
A quick and clear intro to the role.
Lesson 1: What a TC Does
Manage the contract after it’s signed
Track all dates
Coordinate with lender, title/attorney, agents, and clients
Keep documents organized
Ensure everyone is informed
Lesson 2: What a TC Does NOT Do
Give legal advice
Negotiate terms
Write contracts (in most states unless licensed)
Make decisions for clients
Lesson 3: Who You Work With
Listing agents
Buyer’s agents
Title/escrow/attorney
Lender
Home inspectors
Clients
Lesson 1: Steps of a Transaction
Contract Signed
Collect documents
Enter deadlines
Notify all parties
Track earnest money
Manage inspections
Follow up on title
Follow up on appraisal
Communicate weekly
Coordinate closing
Archive the file
Lesson 2: Key Deadlines to Track
Earnest money due
Inspection period
Appraisal date
Loan approval date
Closing date
Title commitment
HOA deadlines (if applicable)
Lesson 3: Simple Communication Scripts
You will provide templates like:
“Introduction to all parties” email
“Weekly update” email
“Deadline reminder” messages
Terms and Tasks Outline, be sure to download the PDF file in the resources section.
Only the basics — no overwhelm.
Tools to Start With:
E-sign platform (Dotloop, Skyslope, Docusign)
Cloud storage (Google Drive or Dropbox)
Checklist tool (Google Sheets or Trello)
Calendar for deadline reminders
Email templates (provided in this course)
Lesson 2: Simple Digital File Setup
How to name documents
How to create a clean folder structure
How to store and share files securely
Lesson 3: Optional Upgrades for Later
CRM
AI email assistant
Automated task reminders
Lesson 1: Do You Need a License?
Clear explanation:
Most states: No for TC work
Some states: attorney involvement
Students must follow local rules
Lesson 2: How to Set Up Your Business (Simple Start)
Choose a business name
Get an EIN
Set up a business email
Set up a simple website/about page
Create a services menu (template included)
Set pricing
Typical beginner prices:
$350–$450 per transaction (varies by market)
Lesson 3: How to Get Your First 3 Clients
Simple strategies:
Reach out to new agents
Introduce yourself to small brokerages
Offer to take their next file
Share your simple welcome packet
Post in local real estate groups
Use the marketing scripts provided
Be sure to download the PDF version in the resources section
Lesson 1: What to Do the Minute You Get a Contract
Create the file
Extract deadlines
Send intro email
Share checklist with agent
Confirm earnest money instructions
Lesson 2: What to Do Weekly
Check deadlines
Check lender status
Check title progress
Send quick update email
Lesson 3: What to Do Before Closing
Confirm clear-to-close
Confirm closing date/time
Make sure closing documents are prepped
Request utility info (if needed)
Archive the file after closing
Your homework for Module Six is to build your business foundation.
You will create:
A pricing sheet
A services menu
A simple outreach strategy
These three items form your business toolkit.
Once they’re complete, you’ll be ready to launch your TC business with confidence.
Please see resources for downloads
Are you ready to start a flexible, high-income career in real estate without becoming an agent?
This 2026 Transaction Coordinator Course is a simple, streamlined, and beginner-friendly program that teaches you exactly how to become a real estate transaction coordinator, manage contract-to-close files, and launch your own TC business — even if you have zero experience.
Designed for new TCs, stay-at-home parents, aspiring entrepreneurs, and anyone who wants a dependable work-from-home career, this course shows you step-by-step what to do, how to do it, and which tools to use in today’s real estate market.
What You Will Learn
This course walks you through everything you need to start working as a TC, including:
-Understanding the Transaction Coordinator Role
Learn exactly what a TC does, how real estate deals work in 2026, the document flow, key deadlines, and how to manage a transaction from contract to close.
-Communication, Checklists, & Timeline Management
Get simple scripts, templates, and workflows for communicating with agents, buyers, sellers, lenders, and title companies — plus proven systems for keeping every file organized.
-TC Technology & Automation (2026 Tools)
Master the software, AI tools, and automation systems that top TCs use to work faster, stay compliant, and juggle multiple transactions with ease.
-Compliance & Risk Reduction
Learn what TCs can legally do (and not do), common compliance requirements, state variations, and quality-control processes that protect you and the agents you serve.
-How to Launch Your TC Business
Set up your business legally, price your services, build your online presence, and follow a proven strategy to get your first 3 clients — plus how to scale to full-time.
Course Bonuses - TO MANY TO MENTION!!
Who This Course Is Perfect For
Complete beginners
Stay-at-home parents wanting a flexible job
People looking for a remote real estate career
Virtual assistants wanting to specialize
New TCs who want more structure
Aspiring business owners
Agents who want to work as a TC
No license required in most states. No cold-calling. No selling.
Your New Career Starts Here
By the end of this course, you’ll know exactly how to run a transaction from contract to close, communicate professionally, stay compliant, and confidently launch your own transaction coordinator business in 2026.
This is the most straightforward, no-fluff, step-by-step TC course designed to get you earning as quickly as possible.