Mastering Transaction Management: 3 Tips to Keep Your Deals on Track
You just got a signed contract—congrats! That’s the moment every real estate agent works toward. But now what? Do you feel that rush of excitement… quickly followed by a wave of stress because now you have to manage the entire transaction?
You’re not alone! Many agents don’t love the transaction phase because it requires intense attention to detail, strict deadlines, and constant communication with multiple parties. While you’d rather focus on helping clients buy or sell their homes, the reality is that a smooth transaction is what leaves a lasting impression—and gets you those glowing reviews.
So, how do you make sure every transaction is seamless, stress-free, and a true reflection of your professionalism? The answer: having a rock-solid transaction management system in place.
And if handling all the moving parts feels overwhelming, bringing in a transaction coordinator can be the best business decision you make.
Why a Transaction Coordinator Is a Game-Changer
Think of a transaction coordinator as your behind-the-scenes powerhouse. They keep everything running smoothly, ensuring:
✔️ Deadlines are met
✔️ Documents are accurate and submitted on time
✔️ Communication between all parties is seamless
✔️ Clients feel supported every step of the way
The transaction phase is where your reputation shines—not just with your clients, but also with the other agent, lender, title company, and everyone involved in the deal. When things run smoothly, your clients feel confident, your transactions close without a hitch, and your business grows.
If you’re ready to elevate your client experience and free up your time to focus on what you do best, it’s time to consider working with a professional transaction coordinator.
Not Quite Ready? Here Are 3 Tips to Keep Your Transactions on Track
Maybe you’re not ready to bring on a transaction coordinator just yet—that’s okay! Here are three must-do tips to help you deliver an incredible client experience during the transaction phase:
1. Send an Email with All Key Dates
From contract deadlines to closing day, make sure all parties—your client, lender, title company, and the other agent—are on the same page. Sending a detailed email outlining crucial dates ensures everyone knows what’s expected and when.
2. Set Up a Weekly Buyer/Seller Email Campaign
Buying or selling a home is overwhelming for clients. Help ease their stress by sending weekly emails with helpful tips and reminders. This could include:
- What to expect during the appraisal and inspection
- Moving and packing checklists
- Reminders about utilities and address changes
Keeping them informed reduces anxiety and builds trust throughout the process.
3. Stay in Close Contact with Your Clients
Don’t wait for your clients to call you with questions—stay ahead of them! Schedule a weekly check-in call at the same time each week (morning or evening, whichever works best for your schedule).
During these calls:
✅ Update them on where things stand
✅ Answer questions they may not even know to ask
✅ Reassure them that everything is moving forward smoothly
Consistency is key! When clients feel supported, they feel confident in your expertise—and they’ll remember you long after closing.
Bonus Tip: Show Your Appreciation
Once the transaction is complete, don’t forget to say thank you!
- Send a handwritten thank-you note to all parties involved, especially your title company.
- Give your client a thoughtful closing gift—even a small token of appreciation goes a long way.
- Ask for a testimonial! A happy client is your best marketing tool, so don’t be afraid to request a review.
Need Help Managing Your Transactions? Let’s Talk!
If transaction management is taking up too much of your time—or causing unnecessary stress—it’s time to partner with a professional.
At Kim Hughes & Company, we specialize in real estate transaction coordination to help agents like you stay organized, impress clients, and close deals smoothly.
📅 Schedule a complimentary consultation today! Let’s discuss your needs and create a plan to streamline your business.
🔹 Click here to download our transaction management package
📞 Call 903-312-2455
📧 Email: kim@kimhughes.com
Listen to the podcast: Click here
Don’t wait until you’re overwhelmed—take control of your transactions now and watch your business thrive! 🚀
