How much does it cost?

Start free — no credit card. Your Free plan includes 2 active transactions. Pro is $29/coordinator/month at our early-bird rate — locked in forever for the first 50 customers. Standard pricing is $49/coordinator/month after that. Unlimited transactions, unlimited agents you serve, unlimited clients. No contracts. Cancel anytime.

Can I export our data if we ever want to leave?

Yes. Your data is yours. We'll never hold it hostage.

Early-bird spots left at $29/month — then $49.

AI Native Platform

Real Estate Transaction Management Software

Name: DocJacket
Price: 29.00 USD
Availability: InStock
Rating: 4.9 (9 reviews)
Author: DocJacket

Upload the contract. DocJacket builds the timeline and prepares the work. You approve.

Get Started Free

Works with

The chaos of running a real estate transaction across nine disconnected tools

The Problem

Coordinating a deal shouldn’t feel like this.

You re-type the same dates.

You rebuild the same timeline.

You jump between tools that don’t talk to each other.

You’ve probably tried to make it work.

Yet, here you are.

By the time the deal is set up, the inspection deadline is already tomorrow.

Several tools. Several logins. Nothing in sync.

The Solution

The work shows up ready.

Upload the contract.

DocJacket extracts the dates, builds the timeline, and prepares everything automatically.

No re-typing.

No rebuilding.

No juggling tools.

AI preps. You approve.

The Full Package

Real estate transaction management software.
Everything in one place.

Or, the duct-taped version:

Trackxi or ListedKit AI→Contract extraction
JotForm + Zapier + DocuSign→Intake forms with e-signatures
Linktree or Beacons→Personal page to share forms
Mailchimp→Milestone reminder automation
Folio by Amitree→Transaction timelines
A custom dashboard→Daily summaries

Or you could use DocJacket.

Already using Dotloop or SkySlope? DocJacket works alongside them. Use ours for e-sign, theirs for the broker contract — or skip them entirely if you'd rather not. Your call.

Intake, Forms & E-Sign

Built-in conditional intake forms with e-signatures.

Send custom forms to agents and clients. They fill, sign, and submit. Data flows straight into the transaction.

Personal page to share your forms — built right in.

Replaces

JotForm + Zapier + DocuSign* + Linktree

*Optional. Keep your broker’s tool if you prefer.

Deadlines & Automation

Milestones and reminders prepared the moment the contract is uploaded.

The full timeline builds itself. Reminder emails ship on schedule. Blocking tasks surface early.

See problems while there’s still time to act.

Replaces

Folio + Mailchimp

Daily Visibility

Morning Brief and Situation Report.

One email every morning with everything that needs you today. Overnight movement, deadlines, stuck deals — rolled into one read.

One-click status updates for any deal, any time.

Replaces

No real equivalent.

Consolidate the stack

Cancel nine subscriptions.
Keep one.

DocJacket is the real estate transaction software that replaces the rest of your stack — everything real estate agents and transaction coordinators run on, under one login and one invoice.

9 of 9 tools selected · tap a row to toggle

What DocJacket does

Replaces

Typical cost

Conditional intake formsReplaces Jotform + Zapier

Jotform + Zapier

$60/mo

Contacts & organizationsReplaces Airtable or HubSpot

Airtable or HubSpot

$20–$50/mo

Checklist & milestone libraryReplaces Trello or Airtable

Trello or Airtable

$12–$24/mo

Email templates w/ conditionalsReplaces Mailchimp

Mailchimp

$13–$30/mo

Email automation & schedulingReplaces Mixmax or Gmelius

Mixmax or Gmelius

$20–$35/mo

SMS messagingReplaces Twilio or TextMagic

Twilio or TextMagic

$20–$40/mo

Transaction timelines & portalsReplaces Folio by Amitree

Folio by Amitree

$29/mo

AI contract extraction & timeline buildingReplaces Trackxi

Trackxi

$39–$69/mo

Personal websiteReplaces Linktree or Beacons

Linktree or Beacons

$9–$29/mo

Daily briefings & situation reportsbonusNo real equivalent

No real equivalent

—

Transaction-aware smart fields & conditional renderingbonusNo real equivalent

No real equivalent

—

Your current stack

9 tools, 9 logins, 9 bills on your card

—

$222–$366/mo

DocJacketAll of the above

1 system · 1 login · 1 invoice

$49/mo

You'd save roughly $245/mo and collapse 9 logins into one.

Start free

Note

On Dotloop and SkySlope: they aren't in the table because they aren't competing with DocJacket. They sign documents. DocJacket runs your operation around them — keep using whichever one your broker provides, DocJacket plugs in.

