📄️ Overview
Review transaction analytics, export performance data, and generate transaction-level reports in DocJacket.
📄️ Transaction Reports
Generate, send, and schedule transaction reports in DocJacket — with Transaction Summary templates, section toggles, PDFs, Playbooks, and commission statements.
📄️ Pipeline View
Use the DocJacket Pipeline page to manage transaction statuses, task due dates, and offers received on your listings from visual boards.
📄️ File Record & Communication Log
Export a transaction's complete communication log and documents as one archive for your compliance file — and how DocJacket fits alongside CTM, SkySlope, Dotloop, or KW Command.
📄️ Reports page
What is on the sidebar Reports page - the Overview, Agents, Workflow, Payouts, and CMA tabs, the period picker, per-tab PDFs, and the Export deals CSV.