Managing every moving piece in a transaction can be challenging. Here’s a guide to handling unexpected schedule changes, agent communication gaps, and staying proactive as a Transaction Coordinator (TC).
1. Why do things keep changing without me knowing?
Nicole Corti with her experience as a TC says: Agents often have discussions among themselves, and some are not used to working with a TC. They may forget to update you or get too busy and scattered.
2. How can I make sure I stay in the loop?
- Remind agents to copy you on emails.
- Keep track of common tasks agents forget to inform you about.
- Create a checklist around those items to follow up proactively.
- Build relationships with agents so they see you as a key part of the process.
3. Should I take it personally when I’m left out of updates?
No! It’s not a reflection of your work but rather the nature of the fast-moving real estate process. Agents are juggling multiple things at once, and keeping everyone informed can sometimes fall through the cracks.
4. What’s the best way to handle unexpected changes?
- Ask open-ended questions about upcoming tasks to uncover hidden updates.
- Set regular check-ins with agents to catch changes early.
- Use a shared transaction management system where updates are logged in real-time.
5. What if an agent still doesn’t keep me in the loop?
At the end of the day, it is up to the agent to fully utilize the TC services they’re paying for. If you consistently experience issues, consider having a direct conversation about communication expectations.
By staying proactive, setting clear expectations, and using structured follow-ups, you can minimize surprises and ensure smoother transactions.