Pricing

Prices reflect publicly listed 2026 rates for the entry tier where the relevant feature (e.g., conditional logic, multi-step workflows) is actually available — not the cheapest advertised plan. Prices verified April 2026.

Cancel nine subscriptions. Keep one.

Save $245/mo · close 9 tabs.

Start free — 2 active transactions

No credit card · No friction

60-second setup

The Difference Is Preparation

From open house lead to compliant archive — one workflow.

Traditional software helps real estate agents and transaction coordinators track work.
DocJacket prepares it for you.

Traditional

Manual contract review — re-typing dates, names, and deadlines into your system.

DocJacket

Dates, parties, and deadlines extracted automatically.

Ready instantly.

Traditional

Build the timeline by hand — milestone by milestone.

DocJacket

Milestones and reminders prepared the moment the contract is uploaded.

Traditional

Catch issues late — when a deadline is already missed.

DocJacket

Missing items and schedule gaps surface early — while there's still time to act.

Traditional

Agents email you details in random formats. You re-type everything.

DocJacket

Send a custom intake form. Data flows into the transaction automatically.

No JotForm. No Zapier. Built right in.

Handle more transactions — without working longer.

How it works

Upload a contract

AI extracts dates, parties, and key details.

Review the timeline

Milestones and reminders are prepared automatically.

Approve and coordinate

Send intake forms to agents and clients — responses flow directly into the transaction. You stay ahead with full visibility.

Upload a contract

AI extracts dates, parties, and key details.

Review the timeline

Milestones and reminders are prepared automatically.

Approve and coordinate

Send intake forms to agents and clients — responses flow directly into the transaction. You stay ahead with full visibility.

AI preps. You approve.

No credit card · No friction

60-second setup

Morning Brief

Deadlines, Handled.

Wake up knowing exactly what needs you today.

Every morning, DocJacket sends a brief: which deals moved overnight, which deadlines are coming up this week, and which transactions are stuck and need your attention. Stop starting the day by opening 14 tabs to remember where everything stands.

Overnight movement, summarized

Emails, uploads, and status changes — rolled into one read.

This week's deadlines, prioritized

See what's due, what's at risk, and what needs you first.

Stuck deals, flagged

Transactions without movement get surfaced before they go cold.

DocJacket daily briefing email showing active transactions, closings, and urgent items for the day

Situation Report

One-click status updates for any deal.

Need to brief your broker, update a client, or remember what's happening on a deal you haven't touched in a week? Generate a complete situation report in seconds. Pasteable into an email, ready for a phone call, or shared with the team.

Instant deal context

Every milestone, every email, every open item — summarized.

Shareable in seconds

Copy to an email, paste into a text, brief a broker on the phone.

Nothing Folio, Dotloop, or SkySlope do

A capability the broker-sold tools leave on the table.

Contacts & Relationships

Built, not typed.

Your contact list builds itself.

DocJacket builds your contacts from the contracts you already upload. Every party on a deal — client, agent, lender, title company, vendor — becomes a contact the moment the contract lands: sorted into People, Organizations, and Vendors, and linked to the transaction it came from. Where other tools make you type contacts in or import a list, yours are already there — the people you’ve actually closed with, captured from the deal.

Built from your contracts

Every party is pulled from the contract you upload and sorted into People, Organizations, and Vendors. No manual entry.

Linked to the transaction it came from

Every contact carries its deal and role, so the context is one click away — not stranded in a separate app.

Nothing to import, nothing to maintain

No list to type up, no CRM to sync. Your contacts grow every time you close.

DocJacket Contacts — people across your transactions and relationships, organized into People, Organizations, and Vendors, each contact tagged by role and linked to the deal it came from

See DocJacket in action

Watch how AI extracts contracts, organizes inboxes, and prepares communication — giving you hours back every week.

Start Free — 2 Active Transactions Explore Free Tools

No card · 60-second setup

NewBring your own AI

Connect Claude, ChatGPT, or Codex to your transactions

Already use Claude, ChatGPT, or Codex? Connect it to DocJacket and your AI assistant can search your deals, surface what needs attention today, look up key dates, and flag missing documents — all under permissions you control. Included with every subscription.

See how it works

The answer is YES!

Can software built for transaction coordinators actually be

simple to use AND full-featured?

With DocJacket, the answer is absolutely YES!

Can I upload a contract and have all the key details extracted automatically?YES!

Can I have deadlines automatically cascade when a closing date moves?YES!

Can I get a daily morning brief email with everything I need to know?YES!

Can I see everything that's overdue across all my transactions on one screen?YES!

