Simple Pricing for Transaction Coordinators

Traditional TC software = Digital filing cabinet AI TC Software = Intelligent assistant that does the filing Traditional tools store documents and let you build checklists manually. AI TC software reads the contract, builds the timeline, drafts communication, and monitors updates automatically — so you review and approve instead of doing data entry.

DocJacket is an AI coordination platform built for independent TCs, not broker systems. Upload contract → AI builds timeline & tasks → inbox organized → messages drafted → you approve. AI handles prep work — deadlines, updates, drafts — and you stay fully in control.

Dotloop and SkySlope are broker compliance systems built for storage and e-signatures. DocJacket is a coordination platform that prepares timelines, communication, and workflows. Run the transaction in DocJacket. Upload final docs to broker systems when ready. DocJacket → coordination. Dotloop/SkySlope → storage.

ListedKit offers checklists, client portals, and an AI chat assistant you can prompt. DocJacket goes further — it reads the contract, builds the timeline, drafts communication, and monitors email updates automatically. You review and approve; DocJacket prepares the work. Flat pricing, multi-brokerage support, and SMS alerts included. ListedKit helps you ask AI for tasks. DocJacket has AI that prepares them for you.

A-Frame gives TCs a clean client experience and task hub. DocJacket goes further by reading contracts, building timelines, drafting communication, and monitoring email updates automatically. A-Frame organizes work. DocJacket prepares the work — you approve.

OpenToClose offers deep templates and workflow tools, but setup is manual and time-heavy. DocJacket is AI-first — upload a contract and the system builds timelines, tasks, and drafts for review automatically. OpenToClose lets you systemize. DocJacket lets you scale.

Yes. Nothing changes with your broker tools. DocJacket just makes it all faster. We help you run the transaction. You upload completed documents to the broker platform like you already do. No access needed. No integrations required.

You do not need integrations. DocJacket uses Email Intelligence to detect updates from all platforms automatically — without API keys, broker permissions, or setup headaches. When the file closes, you upload your final docs to Dotloop/SkySlope like you normally do. Your workflow stays independent and flexible across any agent or brokerage.

DocJacket prepares everything for you. You simply upload the final package or paste key details — a process we make fast and clean. We also provide export tools that reduce manual entry to seconds. Future enhancements include: Pre-labeled "Broker Packet" export, Auto-formatted summary sheet, and Smart file naming + zip export. You stay fast and efficient — without needing broker access.

No. DocJacket is designed for independent coordinators serving multiple agents and brokerages. Clients and agents can view timelines and updates without needing an account.

DocJacket includes a lightweight CRM made for Transaction Coordination workflows — without the CRM bloat. It's designed for coordination, not sales. If you already use a full agent CRM like Follow Up Boss or Command, DocJacket complements it by handling the coordination side.

No. Continue using the signature tools your agents/brokers prefer (Dotloop, SkySlope, DocuSign, etc.). DocJacket automates the coordination, not the signing.

DocJacket works with all email systems. You can use DocJacket in two ways: ✅ Direct Gmail & Outlook connection (OAuth) Connect your inbox securely. DocJacket detects, sorts, and files transaction emails automatically. ✅ Universal forwarding address Get your own DocJacket email. Forward deal emails (or set auto-forwarding) and AI organizes everything by transaction and flags key updates. No brokerage permissions required. No complex integrations. Full privacy control.

Yes — DocJacket drafts messages, reminders, and updates, and you approve before sending. Human-in-the-loop at all times.

Independent TCs and TC business owners who: Work across multiple agents and brokerages, Want automation without losing control, Need to scale efficiently and avoid burnout. If you are a broker-employed TC using only one internal system, this is not built for that workflow.

Start free with 5 transactions. Then $39/month for unlimited transactions (solo TCs). Team plan is $119/month with unlimited users and transactions. No per-seat fees. Cancel anytime.

The Team plan includes unlimited users at no additional cost. Add coordinators, admins, and support staff without per-user fees. Client guests are always free and don't count toward your user limit.

No. We're here to get you started, but it won't cost you anything.

Yes. Training is available and completely free.

Yes. All data is encrypted in transit and at rest on SOC-2 infrastructure. You control access and everything is logged for audit history.

Under 5 minutes. Connect email, upload a contract — and watch the timeline build itself.