Dispositions

Real Estate Transaction Coordinator and Dispo SOPs

Every step from signed contract to closing, in one set of TC and dispo SOPs.

Novation transaction coordination in 12 phases
Wholesale transaction workflow
Disposition and cash buyer qualification

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What Is Inside

This free library holds the real estate transaction coordinator and dispo SOPs a wholesaling team uses after a seller signs. It covers the steps from contract to closing and how to find a buyer. It is for TCs, dispo reps, and owners who want the back office to run the same way every time.

The folder groups five playbooks: Dispo, Hiring a TC, Novations, Wholesale, and Wholetail. Inside are step by step SOPs with checklists for a 12 phase novation transaction from signed contract to funded closing, a 10 phase wholesale transaction workflow, and a 10 phase disposition playbook for finding and qualifying cash buyers.

You also get a seller introduction call playbook, a price reduction addendum process, a utilities setup SOP for before inspections, occupied home showing rules, a TC under contract call script, a deal folder organization SOP, and a state by state list of investor friendly title companies and attorneys. Several of the PDFs come with matching walkthrough videos.

What it covers

Novation transaction coordination in 12 phases
Wholesale transaction workflow
Disposition and cash buyer qualification
Seller introduction call
Price reduction addendum process
Utilities setup and coordination
Deal folder organization in Google Drive
Title companies and attorneys by state
Hiring a transaction coordinator

Who This Is For

Transaction coordinators on wholesale and novation deals
Dispo reps who sell contracts to cash buyers
Owners who want to hand off contract to close work

Get The Free TC and Dispo SOPs

Frequently Asked Questions

What does a transaction coordinator do in real estate?

A transaction coordinator manages the paperwork and deadlines between a signed contract and closing. They track documents, work with title or escrow, keep the seller and buyer updated, and make sure nothing is missed. On a wholesale team, the TC often works with dispo to get the buyer to the closing table.

Does a wholesaler need a transaction coordinator?

Not on day one, but most teams add one once they have several deals under contract at the same time. A TC frees the owner and acquisition reps to keep finding deals. Clear SOPs make this work much easier to hand off.

Does a transaction coordinator need a license?

In many states, a TC who only handles paperwork and scheduling does not need a real estate license. Rules differ by state, and some tasks may require one. Check with your state's real estate commission before you hire.