Transaction Coordinator Software

Re-invented for Independent TCs

A coordination system that reads contracts, organizes your inbox, and drafts your messages — with you in control.

Upload → AI prepares tasks & communication → you review & approve.

Get Started Free

15 free transactions · No credit card · $39/mo after

Trusted by professional TCs across multiple brokerages

AI Data Extraction

Reads contracts.

Builds timelines.

Email Intelligence

Monitors updates.

Sorts by transaction.

SMS Notifications

Texts work.

Logged for compliance.

You Stay in Control

Approval-first automation.

Full audit trail.

Most real-estate software is built for agents and brokers.

Independent TCs work across multiple agents, platforms, and states — and need a system built for real coordination, not document storage.

DocJacket is the AI coordination platform built for independent TCs.

Not agent software. Not broker software.

TC-first automation for real-world coordination.

Independent transaction coordinator working confidently at her desk, symbolizing AI-powered real-estate workflow automation and stress-free contract management.

Finally — software built for the TC, not the broker.

What DocJacket Does

AI prepares the work. You approve.

Reads contracts

Extracts parties, dates, deadlines, contingencies

Builds workflows

Creates timelines, tasks, and required docs automatically

Organizes email

Sorts Dotloop, SkySlope, KW Command, title & lender updates

Drafts communication

Prepares reminders, follow-ups, and alerts for approval

You stay in control

Human approval. Full audit trail. TC-judgment preserved.

How DocJacket Works

Contract to timeline in 60 seconds

Upload Contract

AI extracts details and builds timeline + tasks

Connect Email

AI routes deal emails into the right file

Approve & Send

You approve tasks & messages → AI logs everything

AI prepares the work. You stay in control.

Track less. Approve more. Finish faster.

Upload your first contract — see your timeline in 60 seconds

Upload Now

Works with:

Gmail

Outlook

What You Get

AI Data Extraction

AI contract extraction

Email Intelligence

Email intelligence

SMS & Email Drafts

AI-drafted SMS & email

Approval-First Automation

Approval-first automation

TC Contact Hub

TC Contact Hub (light CRM)

Client & Agent Status Portal

Client & agent status portal

Works with every brokerage system (no integrations required)

If it hits your inbox, DocJacket handles it.

See How DocJacket Streamlines Your Workflow

See how DocJacket automates coordination, reduces errors, and gives you hours back every week.

No credit card required • First 15 Transactions Free • Cancel anytime

Setup in under 5 minutes

Works with existing tools

24/7 support included

Win More Referrals

Professional Coordination That Impresses Agents

Deliver polished updates, timelines, and client experiences that make agents love working with you — and refer more business. Run a professional operation without extra tools or complexity.

Agent & client status portals
Intelligent timeline automation
TC Contact Hub (light CRM)

Built-in TC CRM

TC Contact Hub — without the CRM bloat

Organize clients, agents, lenders, and vendors — automatically connected to each transaction. Notes & timeline in one place. No "pipeline selling" tools you'll never touch.

Contacts tied to deals automatically
Purpose-built for coordination, not sales
Timeline, notes, and communication history

Smart SMS & Client Updates

Stop Chasing Clients for Signatures

Important reminders delivered instantly — fully logged for compliance. SMS where it matters. No inbox to babysit — replies log to the timeline.

Automated deadline + signature SMS
Two-way texting with audit trail
Dedicated business text line included

Works With Every System

Your agents use different platforms. Your software should work with all of them — instantly.

DocJacket reads and organizes real estate emails across:

✓

Dotloop & SkySlope notifications

✓

KW Command updates

✓

Title & lender messages

✓

Agent + client threads

Real estate runs on email.

Now your workflow does too.

No integrations. No setup. Just connect Gmail or Outlook — and go.

How DocJacket Fits Into Your Workflow

Contract

DocJacket drafts, organizes, and you approve

Upload to broker system

DocJacket (your coordination hub)

•Pulls contract data
•Builds timeline, tasks, required docs
•Drafts emails & texts for your approval
•Sorts deal emails into the right file

Broker System (their storage)

•Stores PDFs for audit/compliance
•Per-broker log-ins — storage only

Run the transaction here.

Upload final docs there.

No broker access. No setup. No permissions.

Just connect email and work.

Why DocJacket Works Differently

Not all automation is the same. Here's how different approaches compare.

