Using a Licensed Transaction Coordinator: A Guide for Real Estate Agents

Hello real estate agents, brokers, and TCs! 🚀 In this practical training video, learn how to work effectively and compliantly with a licensed Transaction Coordinator (TC) in California. Boost your efficiency, delegate smartly, and stay 100% compliant with clear rules on what TCs can and cannot do.  

What You'll Learn:

• TC Role Defined: File/timeline management, third-party coordination, document prep (with your approval), factual updates.  
• Strict Boundaries: No advice, negotiations, contract interpretation, client decisions, or fiduciary duties.  
• Your Non-Delegable Duties: Fiduciary obligations, supervision, document review, negotiations.  
• Safe Delegation Framework: Forms, disclosures, scheduling, status updates, closing logistics.  
• Best Practices: Written instructions, regular check-ins, broker policies, avoid pitfalls.  

Perfect for scaling your business while protecting your license! Download the Presentation.

👉 Download Presentation & Resources: [Training Website Link]
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