THE ULTIMATE TC CHECKLISTAND STARTER KIT

Inspired House and Home

Imagine how it will feel when you get to launch your own profitable Virtual

Transaction Coordinator Business working from the comfort of your own

home. PJ's optional!

Not only will you get to work from home you will benefit from the financial

rewards that a sustainable and scalable business can bring. You will have

the flexibility to spend more time with family and friends. Isn't that what life is

all about? Are you ready to begin a career with unlimited growth potential?

Let's dive in!

HELLO, I'M JONI!Hey! Let me introduce

myself. I am a Real Estate

Broker and the founder of

the Transaction Coordinator

Bootcamp.

facebook.com/groups/VAforrealestate/ pinterest.com/inspiredhouseandhomewww.inspiredhouseandhome.com

What you need to launch your own TC biz

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Reliable Computer

In this digital age you have to have a good computer and internet connection. Do not

start out with a computer that old and slow. Trust me on this one. After all, you will be

doing everything virtually so your computer and internet connection will be the

lifeblood of your business. Most Real Estate agents are pretty tech savvy and they will

not work with you if you’re always having technical issues.

Basic Computer Skills

You’ve got to know your way around the computer. Basic email writing skills,

Microsoft word, Google Docs, Google Drive, Drop Box are good basics to start with.

Create a File Sharing System

The name of the game is organization. Having a place to organize all of your files and

documents is critical. Your clients will need to have a way of sharing info with you and

you with them. Google Drive or Dropbox are both great choices and free.

Packages and Pricing

What will you charge your clients for your services? As a Real Estate TC it is pretty

customary to begin with a flat rate for each transaction. There is a range that TC's will

charge based on what they include in the package. There is always the "basics" of a

transaction timeline so start from there. From there price your package accordingly. 

Having simple "add ons” to a transaction package is a great way to offer more value to

your clients and level up your income at the same time.

TC CHECKLIST AND STARTER KIT

InvoicingYou need to be paid...hello!! Decide on the best way to invoice your clients and keep track

of your income and expenses. Whether that is bookkeeping software such as Freshbooks

or something as simple as a Word invoice document you create yourself. You can keep

track of expenses in an excel spreadsheet which is also free.

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A Brand That Reflects You and Your Business

Having a brand makes you memorable, plain and simple. Choose a business name,

create a logo, decide on brand colors, and create a website that encompasses all of

the above. Your website should be professional, clean and simple. Start with the basics

of your services as a Transaction Coordinator on your website. As you gain clients and

earn their trust you can add more services based on their individual needs.

Systems

The money is in your systems. Once you have a handful of clients details start to get fuzzy

and it is hard to remember everything that needs to get done. If you’re a hot mess they

won't trust or hire you again. Utilizing transaction software can make your job much easier

and allow you to scale your business up to the next level.  There are many paid software

options for TC's that are inexpensive. You may incur a small monthly fee for the use but this

is money well spent on keeping yourself organized and how professional you look. After all,

that is why you are being hired...to keep the agent on track and organized.

Transaction Coordinator Contract

What type of contract will you have with your clients? This is an important part of your

business. Spelling out what services your provide and what you charge for those

services sets the expectations at the very beginning of your working relationship.

How to Land Your First Paying Client

The simple truth is when a real estate agent hires a TC they are freeing up their time

from doing administrative tasks. This enables them to meet with new clients and sell

houses. That is where they make their money.  The secret for the TC is the ability to

convey your value to the real estate agent. If you are able to do that, then the sky is the

limit!

Last But Not Least...A Positive Attitude is a Must!Being a Real estate agent can be a very stressful job at times. After all, they are

dealing with clients in most cases that are making the biggest financial purchase or

sale of their lives. Things don't always go as smooth as planned. Staying neutral and

not getting involved in the emotions of the parties involved is your best bet.

There are a lot of important

decisions that go into starting

a TC business. Here are some

things to think about as you

are getting started.

“Success doesn’t come from what

you do occasionally, it comes

from what you do consistently.”

– MARIE FORLEO

Decide on a business name

Decide on the services you will include in yourbusiness. Will it just be TC work?

Develop your TC checklist. What action itemswill be on it?

Write down your monthly income goals. Don'tforget to consider taxes.

What will your fee be?

What are your brand colors and fonts?

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What’s your mission statement?

– OPRAH

Will you have ala carte services and what willthey be?

Will you be an LLC or a Sole proprietor?

Are you working as a side hustle to begin orare you going all in full time?

What systems you are going to use in yourbusiness to stay organized?

How will you market your services? Word ofmouth, social media, in person?

“You don’t become what

you want, you become what

you believe.”

My name is_________ and my

business helps real estate

agents__________so they

can___________in their

business.

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TC TOOLKIT

RESOURCES

The following are resources that I recommend inside of

the Transaction Coordinator Bootcamp for everything

from designing your website, choosing a logo, software

choices, and where to go for designing and finding

templates for your marketing info.

DISCLAIMER: Some of these resources are affiliate links and I may receive a small commission if you choose to purchase.This helps keep me continue to give away free content on my blog. I only recommend products and services I haveeither used in my business or 100% believe they will help you in yours.

TC TOOLKIT RESOURCES

This is the resource for Trevor Gensler's Website in a Box. Check out

his demo website. I truly wish I had knew about his site when I set

up my website/blog. It would have saved me so many hours of

frustration. Trevor will customize your site for your own unique

business.

EASY WEBSITE IN A BOX

LEARN MORE

I use Kara's templates and have purchased 2 of her courses and her

products and training are well worth your time and money! I

recommend the Canva workshop 101. It can help you with all aspects

of design in your business. See the Canva link on the next page.

SIMPLIFYING DIY DESIGN

LEARN MORE

Great place for branding and logo ideas along with templates to

use in your TC business.

CREATIVE MARKET

LEARN MORE

A Transaction Coordinator specific software. Manage your TC

emails, tasks, documents, dates, & communication all from one

place.

TCWORKFLOW

LEARN MORE

© INSPIREDHOUSEANDHOME • WWW.INSPIREDHOUSEANDHOME.COM |

TC TOOLKIT RESOURCES

Trello Is the Fun, Flexible and Free Way To Organize Plans, Projects &

More. Go From Idea To Action In Seconds With Trello’s Intuitively Simple

Boards, Lists & Cards. Sign up for a free account. Many TC's use Trello

to organize their business. Its a great free option.

TRELLO

LEARN MORE

Create beautiful designs for free. Use Canva's drag-and-drop

feature and layouts to design, logos, marketing material and more.

I used Canva to create this freebie for you that's how much I love

it!

CANVA

LEARN MORE

Free software & business management tools for small businesses &

entrepreneurs. Create professional single and recurring invoices & get

paid by credit card. Easy & Free Accounting. Wave+ Bookkeeping

Service. Unlimited Invoices. Bill & Invoice Reminders.

WAVE

LEARN MORE

Angie Gensler's Content Calendar. Get 365 days of social media

posts planned out for you. This calendar will save you hours of

time. This is a PERFECT way to stand out and connect with potential

real estate agents on social media. This content calendar can be

customized for any business including TC's!

SOCIAL MEDIA CONTENT CALENDAR

LEARN MORE

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LEARN MORE

Are you overwhelmed with all the information out thereabout starting an online TC business and not knowingwhere to start?

Your confused about who your ideal client is (*HINT it’s notjust ANY real estate agent) and where to find them?

You wish someone would just take you by the handand guide you through each step in order and that youcould ask questions when you need to.

DO ANY OF THESE SOUND

FAMILIAR?

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