It depends on your state. Start by checking your state’s real estate commission or licensing board for the most accurate guidance. Some states require certification or licensing for Transaction Coordinators, and in certain cases, the TC must be licensed and affiliated with the same brokerage as the agent(s) they support.

This varies based on the state you operate in, the market you serve, and how streamlined or comprehensive you choose your business model to be.

Begin by reviewing your state’s real estate commission or licensing board. From there, the e-book provides a clear, detailed overview of the Transaction Coordinator role and what it takes to launch a TC business with intention.

Common missteps include moving forward without guidance from a practicing Transaction Coordinator with proven results, using templates without understanding how to apply them, failing to set a budget or income goal, operating without a business plan, and working with clients without clear contractual agreements.

You’ll need a client relationship management system and a transaction management platform that supports email, text, calls, and automation to manage files efficiently and communicate professionally.

Absolutely!

By building clear workflows, leveraging automation, and delegating routine tasks strategically.

By committing to a defined set of services, implementing repeatable workflows to deliver them, and maintaining consistent prospecting and intentional marketing efforts.