BUILD. LAUNCH. GROW 

Foundation Training for New Transaction Coordinators

BUILD is where your Transaction Coordinator journey truly begins. This course is designed to help you lay the groundwork for a career that offers freedom, flexibility, and financial independence — even if you have no prior experience in real estate.

Over the course of BUILD, you’ll gain the knowledge, tools, and confidence to take your first client — with systems already in place to support you.

🚀 Inside BUILD, You’ll Learn How To:

• Understand the TC Role & Daily Workflow:
  Learn what a TC does, how to structure your day, prioritize tasks, and manage your schedule — so you can confidently handle multiple transactions without overwhelm.

• Master Communication Across All Parties:
  Build strong relationships with buyers, sellers, agents, lenders, and title companies. Learn how to be professional and approachable, and why tone matters over email.

• Create Transaction Checklists from Contracts:
  We’ll walk through real contracts and teach you how to extract every critical date, deadline, and action item — then turn it into a clear, step-by-step checklist.

• Use Systems to Manage Your Workflow:
  From spreadsheets to full-scale software like Open to Close, you’ll learn which tools to use and when — with guided templates and options to match your growth stage.

• Stay on Top of Email & File Organization:
  Organize your email inbox like a pro, use templates for fast communication, and learn naming and labeling best practices that make you look 10x more professional.

• Navigate Brokerage Compliance & Commission Disbursement:
  Understand what’s required for documentation and CDA submissions so you can keep your agents (and their brokers) happy and compliant.

• Break Down & Read Real Contracts (with State-Specific Options):
  Learn our proven highlighting method to understand contracts faster, extract key details, and avoid costly mistakes — plus, access our personal review service if needed.

• Set Up General TC Systems & File Management Tools:
  Get insider training on popular TC platforms and learn how to track deadlines, automate communication, and manage files from start to finish.

📦 What's Included:

• 10+ Video Lessons with real examples

• Full task checklists (pre-listing to post-close)

• Editable email template library (buyers, sellers, general)

• Downloadable spreadsheets for file tracking

• Contract breakdown tools + bonus walkthroughs

• System recommendations (free and paid)

• Real file examples from our 7-figure TC business

🧠 What You’ll Walk Away With:

• The skills to confidently manage your first files

• Templates and tools to hit the ground running

• The systems to stay organized and professional

• A deep understanding of the TC role and real estate process

• The confidence to start your career with purpose and clarity

By the end of BUILD, you’ll be ready to take on your first few files, serve agents at a high level, and set the stage for a full-time business — from home, on your schedule, and built around the life you want.

Go Full-Time with Your TC Business — On Your Terms

You’ve built your foundation. Now it’s time to scale.

LAUNCH is designed for TCs who are working on a few files and are ready to grow into a consistent, full-time income — without burning out or losing control of their schedule. This course teaches you how to get more clients, streamline your systems, and structure your business like a professional.

Whether you’re aiming for 10, 20, or 40+ files per month, LAUNCH helps you define your business vision and gives you the tools to make it happen — with support every step of the way.

🧠 What You’ll Learn in LAUNCH

✅ Clarify Your Business Vision & Income Goals

• Create your 12-month business roadmap using our GPS goal-setting method

• Run your Economic Lid Exercise to determine your ideal income, file count, and time commitment

• Align your goals with the lifestyle you want — not someone else’s expectations

✅ Lead Generation & Getting Great Clients

• Build your pipeline with simple lead-gen systems that actually work (no cold calling!)

• Learn how to connect with agents you’ve worked with, ask for referrals, and set up a referral rewards program

• Identify red flags so you can say no to clients that don’t align — and avoid burnout later

✅ Run a Discovery Call Like a Pro

• Conduct confident, structured calls with agents

• Ask the right questions, overcome objections, and position your value

• Learn how to exit gracefully when a lead isn’t a good fit

✅ Set Expectations & Deliver a Premium Experience

• Hold a professional Expectations Meeting to set boundaries and build loyalty

• Customize your onboarding, templates, and checklist for each agent

• Send branded welcome packages that wow your clients from day one

✅ Manage 15–40+ Files Without Losing Your Mind

• Update your daily schedule and task priorities to handle higher volume

• Master your time by leaning into your management system + checklists

• Track tasks, deadlines, and follow-ups like a seasoned pro

✅ Strengthen Systems & Build a Business Backbone

• Build client intake forms, onboarding flows, and offboarding systems

• Organize and automate your CRM for consistent communication

• Keep agents warm — even when they’re not actively sending files

✅ Build Out Your Brand & Market Presence

• Set pricing based on market value and your time

• Define your service packages with clear boundaries

• Design branded marketing assets (flyers, business cards, rack cards)

