Real Estate Transaction Management Software

Let AI help with data extraction and data entry. Manage multiple deals, monitor performance, and ensure compliance across your team.

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Why DocJacket?

Made for Transaction Coordinators. Built for You.

AI Contract Data Extraction
AI Contract Data Extraction

Upload any contract and AI extracts key data across your entire pipeline—no more manual entry for your agents or admin staff.

Multi-Deal Pipeline Dashboard
Multi-Deal Pipeline Dashboard

View all active transactions across your team. Track deadlines, identify bottlenecks, and ensure nothing falls through the cracks.

Automated Team Communication
Automated Team Communication

AI generates status updates and deadline reminders for agents, clients, and lenders. Maintains consistent communication across your brokerage.

Brokerage-Wide Compliance Monitor
Brokerage-Wide Compliance Monitor

Scan all transactions for missing documents, expired forms, and state compliance issues. Protect your brokerage from costly mistakes.

Agent Performance Analytics
Agent Performance Analytics

Track deal velocity, compliance scores, and client satisfaction by agent. Identify top performers and coaching opportunities.

Executive Reporting Suite
Executive Reporting Suite

One-click reports for production metrics, compliance status, and deal forecasting. Export data for MLS, accounting, or CRM systems.

Team Dashboard

Manage Your Entire Transaction Pipeline

Get a bird's-eye view of all active deals across your team. See which transactions are on track, which need attention, and where bottlenecks are forming. Perfect for team leads and broker oversight.

  • Real-time pipeline view for all agents and transactions

  • Color-coded status indicators (on track, at risk, delayed)

  • Filter by agent, deal stage, or closing date

  • Identify coaching opportunities and top performers

Team transaction pipeline dashboard
Smart Automation

Automate Deadlines Across Multiple Deals

AI calculates critical dates for every transaction in your pipeline. When closings move, timelines auto-adjust. Agents get calendar reminders while you maintain oversight of all deadlines.

  • Bulk deadline calculation for multiple transactions

  • Automated timeline updates when dates change

  • Team calendar integration with agent notifications

  • Manager alerts for approaching deadlines

Automated deadline management for teams
Performance Tracking

Agent Analytics + Client Communication

Monitor deal velocity, compliance scores, and client satisfaction across your team. Combine performance insights with automated client communication to improve both efficiency and service quality.

  • Track average days to close by agent

  • Compliance scoring and risk assessment

  • Client satisfaction metrics and feedback

  • Automated status updates maintain consistent communication

  • Benchmark performance across your brokerage

Agent performance analytics dashboard

Why Choose DocJacket for Your Brokerage

Compare our AI-powered team features with traditional transaction management software

Upload → auto checklist
DocJacket
Paperless Pipeline
AFrame
Open To Close
AI email drafts
DocJacket
Paperless Pipeline
AFrame
Open To Close
Compliance gap finder
DocJacket
Paperless Pipeline
AFrame
Open To Close
Calendar auto‑sync
DocJacket
Paperless Pipeline
AFrame
Open To Close
Stakeholder portal
DocJacket
Paperless Pipeline
AFrame
Open To Close
Mobile app access
DocJacket
Paperless Pipeline
AFrame
Open To Close
E-signature integration
DocJacket
Paperless Pipeline
AFrame
Open To Close
Team collaboration
DocJacket
Paperless Pipeline
AFrame
Open To Close
White-labeling
DocJacket
Paperless Pipeline
AFrame
Open To Close
Price (solo TC)
DocJacket
Paperless Pipeline
AFrame
Open To Close
$49
$65
$54
$99

Trusted by Top TC Firms

See what transaction coordinators are saying about DocJacket.

"Managing 15 agents' deals used to be chaos. Now I can see our entire pipeline at a glance and coach agents before problems become disasters."

Michael R.

Team Leader, Dallas

"DocJacket helped us reduce average time to close from 35 days to 28 days. The compliance monitoring alone has saved us from three potential E&O claims."

Patricia S.

Broker/Owner, Phoenix

"Our agents love that they don't have to manually track deadlines anymore. I love the performance analytics that help me identify coaching opportunities."

David K.

Sales Manager, Austin

Seamless Integrations

Connect DocJacket to the tools you already use—no zaps or brittle CSV exports required.

Google Workspace
Outlook 365
Dotloop
Dropbox
Zapier

Plus 2,000+ others via Zapier

FAQ

Frequently Asked Questions

Find quick answers to common questions about DocJacket transaction coordinator software.

Is DocJacket compliant with RESPA?

Yes. We store all documents in SOC 2 compliant data centers and preserve an immutable audit log for every action.

Do you replace Dotloop or sit on top?

DocJacket can import directly from Dotloop, Skyslope, or plain PDFs—use us as your new hub or layer us on top of your existing e‑signature tool.

How secure is file storage?

Files are encrypted at rest with AES‑256 and in transit with TLS 1.3. Each client file lives in its own logically isolated bucket.

Can I import my existing checklist?

Absolutely. Upload a CSV or one‑click import from Dotloop and well map everything automatically.

What happens after the free trial?

Youll pick a plan and enter billing.No contracts; cancel anytime and keep access to your files for 30 days.

Can DocJacket create a transaction coordinator checklist automatically?

Absolutely. Upload a contract and DocJackets AI extracts deadlines, contingencies, and key tasks, then builds a live checklist you can share with agents or clients.

How much does DocJacket cost after the free trial?

Plans start at $49/month for solo transaction coordinators with unlimited transactions, and you can cancel anytime—no long-term contracts.

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.

Ready to Scale Your Transaction Management?

Join 200+ brokerages using DocJacket to manage their transaction pipeline efficiently. Start your free 14-day team trial.