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10 Signs You Need a Transaction Coordinator


If you’re an agent who’s constantly busy but still feel like things are falling through the cracks, it might be time to bring in backup. A Transaction Coordinator (TC) isn’t just someone who checks boxes—they’re your behind-the-scenes partner keeping everything on track so you can focus on closing deals and building relationships.


Here are ten signs it’s time to hand over the paperwork and breathe easier:


1. You’re Answering Emails at Midnight

If your inbox is still buzzing after hours, you’re burning out. A TC can manage communication, gather signatures, and follow up with clients or other parties so you’re not glued to your phone 24/7.


2. You Miss Important Deadlines

Oops—forgot that contingency removal was due today? A TC tracks timelines so nothing falls through the cracks.


3. You’re Drowning in Paperwork

You didn’t get into real estate to chase down signatures and disclosures. A TC will handle the backend so you can get back to the front lines.


4. You’re Juggling Too Many Deals at Once

If your pipeline is full but your brain feels fried, it’s time to offload the details to someone who thrives in the chaos.


5. You’ve Lost a Deal Because of a Missed Step

One unchecked box or unsigned doc can cost you. A TC helps prevent avoidable errors.


6. You’re Spending More Time on Admin Than Clients

If your day is filled with forms and emails instead of showing homes or negotiating, a TC can flip that balance back in your favor.


7. Your Clients Are Confused About What Happens Next

Tired of explaining the same next steps over and over? A TC keeps your clients informed and confident with friendly, timely updates.


8. You Don’t Have a System (or You’re Not Using It)

If your "system" is Post-Its and a Google Sheet, it’s time for a pro. A good TC has a workflow that’s smooth, efficient, and always moving.


9. You Can’t Take a Real Day Off

Even on vacation, you’re checking DocuSign and chasing lenders. With a TC, you can actually unplug (and know everything’s handled).


10. You Know You Need Help—But Haven’t Asked Yet


Let’s be real: if you’re reading this list and nodding, it’s probably time. Hiring a TC isn’t giving up control—it’s taking control of your business.


OUR BLOG

By Jennifer Cleveland June 14, 2025
When a buyer’s offer is accepted, the clock starts ticking—and what happens next might feel like a blur of forms, emails, and deadlines. For many agents and clients, the escrow period feels like a mystery box. But behind the scenes? There’s a Transaction Coordinator making sure everything runs like clockwork. If you’ve ever wondered what’s really happening during those 30-ish days, here’s the full scoop: Opening Escrow As soon as the offer is accepted, the Transaction Coordinator (TC) swings into action. We open escrow, notify all parties, and make sure everyone has the information they need to get started. That includes: Sending out contact sheets Confirming earnest money deposit delivery Setting up timelines and calendars Document Management There’s a LOT of paperwork in a real estate transaction. Your TC makes sure the right documents go to the right people at the right time. This includes: Reviewing the purchase agreement Sending disclosures for signature Tracking return dates and initials Requesting reports (like HOA, NHD, or prelim) We keep everything compliant and audit-ready—so you’re never scrambling. Keeping Everyone on Schedule One of the biggest jobs during escrow is managing deadlines. A TC tracks: Contingency removal dates Inspection periods Loan and appraisal timelines Close of escrow We send reminders and updates so nothing gets missed. When an agent forgets a date, we don’t—we’ve got it covered. Communication Hub Think of your TC as the glue that holds the deal together. We’re in touch with: Agents on both sides Buyers and sellers Escrow and title Lenders Coordinating inspections and repairs We translate chaos into calm and make sure nothing falls through the cracks. Solving Problems Before They Become Problems Behind every smooth escrow is a TC who fixed five mini-crises before you even heard about them. Late signatures? Missing forms? Confused clients? We handle it—quietly and quickly—so your deals stay on track and your clients stay happy. Behind the Scenes, I’ve Got You  Escrow might feel like a whirlwind, but with a dedicated Transaction Coordinator, it can feel seamless. I specialize in keeping things organized, on time, and stress-free—for both you and your clients. Email me at latcgirl@gmail.com or [contact me here] to talk about how I can support your next deal.
By Jennifer Cleveland June 13, 2025
Need real estate support after 5 p.m.? Learn how after-hours transaction coordination helps Los Angeles agents close deals faster and avoid costly delays.