Transaction Coordinator Foundations: One-on-One Training & Guidance

Transaction Coordinator Training Overview

Gain a comprehensive understanding of the Transaction Coordinator workflow from beginning to end. This training will walk you through a sample real estate transaction, beginning with the execution of the contract and continuing through the closing process.

Throughout the training, you will learn how to effectively manage the various components of a transaction, including:

• Transaction checklists and workflow organization

• Important contract deadlines and critical dates

• Required documents and transaction documentation

• Email templates and professional communication

• Communication with agents, clients, lenders, title/settlement companies, and other parties

• The Transaction Coordinator’s responsibilities at each stage of the transaction

• Monitoring deadlines and ensuring timely completion of required tasks

• Maintaining an organized and compliant transaction file

Please note that this is informal training intended to provide a general understanding of the Transaction Coordinator process. The training is not designed to provide state-specific legal, regulatory, or brokerage guidance. While transaction procedures may vary by state, brokerage, or individual company, the overall workflow and fundamental responsibilities of a Transaction Coordinator remain generally consistent.

Following the training, I will also guide you through your first transaction, providing hands-on support and guidance to help you become comfortable and confident in managing the process independently.

Should you require additional assistance, continued guidance, or support beyond the initial training and first transaction, we can discuss an ongoing retainer arrangement based on your specific needs.