Already use Claude, ChatGPT, or Codex? Connect it to DocJacket and your AI assistant can search your deals, surface what needs attention today, look up key dates, and flag missing documents — all under permissions you control. Included with every subscription.
See how it worksIndependent TCs and TC business owners running real files.
Rated 5.0 / 5 from 3 reviews on G2
“DocJacket uses AI to extract key information from contracts, which saves a lot of time and reduces manual data entry. At the same time, it doesn’t force you into an AI-driven workflow. You still have complete control over your own processes, checklists, templates, and automations.”
CVP V.
Owner, small business
“The platform’s AI automatically extracts key dates and deadlines for me. It allows me to create a clear timeline for every critical step of each transaction.”
Romy L.
Owner / Founder, small business
“It lets me know what I need to do next, keeps me abreast of deadlines, and sends reminders to agents. There is even a portal I can share with agents.”
TN T.
Owner, transaction coordinator business
You re-type the same dates.
You rebuild the same timeline.
You jump between tools that don’t talk to each other.
You’ve probably tried to make it work.
Yet, here you are.
By the time the deal is set up, the inspection deadline is already tomorrow.
Several tools. Several logins. Nothing in sync.
Upload the contract.
DocJacket extracts the dates, builds the timeline, and prepares everything automatically.
No re-typing.
No rebuilding.
No juggling tools.
AI preps. You approve.
Traditional software helps real estate agents and transaction coordinators track work.
DocJacket prepares it for you.
Traditional
Manual contract review — re-typing dates, names, and deadlines into your system.
DocJacket
Dates, parties, and deadlines extracted automatically.
Ready instantly.
Traditional
Build the timeline by hand — one date at a time.
DocJacket
Key Dates and reminders prepared the moment the contract is uploaded.
Traditional
Catch issues late — when a deadline is already missed.
DocJacket
Missing items and schedule gaps surface early — while there's still time to act.
Traditional
Agents email you details in random formats. You re-type everything.
DocJacket
Send a custom intake form. Data flows into the transaction automatically.
No JotForm. No Zapier. Built right in.
Handle more transactions — without working longer.
AI extracts dates, parties, and key details.
Key Dates and reminders are prepared automatically.
Send intake forms to agents and clients — responses flow directly into the transaction. You stay ahead with full visibility.
AI extracts dates, parties, and key details.
Key Dates and reminders are prepared automatically.
Send intake forms to agents and clients — responses flow directly into the transaction. You stay ahead with full visibility.
Or, the duct-taped version:
Or you could use DocJacket.
Already using Dotloop or SkySlope? DocJacket works alongside them. Use ours for e-sign, theirs for the broker contract — or skip them entirely if you'd rather not. Your call.
Intake, Forms & E-Sign
Send custom forms to agents and clients. They fill, sign, and submit. Data flows straight into the transaction.
Personal page to share your forms — built right in.
Replaces
JotForm + Zapier + DocuSign* + Linktree
*Optional. Keep your broker’s tool if you prefer.
Deadlines & Automation
The full timeline builds itself. Reminder emails ship on schedule. Blocking tasks surface early.
See problems while there’s still time to act.
Replaces
Folio + Mailchimp
Daily Visibility
One email every morning with everything that needs you today. Overnight movement, deadlines, stuck deals — rolled into one read.
One-click status updates for any deal, any time.
Replaces
No real equivalent.
DocJacket is the real estate transaction software that replaces the rest of your stack — everything real estate agents and transaction coordinators run on, under one login and one invoice.
Every morning, DocJacket sends a brief: which deals moved overnight, which deadlines are coming up this week, and which transactions are stuck and need your attention. Stop starting the day by opening 14 tabs to remember where everything stands.
Overnight movement, summarized
Emails, uploads, and status changes — rolled into one read.
This week's deadlines, prioritized
See what's due, what's at risk, and what needs you first.
Stuck deals, flagged
Transactions without movement get surfaced before they go cold.
Need to brief your broker, update a client, or remember what's happening on a deal you haven't touched in a week? Generate a complete situation report in seconds. Pasteable into an email, ready for a phone call, or shared with the team.
Instant deal context
Every milestone, every email, every open item — summarized.
Shareable in seconds
Copy to an email, paste into a text, brief a broker on the phone.
Nothing Folio, Dotloop, or SkySlope do
A capability the broker-sold tools leave on the table.
DocJacket builds your contacts from the contracts you already upload. Every party on a deal — client, agent, lender, title company, vendor — becomes a contact the moment the contract lands: sorted into People, Organizations, and Vendors, and linked to the transaction it came from. Where other tools make you type contacts in or import a list, yours are already there — the people you’ve actually closed with, captured from the deal. It won’t prospect for you: if you run campaigns to a lead list before there’s a deal, keep your sales CRM for that.
Built from your contracts
Every party is pulled from the contract you upload and sorted into People, Organizations, and Vendors. No manual entry.
Linked to the transaction it came from
Every contact carries its deal and role, so the context is one click away — not stranded in a separate app.
Nothing to import, nothing to maintain
No list to type up, no CRM to sync. Your contacts grow every time you close.
Watch how AI extracts contracts, organizes inboxes, and drafts communication — so the work is ready before you open the file.
No card · 60-second setup
Can software built for transaction coordinators actually be
simple to use AND full-featured?
With DocJacket, the answer is absolutely YES!
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 are tired of re-typing dates, building timelines by hand, and wondering “Did I miss something?”
DocJacket is bootstrapped, has zero debt, and is built to stay — not exit. The product was shaped by real TC feedback from people actually using it — not guesswork from a conference room.
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.
Everything you need to know about DocJacket — organized by what you're actually wondering.