AI Chat Tools

ChatGPT, AI assistants in other platforms

You ask questions → AI responds
You plan → AI helps execute
Reactive assistance
Requires prompting and direction

Traditional TC Platforms

Broker tools, digital checklists

Digital forms and checklists
Manual data entry
Notification systems
You do the work, software tracks it

DocJacket

Preparation-first automation

AI reads contracts → builds timelines
AI monitors email → sorts updates
AI drafts communication → you approve
Proactive workflow preparation

Other tools help you track work.
DocJacket prepares the work for you.

If you manage files across multiple agents, states, or platforms, DocJacket will feel like the team member you always wanted.

AI That Acts Like a Teammate, Not a Chat Window

Many platforms now offer an AI chat box. DocJacket goes further — we don't ask you to "prompt your workflow." We prepare the work for you.

Classic TC Platforms

Organize tasks
Provide portals
Offer AI chat helpers
Send notifications
Manual data entry

More tools to manage

DocJacket

Prepares tasks for you
Builds timelines automatically
Embedded AI workflow engine
Inbox intelligence & monitoring
Contract + email extraction

Less work to do

Every competitor helps you track tasks.
DocJacket helps you complete them.

Feature	DocJacketBuilt for Independent TCs	OpenToCloseTraditional coordination	A-FrameTraditional coordination	ListedKit.aiAgent platform w/ AI chat	Dotloop/SkySlopeBroker compliance
AI Contract Data Extraction
Email Intelligence & Auto-Sorting
AI Chat vs Automated WorkflowsHow AI actually helps you work	Automated prep	Basic templates	Basic templates	AI chat + credits
Workflow Automation (tasks + drafts)			Limited
Designed for Multi-Brokerage TCs					Only per-broker
Works Across All Brokerages		Limited	Limited	Limited	Per-broker
Setup Time	5 min	2+ hours	1+ hour	1+ hour	Variable
Client & Agent Portals
Built-in SMS Automation		Limited
Approval-First Automation
TC-Focused CRM / Contact Hub
Starting Price	$39/mo	$99 + $69/user	$54/user	$9.99/intake	Per-broker

Comparison based on publicly available information. *Pricing as of 2025. Competitor features may vary by plan.

You stay in control. The busywork doesn't.

No credit card • $39/mo after • Cancel anytime

Setup in minutes

Works with every platform

Priority support

The AI email monitoring catches every transaction update automatically. I used to miss Dotloop notifications - now nothing falls through the cracks.

Kevin WalshTransaction Coordinator

Email Intelligence works. I manage deals across three different platforms and DocJacket catches every update in one place. No more logging into multiple systems or missing buried notifications.

Michelle K.Professional TC

DocJacket saves me 5+ hours per transaction by automatically organizing all my emails and extracting deadlines. I used to juggle three monitors daily - now everything is in one dashboard.

Sarah MartinezTransaction Coordinator

The client timeline feature reduced my status calls by 80%. Buyers and sellers can see exactly where we are in the process without calling me constantly.

Jennifer L.TC Team Lead

I uploaded the contract and I'm super impressed because everything on the extraction is absolutely perfect. Every single piece of information is perfect. The way the system extracts information is right on point.

Cecilia V PeraltaTransaction Coordinator, FL & LA

From 35 transactions taking 13 hours each to streamlined 8-hour workflows. DocJacket's AI handles the tedious work so I can focus on client service.

Robert KimHigh-Volume TC

The document analysis is incredible - it reads contracts and populates all the key dates instantly. No more manually scanning every page for deadlines.

Lisa ChangTransaction Coordinator

DocJacket eliminated my Excel chaos. Smart checklists adapt to each transaction type and the compliance monitoring gives me peace of mind.

Carlos RiveraTC & Real Estate Operations

Note from the Founder

If you are a transaction coordinator, you understand the work.

You have tried software built for agents and tools meant for broker compliance. You have tested "automation" platforms that still leave you watching your inbox, checking dates twice, and carrying the mental load yourself.

Independent TCs handle the nuance. DocJacket handles the repetition — contract reading, timelines, updates, drafts — and pauses for your approval. You stay in control. Everything gets easier.

It enhances the way you already work. It does not replace your judgment.

Real coordination requires care, clarity, and relationships. That will always be human.

Try it with real files. If DocJacket does not meaningfully lighten your workload in the first week, do not continue. Your time matters. Your work matters more.

Casey Spaulding: Founder, DocJacket

Free Professional TC Tools

Built to help coordinators run a modern operation.

Rate Calculator

Calculate competitive TC rates

Closing Timeline Calculator

Track all critical dates automatically

ROI Calculator

Calculate software investment returns

No registration required • Instant access

Updated monthly

Frequently
Asked Questions

Find quick answers to common questions about DocJacket, the Transaction Coordination Platform for Independent TCs.

