📄️ Overview
Manage your contacts — agents, clients, lenders, title companies, and vendors — all in one place.
📄️ Managing Contacts
Add, edit, and organize DocJacket contacts — agents, clients, lenders, title companies. Link them to transactions in one click.
📄️ Contact Roles
DocJacket contact roles — buyer, seller, agents, title, lending, and service providers — and how they organize transaction contacts, reports, templates, and communication.
📄️ Contact Groups
Organize DocJacket contacts into reusable groups for preferred vendors, agent partners, regional lists, and recipient selection.