The Real Estate Transaction Platform
Stop juggling 9 apps. Run every transaction from one. $15/mo for real estate agents and TCs.
Real estate agents and transaction coordinators re-type the same dates from the contract into their CRM, calendar, task list, and email templates. You build the timeline by hand for every deal — milestone by milestone. You bolt JotForm to Zapier to DocuSign just to collect a signed intake. You jump between Mailchimp, Folio, and a Linktree page to send a single update.
By the time you've set the transaction up, the inspection deadline is already a day away.
Nine tools. Nine logins. Nothing talks to each other.
Upload the contract. DocJacket extracts the dates, parties, and deadlines automatically. The timeline builds itself. Intake forms and e-signatures are built in. Reminder emails ship on schedule. Daily briefings keep you ahead.
No re-typing. No rebuilding. No nine-tool stack.
Or, the duct-taped version:
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
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
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
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.
DocJacket is the real estate transaction platform that replaces the rest of your stack — everything real estate agents and transaction coordinators run on, under one login and one invoice.
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.
AI extracts dates, parties, and key details.
Milestones and reminders are prepared automatically.
Send intake forms to agents and clients — responses flow directly into the transaction. You stay ahead with full visibility.
AI extracts dates, parties, and key details.
Milestones and reminders are prepared automatically.
Send intake forms to agents and clients — responses flow directly into the transaction. You stay ahead with full visibility.
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.
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.
Watch how AI extracts contracts, organizes inboxes, and prepares communication — giving you hours back every week.
No card · 60-second setup
Can software built for transaction coordinators actually be
simple to use AND full-featured?
With DocJacket, the answer is absolutely YES!
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.
Everything you need to know about DocJacket — organized by what you're actually wondering.