AI Transaction Management Software
DOUBLE YOUR CAPACITY.
One AI platform for email, documents, tasks, timelines, and communication.
AI preps. You approve.
Email · Tasks · Documents · CRM · Timelines — all in one AI-first platform.
Why DocJacket?
Made for Transaction Coordinators. Built for You.
AI Contract Data Extraction
Upload contracts and AI extracts key dates, parties, and contingencies—no more manual data entry into multiple systems.
Smart Checklist Calculator
Instantly calculates inspection, appraisal, and contingency dates. Auto-adjusts entire timeline when closing moves. Syncs with Google Calendar.
Email Assistant
AI monitors your email for task updates and generates personalized status emails, missing document requests, and deadline reminders in your tone.
Real-Time Compliance Monitor
Scans documents for missing signatures, outdated forms, and state-specific disclosures before they become problems.
Client Progress Portal
Branded timeline shows buyers/sellers exactly where they are in the process—reduces 'status?' calls by 80%.
One-Click Deal Reports
Instant compliance reports and deal summaries for agents, brokers, and lenders. Export to Excel anytime.
Stop Re-Entering Contract Data
Upload any contract PDF and DocJacket extracts buyer/seller names, key dates, sale price, and contingencies into organized fields. Works with purchase agreements, addenda, and inspection reports.
Extract from any contract format (PDF, scanned, or digital)
Auto-populate transaction timeline and checklist
Handles addenda and contract amendments automatically
Never Miss Another Deadline
AI calculates all critical dates from your contract terms. When closing moves, the entire timeline auto-adjusts. Syncs with Google Calendar and Outlook so everyone stays on track.
Auto-calculate inspection, appraisal, loan commitment dates
Timeline updates when closing date changes
Calendar integration with deadline reminders
Automated Client Updates + Portal
Combine AI-drafted status emails with a branded client portal. Clients get proactive updates via email AND can check progress anytime through their personal transaction link.
AI drafts weekly status emails using your transaction data
Branded client portal with real-time timeline (Under Contract → Closing)
Automatic email notifications when milestones are reached
Portal access for all stakeholders—agents, lenders, attorneys
Reduces status calls by 80% and improves client satisfaction
Why Choose DocJacket?
See how we stack up against other transaction coordinator software
Trusted by Top TC Firms
See what transaction coordinators are saying about DocJacket.
"I went from spending 3 hours per file on data entry to 15 minutes. DocJacket pays for itself with just one less stressed weekend."
Sarah M.
Independent TC, Phoenix
"The compliance monitor caught a missing FHA addendum at 9 PM before closing. Saved my reputation and the deal."
Marcus R.
TC Team Lead, Austin
"My agents love the client portal. I went from 20 'what's the status?' calls per week to maybe 2."
Jennifer K.
Brokerage TC Manager
No New Tools to Learn. Works With Gmail & Outlook.
Real estate runs across many systems, and DocJacket keeps you organized without requiring integrations or logins to other platforms.
With your permission, DocJacket organizes transaction-related updates from:
Email & text messages from agents and clients
Broker & compliance platforms
MLS and lender communications
Title company communications
DocJacket reads only the messages you authorize and never accesses other platforms directly. You remain in full control.
Central Hub
Real estate runs on email and text.
Now your workflow does too.
No integrations. No setup. Just connect Gmail or Outlook — and go.
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 $39/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.
COMPARISON
Not another portal. Not a chat bot.
AI that does the prep — built for independent TCs.
How DocJacket Compares
| Platform | Core Purpose | AI Style | Setup Effort | Works Across Brokerages | Ideal User |
|---|---|---|---|---|---|
DocJacket AI Preparer | TC automation & inbox intelligence | Prepares work automatically (approval-first) | Minutes | ✅ Yes | Independent TCs managing many agents |
OpenToClose Checklist/Portal Tools | Advanced TC workflow builder | Rule automations, templates | High | Limited | System-heavy TC teams |
A-Frame Checklist/Portal Tools | Task hub + client comms | Light templates, manual steps | Medium | Limited | Solo TCs focused on client updates |
ListedKit.ai Checklist/Portal Tools | Client portal + AI chat assistant | Prompt-based AI chat, task suggestions | Medium | Yes | TCs who prefer manual prompting for tasks |
Dotloop / SkySlope Broker Compliance Software | Broker compliance & signatures | None | N/A (broker-provided) | ❌ Broker-only | Agents / brokers needing file compliance |
Others organize & assist. DocJacket prepares the work and waits for your approval.