• Choose low-cost tools like Google Business, Canva, and Squarespace to build visibility

✅ Master the Financial Side of Your Business

• Track monthly billing, manage accounts receivable, and use invoicing tools

• Learn how to separate business and personal finances

• Use our 30/30/40 Rule to budget for profit, expenses, and taxes

• Understand payroll options and set up your LLC like a real CEO

📦 What’s Included

• Over 20+ in-depth training videos

• Business planning tools (GPS, 4-1-1, Economic Lid Worksheet)

• Scripts & templates for Discovery Calls, Referrals, and Client Onboarding

• Full intake form templates (customizable Google Forms)

• Customizable pricing flyers and branding starter guides

• Financial spreadsheets, invoicing templates, and systems walkthroughs

• CRM follow-up workflows and business calendar planning

• Real-life mock meetings and client-facing resources

🌟 What You’ll Walk Away With

• A clear roadmap to go full-time as a Transaction Coordinator

• The skills to generate leads, secure clients, and deliver an exceptional experience

• Boundaries, systems, and processes that help you stay in control

• A scalable business structure — not just a side hustle

• The confidence to say yes to the right agents and no to the wrong ones

By the end of LAUNCH, you’ll have a profitable business you’re proud of — one that gives you income, freedom, and a flexible schedule you design.

Scale Your Transaction Coordination Business with Systems, Support & Strategy

You’ve built a strong foundation. You’ve filled your pipeline and proven your value.
Now it’s time to step out of the day-to-day file management and into the role of a true business owner.

GROW is for established TCs who are ready to scale their business beyond themselves — by hiring a team, expanding services, and creating a company that runs with or without them. This course will teach you exactly how to recruit, train, manage, and lead your TC team — with the same structure, systems, and accountability we use in our own 7-figure coordination company.

🧠 What You’ll Learn in GROW

✅ Define Your Scaled Vision

• Revisit your 1-year business goals and redefine your role — whether that’s growing a team or transitioning out of file work entirely

• Use our GPS Goal Planning System to stay focused and track the exact steps that will get you there

✅ Market Like a Business, Not a Freelancer

• Create marketing campaigns that attract agents at scale — via CRM pipelines, smart plans, content calendars, and social media strategies

• Leverage vendor relationships and broker sponsorships to earn referrals and visibility

• Learn how to position your business professionally with clear branding and consistency

✅ Recruit and Hire Your First (or Next) TC

• Write job descriptions, post on the right platforms, and filter hundreds of applicants with our proven workflows

• Use interview techniques like KPA, Thought Process, Life Story, and Motivational Interviewing to find the right personality and fit

• Access real scripts, templates, and red flag checklists to protect your time and sanity

✅ Onboard Like a Pro

• Implement a full onboarding experience: email accounts, branded swag, internal training, and systems access

• Train your new TC with our optional condensed Build/Launch onboarding program

• Use our 30/60/90-day review structure to track progress, provide feedback, and ensure alignment from day one

✅ Lead & Manage Your Team with Confidence

• Learn how to set expectations, provide quality control, and make data-driven management decisions

• Understand how to handle time off, sick days, emergencies, and transition coverage

• Create payroll systems, file management processes, and internal documentation that support team growth

✅ Know When (and How) to Say Goodbye

• Use our scripts and templates to manage agent transitions and TC terminations professionally and efficiently

• Exit with class and protect your brand while making space for the right people

📦 What’s Included:

• Advanced video trainings on hiring, training, and leading

• All interview tools (KPA process, Life Story, Red Flags, Skills Test templates)

• Job descriptions, onboarding kits, and offer letter templates

• Marketing tools, campaign examples, and broker outreach systems

• 30/60/90-day performance review documents

• Team management checklists and file transition workflows

• Access to our Hiring Community and optional team training service

🚀 What You’ll Walk Away With:

• A scalable, structured TC business — built to grow beyond you

• The ability to hire the right people and empower them to succeed

• Confidence in managing contractors, finances, and leadership decisions

• The freedom to step back from the day-to-day and focus on strategy, growth, or even new ventures

By the end of GROW, you’ll no longer just do the work — you’ll lead the business.
And with the right systems in place, you’ll finally have the freedom to work less, earn more, and create a life and company by design.