Virtual Transaction Coordinator for Real Estate Agents from Udemy

What's inside

Learning objectives

You will be able to create a team that really works together!
You will be able to easily manage 5, 10 or more closings per month!
You will sleep at night without all that worrying!

You will deliver service that encourages referrals!
You will keep agents, escrow and lenders accountable!

You will be able to create a team that really works together!
You will be able to easily manage 5, 10 or more closings per month!
You will sleep at night without all that worrying!
You will deliver service that encourages referrals!
You will keep agents, escrow and lenders accountable!

Syllabus

Introduction to The TRANS-TRAC System for Real Estate Agents

Thank you for taking this course. If you think it's good, please give us a 5-star review! If you think it needs improvement, start a discussion or send us a request. We'll be looking for suggestions and will be continually improving on the system so you can use it in your daily business!

Directions:

**SEE LECTURE 41 TO SEE NEW FEATURES WITH v.2.0 UPGRADE BEFORE DECIDING WHICH VERSION YOU WANT TO USE**

Follow this link to the Google Document, "TRANS-TRAC MASTER TEMPLATE" (Click on the square with an arrow pointing to top right.)
Select “File” → “Make a Copy” (note: you will need a Google account)
Name the file "[Your Name]'s TEMPLATE" (do not make changes to your template)
Make a 2nd copy & name "[Your Name]'s 2017 TRANSACTIONS"
Share the 2nd copy with your team, following attached .pdf instructions from Google
Follow the instructions in this course to customize your system

Once the correct sale date is determined, you'll have to calculate the end of the Due Diligence date, making sure you follow whether the contract says calendar days or business days.

UPGRADE, v.2.0 - see Sec. 6, Lecture 41 video - AUTOMATIC CALCULATIONS FOR DAYS REMAINING FOR DUE DILIGENCE!!

I've had students ask about where and how to add additional contacts for transactions, such as attorneys, inspectors or home warranty companies. You now have 2 resources to help with that issue:

See tutorial #40. This video shows you how you can add space for additional contacts on the "Property Details" sheets (#'d 2-23) on the system you've already downloaded. Also, it shows how you can add LINKS to websites you regularly need to access, such as sign company, inspectors, escrow, etc...
Download revised Master Template. I have added additional contact fields to the Master Template, so if you don't want to make the changes to the spreadsheet you've already downloaded, just download the new template, per instructions in Lecture 2.

Thanks for enrolling in this class and using the TRANS-TRAC System to manage your business! If you haven't already, please leave a Star-Rating and review.

Sincerely,

Brad B. Gustafson

c.702-278-1435

v.2.0 NOW AVAILABLE - see lecture 2 - A new column automatically calculates how many days remain for Due Diligence. If 5 days or less, it'll be highlighted in RED & if between 6-12 days it'll be highlighted in YELLOW. Watch this video for details!

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Teaches a well-accepted method to manage real estate teams, and the spreadsheets are easy-to-use and customizable

Provides a comprehensive system for managing real estate transactions, from lead generation to closing

Helps real estate agents improve their time management and organization skills

Can be used by real estate agents of all experience levels

Offers a step-by-step approach to managing real estate transactions, making it easy for beginners to follow

Covers a wide range of topics, including lead generation, marketing, and closing

Reviews summary

Practical transaction management with google sheets

According to learners, this course provides a highly practical and effective system for managing real estate transactions. Students particularly appreciate the included Google Sheet template (TRANS-TRAC), which offers a cost-effective alternative to paid CRM systems. The instructor is praised for being responsive and continually updating the course based on feedback, such as adding automatic due diligence calculations and improving the template for adding additional contacts. While the system requires some initial setup and customization to fit individual workflows and local regulations, reviewers find the step-by-step instructions helpful for implementation. Overall, the course is seen as a valuable tool for increasing efficiency and managing a higher volume of transactions.

Needs tailoring for specific needs.

"You definitely need to spend time customizing the template to fit your specific office procedures and MLS rules."

"The course provides the framework, but you have to put in the work to make it fit your workflow."

"While the core system is great, I had to adjust several steps for my local requirements."

"It's mentioned in the course that customization is necessary, which is accurate."

Clear instructions for setup and use.

