Welcome, Transaction Coordinators!
Welcome to your go-to resource for Transaction Coordinators!
Are you looking to level up your skills or just starting your journey? We’ve curated a collection of free courses, guides, and tutorials from trusted platforms like YouTube and leading websites to help you navigate the world of transaction coordination with ease and confidence.
Whether you’re mastering new tools or refreshing your knowledge, these handpicked resources are here to support you every step of the way.
| Course Name | Pricing |
| 1. Top Transaction Coordinator Courses on Udemy | PAID |
| 2. The TC Playbook Free Master Class | $100–$200 |
| 3. Cultivate Wins: Becoming a Transaction Coordinator Workshop | FREE |
| 4. FREE 4.5-Hour YouTube Workshop by David Breckheimer | FREE |
| 5. TC Society: Unlock Your Full Potential as a Transaction Coordinator | $794+ – FOR FREE |
| 6. Mastering Transaction Coordinator Skills by SafetyCulture | PAID |
| 7. TC Success Tips by Breckheimer & Newberry | FREE |
| 8. Top VA Tips for TCs by Cecilia V. Peralta | FREE |
1. Top Transaction Coordinator Courses on Udemy
Check out this comprehensive online course designed to turn aspiring professionals into skilled Transaction Coordinators (TCs)! Led by Sophia Montgomery, CEO of Invested and a seasoned expert with over a decade of experience, this course covers everything from contract preparation to closing, escrow, title insurance, and more.
Here are five Udemy courses related to becoming a Transaction Coordinator or excelling in real estate and administrative roles:
- How to Become a Transaction Coordinator
A comprehensive course to guide you through the contract-to-close process and build a career as a Transaction Coordinator.
Enroll here - Become a Successful Real Estate Transaction Coordinator Learn the skills to manage real estate transactions, from handling paperwork to working with agents and clients.
Enroll here - Real Estate Transaction Agent: Work from Home Side Hustle
This course covers essential real estate fundamentals, focusing on helping you become a skilled real estate assistant or coordinator.
Enroll here - Virtual Transaction Coordinator for Real Estate Agents Build a Team, Delegate Tasks, Monitor Results Remotely & Deliver Extraordinary Service to Clients by Using GoogleDocs
Enroll here - Transaction Management Professional – 101 Real Estate Careers, Learning Resources, Playbook for New Agents in California and Transaction Coordinators
Enroll here
These courses will provide you with essential skills and knowledge to excel in transaction coordination or real estate administrative roles!
2. The TC Playbook Free Master Class
The TC Playbook offers a free training masterclass aimed at helping aspiring transaction coordinators launch their own virtual businesses. This training provides foundational knowledge for those interested in entering the field without significant upfront investment5. Key topics covered in this free masterclass include:
- Strategies for replacing traditional 9-5 income through transaction coordination
- Methods for identifying and attracting ideal clients
- Techniques for building a base of loyal clients
- Approaches to streamlining processes and systems for delivering exceptional service
- Insights into launching a home-based transaction coordinator business
This resource is particularly valuable for individuals who want to understand the business aspects of transaction coordination before investing in more comprehensive training
CHECK OUT THE MASTERCLASS HERE
3. Cultivate Wins: Becoming a Transaction Coordinator Workshop An Introduction to Becoming a Transaction Coordinator
Thinking about becoming a Transaction Coordinator or new to the role? This free, in-depth workshop offers:
- 4.5 hours of guided video training
- Editable tools, templates, and resources
- Exercises to help you retain and apply what you learn
Access all videos, outlines, and bonus content to kickstart your TC journey with confidence.
Check out the full workshop here
4. FREE 4.5-Hour YouTube Workshop by David Breckheimer: Becoming a Transaction Coordinator!
I came across this incredible 6-part YouTube workshop by David Breckheimer for aspiring and new Transaction Coordinators.
5. TC Society: Unlock Your Full Potential as a Transaction Coordinator
Looking to grow your skills and confidence as a Transaction Coordinator? Check out TC Society, a space created exclusively for TCs!
What’s inside:
- Marketing Yourself/Your TC Business Course ($97 value)
- Folio Setup & Integration ($197 value)
- Weekly Q&A Calls with Melissa ($400/mo value)
- 1-on-1 Onboarding Call to Define Your Goals ($100 value)
- Access to a Motivated TC Community (Priceless)
💎 Total value: $794+ – Available for FREE!
Check out the full workshop here
6. SC Training: Mastering Transaction Coordinator Skills by SafetyCulture
If you’re looking for a more engaging way to train your Transaction Coordinator team, you’ve got to check this out! SC Training (formerly EdApp) lets you turn boring manuals into interactive, visually captivating courses.
I came across this and thought it could be super helpful. By offering your team free, top-notch training, you can help them:
- Streamline transactions
- Master contract management
- Improve communication
- Organize documents like a pro
They’ve even compiled free training manual samples you can transform into microlearning courses to boost skills and confidence.
Check it out and let me know what you think
7. TC Success Tips by Breckheimer & Newberry
I found this fantastic YouTube video featuring TC business expert David Breckheimer and Trevor Newberry from ListedKit. They dive into how Transaction Coordinators can succeed in today’s challenging market.
With over 25 years of real estate experience, David shares proven strategies to help TCs thrive—even when transaction volumes are low.
8. Great Virtual Assistant Tips for Transaction Coordinators from Cecilia V. Peralta!
I found this awesome YouTube channel by Cecilia V. Peralta, a passionate virtual assistant who shares tutorials, tips, and insights to help freelancers excel as VAs and boost productivity.
If you’re looking to enhance your skills as a Transaction Coordinator (TC) or simply want to learn more about the virtual assistant world, Cecilia’s channel is a must-visit!
Make sure to subscribe and check out her valuable content on how to thrive in the TC role, along with coaching services available on her website.
👉 Watch her channel and get inspired!
We are always looking to expand and improve the resources available to our community. If you have a course that you believe would be a great addition to our Transaction Coordinator training list, or if you’d like to suggest any course for inclusion, please feel free to reach out to us.
Email us at [Daksh@Garvik.ai], and we’d be happy to consider your suggestion.
Thank you for helping us create the best learning experience for Transaction Coordinators!