What to Do Before You Take on Your First Transaction

If you're just starting your TC career, you might feel tempted to jump into your first file ASAP.
But slow down — setting yourself up properly before you start is what will make the difference between a chaotic mess and a confident experience.

Here are 5 things to do before you take on your first transaction:

1. 📨 Set Up Your Email & Signature

Use a professional email (ideally branded) and build a clean, confident email signature that includes your name, title, and contact info.

2. 📋 Create a Standard Checklist

You need a transaction checklist — even if it’s simple. Map out what happens from contract to close so you never miss a step.

💡 Need help? The BUILD course includes starter checklists for buyer and seller files.

3. 🗂️ Organize Your File System

Whether you use Google Drive, Dropbox, or TC software — have a clear folder structure ready before files start rolling in.

4. 📑 Know Your Contracts

Make sure you’re familiar with the most common documents in your state (listing agreements, purchase contracts, disclosures).
Even if you’re not licensed, you need to know how to read and organize them.

5. 💬 Draft Your First Email Templates

Intro emails, update emails, and compliance notices — having templates ready saves time and makes you look professional right away.

✨ BONUS: Don’t Go It Alone

Starting off with the right systems (and support) sets the tone for your whole business.
That’s exactly why we created BUILD — to walk you through every step from setup to first file.

👉 Explore the BUILD course and start with confidence