AI Transaction Coordinator Software
DOUBLE YOUR CAPACITY.
Never Miss a Deadline.
AI reads your contracts, monitors your inbox, and protects every milestone — automatically.
AI preps. You approve.

DOUBLE YOUR CAPACITY.
Never Miss a Deadline.
AI reads your contracts, monitors your inbox, and protects every milestone — automatically.
AI preps. You approve.

Not all automation is the same
Traditional platforms give you checklists and reminders.
DocJacket does the prep work for you.
Reads your contracts
Extracts parties, dates, deadlines — instantly.
Organizes your inbox
Routes updates to the right transaction automatically.
Drafts communication
Emails and texts written for you. You approve.
You stay in control
Approval-first AI. Full audit trail.
That's not tracking — it's preparation.
1990s
Paper
2000s
Spreadsheets
2010s
Cloud tools
2025
AI preparation
1990s
Paper
2000s
Spreadsheets
2010s
Cloud tools
2025
AI preparation

For real estate professionals who do their own paperwork.
Professional communication
AI writes messages using your templates.
Smart automation
AI prepares tasks, timelines, and updates.
Simple setup
60 seconds. Not weeks.
Works with
Email + SMS + Tasks + Timelines — unified.
Teams run smoother when AI handles the repetition.
Traditional software helps you track work.
DocJacket prepares it for you.
Traditional
Manual data entry
DocJacket
AI extracts data
Reads contracts in seconds. Parties, dates, deadlines — instantly.
Traditional
Inbox chaos
DocJacket
AI organizes inbox
Routes messages to the right transaction automatically.
Traditional
Writing every message
DocJacket
AI drafts messages
Emails and texts written for you. You approve.
Handle 2× more transactions — without working longer.
AI extracts details and builds the timeline.
AI organizes messages by transaction.
AI drafts communication. You approve. Full audit trail.
AI extracts details and builds the timeline.
AI organizes messages by transaction.
AI drafts communication. You approve. Full audit trail.
AI handles repetition.
You coordinate.
No credit card · 60-second setup
DocJacket organizes updates from agents & clients, title & lenders, brokers & compliance, and MLS notifications.
Only messages you authorize. Your data, your control.
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.
Works with Gmail, Outlook, SMS, Google Calendar, and Drive.
There are dozens of tools that claim to streamline real estate work. Most don't. Most add steps. Some overwhelm you with features you'll never use. Others barely scratch the surface of what you actually need.
And none prepare the work for you.
That's why I built DocJacket — a no-nonsense coordination platform for real estate professionals who do their own paperwork — and are tired of juggling emails, dates, documents, checklists, and "Did I miss something?" anxiety.
DocJacket doesn't track tasks for the sake of tracking tasks.
It handles the prep:
Simple. Powerful. Reliable.
Exactly what a coordination workflow should be.
If it doesn't make your job feel lighter in the first few days, don't stick around.
Thanks for checking it out — I hope it earns your trust.

Common questions about AI transaction management for real estate professionals.
DocJacket is an AI-powered transaction management platform that prepares your contract-to-close work for you. AI reads the contract, builds timelines, organizes emails, drafts communication, and flags updates — you just review and approve.
Traditional tools track work. DocJacket prepares the work. Instead of typing data, building timelines, or digging through your inbox, AI does the prep — you stay in control of final decisions.
Yes. DocJacket handles the coordination. Your broker tools handle signatures and compliance. Run the transaction in DocJacket → Upload the final docs to Dotloop/SkySlope.
No. DocJacket uses Email Intelligence to detect updates from: • Agents • Clients • Lenders • Title • MLS systems • Broker platforms No API keys. No permissions. No setup headaches.
Yes. It's built for agents, assistants, and TCs who handle deals across multiple teams, offices, or states. Client + agent portals are included and free.
No. DocJacket includes a lightweight contact hub for coordination — not sales. If you use Follow Up Boss, Command, LionDesk, etc., DocJacket complements them.
No. AI drafts emails and texts, but you approve every message. Human-in-the-loop by design.
Two options: 1. Gmail / Outlook connection AI sorts emails automatically and organizes them into transactions. 2. Forwarding address Forward deal-related emails and DocJacket organizes everything for you. No broker access required.
Yes. All data is encrypted in transit and at rest on SOC-2 certified infrastructure. You control access and can disconnect integrations anytime.
Under 5 minutes. Upload a contract → Connect your email → Your timeline builds automatically.
• Agents • Assistants • Transaction Coordinators • Small real estate teams • Multi-agent operations Anyone managing contract-to-close workflows will benefit.
Start with 5 free transactions. Then: • Professional: $39/mo — unlimited transactions • Team: $99/mo — unlimited users & transactions No per-user fees. No contracts.
Yes. Free setup, free training, and a free 30-minute onboarding call.
Yes. Add admins, assistants, coordinators, and support staff at no extra cost. Client guests are always free.
Yes. Just like a law firm uses paralegals to prepare legal documents under an attorney's supervision, real estate teams use Transaction Coordinators (TCs) to prepare and organize paperwork under the direction of a licensed agent or broker. DocJacket empowers TCs with automation — while keeping licensed agents in control of review and execution. This ensures full compliance with real estate law while making transactions faster, more accurate, and easier to scale.
Unlicensed TCs can: • Send intake forms to clients • Upload forms (on behalf of a licensed agent or broker) • Auto-fill documents with client-submitted info • Organize and prep files for review But they cannot: • Draft new contracts • Execute agreements • Provide legal or real estate advice All final contracts must be reviewed and signed by a licensed agent.
If your TC is licensed in your state, they can legally: • Prepare and send contracts • Execute documents • Act with greater independence Many brokerages choose to work with licensed TCs for this reason.
Only someone with the legal right to use the forms — typically a broker or agent who is a member of a state or local real estate association — should upload forms into DocJacket. This ensures compliance with association licensing rules.
Only within your own organization or brokerage. DocJacket allows internal sharing (like broker → agents or team TCs), but uploaded forms cannot be distributed outside your team or reused across unaffiliated offices.
No — DocJacket is a software tool, not a legal or real estate service. You are responsible for: • Ensuring your use complies with local real estate laws • Using legally licensed forms • Reviewing all documents before sending or signing