What is DocJacket?

DocJacket is an AI coordination platform built for independent TCs, not broker systems. Upload contract → AI builds timeline & tasks → inbox organized → messages drafted → you approve. AI handles prep work — deadlines, updates, drafts — and you stay fully in control.

How is DocJacket different from Dotloop / SkySlope?

Dotloop and SkySlope are broker compliance systems built for storage and e-signatures. DocJacket is a coordination platform that prepares timelines, communication, and workflows. Run the transaction in DocJacket. Upload final docs to broker systems when ready. DocJacket → coordination. Dotloop/SkySlope → storage.

How is DocJacket different from ListedKit.ai?

ListedKit offers checklists, client portals, and an AI chat assistant you can prompt. DocJacket goes further — it reads the contract, builds the timeline, drafts communication, and monitors email updates automatically. You review and approve; DocJacket prepares the work. Flat pricing, multi-brokerage support, and SMS alerts included. ListedKit helps you ask AI for tasks. DocJacket has AI that prepares them for you.

How is DocJacket different from A-Frame?

A-Frame gives TCs a clean client experience and task hub. DocJacket goes further by reading contracts, building timelines, drafting communication, and monitoring email updates automatically. A-Frame organizes work. DocJacket prepares the work — you approve.

How is DocJacket different from OpenToClose?

OpenToClose offers deep templates and workflow tools, but setup is manual and time-heavy. DocJacket is AI-first — upload a contract and the system builds timelines, tasks, and drafts for review automatically. OpenToClose lets you systemize. DocJacket lets you scale.

Do I still use my broker's compliance system?

Yes. Nothing changes with your broker tools. DocJacket just makes it all faster. We help you run the transaction. You upload completed documents to the broker platform like you already do. No access needed. No integrations required.

Do you integrate with Dotloop or SkySlope?

You do not need integrations. DocJacket uses Email Intelligence to detect updates from all platforms automatically — without API keys, broker permissions, or setup headaches. When the file closes, you upload your final docs to Dotloop/SkySlope like you normally do. Your workflow stays independent and flexible across any agent or brokerage.

How do I get data into broker systems like Dotloop/SkySlope?

DocJacket prepares everything for you. You simply upload the final package or paste key details — a process we make fast and clean. We also provide export tools that reduce manual entry to seconds. Future enhancements include: Pre-labeled "Broker Packet" export, Auto-formatted summary sheet, and Smart file naming + zip export. You stay fast and efficient — without needing broker access.

Do agents or brokers need accounts to work with me in DocJacket?

No. DocJacket is designed for independent coordinators serving multiple agents and brokerages. Clients and agents can view timelines and updates without needing an account.

Does DocJacket replace a CRM?

DocJacket includes a lightweight CRM made for Transaction Coordination workflows — without the CRM bloat. It's designed for coordination, not sales. If you already use a full agent CRM like Follow Up Boss or Command, DocJacket complements it by handling the coordination side.

Does DocJacket replace e-signature platforms?

No. Continue using the signature tools your agents/brokers prefer (Dotloop, SkySlope, DocuSign, etc.). DocJacket automates the coordination, not the signing.

What email systems does DocJacket support?

DocJacket works with all email systems. You can use DocJacket in two ways: ✅ Direct Gmail & Outlook connection (OAuth) Connect your inbox securely. DocJacket detects, sorts, and files transaction emails automatically. ✅ Universal forwarding address Get your own DocJacket email. Forward deal emails (or set auto-forwarding) and AI organizes everything by transaction and flags key updates. No brokerage permissions required. No complex integrations. Full privacy control.

Do I stay in control of communication?

Yes — DocJacket drafts messages, reminders, and updates, and you approve before sending. Human-in-the-loop at all times.

Who is DocJacket for?

Independent TCs and TC business owners who: Work across multiple agents and brokerages, Want automation without losing control, Need to scale efficiently and avoid burnout. If you are a broker-employed TC using only one internal system, this is not built for that workflow.

How much does it cost?

Start free with 15 transactions. Then $39/month for unlimited transactions. No per-seat fees. Cancel anytime.

Is my data secure?

Yes. All data is encrypted in transit and at rest on SOC-2 infrastructure. You control access and everything is logged for audit history.

How fast can I start?

Under 5 minutes. Connect email, upload a contract — and watch the timeline build itself.

Transaction Coordinator Software

Re-invented for Independent TCs