What is a transaction in DocJacket?

A transaction is a real estate deal you're managing in DocJacket. Each deal has its own overview, tasks, documents, contacts, messages, portal, forms, activity, reports, and calculators.

How do I find a specific transaction in DocJacket?

Use the search and filter controls on the Transactions page. Search by property address, buyer name, or seller name. Filter by status, side, price range, closing date range, and other saved-view options.

Can I export my transaction list from DocJacket?

Yes. The Transactions page supports CSV export of any filtered view. Customize the columns to include exactly the fields you want, then export for reporting or backup.

Transactions

Transactions are the heart of DocJacket. Every real estate deal you manage — from the moment a contract is signed to the day it closes — lives here.

Transactions page with filters, columns, saved views, and transaction rows

Your Transactions page is home base. It shows every deal you're managing in a searchable, filterable table. You can:

Search by property address, buyer name, or seller name
Filter by status, side, price range, closing date range, and other saved-view options
Switch between Transactions and Listings
Open saved views for repeat reporting layouts
Customize columns to show exactly the info you care about
Export to CSV for reporting or backup

Click any transaction to open it and see the full picture: overview, tasks, documents, contacts, messages, portal, forms, activity, reports, and calculators.

In this section

Creating a Transaction — Start a new deal manually or with AI extraction
Transaction Overview — Everything about a deal at a glance
Key Dates & Financials — Managing dates, prices, and loan details
Contingencies & Repairs — Track contingency status and repair requests
Listings — Manage listing workflows inside Transactions
Transaction Statuses — Open, Closed, Cancelled, and custom workflow statuses

In this section​

In this section