DocJacket

Text your transactions.
No app. No login. Just text DocJacket like you'd text an assistant:
"What closes this week?"
"What's left on 123 Oak St?"
"weekly report"
The answer comes back by text. Live now on paid plans.

Big week at DocJacket.
The headline: you can now text your transactions.

Your assistant, one text away

— Link your mobile under Settings → SMS and text DocJacket plain-language questions from anywhere:

"What closes this week?"
"What's left on 123 Oak St?"

Answers come right back.

Text "weekly report" anytime for an instant recap — active deals, what's closing, new and closed files, and anything overdue. (On paid plans.)

Get paid inside DocJacket — Send professional invoices (now with itemized line items) and let clients pay by card straight from the email. No more chasing checks.

AI that double-checks the details — Your Overview auto-flags date conflicts (a closing before the contract date, an inspection after closing) before they bite you.

Capture leads from your own website — Drop an embeddable intake form on your site and new deals flow straight in.

Smarter uploads — Upload a doc that matches an existing deal's address and we'll offer to file it there.

Step away mid-processing, and you get a notification with a one-click link back to review.

All live now. More every week.

Send a message to learn more

If you already pay for Claude, Cowork, or Codex, DocJacket now plugs straight in. Two-minute setup.

Once it's connected you stop hopping between tabs — you just ask the AI:

→ "What's due today across all my files?"
→ "Brief me on the Garcia deal."
→ "Check my email for anything new on Johnson."
→ "Pull this contract from email and start a new transaction."
→ "Draft the weekly buyer update. Show it to me before you send."
→ "Remind the lender two days before EMD."

The AI reads your inbox, your calendar, and DocJacket together.

Drafts the work. Asks before it sends anything — you stay in control of every message and every change.

Free with any DocJacket subscription.

Deadlines don’t slip because people forget.

They slip because of no system.

Your CRM helps you win and nurture the client.

DocJacket helps you manage what happens after the contract is signed.

Lead → client → contract → closing.

Before contract: follow up.
After contract: don’t miss deadlines.

Send a message to learn more

Real estate deadlines don’t usually slip because someone forgot.

They slip because everything is scattered.

The contract is a PDF.
The deadline is buried on page 7.
The agent replied by text.
The lender sent an email.
The task is sitting in someone’s head.
The document is in a random folder.

That’s the real problem.

DocJacket brings the contract, key dates, tasks, documents, and communication into one transaction workspace.

AI preps. You approve.

Deadlines, handled.

AI Transaction Coordinator Software DocJacket helps Transaction Coordinators automate timelines, inbox sorting, and communication — while staying in full control.

The goal is simple — the contract comes in, and the work is already prepared.

"Free” mega-brokerage software isn’t free.

You’re paying with:

• your data

• your workflow

• your brand

• your independence

And the longer you use it, the harder it is to leave.

That’s not a perk. That’s lock-in.

The brokerage is the customer. You’re just the user.So the software isn’t built for you.

It’s built to manage you.

If you’re serious about running your business like a business, you don’t build it on rented infrastructure.

You own your data.

You own your workflow.

You own your brand.

Or you don’t own your business.

Read the full breakdown: https://www.docjacket.com/blog/the-real-cost-of-free-brokerage-software

The Real Cost of "Free" Brokerage Software Your brokerage's "free" software costs you more than you think — your data, your workflow, your brand, and your independence. Here's the math nobody does.