How to Become a Transaction Coordinator: Step-by-Step Guide

If you're looking for a flexible, remote-friendly career in real estate, becoming a Transaction Coordinator is one of the smartest moves you can make.

But what does it actually take to become a Transaction Coordinator — and how do you get started?

Let’s walk through it step by step.

🧾 What Is a Transaction Coordinator?

A Transaction Coordinator (or TC) is a real estate support professional who manages the administrative tasks in a real estate transaction — making sure deals stay compliant, organized, and on schedule.

🛠️ What Does a Transaction Coordinator Do?

• Organize and track documents

• Monitor deadlines and contract terms

• Communicate with agents, clients, lenders, and title

• Submit files for brokerage compliance

• Keep transactions moving smoothly from contract to close

🪜 Steps to Become a Transaction Coordinator:

1. Learn the Basics of Real Estate Transactions

Understand what happens from contract to close — including common forms, deadlines, and workflows.

2. Set Up Your Systems

Email, file storage, calendar, task tracking — you need the right setup to stay organized.

3. Choose Your Tools

Pick a software that fits your style — like Open to Close, AFrame, or even spreadsheets when you’re just starting out.

4. Get Trained

The best way to learn fast? Join a program like our BUILD Course, which gives you checklists, templates, real-world examples, and more.

5. Start Taking on Files

Begin with one agent or a few sample files. Practice makes confidence.

🎓 Ready to Become a Transaction Coordinator?

We created the BUILD Course to walk you through every single step of launching your TC career — no guesswork required.

👉 Explore the BUILD course here