📄️ Overview
Learn how to create and manage real estate transactions in DocJacket — from contract to closing — with contacts, documents, dates, and tasks.
📄️ Creating a Transaction
Two ways to start a new DocJacket transaction — AI-powered upload-and-extract from a contract PDF, or manual entry.
📄️ Transaction Overview
The DocJacket transaction overview page — single-page view of the closing timeline, tasks, contacts, documents, calendar sync, and risk signals.
📄️ Key Dates & Financials
Track contract date, closing date, inspection deadlines, earnest money, purchase price, and commission on every DocJacket transaction.
📄️ Contingencies & Repairs
Track inspection, financing, and other contingencies plus repair requests on DocJacket transactions — never miss a deadline.
📄️ Listings
Manage listing workflows in DocJacket through the Transactions workspace — track listing-type records from prep to active to closing.
📄️ Transaction Statuses
How DocJacket transaction statuses work — filter transactions, organize Pipeline columns, and customize statuses to match your workflow.
📄️ Cancelling a Transaction
How to cancel or close a transaction in DocJacket, what happens to its tasks and deadlines, why cancelling a purchase never affects a separate listing, and what to do when a deal falls through and you want to put the listing back on the market.
📄️ Recalculating Deadlines
Why some transaction dates move automatically when you change the contract or closing date and others don't — and how to get every deadline right.
📄️ Both Sides of a Deal
When you coordinate both the buyer and seller side of the same deal, use one transaction with the side set to Dual — here's how and when.
📄️ Invoices & Payment Requests
Send an invoice or payment request to collect your transaction coordination fee from an agent, broker, or team — created on a transaction's Payments tab and paid online by card or bank.