DOUBLE YOUR CAPACITY.
Stop juggling tools. Run everything in one AI-powered platform.
Replace 3–5 tools with a single system for email, documents, tasks, CRM, and timelines.
AI preps your work. You approve. Simple as that.
Not all automation is the same
Here's why other platforms stop where DocJacket starts.
Most tools only help you track work — checklists, folders, reminders.
DocJacket is the first platform that prepares the work for you.
Reads your contracts
extracts every date, deadline, and contact.
Organizes your inbox
routes updates to the right file automatically.
Drafts communication
you review and approve before it sends.
You stay in control
approval-first automation with full audit trail.
That's not digitization — it's delegation.
The shift from tools that track work to tools that prepare it.
1990s
Paper & fax
2000s
Spreadsheets
2010s
Cloud platforms
2025
AI coordination
1990s
Paper & fax
2000s
Spreadsheets
2010s
Cloud platforms
2025
AI coordination
Built to handle the details that drain your time — so you can focus on clients and relationships.
Professional Communication
AI drafts emails and text messages from your templates — filled automatically and always on-brand.
Smart Automation
AI handles the busywork while you stay in control.
Easy Setup
60 seconds. Not 3 weeks.
Works with
| SMSAll your communication. One platform.
Because nobody else understands your business.
Other platforms help one TC track their work better.
DocJacket helps you orchestrate an entire operation.
Traditional software helps you track work.
DocJacket prepares it for you — automatically.
Every transaction involves hundreds of details. Most tools make you enter them.
DocJacket reads, organizes, and drafts before you even start.
Traditional
You spend 45 minutes extracting data from every contract.
DocJacket
AI reads your contract in seconds
Extracting parties, dates, and deadlines instantly. Your timeline and checklist are ready before you even begin.
One platform tracks. The other prepares.
Traditional
You monitor your inbox all day, searching for updates.
DocJacket
AI watches your inbox 24/7
Routes messages to the right file and flags updates automatically.
Every update, organized — no integrations required.
Traditional
You write every message from scratch.
DocJacket
AI drafts your emails and texts using your approved templates
You review, edit, and approve — with full control and audit trail.
You stay in control. AI handles the repetition.
Handle 2× more transactions — without working longer hours.
Upload a contract → Connect your inbox → Approve and go.
AI extracts parties, dates, deadlines. Builds timeline.
AI monitors 24/7. Routes emails to right transactions.
AI drafts communication. You approve. Full audit trail.
AI extracts parties, dates, deadlines. Builds timeline.
AI monitors 24/7. Routes emails to right transactions.
AI drafts communication. You approve. Full audit trail.
One platform tracks. The other does the work.
AI handles the repetition. You coordinate.
No credit card · 60-second setup
Connect your Gmail/Outlook, Google Calendar and Google Drive.
You'll receive a dedicated office phone number for SMS.
With your permission, DocJacket organizes transaction-related updates from:
Email & text messages from agents and clients
Broker & compliance platforms
MLS and lender communications
Title company communications
DocJacket reads only the messages you authorize and never accesses other platforms directly. You remain in full control.
Central Hub
Real estate runs on email and text.
Now your workflow does too.
Gmail + Outlook + SMS. One platform.
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 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.
DocJacket eliminated my Excel chaos. Smart checklists adapt to each transaction type and the compliance monitoring gives me peace of mind.
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 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.
DocJacket eliminated my Excel chaos. Smart checklists adapt to each transaction type and the compliance monitoring gives me peace of mind.
If you are a transaction coordinator, you understand the work.
You have tried software built for agents and tools meant for broker compliance. You have tested "automation" platforms that still leave you watching your inbox, checking dates twice, and carrying the mental load yourself.
Independent TCs handle the nuance. DocJacket handles the repetition — contract reading, timelines, updates, drafts — and pauses for your approval. You stay in control. Everything gets easier.
It enhances the way you already work. It does not replace your judgment.
Real coordination requires care, clarity, and relationships. That will always be human.
Try it with real files. If DocJacket does not meaningfully lighten your workload in the first week, do not continue.
Find quick answers to common questions about DocJacket, the Transaction Coordination Platform for Independent TCs.