"The course walks you through every step of setting up and using the system."

"The detailed instructions made it easy to implement the TRANS-TRAC for my business."

"Lectures were clear and helped me understand how to utilize each part of the spreadsheet."

"Following the step-by-step guide was crucial for getting the system running smoothly."

Instructor actively improves the course.

"It's great to see the instructor updating the course and adding new features based on student feedback."

"The instructor is responsive to questions and truly committed to making the system better."

"I appreciate the recent updates like v2.0 and the added contact fields; they show the course is evolving."

"Updates like automatic due diligence calculation are very helpful additions."

The core spreadsheet is a major asset.

"The Google Sheets template provided is worth the course price alone, saving monthly CRM costs."

"I love that this system is based on a Google Sheet; it's accessible and avoids recurring fees."

"The downloadable spreadsheet is a fantastic tool that I will use throughout my career."

"Using the spreadsheet made it simple to get started and customize."

Provides a practical tool for handling transactions.

"This system has completely changed how I manage my real estate transactions."

"The TRANS-TRAC system is incredibly effective for staying organized and managing multiple deals."

"I can now easily keep track of everything for 5, 10 or even more closings a month."

"This course gives you a system that is easy to implement and manage daily."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Virtual Transaction Coordinator for Real Estate Agents with these activities:

Review: The Millionaire Real Estate Agent

Show steps

Lay a foundation for the knowledge and skills you will cover during the course by reviewing this classic real estate book.

View The Millionaire Real Estate Investing Series... on Amazon

Show steps

Read the book.
Take notes on key concepts.
Make connections between the book's content and your own experiences and goals.

Review: Rich Dad Poor Dad

Show steps

Expand your understanding of financial principles by reviewing this popular book on investing and money management.

View The Ravens on Amazon

Show steps

Read the book.
Take notes on key concepts.
Make connections between the book's content and your own experiences and goals.

Watch video tutorials on real estate topics

Show steps

Enhance your understanding of real estate concepts by watching video tutorials led by experts.

Browse courses on Real Estate Investing

Show steps

Find video tutorials on YouTube or other platforms.
Watch the tutorials and take notes.
Apply what you learn to your own real estate practice.

Five other activities

Expand to see all activities and additional details

Show all eight activities

Solve real estate practice problems

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Sharpen your real estate skills by solving problems and practicing calculations.

Browse courses on Real Estate Finance

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Find practice problems online or in textbooks.
Solve the problems and check your answers.
Review your mistakes and learn from them.

Create a Real Estate Investment Plan

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Put your knowledge into practice by creating a plan for your own real estate investments.

Show steps

Define your investment goals.
Research different real estate markets.
Identify potential investment properties.
Develop a financial plan for your investments.

Write a blog post about a real estate topic

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Reinforce your understanding of real estate principles and deepen your knowledge by writing and publishing a blog post.

Show steps

Choose a topic related to real estate.
Research the topic thoroughly.
Write and edit your blog post.
Publish your blog post.

Join a real estate mastermind group

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Connect with other real estate professionals and learn from their experiences and insights.

Show steps

Find a mastermind group that is a good fit for you.
Attend mastermind group meetings regularly.
Participate in discussions and share your own knowledge and experiences.

Attend real estate industry events

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Expand your network and learn about the latest trends in the real estate industry by attending industry events.

Show steps

Identify industry events that are relevant to your interests.
Register for and attend the events.
Network with other attendees and learn about their experiences and insights.

Career center

Learners who complete Virtual Transaction Coordinator for Real Estate Agents will develop knowledge and skills that may be useful to these careers:

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Customer Service Representative

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Data Entry Clerk

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Dispatcher

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Office Manager

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Real Estate Agent

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Property Manager

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Receptionist

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Risk Manager

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Sales Representative

Sales Representatives sell products or services to customers. They may be responsible for tasks such as generating leads, closing deals, and providing customer service. This course can help prepare individuals for this role by providing them with the skills needed to communicate effectively with customers and manage a variety of tasks. The course also covers topics such as sales techniques, customer service, and marketing, which are essential for success in this role.

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Technical Writer

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Virtual Assistant

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Web Developer

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Call Center Representative

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