Resources

    Guides for transaction coordinators

    Practical, no-fluff guides on the transaction coordinator role, the contract-to-close workflow, and the tools that make it faster.

    What Is a Transaction Coordinator?

    A plain-English guide to the transaction coordinator role: what a TC actually does between contract and close, and why busy agents rely on one.

    6 min readRead

    How to Become a Transaction Coordinator

    Skills, licensing, pricing, and first clients — a practical roadmap for starting a transaction coordination business or landing a TC role.

    7 min readRead

    The Transaction Coordinator Checklist: Contract to Close

    A complete contract-to-close checklist in five stages — from opening the file to post-closing — so no date, document, or signature falls through the cracks.

    8 min readRead

    Transaction Coordinator Software: What to Look For

    The two categories of TC tools, the features that genuinely save time, and how contract intake fits alongside platforms like Open To Close.

    7 min readRead