How do you work with a real estate transaction coordinator? For a lot of real estate agents who are used to doing everything by themselves, it is sometimes hard to trust a transaction coordinator to take care of those administrative and transaction tasks for you. But it really is essential so that you can delegate and grow your business, take a break, or whatever the reason is why you need support.
Setting Expectations Upfront
Setting your expectations upfront before your real estate transaction coordinator even works on your first transaction with you is very important. Let them know what you expect from them, your concerns about utilizing a transaction coordinator, how you see and would like this to flow, and everything you expect that is outside of what they tell you they already do for you.
Disclosing Specific Operations, Procedures & Preferences
Make sure you let your transaction coordinator know what your specific preferences are as well as your teams/brokerage's operations and procedures. It is better to do this all upfront once so they get it and you can move on without having to go back and correct anything. Think of it as an assembly line, everyone knows what they are doing so there is no stepping on toes and everything runs smoothly.
Getting Your Transaction Coordinator What They Need To Be Set Up For Sucess
Usually, when you work with a premier real estate transaction coordination company like Premier TC Services they will have a quick and easy onboarding form for you to fill out so that when you get a new contract your transaction coordinator will know everything they need to know to get moving right away. So set up your transaction coordinator for success to make sure they have the login credentials, company-specific disclosures, if you charge a transaction fee, etc. Setting your transaction coordination support up for success is only going to benefit you and give your client the first-class services they deserve!
Have Trust and Ensure you do Not Have to Micro-Manage
Okay so micro-managing... we are all guilty of it. And yes sometimes it feels important but it never makes anyone feel good. The tip to never having to micromanage your transaction coordinator is everything above, doing all of this ensures you have your support set up for success and up to speed so you do not have to waste time micromanaging and you can truly have trust in your real estate transaction coordinator. Another great benefit of hiring through a real estate transaction coordinator company like Premier TC Services, LLC is that they already have a manager double-checking their work, coaching them, and supporting them so you have ease and trust so you can work on your business and grow it.
Comments