Transaction Coordinator Software

Upload the contract → DocJacket builds the checklist, syncs deadlines, sets reminders and drafts emails.

File Icon

Why DocJacket?

Made for Transaction Coordinators. Built for You.

Smart Checklist Generator
Smart Checklist Generator

AI reads PDFs or Dotloop loops and builds state‑specific tasks in seconds—no more copy‑paste.

Deadline Engine
Deadline Engine

Automatically calculates inspection, appraisal, and finance dates and syncs them to Google & Outlook calendars.

Inbox Copilot
Inbox Copilot

Writes status updates and flags urgent or frustrated client emails so nothing slips through the cracks.

Compliance QA
Compliance QA

Detects missing signatures, forms, and state‑specific disclosures before you hand off the file.

Stakeholder Portal
Stakeholder Portal

Agents, buyers, lenders, and attorneys see real‑time progress via one branded link—zero logins or phone‑tag.

Reporting & Analytics
Reporting & Analytics

Track turn‑around times, file health, and referral sources to optimize your TC business.

Smart Checklist

AI-Powered Checklists

Our AI reads PDFs or Dotloop loops and builds state‑specific tasks in seconds—no more copy‑paste.

  • Automatic Task Generation

  • State-Specific Templates

  • PDF & Dotloop Integration

Checklist Builder Interface
Deadline Engine

Never Miss a Deadline

Automatically calculates inspection, appraisal, and finance dates and syncs them to Google & Outlook calendars.

  • Auto-calculated Timelines

  • Calendar Sync

  • Reminder Notifications

Deadline Engine Interface
Inbox Copilot

Email Writing Assistant

Writes status updates and flags urgent or frustrated client emails so nothing slips through the cracks.

  • AI-drafted Emails

  • Sentiment Analysis

  • Priority Inbox

Inbox Copilot Interface

How DocJacket Stacks Up

Compare our features with other transaction coordinator 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
$75
$95
$79

Trusted by Top TC Firms

See what transaction coordinators are saying about DocJacket.

"DocJacket saved me six hours a week by eliminating data re‑entry."

Melissa P.

Senior TC, Skyline Realty

"It caught a missing FHA addendum at 11 p.m.—saved the deal!"

Carlos R.

Independent Transaction Coordinator

"My agents love the live portal; I stopped getting 'status?' texts."

Dana K.

Broker‑Owner, KeyStone Homes

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 Streamline Your Transaction Coordination?

P.S. — Still comparing options? Grab 15 min and we will tailor a live checklist to your state — no pressure.