Technology Shouldn't Cause Anxiety. It Should Create Calm.
We believe the most powerful feature is simplicity. DocJacket transforms the chaos of real estate transactions into a clear, organized workspace that actually thinks.
Why We Built DocJacket Differently
DocJacket was born from a simple, frustrating truth: most real estate software adds to the chaos of closing a deal.
We chose a different path. We believe software should think, not just store files. It should reduce anxiety, not create it.
The DocJacket Philosophy
Sophisticated Simplicity
What's not there matters most. We obsessively remove features, clicks, and clutter, so you can focus on what's important. We don't eliminate complexity; we tame it, hiding it until it's absolutely needed.
Calm Technology
We build opinionated software that creates calm. We've made the hard decisions to design the "best way" to run a transaction, so you're not burdened with endless options. The result is a clear, quiet, and organized workspace.
Our Philosophy in Action (How We Do It)
This isn't just talk. Our beliefs are built into every feature of DocJacket.
For You (The Agent or TC):
AI handles the busywork: Reads contracts, extracts dates, creates calendar reminders automatically
Quick Dashboards: Track lender, title, and inspection status in one view
Smart checklists: Close 30% faster, catch missing signatures early
For Your Clients:
24/7 branded portal: Real-time transaction progress with your branding
Automated status updates: Text notifications eliminate "where are we?" calls
Accurate documents: Fewer errors mean smoother closings and better reviews
Our Promise to You
We're building a tool as simple as a spreadsheet, as powerful as an enterprise system, and as delightful as your favorite app.
Complexity is easy. Simplicity is hard. Simplicity wins.
The People Behind DocJacket
DocJacket was built around our kitchen table — shaped by our real-world experience in real estate and years of admin work. As a family-run business, we are solving the exact coordination headaches we have faced ourselves, alongside friends, TCs and fellow agents.
Laura Spaulding
Co-Founder
Sofia Spaulding
Art Director
Why Agents & TCs Use DocJacket
- Close files 30% faster with auto‑generated checklists
- Catch missing signatures before clients drive away
- AI pulls key dates → auto‑adds reminders to your calendar
- One dashboard for lender, title, and inspectors—no more email chaos
How You'll Look To Clients
- Branded client portal shows real‑time progress 24/7
- Instant status texts reduce 'where are we?' phone calls by 80%
- Error‑free docs = smoother closings, happier reviews
Peace‑of‑Mind Guarantees
- Bank‑level encryption & SOC 2‑ready practices
- No long‑term contract—cancel any time
- Live U.S. support (yes, humans) when deals get hairy
Frequently
Asked Questions
Find quick answers to common questions about DocJacket, the Transaction Coordination Platform for Independent TCs.
What is AI Transaction Coordinator Software?
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.
What is DocJacket?
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.
How is DocJacket different from Dotloop / SkySlope?
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.
How is DocJacket different from ListedKit.ai?
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.
How is DocJacket different from A-Frame?
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.
How is DocJacket different from OpenToClose?
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.
Do I still use my broker's compliance system?
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.
Do you integrate with Dotloop or SkySlope?
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.
How do I get data into broker systems like Dotloop/SkySlope?
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.
Do agents or brokers need accounts to work with me in DocJacket?
No. DocJacket is designed for independent coordinators serving multiple agents and brokerages. Clients and agents can view timelines and updates without needing an account.
Does DocJacket replace a CRM?
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.
Does DocJacket replace e-signature platforms?
No. Continue using the signature tools your agents/brokers prefer (Dotloop, SkySlope, DocuSign, etc.). DocJacket automates the coordination, not the signing.
What email systems does DocJacket support?
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.
Do I stay in control of communication?
Yes — DocJacket drafts messages, reminders, and updates, and you approve before sending. Human-in-the-loop at all times.
Who is DocJacket for?
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.
How much does it cost?
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.
How many users can I add to my account?
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.
Are there any setup fees?
No. We're here to get you started, but it won't cost you anything.
Is there training available?
Yes. Training is available and completely free.
Is my data secure?
Yes. All data is encrypted in transit and at rest on SOC-2 infrastructure. You control access and everything is logged for audit history.
How fast can I start?
Under 5 minutes. Connect email, upload a contract — and watch the timeline build itself.