Highlight #1
Real-World Transaction Training Learn the full contract-to-close process using real documents, timelines, and compliance standards used by working Transaction Coordinators.
Highlight #2
Business-Ready Certification This program prepares you to work independently, market your services, and operate as a professional TC—not just an assistant.
Highlight #3
Templates, Systems & Resource Vault Graduates receive access to essential workflows, checklists, and business resources to confidently launch and serve clients.
About the course
This Certified Transaction Coordinator (CTC) Program was created to bridge the gap between theory and real-world execution. Many Transaction Coordinators complete training but still feel unprepared to work independently. This course is different. You’ll learn how to manage files from contract to close, understand compliance requirements, communicate professionally with agents, lenders, and title companies, and build systems that allow you to operate confidently—whether working for a brokerage or running your own TC business.
Nicole Shelley Founder of NSR Operations Institute and Certified Real Estate Professional
With years of experience managing real estate transactions, mentoring and overseeing compliance, Nicole created this program to provide clear, practical, and ethical TC training. Her approach focuses on confidence, organization, professionalism, and real-world readiness—so students don’t just complete a course, but leave prepared to work.
Curriculum
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1
Module 1 — Introduction to the Transaction Coordinator Role
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Welcome to the Certified Transaction Coordinator (CTC) Program
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Lesson 1: What Is a Transaction Coordinator?
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Lesson 2: The Transaction Lifecycle
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Lesson 3: Skills Every TC Must Have
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Lesson 4: What a TC Can and Cannot Do
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Module 1 — Knowledge Check
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2
Module 2 — File Setup & Compliance Foundations
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Lesson 1: Understanding the Transaction File Structure
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Lesson 2: Required Documents & Brokerage Compliance
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Lesson 3: File Naming and Document Management Systems
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Lesson 4: Earnest Money Tracking and Compliance
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Module 2 — Knowledge Check
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3
Module 3 — Understanding Real Estate Contracts
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(Included in full purchase)
Lesson 1: Overview of the Purchase & Sale Agreement
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Lesson 2: Addenda, Disclosures, and Legal Attachments
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Lesson 3: Understanding Contract Deadlines and Contingencies
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Lesson 4: Identifying Contract Red Flags
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Module 3 — Knowledge Check
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4
Module 4 — The Transaction Process (Contract to Close)
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Lesson 1: Understanding the Contract-to-Close Workflow
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Lesson 2: Setting Up the Transaction File
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Lesson 3: Coordinating Communication with All Parties
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Lesson 4: Tracking Deadlines and Documentation
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Lesson 5: Preparing for Closing Day
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Module 4 — Knowledge Check
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5
Module 5 — Working With Lenders, Title Companies & Inspectors
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Lesson 1: Understanding the Lender’s Role
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Lesson 2: How TCs Communicate With Lenders
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Lesson 3: Understanding the Title Company / Attorney Role
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Lesson 4: Working With Home Inspectors
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Lesson 5: Coordinating Appraisals
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Lesson 6: Coordinating Repairs and Amendments
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Lesson 7: Coordinating Final Walk-Through & Closing Documents
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Module 5 — Knowledge Check
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6
Module 6 — Compliance, Documentation & File Management Standards
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Lesson 1: Why Compliance Matters in Real Estate Transactions
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Lesson 2: Required Documents for Every Transaction
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Lesson 3: How to Organize a Transaction File (Buyer & Seller)
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Lesson 4: Understanding Broker Requirements
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Lesson 5: File Audits — How to Prepare and Pass Every Time
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Lesson 6: Secure File Storage, Privacy & Data Protection
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Lesson 7: Communication Logs & Documentation Standards
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Module 6 — Knowledge Check
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7
Module 7 — Timelines, Checklists & Workflow Automation
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Lesson 1: Building an Effective Transaction Timeline
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Lesson 2: Standard Operating Procedures (SOPs) for TCs
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Lesson 3: Weekly Update Systems for Agents & Clients
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Lesson 4: Automation Tools for TCs
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Lesson 5: Checklists Every TC Should Use
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Lesson 6: Workflow Examples (Real-Life Scenarios)
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Module 7 — Knowledge Check
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8
Module 8 — Becoming a Job-Ready Transaction Coordinator
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Lesson 1: Setting Up Your TC Business
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Lesson 2: Pricing Your TC Services
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Lesson 3: Tools & Software Every TC Should Use
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Lesson 4: How to Get Your First Clients
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Lesson 5: Creating Your TC Portfolio
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Lesson 6: Professionalism, Branding & Communication Standards
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Lesson 7: Final Steps Before Launching Your TC Career
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Final Exam — CTC Certification
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9
Module 9 — Resource Vault
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Welcome to the Resource Vault
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Transaction Coordinator Master Checklist
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Templates & Scripts — Professional Communication Toolkit
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Early Student Feedback
This program is currently in its initial launch phase. Student feedback and success stories will be added here as graduates complete the Certified Transaction Coordinator (CTC) Program.
Ready to Become a Certified Transaction Coordinator?
Enroll today and gain the training, systems, and confidence needed to launch or elevate your Transaction Coordinator business—without supervision.
$499.00