Real estate transaction management can be done manually when one is just beginning...
Articles
6 Key Steps for Outlining and Communicating Your Core Services as a Real Estate TC
As a new transaction coordinator, one may think it is advantageous to offer all...
10 Tips to Achieve Work-Life Balance as a TC
Maintaining a healthy work-life balance as a real estate transaction coordinator...
7 Real Estate TC Communication Tips for Dealing With Tough Client Conversations
Managing difficult conversations—whether they involve setting boundaries,...
5 Email Templates for Setting Expectations as a Real Estate TC
Do you find yourself spending too much time writing emails for your real estate...
Selling Your TC Services During a Market Slowdown: Focus on Leverage
During a market slowdown, independent transaction coordinators (TCs) have a...
Building an SOP for Automating Task Management in Your TC Business (Template Included)
This guide will cover the essential steps for building an SOP for automating task...
How to Develop an SOP for Real Estate Transaction Compliance with Legal Requirements (Template Included)
As a transaction coordinator, you have to stay in compliance with the legal...
Step-by-Step Guide: Building an SOP for Document Management in Your TC Business (Template Included)
This comprehensive guide provides the detailed instructions necessary to build a...
New Real Estate Agent Onboarding: Setting Expectations and Boundaries
Real estate can be a whirlwind when an agent is onboarding for the first time. But...
How to Create Effective Client Communication SOPs for Transaction Coordinators
Real estate transactions always involve vendors such as inspectors, appraisers, and...
How to Build a Client Onboarding SOP for Transaction Coordinators (Template Included)
Do you have a clear, repeatable process for welcoming new clients into your...
Task Batching for Transaction Coordinators
As a transaction coordinator, you know that every day there are a lot of different...
Pricing and Packaging Strategies for Transaction Coordinators
Is your pricing strategy helping you grow your transaction coordination business—or...
Effective AI Prompts for Transaction Coordinators
Have you ever tried asking ChatGPT or Gemini to draft an email, summarize client...
Creating an SOP for Setting Up Transaction Files Efficiently (Template Included)
Building an SOP for setting up transaction files is essential to improving your...
How to Create Effective Client Communication SOP for Transaction Coordinators
Effective communication with clients is crucial to successful real estate...
How to Get Your First Client as a Transaction Coordinator: Understanding Pain Points and Networking
As a professional entering this field, you’re likely competing against seasoned TCs...