5 things every Transaction Coordinator wishes their agent knew to make transactions seamless…and grow your business!
Here are 5 things every Transaction Coordinator (TC) wishes their agents knew to make transactions seamless and grow their business:
1)
Stay Organized with a CRM
A Customer Relationship Management (CRM) system isn't just for tracking leads—it helps you stay on top of transactions, follow-ups, and important client milestones. The best agents keep their pipeline organized to maximize referrals and repeat business.
2) Have a System for Transaction Checklists
Checklists aren't just for TCs! Having a clear, repeatable system for every transaction ensures nothing falls through the cracks. Whether you use a digital checklist or a task management tool, consistency saves time and reduces stress.
3) Build Strong Relationships with Your Preferred Vendors
Lenders, escrow officers, home inspectors, and contractors can make or break a deal. Having go-to professionals you trust ensures smoother transactions, faster responses, and better client experiences—which leads to more referrals!
4) Set Client Expectations from Day One
A smooth transaction starts with clear communication. Educate your buyers and sellers on the process, key timelines, and what they should expect from start to finish. When clients know what's coming, there's less confusion and fewer last-minute surprises. There's no such thing as too much communication! Setting expectations prior to opening escrow will make the transaction feel more professional and seamless.
5) Stay in Touch After the Deal Closes
The best agents don't disappear after closing! A simple follow-up system—like quarterly check-ins, home anniversary messages, or valuable homeowner tips—keeps you top-of-mind for referrals and repeat business.
By implementing these habits, you'll not only make transactions smoother but also create a business that runs efficiently and keeps growing. If you'd like to learn more ways I can support your transactions, let's set up a quick chat!
