Real Estate Transaction Coordinator Training 2027

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

1. Contract Signed

2. Collect documents

3. Enter deadlines

4. Notify all parties

5. Track earnest money

6. Manage inspections

7. Follow up on title

8. Follow up on appraisal

9. Communicate weekly

10. Coordinate closing

11. 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