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DocJacket

Casey SpauldingKissimmee, FL, 34747.(407) 201-9147

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FAQ

Frequently
Asked Questions

Find quick answers to common questions about DocJacket transaction management.

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.

Who should use DocJacket?

DocJacket is built for independent transaction coordinators, small brokerages, and high-volume agents who want an easier way to manage contracts from offer to close—without spreadsheets or broker-centric software.

How is DocJacket different from Dotloop or SkySlope?

Unlike broker-first platforms, DocJacket is AI-native and TC-first. There’s no per-seat cost, no form libraries to manage, and no bulky back-office modules—just lightning-fast checklist automation, deadline tracking, and compliance reporting.

Does DocJacket integrate with DocuSign, Dotloop, or Google Calendar?

Yes. Our open API and native connectors let 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’s 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’re also partnering with major MLS associations for direct form access.

How much does DocJacket cost after the free trial?

DocJacket is free until 8/1/25. After that, plans start at $39/month per coordinator with unlimited transactions, and you can cancel anytime—no long-term contracts.

How secure is my data?

All documents are encrypted at rest and in transit, stored on SOC 2-certified infrastructure. You control who can view or edit each file, and every action is logged for audit compliance.

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 transactions and storage on every plan—grow your volume 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.