Starting a software onboarding process often feels overwhelming—especially when...
real estate transactions
Individual Task Management: How to Build Task Kits for 60+ Agents Without Losing Track
Managing 60+ agent-specific task kits can drain your time (and focus) if you don't...
Vendor Management in Transaction Coordination: Building a Centralized Contact System
A well-maintained vendor list saves hours on every transaction by cutting down on...
Real-Time Support for Software Implementation in Real Estate Transactions: What to Expect and How to Prepare
You're already using software for your real estate transactions, but for some...
Transaction File Setup: A Guide for New TCs Transitioning from Sales
Moving from real estate sales into transaction coordination can feel overwhelming....
Client Portal Psychology: The Key Information That Actually Improves Client Experience
Buying or selling a home is stressful. Clients crave transparency but often feel...
Document Retention Compliance: Long-Term Storage Solutions for Real Estate Transactions
Real estate transactions generate a massive volume of paperwork, including...
How to Build Google Intake Forms for Real Estate Transactions
A Google intake form simplifies how transaction coordinators collect, store, and...
Fraud in Real Estate: How to Use Technology to Make Transactions Safer
Fraud in real estate has been an issue keeping the industry on its toes, with...
Subject Line Secrets: Crafting Emails That Get Opened in the Real Estate World
Missed or ignored emails can disrupt the entire real estate transaction process....
Proactive Communication: Staying Three Steps Ahead in Real Estate Transactions
Rather than just reacting to things as they come up, being a proactive transaction...
10 Tips to Handle 70+ Files as a Solo Transaction Coordinator
Handling transaction files in the real estate business has always required...