Transaction Coordinator Training Plan | EZCoordinator
Transaction coordination is a skill—and the fastest way to build confidence is a repeatable training plan. This 30-day roadmap is designed for new TCs, real estate admins, or teams training a support role.
The goal is simple: modern reliability. You’ll learn how to run clean files, communicate consistently, and use a transaction management system so you’re not relying on memory.
What a great TC can do by day 30
- Set up a consistent contract-to-close checklist
- Track deadlines with confidence
- Collect and organize documents without chaos
- Use email templates to reduce inbox workload
- Coordinate with agents, lenders, title, and clients professionally
Week 1: Foundations (days 1–7)
Day 1: Map the lifecycle (open to close). Write your stages: New Contract → Due Diligence → Financing/Title → Pre-Close → Close/Archive.
Day 2: Build a document checklist: what must be collected, when, and from whom.
Day 3: Build a task checklist per stage. Keep it simple (10–20 tasks total at first).
Day 4: Create three core email templates (welcome, missing docs, closing confirmed). Use these templates as a starting point.
Day 5: Practice file organization: name conventions, folders, and where final documents live.
Day 6: Learn stakeholder expectations: what agents want vs. what title needs vs. what lenders need.
Day 7: Run a “mock file” end-to-end using your checklist.
Week 2: Workflow mastery (days 8–14)
Day 8: Add deadlines: typical contingencies and follow-up intervals.
Day 9: Build a daily routine: morning review (deadlines), midday follow-ups (missing items), end-of-day status updates.
Day 10: Create a clean “status update” format you can reuse.
Day 11: Practice inspection coordination: scheduling, updates, and follow-ups.
Day 12: Practice appraisal coordination: status tracking and communication.
Day 13: Title/escrow coordination: required docs, timelines, and check-ins.
Day 14: Review your checklist. Remove clutter; keep what drives outcomes.
Week 3: Tools + speed (days 15–21)
Day 15: Implement your workflow inside a transaction management platform (tasks + docs + templates).
Day 16: Set up reusable templates: stage-based tasks and document lists.
Day 17: Add e-signature steps where it saves time (forms, acknowledgments, approvals).
Day 18: Improve retrieval: ensure any doc can be found in under 10 seconds.
Day 19: Reduce inbox load: batch replies and use templates.
Day 20: Create an “exceptions” list: what to do when deadlines slip or docs are missing.
Day 21: Practice a full week simulation with 3–5 files (real or mock).
Week 4: Professional polish (days 22–30)
Day 22: Build a closing checklist: confirmations, final docs, last-mile communication.
Day 23: Create an archive process so closed files are easy to retrieve later.
Day 24: Create a simple “new file intake” form or checklist.
Day 25: Standardize naming conventions (properties, parties, doc types).
Day 26: Create a “handoff” template when a file changes ownership.
Day 27: Build a weekly reporting snapshot for agents or brokers.
Day 28: Practice handling urgent issues calmly (missed signature, doc discrepancy, scheduling changes).
Day 29: Review your workflow for simplicity. Keep it approachable and efficient.
Day 30: Run a live file start-to-finish checklist audit: what worked, what didn’t, what to refine.
How EZCoordinator supports training (simple + scalable)
A training plan works best when it’s supported by software that keeps your process visible. EZCoordinator helps by combining:
- Integrated task tracking so the trainee always knows the next step
- Document management so the file stays complete
- E-signature tools to reduce last-minute delays
- Continuous updates so your workflow stays current
See the feature overview: How It Works and Features.
Start training with a free account
Want the easiest path? Use a real file and build your checklists inside the platform as you learn.
Need to plan budget? See Pricing Plans.
