5 Mistakes New TCs Make (And How to Avoid Them)

Starting as a Transaction Coordinator is exciting — but let’s be honest, there’s a learning curve. The good news? You don’t have to learn every lesson the hard way.

Here are the top 5 mistakes new TCs make — and how you can skip them entirely.

1. 📅 Ignoring the Calendar

Deadlines are your best friend. Missing inspection or appraisal dates creates chaos for everyone.
Fix: Use calendar automation tools and always build in buffer days.

2. 💬 Unclear Communication

Vague messages = confusion and frustration.
Fix: Be direct, professional, and always include the "what, when, and why" in every email or update.

3. 🗂️ Not Having a Process

Jumping into a file without a clear system leads to missed steps and backtracking.
Fix: Build (or borrow) a repeatable checklist for every transaction.

4. 🔍 Skipping File Reviews

You’re the last line of defense before compliance.
Fix: Review every document for signatures, initials, and legal accuracy — don’t assume it’s done right.

5. ❌ Saying “Yes” to Every Agent

Not every agent is the right fit — and that’s okay.
Fix: Use an onboarding process (like our Expectations Form) to qualify agents and ensure it's a good match.

✨ Want to Start Strong?

Our BUILD course is designed to help you launch your TC career the right way — with real-world tools, training, and templates that skip the guesswork.

👉 Learn more about BUILD and start your TC journey