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Casey SpauldingKissimmee, FL, 34747.(407) 201-9147
Frequently
Asked Questions
Find quick answers to common questions about DocJacket transaction coordination software.
What is transaction coordinator software?
Transaction coordinator (TC) software is a digital workspace that keeps all documents, deadlines, and compliance checkpoints for a real-estate deal in one place. DocJacket adds AI that reads your contract, builds a smart checklist, and alerts you to missing signatures or expiring contingencies automatically.
What is the difference between transaction management and transaction coordination software?
Transaction management software (like Dotloop and SkySlope) is built for agents to manage their own deals with document storage and e-signatures. Transaction coordination software is built for professional coordinators managing multiple agents deals across different platforms with AI automation and deadline tracking.
Why not just use Dotloop or SkySlope for transaction coordination?
Dotloop and SkySlope are designed for agents managing their own transactions, not coordinators managing deals for multiple agents. DocJacket works with these platforms to provide the coordination layer they lack - AI automation, cross-platform data sync, and professional reporting that impresses agents.
Can DocJacket replace my existing transaction management software?
DocJacket is designed to work with your existing platforms like Dotloop and SkySlope, not replace them. We solve the coordination challenges that agent-focused software does not address - managing multiple transactions across different platforms with intelligent automation.
Do I still need Dotloop if I use DocJacket?
Yes. DocJacket integrates with Dotloop and other transaction management platforms to eliminate duplicate data entry and automate coordination tasks. We enhance your existing workflow rather than forcing you to abandon tools you already use.
Why do transaction coordinators need different software than agents?
Transaction coordinators manage 20-50+ deals simultaneously across multiple agent platforms, need professional reporting for clients, and require automation for repetitive tasks. Agent-focused software like Dotloop is built for single-transaction management, not the complex workflows TCs handle daily.
How does DocJacket work with my existing broker platform requirements?
DocJacket pulls data from required broker platforms like SkySlope, Dotloop, and BrokerMint without disrupting your compliance workflows. You maintain your existing audit trails while gaining AI automation and coordination tools designed specifically for transaction coordinators.
How does DocJacket streamline real estate transactions?
DocJacket streamlines real estate transactions by automating data extraction from contracts, building smart checklists, and tracking deadlines automatically. Our transaction management system eliminates manual work while ensuring compliance across all your deals.
Can DocJacket handle multiple transactions for transaction coordinators?
Yes. DocJacket is built to scale from solo transaction coordinators to TC teams managing multiple agents and dozens of transactions simultaneously. Our transaction management platform provides pipeline visibility, deadline tracking, and automated workflows across your entire coordination business.
What happens to my account when the beta ends on August 1, 2025?
Your account continues seamlessly with no interruption to your active deals. Beta users get 20 free transactions (5 bonus for joining early) before the $49/month plan begins. You will receive advance notice before any billing starts.
Do I need a credit card to join the beta?
No credit card required for beta access. You get unlimited access to all features until August 1, 2025, plus 20 free transactions afterward. We only ask for payment information when you are ready to continue after your free transactions.
What makes DocJacket different from basic transaction software?
Unlike basic transaction software, DocJacket combines AI-powered automation with comprehensive transaction coordinator features. Our platform pulls data from contracts and goes beyond simple document storage to provide intelligent deadline tracking, compliance monitoring, and transaction coordinator business analytics in one centralized location.
Who should use DocJacket?
DocJacket is built for independent transaction coordinators, TC teams, and transaction coordination businesses who want an easier way to manage contracts from offer to close—without spreadsheets or agent-centric software.
How does DocJacket help transaction coordinators grow their business?
DocJacket empowers transaction coordinators to scale by automating repetitive tasks across multiple transactions and agents. You can handle more deals with less stress while providing professional status reports that win agent referrals and grow your TC business.
How is DocJacket different from Dotloop or SkySlope?
Unlike agent-first platforms, DocJacket is AI-native and TC-first. There is no per-seat cost, no form libraries to manage, and no bulky modules designed for brokers—just lightning - fast checklist automation, deadline tracking, and compliance reporting built specifically for transaction coordinators.
Does DocJacket integrate with DocuSign, Dotloop, or Google Calendar?
Yes. Our system lets you pull executed documents from DocuSign or Dotloop, push key dates to Google Calendar, and sync contacts with popular CRMs.
Can DocJacket create a transaction coordinator checklist automatically?
Absolutely. Upload a contract and DocJacket AI extracts deadlines, contingencies, and key tasks, then builds a live checklist you can share with agents or clients.
Can I use my MLS or association forms inside DocJacket?
Yes. You can upload any PDF form, and DocJacket will auto-detect blanks, dates, and signature spots. We are also partnering with major MLS associations for direct form access.
How much does DocJacket cost after the free trial?
Everyone gets 15 free transactions to start. Beta users (joining before August 1, 2025) get 20 free transactions—5 bonus for early adoption. After your free transactions, it is $49/month for unlimited transactions and up to 5 team members. Cancel anytime.
What if DocJacket does not work for my business?
We offer a 30-day money-back guarantee on your first paid month. If DocJacket does not save you time or improve your workflow, we will refund your payment—no questions asked.
How secure is my data?
All documents are encrypted at rest and in transit, stored on SOC 2-certified Microsoft infrastructure. You control who can view or edit each file, and every action is logged for audit compliance.
Can my transaction coordinator team collaborate on deals?
Yes. Every plan includes up to 5 team members with role-based permissions. Assign tasks, share timelines, and collaborate on deals with real-time updates. Perfect for TC teams managing multiple agents or scaling your coordination business.
Can I migrate my existing transactions from Dotloop or SkySlope?
Yes. Our import wizard lets you bulk-download loops or SkySlope files and map them into DocJacket with one click, preserving documents, dates, and notes.
Is DocJacket available on mobile?
DocJacket is fully responsive in the browser. An iOS and Android app with document scanning and offline access is in private beta—join the waitlist after sign-up.
Is there a limit to how many transactions I can manage?
No. DocJacket includes unlimited real estate transactions and storage on every plan—grow your transaction coordinator business without surprise fees.
Do you provide training or onboarding help?
Yes. Every account gets a free 30-minute onboarding call, access to our TC academy video library, and live chat support Monday-Friday.