Can I create custom intake forms — without JotForm or Zapier?YES!

Can I see every transaction I'm managing on a single dashboard?YES!

Can I view all my transactions on a visual pipeline board?YES!

Can I see a complete activity log of everything that happened on a deal?YES!

Can I create reusable task checklists so I don't rebuild them for every deal?YES!

Can I set deadlines relative to closing — like "5 days before close"?YES!

Can I set up automated workflows that create tasks and send messages?YES!

Can I sync my deadlines and key dates to Google Calendar?YES!

Can I send SMS messages and emails right from the app?YES!

Can I use templates for emails and text messages I send all the time?YES!

Can I see all my messages — email, SMS, and portal — in one inbox?YES!

Can clients upload documents just by emailing a special address?YES!

Can I track which documents are still missing at a glance?YES!

Can I give each buyer and seller their own private client portal?YES!

Can I track vendor contacts like inspectors and appraisers per transaction?YES!

Can I manage multiple offices and teams under one account?YES!

Can I control what each team member can see and do?YES!

Can I invite agents to view their own transactions through a portal?YES!

Why I built DocJacket

There are dozens of tools that claim to streamline real estate work. Most don't. Most add steps. Some overwhelm you with features you'll never use. Others barely scratch the surface of what you actually need.

And none prepare the work for you.

That's why I built DocJacket — a no-nonsense coordination platform for real estate professionals who are tired of re-typing dates, building timelines by hand, and wondering “Did I miss something?”

DocJacket is bootstrapped, has zero debt, and is built to stay — not exit. The product was shaped by real TC feedback from people actually using it — not guesswork from a conference room.

If it doesn't make your job feel lighter in the first few days, don't stick around.

Thanks for checking it out — I hope it earns your trust.

Casey Spaulding: Founder, DocJacket; casey@docjacket.com

You wouldn't be here if the way you've been working was working.
It's time for DocJacket.

Re-typing dates from every contract? It's time for DocJacket. Building timelines by hand, deal after deal? It's time for DocJacket. Deadlines slipping because the transaction was never set up right? It's time for DocJacket. Agents asking "where are we?" because there's no portal? It's time for DocJacket. Juggling email, texts, and spreadsheets across 20 deals? It's time for DocJacket. Worried you missed something but not sure what? It's time for DocJacket. Working nights and weekends just to keep up? It's time for DocJacket.

Frequently Asked Questions

Straight answers.
No runaround.

Everything you need to know about DocJacket — organized by what you're actually wondering.

I have questions about your product...

Upload a contract. AI reads it, builds the timeline, organizes emails, drafts communication, and flags what needs attention. You review and approve. That’s the whole idea.

Traditional tools make you re-type what’s already in the contract. DocJacket reads it for you. You’re not tracking work — you’re approving work that’s already been prepared.

Never. AI drafts emails and texts, but nothing goes out without your approval. Human-in-the-loop by design.

Upload a contract. Connect your email. Your timeline builds automatically. Under five minutes.

Yes — built right in. Create custom intake forms for clients or agents without needing Zapier, Typeform, or any third-party tool. Collect transaction details upfront and keep everything inside DocJacket.

I have questions about your company...

We launched DocJacket in 2025 and have been improving it daily ever since. Running a sane, sustainable business is part of our commitment to you.

DocJacket is bootstrapped, has zero debt, is privately held, and is built to stay — not exit. The product was built by a 21-year Navy veteran, shaped by real TC feedback from people actually using it — not guesswork from a conference room.

You can email the founder directly at casey@docjacket.com. No assistant. No ticket queue. You'll hear back from the person who built it.

We’re bootstrapped. No VC, no board, nobody can "sunset" your product because the growth metrics didn’t hit some arbitrary target. That’s how most software dies — not ours.

Absolutely. Casey Spaulding is available at casey@docjacket.com. Please do reach out — you'll hear from him directly.

If DocJacket isn't working for you in the first 30 days, email me and I'll refund you. I'd rather you be happy somewhere else than unhappy here. Reach me at casey@docjacket.com.

I have questions about pricing...

Start free — no credit card. Your first 2 transactions are free. Pro is $29/seat/month at our early-bird rate — locked in forever for the first 50 customers. After that, standard pricing is $49/seat/month. Unlimited transactions, unlimited agents you serve, unlimited clients. No contracts. Cancel anytime.

You stop paying. Your account stays active through the end of your billing period. Your data remains accessible for 90 days after cancellation so you can export everything you need. No exit fees. No retention call.

Yes. Free setup, free training, and a free onboarding call. Minutes, not weeks.

