Hiring

Hiring a Transaction Coordinator: Free 10 Phase Playbook

Hire a transaction coordinator who can run your closings in 30 days.

TC role scorecard and tools
Approved job post and where to post it
Application package screening

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What Is Inside

This free playbook walks you through hiring a transaction coordinator who works remote on novation deals. It moves every candidate through ten clear phases so you hire on facts, not gut feel. It is for wholesalers who are ready to hand off contract to close work.

The ten phases are: define the role and scorecard, post the role, screen applicants, first interview, skills test, final interview, reference check, offer and agreements, onboarding, and a 30 day ramp. You get an approved job post and a list of where to post it, including OnlineJobs.ph, Indeed, LinkedIn, real estate VA and TC groups, and Upwork. Applicants send a resume, a voice recording, an internet speed test, and their computer specs.

The playbook gives pass standards and red flags for screening, interview questions with what to listen for, and a hands on skills test scored 40 percent accuracy, 25 percent communication, 20 percent organization, and 15 percent speed. It ends with a week by week ramp plan, a performance scorecard, and a master checklist. A job description and an interview question doc are also included.

What it covers

TC role scorecard and tools
Approved job post and where to post it
Application package screening
Interview questions and what to listen for
Hands on skills test and scoring
No system access before signed agreements
30 day ramp plan
TC performance scorecard

Who This Is For

Wholesalers hiring their first transaction coordinator
Teams adding novations who need a dedicated TC
Owners who want a repeatable hiring process

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Frequently Asked Questions

What should I look for when hiring a transaction coordinator?

Look for someone who is organized, writes clearly, and follows a checklist without skipping steps. Real estate or title experience helps, but a strong process can teach the rest. A short hands on test shows more than a resume does.

Should I hire a remote transaction coordinator?

Many wholesalers hire remote TCs because most of the work happens by phone, email, and shared files. Check internet speed and computer setup before you hire, and do not give access to your systems until agreements are signed. This playbook builds both checks in.

How long does it take to train a new TC?

Plan on about 30 days before a new TC runs deals on their own. This playbook uses a week by week ramp plan and a scorecard so you can track progress. Start them on simple tasks and add more as they prove they are accurate.