For licensed agents
Twenty two things happen between contract and closing. You are doing all of them.
A short training on what a transaction coordinator actually does, which parts of a file legally need you and which do not, what it costs per file against doing it yourself, and why files fall apart in the same three places every time.
Straight to it. No waiting room and no scheduled time.
What is in it
The twenty two steps on a typical file
Which of them actually need your license
Per file cost against doing it yourself
The three places files reliably fall apart
What has to be written down before you hand it over
The transaction is not the hard part. Remembering the transaction is.
No single step between contract and closing is difficult. Order the inspection. Confirm receipt of earnest money. Chase the lender. Check the title commitment. Remind everybody about the walkthrough. Each one takes minutes and none of them require judgment you spent years acquiring.
What is expensive is being the only person holding all twenty two in your head while also trying to win the next listing.
What it actually costs
Closing week and prospecting week are the same week. That is the whole problem.
Every file in progress competes for the attention that produces the next one. It is why agent income arrives in waves, and it is a scheduling problem rather than a discipline problem.
What you walk away with
Four things you will have that you do not have now.
The twenty two step file
Written down, which most agents have never done.
What needs your license and what does not
A shorter list than agents assume.
The three places files fall apart
Same three, every market, every price band.
The per file math
What it costs against what it returns in weeks you stay on the market.
Worth your time if
- You are licensed and carrying live files right now
- You have missed a deadline and felt it
- Closing week costs you prospecting week
- You want a process rather than a better memory
Not worth your time if
- You want somebody else to be liable for your file
- You are not licensed yet
- You close too few files for this to matter yet
- You are not willing to change how you work
Before you put your number in
The four things agents ask us first.
Is this a pitch dressed up as a training?
The training stands on its own and works whether or not you ever speak to us. The offer sits about two thirds of the way down, clearly labeled, and you can stop reading before it.
How long does it take?
Around forty minutes to watch. The whole thing is written out underneath, so you can read it in about ten if you would rather skim.
Do I have to leave my brokerage?
No. There is a paid option that changes nothing about where you hold your license, and the training explains both routes plainly.
What happens the second I submit this?
The training opens on the next page. Leave a number and we text you the link as well, so you can pick it back up later on your own time.
On tape, and still not settled
Two of our panelists answer this in opposite ways.
Both of them do this for a living. Both said it out loud on a recorded panel. The training covers which one holds up, and when.
Do not attend inspections at all.
Most brokerages in his market prohibit it, which removes the liability. The buyer completes a written diligence form instead.
If nobody from your side attends, you lose the transaction.
He answered the no attendance position directly and guaranteed the outcome from long experience, on the seller side as well as the buyer side.
Recorded on a NXTGEN Agent panel, September 29, 2022.
Instant access
Where should we send it?
Name and email. The phone number is optional.
Worth knowing before you watch: the free route means partnering with our organization at eXp Realty. The training explains exactly what that means, and what it does not.
Cameron Smith
Cape Coral, FL · Licensed since April 2009 · Partnered with the NXTGEN organization at eXp Realty
Free training. Name and email, and a number only if you want one. Opens on the next page.
Get instant access