DocJacket is transaction management software built for brokers who coordinate their own deals. AI handles the prep work. You approve and close.
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Yes. DocJacket is real estate compliance software for independent broker-owners. It includes the required document checklist, broker review workflow, missing-document tracking, signed/unsigned status, immutable activity log, and WORM-compliant audit archive that independent brokers need — without the cost or complexity of enterprise platforms like SkySlope or Lone Wolf.
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 software was built for large brokerages with dedicated admin staff. It's bloated, overpriced, and assumes someone else is managing the workflow.
And the real estate document management software most brokers actually use is a Dropbox folder and an inbox — fine until a state board or an E&O carrier asks for a clean audit trail.
DocJacket assumes it's just you. And it's built to make that work.
Enter the basics — property address, parties, dates. DocJacket pulls in the details and builds your task timeline automatically.
Status updates, document requests, milestone notifications — DocJacket drafts them based on where the transaction stands. Nothing sends without your approval.
Your dashboard shows exactly what needs attention today. No digging through folders. No wondering what you forgot.
Every document is stored, indexed, and retained — including WORM-compliant storage for California brokers under § 2729.
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.
DocJacket gives independent broker-owners the document checklist, broker review, and audit-ready archive that enterprise platforms like SkySlope and Lone Wolf charge for — sized and priced for boutique brokerages.
Every transaction starts with a configurable checklist of required documents — purchase agreement, disclosures, addenda, contingency removals, lender docs. You set the list once; it applies to every file.
See what is still outstanding for every transaction at a glance. Filter your pipeline by missing-doc status, follow up before broker review hits, never let a deal close with an incomplete file.
Every required document carries a signed-or-unsigned status. Unsigned docs flag themselves. The compliance archive sees the full signature state of the file.
Send a transaction file to broker review with one click. The broker sees the full document set, signature status, missing-doc list, and activity log — and signs off (or flags issues) on the same record.
Every action on every transaction is logged: who uploaded what, who signed what, who reviewed what, who messaged whom. Immutable. Exportable. Audit-ready.
Closed transactions move into a WORM-compliant archive with state-configurable retention defaults. Files cannot be modified or deleted. Survives audits, lawsuits, and regulator requests.
Not enterprise back-office software.DocJacket is built for independent broker-owners who need real compliance without paying for franchise-scale platforms. If you have a back-office team of ten and three hundred agents, look at SkySlope or Lone Wolf. If you're running a boutique brokerage and need compliance you can actually administer yourself, you're in the right place.
DocJacket gives solo brokers the same organized, professional transaction process that large brokerages have — without hiring staff or learning enterprise software.
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.
No emails, texts, or messages go out automatically. You review everything. Your name, your reputation, your call.
$29/user/month at our early-bird rate for the first 100 customers, then $49/user/month standard. No per-transaction fees. No seat minimums. No annual contracts required.
Comparing options before you commit? See the best transaction coordinator software for 2026 — honest comparisons of every major tool brokers run.
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.