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What is PactFi?

PactFi is a cutting-edge fintech platform designed to simplify and improve the management of complex private credit transactions by providing a robust operational framework for coordinating and finalizing deals. It centralizes workflows, data, and communication among all participants in a credit transaction, including arrangers, investors, legal advisors, borrowers, and administrative personnel, thereby fostering effective collaboration in a secure environment. By eliminating fragmented systems and excessive email correspondence, PactFi optimizes the deal-making process through structured workflows that carefully monitor each stage of the transaction while maintaining a consolidated record of activities and important documents. Users gain the capability to oversee fund movements during closings, input amounts for facility draws, document associated fees, and automatically generate sources-and-uses summaries that assist in verifying the financial structure of the transaction. This comprehensive method not only boosts operational efficiency but also improves transparency, ensuring that all parties remain informed and synchronized throughout the entire deal lifecycle. Ultimately, PactFi transforms the way private credit transactions are managed, ushering in a new era of streamlined financial operations.

What is DocJacket?

DocJacket is a powerful transaction coordination solution crafted specifically for real estate professionals managing multiple agents’ deals simultaneously. Leveraging advanced AI technology, it extracts all essential contract details from any PDF or scanned document within seconds, freeing coordinators from manual data entry and reducing errors drastically. Its intelligent timeline generator calculates all critical dates, such as inspections, loan approvals, and escrow deadlines, automatically adjusting timelines if closings move and syncing with Google Calendar or Outlook. Coordinators can deliver an exceptional client experience through branded portals that provide transparent transaction updates accessible anytime by agents, clients, lenders, and attorneys. The software’s AI email assistant organizes communication by property and drafts status updates, cutting down routine client calls by up to 80%. DocJacket’s secure document vault offers version control and easy search to keep paperwork organized and compliant. Multi-platform integration allows coordinators to manage transactions across Dotloop, SkySlope, QuickBooks, and other CRMs without duplication of effort. With features like compliance monitoring, professional status reporting, and a built-in CRM tailored for transaction coordinators, DocJacket helps grow and professionalize TC businesses. It supports handling 50+ transactions simultaneously while saving around 15 hours per transaction and nearly eliminating errors. Trusted by over 500 transaction coordinators, DocJacket is transforming how real estate transaction coordination gets done efficiently and professionally.

Media

Media

Integrations Supported

Google Calendar
Microsoft Outlook
QuickBooks Online
SkySlope
dotloop

Integrations Supported

Google Calendar
Microsoft Outlook
QuickBooks Online
SkySlope
dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PactFi

Date Founded

2021

Company Location

United States

Company Website

www.pactfi.com

Company Facts

Organization Name

DocJacket

Date Founded

2025

Company Location

United States

Company Website

www.docjacket.com

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

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