Getting Started with DocJacket
Welcome to DocJacket — the AI-powered platform that helps transaction coordinators, agents, and brokers manage real estate deals from contract to closing.
Whether you're an independent TC juggling 30+ files or an agent keeping tabs on your own deals, DocJacket keeps everything in one place: transactions, documents, key dates, tasks, contacts, messages, portal access, forms, and reports.
What can DocJacket do for you?
- Document extraction — Upload contracts and supporting documents, then review extracted buyers, sellers, property details, key dates, financials, and contingencies before saving.
- Smart splitting — Split multi-document PDFs into individual documents before extraction.
- Key-date timelines — Track closing, contract, inspection, financing, appraisal, possession, and other important dates.
- Task management — Add one-off tasks, apply checklists, generate suggested tasks, assign work, and track status.
- Client portal — Give clients and agents a branded place to see selected deal information, documents, forms, and messages.
- Messages and inbox — Keep transaction communication connected to the right deal.
- Reports and calculators — Prepare transaction reports, commission statements, and deal-specific calculations.
Ready to dive in?
Here's the best path for new users:
- Create your account — Sign up, create your workspace, and land on the dashboard
- Set up your first transaction — Upload documents or create a deal manually
- Learn the layout — Get comfortable with the dashboard and sidebar
- Understand roles — Learn team permissions and transaction contact roles
If you ever get stuck, hit the help chat button in the bottom-right corner of the app — our AI assistant can answer questions in real time.