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7 Things You Should Know About Becoming A Transaction Coordinator

Becoming a transaction coordinator is one of the best decisions you can make, especially if you’re organized and a strong communicator. Most people haven’t really heard much about transaction coordinators, but it’s a unique career you can do from anywhere in the world. 

Want to know if being a transaction coordinator could be right for you? Here’s what you need to know. 

7 Things You Should Know About Becoming A Transaction Coordinator | Inspired House and Home

What Is A Transaction Coordinator? 

A transaction coordinator assists real estate agents with every aspect of a transaction. From paperwork to contract compliance, your role will rely on deadlines, organization, and communication. 

You’ll work closely with realtors to ensure a smooth transaction from start to finish. You’ll keep everything on track and impeccably organized so that nothing falls through the cracks. 

You’re basically the mastermind behind the scenes making sure everything runs smoothly. 

7 Things To Know About Becoming A Transaction Coordinator

Working from home as a transaction coordinator really is a great career opportunity. As you start your business, there are some things you should know. Here are my best pieces of advice!

1. Understand That Selling Your Services Is Huge

You’re going to provide an incredibly valuable service to the agents you work with. But building your business takes so much more than providing the service. Selling yourself, your expertise, and your services is key! 

To be successful as a transaction coordinator, you have to be willing to focus on sales. That’s how you’ll take prospective clients to raving fans in your business. 

If you’ve never had to try and sell your services before, that’s okay. Think of it more like educating prospective clients on how valuable you can be in the transaction process! 


2. It’s Okay To Take Breaks, Even As A Business Owner

When you step into being an entrepreneur, you’re in control of your time and how you accomplish tasks. But it’s all too easy for entrepreneurs to slip into the trap of working all the time

You need to set boundaries in your business in order to experience true work-life balance! 

Even as a business owner, you deserve time off. As you grow and scale your career as a TC, you can even bring in team members to free up YOUR valuable time. 

Related: 4 Business Mistakes To Avoid When Getting Started As A Transaction Coordinator

3. Streamline Your Services For The Best Results

It’s totally okay to streamline your services—and actually, you really should. 

As you work with clients, you might experience requests for services outside of your traditional scope of expertise. For example, clients might ask you to take on listing services, social media marketing, and even lead generation for the agents themselves. 

You’re allowed to say no to things that aren’t meant for you. Your business is yours, so you should set and maintain the limits of your services based on what lights you up. Narrowing down the scope of your services makes your job easier and makes it easier for you to grow as a trusted expert in your niche. 

4. Frequently Backup Your Files

Most likely, you’ll be using some sort of software to handle work for your clients. You’re also going to have lots of documents on your computer. 

Going into your transaction coordinator business, know that backing up your files is incredibly important. Whether you upload copies to Google Drive or Dropbox, or invest in an extra drive just for backups, you need to protect your files and yourself! 

This will give you peace of mind. Plus, whenever you need a new computer, you don’t have to worry about losing files while making the switch. 


5. Decide Your Hours and Honor Your Boundaries

This goes along with #2 above, but boundaries really are important as an entrepreneur. Aside from taking breaks as we already mentioned, you need to set clear hours for work and honor those boundaries. 

When you’re just getting started, you’re going to want to do the best job possible for your clients….and it might be tempting to work extra hours every day in order to do that. But working all the time isn’t the key to growth. The quality of your services is what matters. 

Set clear hours for your workday, let your clients know those hours, and set clear expectations for your availability. That way, you won’t feel pressure to be glued to your phone or email inbox on weekends or evenings. 

6. Investing In Transaction Coordinator Education Is So Helpful

If you want to find success as a transaction coordinator, investing in education and resources is one of the best decisions you can make. 

I’ve actually developed many incredible resources just for transaction coordinators! From legal templates to task checklists, these resources will help you shortcut some of the stress of getting started. Even better, they’ll steer you in the right direction as you start working with clients and even scaling your business. 

Another amazing option is to take a course on becoming a TC. My Transaction Coordinator Bootcamp opens soon….join the waitlist now and get everything you need to start, build, and grow your successful TC business. 

7. Develop An Organization System That Really Works For You

The most important thing to do as a transaction coordinator is to find and develop an organizational system that works for YOU. There are so many deadlines to manage, and so much paperwork to coordinate. 

Staying organized is integral to success as a transaction coordinator. You’ll need to be organized to a tee in order to keep everything on schedule and seamless. 

No matter how you organize your tasks, client work, and communication, finding a system that aligns with you is so important. 

Being a transaction coordinator is exciting and rewarding. Especially thanks to the flexibility of this role, it’s a great job for anyone who’s organized, a good communicator, and looking to work from home. These tips will help you find success in your new transaction coordinator business! 


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I help women like you launch and grow their own real estate transaction coordinator business from the comfort of their own home (PJs optional) — so you can be in full control of your schedule, financially support your family, and create a life you love.



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