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 deals, DocJacket keeps everything in one place: transactions, documents, timelines, tasks, contacts, and communication.
What can DocJacket do for you?
- AI Contract Extraction — Upload a contract PDF and let AI pull out the buyer, seller, key dates, financials, and more. No more manual data entry.
- Smart Timelines — Automatically calculate every deadline from your contract date. When a closing date changes, everything adjusts.
- Task Management — Pre-built checklists for every transaction type. Assign tasks, set due dates, and automate email follow-ups.
- Client Portal — Give your clients and agents a branded portal where they can see their transaction status, milestones, and documents.
- Document Management — Upload, organize, and track every document. AI even categorizes them for you.
- Email Intelligence — DocJacket monitors your email and sorts messages into the right transaction automatically.
Ready to dive in?
Here's the best path for new users:
- Create your account — Sign up and pick your role
- Set up your first transaction — Walk through creating a deal from scratch
- Learn the layout — Get comfortable with the dashboard and sidebar
- Understand roles — Learn the difference between TCs, agents, and brokers in DocJacket
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.