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Creating Your Account

Getting started with DocJacket takes just a couple of minutes. Here's how to set up your account and get ready to manage transactions.

Sign up​

  1. Head to app.docjacket.com and click Sign Up
  2. Enter your name, email address, and create a password
  3. Verify your email — check your inbox for a confirmation link

Choose your role​

Once you're in, DocJacket asks: "What type of transactions do you manage?"

Pick the one that fits you best:

  • Transaction Coordinator — You manage deals end-to-end for agents and brokerages. This is the most common choice for TCs.
  • Agent — You represent buyers or sellers and want to track your own deals.
  • Broker — You manage a team or office and need visibility across all transactions.

Don't overthink this — it just sets your default templates and layout. You can always change it later in Settings.

Pick a starting template​

Next, DocJacket shows you a list of timeline templates based on your role. These are pre-built task checklists and milestone timelines for different transaction types and states.

Pick one that's close to what you typically work — for example, a Residential Purchase template for your state. DocJacket will create a sample transaction using that template so you can see how everything works.

You can also skip this step and set up templates later.

You're in!​

After setup, you'll land on your Dashboard. From here you can:

  • Create your first real transaction
  • Explore the sidebar to see all the features
  • Click the help chat button anytime for quick answers

Next up: Set up your first transaction