AI assistants
- MCP server
- Connect Claude, ChatGPT, or Codex to your transactions. Search deals, surface what needs attention, look up key dates, flag missing documents. Included with every subscription. Learn more
Email, calendar & files
- Gmail · Outlook
- Connect directly and email sorts itself into the right transaction. Or use a forwarding address and connect nothing at all.
- Google Calendar · Outlook Calendar
- Push key dates and deadlines automatically; send calendar invites to agents and clients.
- Google Drive · OneDrive
- Documents saved to your own cloud storage.
CRM & contacts
- Follow Up Boss
- Two-way sync. Pull contacts in, push transaction updates back.
- Google Contacts
- Import and sync your contacts from Google.
Spreadsheets & boards
- Google Sheets
- Share a sheet you own and new contracts append themselves to your commission tracker.
- monday.com
- Import transactions, listings, and contacts from your boards.
Build your own
- Open API
- Read and write your transactions from anything. DocumentationMachine-readable OpenAPI spec →
Works alongside
Not integrations — tools DocJacket coexists with. Keep your broker’s system of record; DocJacket runs the coordination around it.
CTM eContracts (Colorado) · Dotloop · SkySlope · DocuSign
Your contract gets written and signed where your brokerage requires. Upload the executed PDF — or BCC DocJacket on the email that delivers it — and the timeline, tasks, reminders, and portals take it from there.
Need something that isn’t here? Tell me what you use and I’ll look at it.