Stop juggling spreadsheets, email chains, and compliance checklists.

DocJacket is transaction management software built for brokers who coordinate their own deals. AI handles the prep work. You approve and close.

No credit card required

You became a broker to close deals, not chase paperwork.

Every transaction means dozens of documents, deadlines, and communications that need to happen in the right order. As a solo broker, there's no TC to hand it off to. You're the agent, the coordinator, and the compliance officer — all at once.

Most “transaction management” platforms were built for large brokerages with dedicated admin staff. They're bloated, overpriced, and assume someone else is managing the workflow.

DocJacket assumes it's just you. And it's built to make that work.

AI preps. You approve.

Step 1

Add your transaction.

Enter the basics — property address, parties, dates. DocJacket pulls in the details and builds your task timeline automatically.

Step 2

AI drafts your communications.

Status updates, document requests, milestone notifications — DocJacket drafts them based on where the transaction stands. Nothing sends without your approval.

Step 3

Stay on top of every deadline.

Your dashboard shows exactly what needs attention today. No digging through folders. No wondering what you forgot.

Step 4

Documents stay organized and compliant.

Every document is stored, indexed, and retained — including WORM-compliant storage for California brokers under § 2729.

Compliance

Ready for Compliance. Ready for every state.

California requires WORM-compliant document storage for brokers who retain records electronically (Cal. Code Regs. § 2729). Most transaction software ignores this completely.

DocJacket stores every transaction document on enterprise-grade immutable storage infrastructure — nonerasable, tamper-proof, and retained for the full required period. Automatically.

  • No add-ons.
  • No extra cost.
  • No third-party vendor to manage.

Why Brokers Choose DocJacket

You don't need a TC. You need a system.

DocJacket gives solo brokers the same organized, professional transaction process that large brokerages have — without hiring staff or learning enterprise software.

AI that knows real estate.

DocJacket's AI understands transaction timelines, document types, and communication patterns specific to real estate. It's not a generic chatbot bolted onto a file manager.

Nothing happens without your approval.

No emails, texts, or messages go out automatically. You review everything. Your name, your reputation, your call.

Pricing that respects solo operators.

$15/user/month for a limited time — then $29/user/month. No per-transaction fees. No seat minimums. No annual contracts required.

How it works

1

Upload a contract

AI extracts dates, parties, and key details.

2

Review the timeline

Milestones and reminders are prepared automatically.

3

Approve and coordinate

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

FAQ

Common questions from brokers

No. DocJacket works for anyone managing real estate transactions — TCs, solo brokers, team leads, and small brokerages. If you're coordinating deals, it's built for you.
WORM stands for "write once, read many." It means once a document is stored, it cannot be modified or deleted. California requires this for brokers who store transaction records electronically. DocJacket handles this automatically.
No. DocJacket works in all 50 states. WORM-compliant storage is available for everyone — it's just especially relevant for California brokers who need it for DRE compliance.
Yes. Start with a free trial — no credit card required.
DocJacket focuses on the coordination workflow — tasks, communications, and compliance — rather than e-signatures or MLS integration. Many brokers use DocJacket alongside their existing tools.