, not coordinators managing deals for multiple agents. DocJacket works with these platforms to provide the coordination layer they lack - AI automation, cross-platform data sync, and professional reporting that impresses agents.
Can DocJacket replace my existing transaction management software?
DocJacket is designed to work with your existing platforms like Dotloop and SkySlope, not replace them. We solve the coordination challenges that agent-focused software does not address - managing multiple transactions across different platforms with intelligent automation.
Do I still need Dotloop if I use DocJacket?
Yes. DocJacket integrates with Dotloop and other transaction management platforms to eliminate duplicate data entry and automate coordination tasks. We enhance your existing workflow rather than forcing you to abandon tools you already use.
Why do transaction coordinators need different software than agents?
Transaction coordinators manage 20-50+ deals simultaneously across multiple agent platforms, need professional reporting for clients, and require automation for repetitive tasks. Agent-focused software like Dotloop is built for single-transaction management, not the complex workflows TCs handle daily.
How does DocJacket work with my existing broker platform requirements?
DocJacket pulls data from required broker platforms like SkySlope, Dotloop, and BrokerMint without disrupting your compliance workflows. You maintain your existing audit trails while gaining AI automation and coordination tools designed specifically for transaction coordinators.
How does DocJacket streamline real estate transactions?
DocJacket streamlines real estate transactions by automating data extraction from contracts, building smart checklists, and tracking deadlines automatically. Our transaction management system eliminates manual work while ensuring compliance across all your deals.
Can DocJacket handle multiple transactions for transaction coordinators?
Yes. DocJacket is built to scale from solo transaction coordinators to TC teams managing multiple agents and dozens of transactions simultaneously. Our transaction management platform provides pipeline visibility, deadline tracking, and automated workflows across your entire coordination business.
What happens to my account when the beta ends on August 1, 2025?
Your account continues seamlessly with no interruption to your active deals. Beta users get 20 free transactions (5 bonus for joining early) before the $49/month plan begins. You will receive advance notice before any billing starts.
Do I need a credit card to join the beta?
No credit card required for beta access. You get unlimited access to all features until August 1, 2025, plus 20 free transactions afterward. We only ask for payment information when you are ready to continue after your free transactions.
What makes DocJacket different from basic transaction software?
Unlike basic transaction software, DocJacket combines AI-powered automation with comprehensive transaction coordinator features. Our platform pulls data from contracts and goes beyond simple document storage to provide intelligent deadline tracking, compliance monitoring, and transaction coordinator business analytics in one centralized location.
Who should use DocJacket?
DocJacket is built for independent transaction coordinators, TC teams, and transaction coordination businesses who want an easier way to manage contracts from offer to close—without spreadsheets or agent-centric software.
How does DocJacket help transaction coordinators grow their business?
DocJacket empowers transaction coordinators to scale by automating repetitive tasks across multiple transactions and agents. You can handle more deals with less stress while providing professional status reports that win agent referrals and grow your TC business.
How is DocJacket different from Dotloop or SkySlope?
Unlike agent-first platforms, DocJacket is AI-native and TC-first. There is no per-seat cost, no form libraries to manage, and no bulky modules designed for brokers—just lightning - fast checklist automation, deadline tracking, and compliance reporting built specifically for transaction coordinators.
Does DocJacket integrate with DocuSign, Dotloop, or Google Calendar?
Yes. Our system lets you pull executed documents from DocuSign or Dotloop, push key dates to Google Calendar, and sync contacts with popular CRMs.
Can DocJacket create a transaction coordinator checklist automatically?
Absolutely. Upload a contract and DocJacket AI extracts deadlines, contingencies, and key tasks, then builds a live checklist you can share with agents or clients.
Can I use my MLS or association forms inside DocJacket?
Yes. You can upload any PDF form, and DocJacket will auto-detect blanks, dates, and signature spots. We are also partnering with major MLS associations for direct form access.
How much does DocJacket cost after the free trial?
Everyone gets 15 free transactions to start. Beta users (joining before August 1, 2025) get 20 free transactions—5 bonus for early adoption. After your free transactions, it is $49/month for unlimited transactions and up to 5 team members. Cancel anytime.
What if DocJacket does not work for my business?
We offer a 30-day money-back guarantee on your first paid month. If DocJacket does not save you time or improve your workflow, we will refund your payment—no questions asked.
How secure is my data?
All documents are encrypted at rest and in transit, stored on SOC 2-certified Microsoft infrastructure. You control who can view or edit each file, and every action is logged for audit compliance.
Can my transaction coordinator team collaborate on deals?
Yes. Every plan includes up to 5 team members with role-based permissions. Assign tasks, share timelines, and collaborate on deals with real-time updates. Perfect for TC teams managing multiple agents or scaling your coordination business.
Can I migrate my existing transactions from Dotloop or SkySlope?
Yes. Our import wizard lets you bulk-download loops or SkySlope files and map them into DocJacket with one click, preserving documents, dates, and notes.
Is DocJacket available on mobile?
DocJacket is fully responsive in the browser. An iOS and Android app with document scanning and offline access is in private beta—join the waitlist after sign-up.
Is there a limit to how many transactions I can manage?
No. DocJacket includes unlimited real estate transactions and storage on every plan—grow your transaction coordinator business without surprise fees.
Do you provide training or onboarding help?
Yes. Every account gets a free 30-minute onboarding call, access to our TC academy video library, and live chat support Monday-Friday.