How to Work with a TC: a guide for new agents

Hiring a transaction coordinator for the first time can feel like handing your car keys to a stranger. You've spent months building this client relationship, writing offers, negotiating with agents….and now you're supposed to hand it off to someone else?

The answer is yes. And here's why:

You are the expert at getting clients. We are the expert at getting them to closing.

Here’s how we win as a team:

  1. Submit your file early — not the day you are done with inspection. How silly is it for me to introduce myself to your clients when you’re halfway to giving them the keys?

  2. Introduce your TC to all parties — lender, title, co-op agent, and even your client from the start. I promise, the agents who do this look more professional — and I have less of a struggle getting people to respond to me

  3. Set communication expectations — how you want to be updated, by text/email/calls, how often, what decisions you want to be in charge of - I mind read a little bit, but not this much!

  4. Trust the system — your TC has a process; let it work

  5. Stay available for agent-only decisions — contracts, negotiations, client conversations

  6. Review everything - I am good. I am NOT a robot. Double check my work, I will double check yours! Its a team at the end of the day.

New to working with a TC? I'd love to be your first.

Advantage Agent Services works with agents at all experience levels — we meet you where you are and make the process simple from day one.

[Let's start with a call]

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Cash vs. Conventional: How the transaction process changes