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AI Powered
Transaction Coordinator
Software Made Easy

DocJacket AI builds the checklists, syncs deadlines, and flags issues automatically.

★★★★★ Loved by 50+ coordinators

Zero spreadsheets. Zero missed signatures.

No credit card requiredBuilt for TCs

Learn more about our transaction coordinator software

 

Save hours every closing with automation

All your docs, dates and reminders in one live workspace—zero spreadsheets.

Organize Transactions Effortlessly

Our software combines transaction management with essential functionalities—CRM integration and real-time communication—to streamline processes for real estate professionals.

  • Auto‑tagged & version‑controlled files
  • Keyword search across every deal
  • One‑click share with lenders & title

Live dashboards provide visual insights into transaction data, agent pipelines, and performance metrics, helping managers optimize workflows.

Track Every Deadline Automatically

Never miss a critical date—our intelligent timeline monitors contingencies, inspections, and closing dates for every deal.

  • Smart Transaction Timeline
  • Automated Deadline Alerts
  • Calendar Integration & Reminders
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Simplify Your Transaction Management

Transform your real estate coordination with intelligent automation, paperless workflows, and seamless compliance tools. Close more deals with complete confidence.

Smart Document Management
Smart Document Management

Organize every transaction with intelligent document categorization, automated filing, and instant access from any device.

Deadline Tracking
Deadline Tracking

Never miss a critical date with automatic timeline creation, smart reminders, and visual progress tracking for every transaction.

Compliance Automation
Compliance Automation

Ensure every transaction meets standards with intelligent document verification, automatic checklist validation, and audit-ready file management.

Commission Management
Commission Management

Track and calculate agent commissions, splits, and caps automatically. Monthly production is a crucial metric for managing commissions, as it helps tailor pricing plans to the volume of transactions. Generate commission disbursement forms with a single click.

Mobile-First Design
Mobile-First Design

Access your entire transaction pipeline from anywhere with our fully-featured mobile app, designed for real estate professionals on the go.

Seamless Integrations
Seamless Integrations

Connect with your favorite tools through our open API architecture. Sync with e-signature, CRM, and accounting systems effortlessly.

Document Management
Document Management

Organize Every Transaction

Leverage our AI-powered document organization system to keep all transaction files perfectly organized and easily accessible.

  • Smart Document Categorization
  • Version Control & Document History
  • Advanced Document Search & Retrieval
Deadline Tracking

Close More Deals, On Time

Streamline your transaction process with our intelligent deadline tracking, automated alerts, and client communication tools.

  • Visual Transaction Timeline
  • Automated Deadline Notifications
  • Calendar Integration & Reminders
Timeline Management
01
Document Collection

Upload contracts and documents to DocJacket where our AI automatically categorizes and organizes them for easy access.

02
Timeline Management

Monitor critical dates and deadlines with our smart tracking system that sends timely reminders to all parties.

03
Closing Coordination

Complete transactions confidently with our compliance checklist, commission calculator, and closing documentation tools.

Simplify Your Transactions

Discover how transaction coordinators and brokerages save hours on every deal with our specialized platform.

Transaction Feature Image
Smart Document Management

Automatically organize all transaction documents in a logical structure with AI-powered document recognition and intelligent file categorization.

Transaction Feature Image
Deadline Tracking System

Never miss a critical date with automated deadline tracking that sends timely reminders and keeps all parties informed of upcoming milestones.

Transaction Feature Image
Compliance Assistant

Ensure every transaction meets regulatory requirements with real-time compliance checks, missing document alerts, and broker-ready audit reports.

FAQ

Frequently
Asked Questions

Find quick answers to common questions about DocJacket transaction management.

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.

Who should use DocJacket?

DocJacket is built for independent transaction coordinators, small brokerages, and high-volume agents who want an easier way to manage contracts from offer to close—without spreadsheets or broker-centric software.

How is DocJacket different from Dotloop or SkySlope?

Unlike broker-first platforms, DocJacket is AI-native and TC-first. There’s no per-seat cost, no form libraries to manage, and no bulky back-office modules—just lightning-fast checklist automation, deadline tracking, and compliance reporting.

Does DocJacket integrate with DocuSign, Dotloop, or Google Calendar?

Yes. Our open API and native connectors let 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’s 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’re also partnering with major MLS associations for direct form access.

How much does DocJacket cost after the free trial?

DocJacket is free until 8/1/25. After that, plans start at $39/month per coordinator with unlimited transactions, and you can cancel anytime—no long-term contracts.

How secure is my data?

All documents are encrypted at rest and in transit, stored on SOC 2-certified infrastructure. You control who can view or edit each file, and every action is logged for audit compliance.

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 transactions and storage on every plan—grow your volume 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.