What is DocJacket?

• Independent real estate agents running solo or with a small team — who want intake forms, transaction tracking, and a compliant archive without an enterprise broker platform.
• Transaction coordinators (in-house and virtual) coordinating across multiple agents, brokerages, and states — who need a system built for coordination work, not agent CRMs or broker back-office tools.
• Independent broker-owners running boutique brokerages — who need a compliance workflow (required-doc checklist, broker review, audit-ready archive) without paying for SkySlope or Lone Wolf complexity.

DocJacket consolidates the typical independent-operator stack into one platform:

• Intake form tools — Jotform, Google Forms, Typeform
• Transaction trackers — Nekst, Trackxi, Open to Close, ListedKit
• Compliance archives — Paperless Pipeline (for indie brokers; enterprise platforms like SkySlope and Lone Wolf are different scope)
• Bolted-on e-sign workflows for offers and disclosures
• Disconnected messaging — agent and client email/SMS, kept in one timeline
• Lightweight CRM — contact and party tracking across transactions, without agent-CRM bloat

You can still use Dotloop, SkySlope, or DocuSign if your broker requires them — DocJacket runs alongside without integrations. For independent brokers, DocJacket can be the primary system.

• Intake forms — Buyer, seller, and property data flow directly into the transaction record (not just a form submission)
• AI contract extraction — Parties, dates, deadlines, and contingencies pulled from contracts automatically
• Timelines and tasks — Built from contract data, with milestone reminders for inspection, financing, appraisal, and closing
• Email intelligence — Sorts inbox traffic by transaction across Dotloop, SkySlope, KW Command, title, and lender updates
• Approval-first communication — AI drafts client and agent emails for review; nothing sends without your approval
• Built-in SMS — Direct client and agent messaging from the transaction record
• Broker review — Required document checklist, missing-doc tracking, signed/unsigned status, broker sign-off workflow
• Compliance archive — Immutable audit trail, retention defaults, and exportable file history
• Client and agent portals — Shareable transaction status so buyers, sellers, and agents see where things stand without status calls

1. Built for independent operators, not enterprises. DocJacket assumes you don't have an IT team, a back-office staff, or a six-figure software budget — and still need real compliance, real automation, and real workflow.
2. Preparation-first AI. AI reads contracts, builds timelines, sorts emails, and drafts communication. You approve. You stay in control. Full audit trail.
3. Replaces the stack, not just one tool. Most competitors solve one piece (intake, or tracking, or compliance, or e-sign). DocJacket connects all of them on one transaction record.
4. Multi-brokerage ready. Works with Dotloop, SkySlope, KW Command, and every other broker system — no integrations required. The email intelligence catches updates from all of them.

No — and yes. DocJacket is not an agent CRM (it doesn't manage your lead pipeline, drip campaigns, or sphere marketing). It does include a lightweight CRM built for transaction coordination workflows — managing parties, contacts, and relationships across multiple transactions and brokerages, without the bloat of a sales CRM. If you need a sales pipeline tool, keep your existing CRM and use DocJacket once a transaction starts.

Dotloop and SkySlope are enterprise broker platforms — they're built for large brokerages with hundreds or thousands of agents, complex compliance hierarchies, and franchise-level reporting. They charge per agent and assume you have a back-office staff to administer them.

DocJacket is built for independent operators — solo agents, virtual TCs, and boutique brokerages who want the same kind of compliance and workflow without enterprise pricing or complexity. If your broker uses Dotloop or SkySlope, DocJacket runs alongside it. If you're an independent broker, DocJacket can replace it entirely.

Start free — no credit card. Your first transaction is free.

• $15/coordinator/month — founder pricing, first 50 customers, locked in forever
• $39/coordinator/month — early-bird pricing, next 50 customers, also locked in forever
• $49/coordinator/month — standard pricing thereafter

Unlimited transactions, unlimited agents you serve, unlimited clients. The agents you coordinate with use the free Agent Portal, and clients use the free Client Portal — no fees for either. No contracts. Cancel anytime. See pricing details.