📄️ Overview

Learn how to create and manage real estate transactions in DocJacket — from contract to closing.

📄️ Creating a Transaction

Two ways to start a new DocJacket transaction — AI-powered upload-and-extract from a contract PDF, or manual entry.

The DocJacket transaction overview page — single-page view of the closing timeline, tasks, contacts, documents, calendar sync, and risk signals.

Track contract date, closing date, inspection deadlines, earnest money, purchase price, and commission on every DocJacket transaction.

Track inspection, financing, and other contingencies plus repair requests on DocJacket transactions — never miss a deadline.

Manage listing workflows in DocJacket through the Transactions workspace.

How DocJacket transaction statuses work — filter transactions, organize Pipeline columns, and customize statuses to match your workflow.