Transaction Coordinator or Closing Coordinator (Real Estate)

Transaction Coordinator (Online Self-Paced Course)

This course is a starting point for those wanting to become or explore becoming a TC & do not know how or where to get started. This is a beginners course. This course has a majority of the who, what, where, when and how of the in's & out's of a TC.

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If you have never worked as a Transaction Coordinator or if you do not have any Transaction Coordination experience this course is the perfect starting point for you. This course will go from A to Z with the majority of information on how to perform and interact as a Transaction Coordinator. {{PLEASE NOTE:}} There is no continuing education credit for this course because it is not a real estate C.E. course. However, the GREAT news is, you will receive a course certificate from the Administrative Academy upon completion.

1. Before we begin...
2. Instructor's Contact Information: If you have question while taking the course.
1. Introduction
1. A few real estate administrative positions discussed.
2. Real Estate Assistant
3. Real Estate Virtual Assistant
4. Listing Coordinator
5. Listing Manager
6. Transaction Manager
1. 3A: Do you Identify as a Transaction Coordinator?
2. 3B: Transaction Coordinator's Purpose
1. Supply List
1. Software
1. 4: Attributes & Characteristics
1. 5A: Attributes Documented
1. 5B: Seller Tasks
1. 5C: Buyer Tasks
1. Why it is important to know the differences?
1. General Real Estate Terminology & Acronyms.
1. MLS
1. File compliance (On-the-Job Training)
1. Generalization of Required Documents
1. CRM
1. 10A: Interpretation of an e-signing tool.
2. 10B: Using an e-signing Tool (On-the-Job Training)
1. Section 11: May NOT Perform
2. Section 12: May perform
1. Section 13: Scheduling inspections (BRIEF CONVERSATION).
2. How to schedule a home inspection
1. Section 14: Negotiations (Unlocked in the Transaction Manager's Course).
1. Section 15: Re-Negotiating a sales price is (Unlocked in the Transaction Manager's Course).
1. 16A: What is ZipForms?
2. 16B: Why is it important to have this skill set?
1. Section 17: Brief Description (Discussed more in detail in the Transaction Manager's Course).
1. Section 18: Brief Description (Discussed more in detail in the Transaction Manager's Course).
1. Information Video - "Why are introduction emails needed?"
2. 19A: Email script of an introduction phone call to the client
3. 19B: Introduction Email: When Representing the Buyer
4. 19C: Introduction Email to Client (BUYER) and your agent ONLY.
5. 19D: Introduction Email to Client (SELLER)
6. PRINT Email Templates
1. Information Video: Checklists
2. A:
3. B:
4. C:
5. D:
6. E
7. F
8. G
9. H:
10. I:
11. J:
12. PRINT checklists
1. Termite (Pest Inspection) - Unlocked in the Transaction Manager's Course
2. Survey Inspection (Unlocked in the Transaction Manager's Course)
1. Information Video - "What is an information sheet?"
2. #1
3. #2
4. #3
1. Information video - "What I need to know about the warranty process."
2. #1
3. #2
1. Information Video - "Utility Information."
2. #1
3. #2
1. #1
1. #1
1. Discussion & Example concerning amendments & addendums
1. HOA
1. CC&Rs
1. 10.4A
2. 10.4B
3. 10.4C
4. 10.4D
1. #1

About this course

$299.00
78 lessons

FREE Preview

Welcome to the course!

Section 1: Introduction

Section 2: Summary of some Real Estate Administrative Positions.

Section 3A-3B: Transaction Coordinator's Purpose and Identity.

Section 3C: Needed Supplies to perform as a Transaction Coordinator.

Section 3D: Computer software often used.

Section 4: Attributes & Characteristics Discussed and Explained

Section 5A: Attributes Documented

Section 5B: Tasks to perform for a SELLER client (Duties & Responsibilities).

Section 5C: Tasks to perform for a BUYER client (Duties & Responsibilities).

Section 6: What is the difference between a Transaction Coordinator, TC Manager and Transaction Manager?

Section 6A: Cheat Sheet of General Real Estate Terminology.

Section 6B: MLS (Multiple Listing Service)

Sections 7: Performing as a Transaction Coordinator.

Section 8: Documents needed for a file to be compliant.

Section 9: What is a CRM and why is it utilized by Real Estate Professionals.

Section 10: e-signing Tools

Section 11 and 12: A Transaction Coordinator MAY and MAY NOT Perform the following.

Section 13: Scheduling Inspections BRIEF CONVERSATION (Unlocked in the Transaction Manager's Course).

Section 14: Negotiating Inspections (Unlocked in the Transaction Manager's Course).

Section 15: Appraisal

Section 16: ZipForms - Why do most agents use ZipForms?

Section 17: ShowingTime

Section 18: Lockboxes & Electronic Key

Section 19: General Email Templates

Section 20: NEEDED Checklists

BONUS#1: How to Schedule...

BONUS#2: Email Templates - Information Sheets

BONUS#3: Follow-up Email Templates for "WARRANTY"

BONUS#4: Email Templates - Request for Utility Providers

BONUS#5: Email Template - Follow up on Earnest Money Deposit and EMD Acknowledgement

BONUS#6: Email Template - Scheduling a Re-inspection

BONUS#7: Amendments & Addendums

BONUS#8: Homeowners Association (Unlocked in Transaction Manager Course)

BONUS#9: Covenants, Conditions & Restrictions (Unlocked in the Transaction Manager Course)

BONUS#10: How to Gain Experience as a Transaction Coordinator

BONUS#11: Checklist to confirm "ALL" systems & tasks are closed out (after a closing).

About this course