Your New Transaction Coordinator Business

Get your free Getting Started Guide and hit your first 10 files in 90 days.

ABOUT THE GUIDE

This guide walks you through every step of launching your TC business. From forming your LLC to finding your first 10 clients

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WHAT YOU’LL LEARN INSIDE

Form Your Business Right

You’re ready to take the leap—now let’s build your business the right way from day one.
Inside the guide, you’ll learn exactly how to:

  • Choose the best structure for your TC business (LLC, S-Corp, or Sole Prop).
  • Register your business name and apply for your free IRS EIN.
  • Set up your business bank account so your finances stay clean and professional.
  • Understand which licenses or permits your state may require.

We’ll walk you step-by-step through the setup so you can focus on building—not guessing.


🎯 Goal: Become a legitimate, confident business owner ready to serve agents with professionalism.

Build Your Foundation

Once your business is official, it’s time to set yourself up for efficiency and growth.

You’ll learn how to:

  • Create a simple, effective business plan (with a free template).
  • Choose your essential tech stack—AFrame, ClickUp, Dotloop, and more.
  • Build your online presence through social media, Google, and a professional mini-website.
  • Design an onboarding system that makes agents love working with you from the start.


Think of this as your TC business blueprint—the operational backbone that keeps everything running smoothly behind the scenes.

🎯 Goal: Build strong systems and branding so every client interaction feels professional, polished, and repeatable.

Find & Keep Clients

You can have the perfect systems—but they only matter if you have clients!


This section teaches you how to:

  • Leverage your existing network of real estate agents and brokers.
  • Join online real estate groups and associations that connect you directly to potential clients.
  • Create referral loops and ask for testimonials to build word-of-mouth momentum.
  • Price your services and communicate your value with confidence.

We even include email templates and scripts so you know exactly what to say when you reach out to agents.

🎯 Goal: Build consistency—secure 10 files per month and build lasting agent relationships that fuel your growth.

Systems & Support That Scale

Once you’re closing files regularly, growth becomes about sustainability and support.

That’s where The Option Leverage platform comes in.

You’ll discover how to:

  • Automate repetitive tasks and manage more files without burnout
  • Access templates, workflows, and checklists built by top-performing TCs.
  • Get coaching, community, and accountability from others growing right beside you.
  • Tap into marketing, tech, and VA support so you can scale faster without losing quality.

You don’t have to build this alone. Plug into a proven platform that grows with you.

🎯 Goal: Scale smart with leverage—more files, more freedom, and more income.

This Is The Option You’ve Been Waiting For

You’ve already built the foundation. Let’s build the next level together.