Real Estate Transaction Coordinator Resources

Free guides, checklists, templates, and tools to streamline your your TC business.

Our most popular and comprehensive resources to help you excel in transaction coordination. When you're ready to compare tools, see the best transaction coordinator software or, if you coordinate for a team or brokerage, explore real estate transaction management software.

State-by-State Disclosure Requirements Guide

Complete compliance guide covering all 50 states + DC with interactive search and filtering.

  • Compliance
  • Legal
  • State Requirements

15 min read

Rate Calculator for Transaction Coordinators

Quickly calculate your rates and fees with this easy-to-use tool.

  • Pricing
  • Business
  • Calculator

Download

Real Estate Closing Timeline Calculator

Interactive calculator to determine all critical dates and deadlines for your transactions.

  • Deadlines
  • Timeline
  • Planning

Interactive Tool

TRID Date Calculator

Compute Loan Estimate deadline, Closing Disclosure presumed-receipt date, and earliest legal closing date under the federal 3-business-day rule.

  • TRID
  • Compliance
  • Deadlines

Interactive Tool

Escrow Holdback Calculator

Compute the holdback amount with industry-standard multipliers (1.5x, 2x for jumbo) plus the release deadline and risk flags for repair-incomplete closings.

  • Closing
  • Holdback
  • Repairs

Interactive Tool

Proration Calculator

Pro-rate taxes, HOA dues, insurance, and rent between buyer and seller at closing using the 360-day or 365-day method.

  • Closing
  • Proration
  • Taxes

Interactive Tool

Browse by Category

Find exactly what you need with our organized resource library.

Compliance & Legal

State Disclosure Requirements Guide

Interactive guide to disclosure laws in all 50 states

Guide

Federal Compliance Checklist

Essential federal requirements for all transactions

Checklist

TRID Compliance Timeline

Know Your Before You Owe timeline and requirements

Timeline

TRID Date Calculator

Calculate Loan Estimate deadline, CD presumed-receipt, and earliest legal closing under the 3-business-day rule

Calculator

Earnest Money Rules by State

Complete guide to earnest money deposits for all 50 states + DC

Guide

Attorney vs Title States

Interactive map showing which states require attorneys for closings

Guide

What Is a CDA in Real Estate?

Commission Disbursement Authorization explained — what brokers issue, who signs, and how funds move at closing.

Guide

Title and Escrow Guide

What title and escrow companies do, what TCs send them, and common closing-day issues.

Guide

Checklists & Templates

Ultimate TC Checklist

Master checklist for every transaction type

Checklist

Email Templates Library

Professional email templates for every scenario

Templates

Document Request Forms

Standardized forms for requesting client documents

Forms

Training & Education

TC Career Guide

Complete guide to starting a transaction coordination career

Guide

Industry Glossary

300+ real estate and transaction coordination terms

Reference

Best Practices Handbook

Proven strategies from top transaction coordinators

Handbook

What Is a Transaction Coordinator?

Plain-English guide to the TC role, pay, and how it differs from agents and assistants.

Guide

Real Estate Transaction Process

Step-by-step walkthrough from offer accepted to closing day — every party, every deadline.

Guide

Tools & Calculators

Closing Timeline Calculator

Calculate all critical dates for your transactions

Calculator

TC Rate Calculator

Determine competitive pricing for your services

Calculator

ROI Calculator

Calculate return on investment for TC software

Calculator

Earnest Money Calculator

Calculate typical earnest money deposits by state

Calculator

Latest from Our Blog

Stay updated with the latest insights and tips for transaction coordinators.

Process6 min read

5 Essential Tasks in Your Transaction Coordinator Checklist

The critical tasks that every transaction coordinator should include in their process.

May 24, 2025
Software12 min read

Top Transaction Management Real Estate Software 2025

Compare the best transaction management platforms for real estate professionals.

June 3, 2025
Career15 min read

How to Become a Certified Transaction Coordinator

Step-by-step guide to starting your career as a transaction coordinator.

May 19, 2025

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