Traditional TC software = Digital filing cabinet AI TC Software = Intelligent assistant that does the filing Traditional tools store documents and let you build checklists manually. AI TC software reads the contract, builds the timeline, drafts communication, and monitors updates automatically — so you review and approve instead of doing data entry.
DocJacket is an AI coordination platform built for independent TCs, not broker systems. Upload contract → AI builds timeline & tasks → inbox organized → messages drafted → you approve. AI handles prep work — deadlines, updates, drafts — and you stay fully in control.
Dotloop and SkySlope are broker compliance systems built for storage and e-signatures. DocJacket is a coordination platform that prepares timelines, communication, and workflows. Run the transaction in DocJacket. Upload final docs to broker systems when ready. DocJacket → coordination. Dotloop/SkySlope → storage.
ListedKit offers checklists, client portals, and an AI chat assistant you can prompt. DocJacket goes further — it reads the contract, builds the timeline, drafts communication, and monitors email updates automatically. You review and approve; DocJacket prepares the work. Flat pricing, multi-brokerage support, and SMS alerts included. ListedKit helps you ask AI for tasks. DocJacket has AI that prepares them for you.
A-Frame gives TCs a clean client experience and task hub. DocJacket goes further by reading contracts, building timelines, drafting communication, and monitoring email updates automatically. A-Frame organizes work. DocJacket prepares the work — you approve.
OpenToClose offers deep templates and workflow tools, but setup is manual and time-heavy. DocJacket is AI-first — upload a contract and the system builds timelines, tasks, and drafts for review automatically. OpenToClose lets you systemize. DocJacket lets you scale.
Yes. Nothing changes with your broker tools. DocJacket just makes it all faster. We help you run the transaction. You upload completed documents to the broker platform like you already do. No access needed. No integrations required.
You do not need integrations. DocJacket uses Email Intelligence to detect updates from all platforms automatically — without API keys, broker permissions, or setup headaches. When the file closes, you upload your final docs to Dotloop/SkySlope like you normally do. Your workflow stays independent and flexible across any agent or brokerage.
DocJacket prepares everything for you. You simply upload the final package or paste key details — a process we make fast and clean. We also provide export tools that reduce manual entry to seconds. Future enhancements include: Pre-labeled "Broker Packet" export, Auto-formatted summary sheet, and Smart file naming + zip export. You stay fast and efficient — without needing broker access.
No. DocJacket is designed for independent coordinators serving multiple agents and brokerages. Clients and agents can view timelines and updates without needing an account.
DocJacket includes a lightweight CRM made for Transaction Coordination workflows — without the CRM bloat. It's designed for coordination, not sales. If you already use a full agent CRM like Follow Up Boss or Command, DocJacket complements it by handling the coordination side.
No. Continue using the signature tools your agents/brokers prefer (Dotloop, SkySlope, DocuSign, etc.). DocJacket automates the coordination, not the signing.
DocJacket works with all email systems. You can use DocJacket in two ways: ✅ Direct Gmail & Outlook connection (OAuth) Connect your inbox securely. DocJacket detects, sorts, and files transaction emails automatically. ✅ Universal forwarding address Get your own DocJacket email. Forward deal emails (or set auto-forwarding) and AI organizes everything by transaction and flags key updates. No brokerage permissions required. No complex integrations. Full privacy control.
Yes — DocJacket drafts messages, reminders, and updates, and you approve before sending. Human-in-the-loop at all times.
Independent TCs and TC business owners who: Work across multiple agents and brokerages, Want automation without losing control, Need to scale efficiently and avoid burnout. If you are a broker-employed TC using only one internal system, this is not built for that workflow.
Start free with 5 transactions. Then $39/month for unlimited transactions (solo TCs). Team plan is $119/month with unlimited users and transactions. No per-seat fees. Cancel anytime.
The Team plan includes unlimited users at no additional cost. Add coordinators, admins, and support staff without per-user fees. Client guests are always free and don't count toward your user limit.
No. We're here to get you started, but it won't cost you anything.
Yes. Training is available and completely free.
Yes. All data is encrypted in transit and at rest on SOC-2 infrastructure. You control access and everything is logged for audit history.
Under 5 minutes. Connect email, upload a contract — and watch the timeline build itself.