I have questions about security and our data...

All data is encrypted in transit and at rest. DocJacket runs on enterprise-grade cloud infrastructure in the United States. You control access and can disconnect integrations anytime.

Yes. Your data is stored with automated backups and geo-redundant storage. We don’t cut corners here.

Absolutely. You can export your transactions, contacts, and documents to CSV anytime. It’s self-service — no ticket, no permission, no guilt trip. Your data is yours.

I have questions about compliance...

DocJacket is a coordination tool — it doesn’t practice real estate. TCs use it to organize, prepare, and coordinate under the direction of a licensed agent or broker. All contracts must be reviewed and signed by a licensed agent. Licensing requirements vary by state, and you’re responsible for ensuring compliance with local regulations.

I have other questions...

Yes. You can sign up for free and run up to 2 active transactions at no cost — no credit card required. Or if you'd like a walkthrough first, set up a time with us on our contact page.

You can still use Dotloop, SkySlope, or DocuSign if your broker requires them. But DocJacket is built to run the transaction around one shared record — intake, forms, e-sign, tasks, communication, broker review, compliance, and archive. Independent brokers can use DocJacket as the main system; agents under a broker can use DocJacket alongside whatever broker tool is required.

Two different jobs. DocJacket builds your contacts from the contracts you already upload — every party on a deal (client, agent, lender, title company, vendor) becomes a contact automatically, sorted and linked to the transaction it came from. No typing, no import. What it won’t do is prospect for you: if you run campaigns to a lead list before there’s a deal, keep your sales CRM for that.

Gmail and Outlook. Connect directly and AI sorts emails into transactions automatically. Or use a forwarding address — no broker access required.

Yes. Built for TCs who coordinate across agents, offices, and states.

Yes. You only pay for coordinators who log in to run transactions — add or remove them and billing adjusts automatically. The agents you serve use the free Agent Portal, and clients use the free Client Portal. No fees for either.

Still have questions?

Email the founder directly. No ticket. No bot.

casey@docjacket.com

Coordinating a deal shouldn’t feel like this.

The work shows up ready.

Real estate transaction management software.Everything in one place.

Built-in conditional intake forms with e-signatures.

Milestones and reminders prepared the moment the contract is uploaded.

Morning Brief and Situation Report.

Cancel nine subscriptions.Keep one.

Start free — 2 active transactions

The Difference Is Preparation

From open house lead to compliant archive — one workflow.

How it works

Upload a contract

Review the timeline

Approve and coordinate

Upload a contract

Review the timeline

Approve and coordinate

AI preps. You approve.

Deadlines, Handled.

Wake up knowing exactly what needs you today.

One-click status updates for any deal.

Built, not typed.

Your contact list builds itself.

How DocJacket Works - Video Demo

See DocJacket in action

Connect Claude, ChatGPT, or Codex to your transactions

The answer is YES!

Why I built DocJacket

You wouldn't be here if the way you've been working was working.It's time for DocJacket.

Straight answers.No runaround.

I have questions about your product...

I have questions about your company...

I have questions about pricing...

I have questions about security and our data...

I have questions about compliance...

I have other questions...

Still have questions?

Coordinating a deal shouldn’t feel like this.

The work shows up ready.

Real estate transaction management software.Everything in one place.

Built-in conditional intake forms with e-signatures.

Milestones and reminders prepared the moment the contract is uploaded.

Morning Brief and Situation Report.

Cancel nine subscriptions.Keep one.

Start free — 2 active transactions

The Difference Is Preparation

From open house lead to compliant archive — one workflow.

How it works

Upload a contract

Review the timeline

Approve and coordinate

Upload a contract

Review the timeline

Approve and coordinate

AI preps. You approve.

Deadlines, Handled.

Wake up knowing exactly what needs you today.

One-click status updates for any deal.

Built, not typed.

Your contact list builds itself.

See DocJacket in action

The answer is YES!

Why I built DocJacket

You wouldn't be here if the way you've been working was working.It's time for DocJacket.

Straight answers.No runaround.

I have questions about your product...

I have questions about your company...

I have questions about pricing...

I have questions about security and our data...

I have questions about compliance...

I have other questions...

Still have questions?

Real estate transaction management software.
Everything in one place.

Cancel nine subscriptions.
Keep one.

You wouldn't be here if the way you've been working was working.
It's time for DocJacket.

Straight answers.
No runaround.

Real estate transaction management software.
Everything in one place.

Cancel nine subscriptions.
Keep one.

You wouldn't be here if the way you've been working was working.
It's time for DocJacket.

Straight answers.
No runaround.