Top Transaction Coordinator Training Courses (Free & Paid) in the U.S.

If you’re exploring a career as a Transaction Coordinator (TC) – or looking to level up your real estate admin skills – there are some excellent training programs out there. In this roundup, we’ll highlight some of the best TC courses and certifications across the U.S., including both free resources and premium paid options. The tone here is casual and friendly – consider it a helpful guide from one aspiring TC to another. 😊

Whether you’re brand new to the field or an experienced TC aiming to boost your business, there’s something here for you. Let’s dive into the top programs and see what makes each one unique and helpful!

TC Society – Free Community & Training by Melissa Kiser

TC Society is an online community devoted to real estate TCs across the USA, founded by Melissa Kiser. It’s essentially a one-stop hub where you can network with peers, learn best practices, and even get mentorship – all for free. The vibe is super supportive and collaborative, making it a great starting point if you’re new or looking to grow.

Format: Online community (hosted on Skool) with on-demand training resources and weekly live Q&A calls with Melissa. There’s also an onboarding call available to help you set goals when you join.
Price: Free to join the community (the site notes the included training is valued at ~$794, but it’s provided free!). Melissa also offers an optional premium “TC University” membership for deeper training at $47/month, but this is totally optional.
Certification: No formal certification. This is a training and support community, so there’s no exam or designation. (You do get the benefit of Melissa’s expertise and perhaps a certificate of completion for any specific course modules, but not an industry cert.)
Focus: Improving your real-world TC skills and business savvy. TC Society’s free content includes a course on marketing your TC business, tutorials on setting up tech tools like Folio for transaction management, and those weekly Q&As for troubleshooting and advice. It’s very practical – all about efficiency, workflows, and getting your transaction coordination running smoothly (and profitably).
Ideal for: Aspiring and experienced TCs alike. If you’re just starting, you’ll find mentorship and basic training to get you going. If you’re already working as a TC, this community helps you boost efficiency and income (for example, there are tips on raising your per-file rates in the content). Plus, the networking is great for feeling less alone in a remote role.

TC Society – Join the free group on Skool for access to all free courses and the community forum. TC Society Free Course and Group

📺 YouTube Gem: Cecilia V Peralta

Quick Stats	Why Hit “Subscribe”?
1.3 K+ subscribers and 50-plus videos (channel is growing fast) ([YouTube][1])	Bite-sized tutorials & 2-hour live replays that demystify real-estate paperwork, tools, and client wrangling.
Licensed FL agent → indie TC coach—so every tip is field-tested.	Friendly, ask-me-anything vibe; Cecilia answers questions right in the comments.

Sample videos to queue up:

“Overview of Real-Estate Transaction Coordinator Tasks—From Contract to Closing” (perfect crash course) ([YouTube][2])
“Save Hours with Templates: Must-Have TC Time-Savers” (workflow gold) ([YouTube][3])
“Top 5 TC Mistakes Costing You Clients & Money” (learn them, dodge them) ([YouTube][4])

Watch here: youtube.com/@CeciliaVPeralta

🚀 Course Coming Soon: TC Lab – Coordination Virtual Playbook

Cecilia’s fans have been begging for a full, step-by-step program—so she built TC Lab, now in pre-launch.

What’s inside (teaser): ([CVP Virtual][5])

7 self-paced modules:
1. Setting up & protecting your TC biz
2. Real-estate basics (no experience needed)
3. TC roles & niches
4. Systems + must-have tools
5. Opening & managing a new file
6. Branding & marketing 101
7. Scaling and hiring smart
20+ plug-and-play templates (emails, checklists, SOPs)
12 past group-coaching replays + 12 weeks of email support
1:1 coaching call to troubleshoot your first files or biz setup

Why join the wait-list? Early-bird pricing, lifetime access, and a chance to shape the final curriculum.

👉 Save your spot: cvpvirtual.com/tc-lab

If you love Cecilia’s straight-talk style on YouTube, TC Lab will feel like upgrading from highlight-reel to full playbook—templates, coaching, and a launch roadmap included.

Transaction Coordinator Bootcamp (by Joni Bickel)

The Transaction Coordinator Bootcamp is a popular comprehensive course created by Joni Bickel (of Inspired House and Home). It’s designed to take you from zero experience to running your own home-based TC business in ~60 days. Joni’s program is often praised for its depth – it doesn’t just teach TC tasks, but also how to launch and market your business so you can land clients and work from home on your terms.

Format: A self-paced online course with video modules that you can access 24/7 (lifetime access once you enroll). It’s not a live cohort, so you can start anytime and go at your own pace. That said, there is a private Facebook support group for students, and the premium package even includes a 1-on-1 coaching call with Joni for personalized guidance. Enrollment opens a few times a year (they often have a waitlist in between), but once you’re in, you get instant access to all materials.
Price: About $1,297 (one-time) for the “Elite” package, which is Joni’s all-in-one bundle. That includes the core training modules plus a ton of extras and resources. (They do offer payment plans to make it more manageable.) The course periodically offers discounts (e.g. $200 off during promotions), so keep an eye out. Given that Joni packs in templates, contracts, and even a website template, many students find it well worth the cost.
Certification: There’s no official certification or license with this course – it’s not like a state-recognized program. However, you do get a certificate of completion and, more importantly, a complete business launch kit. The emphasis here is on practical skills and business setup; by the end, you’ll have the knowledge to confidently call yourself a Transaction Coordinator and start taking clients (even without a formal “cert”).
Focus: This Bootcamp’s focus is “contract-to-close and beyond.” You learn the entire transaction process step-by-step – from opening escrow to closing – so you can handle files for real estate agents. On top of that, Joni covers business fundamentals: setting up your business entity, pricing your services, creating workflows, and marketing yourself to agents. A huge bonus is the library of templates and tools included: you get checklists for each step, email templates for communicating with parties, a basic contract template for your services, a bundle of TC resource documents, and even branding goodies (like logos and style templates) to kickstart your professional image. It’s basically a business-in-a-box for a new TC.
Ideal for: Anyone who wants to start an independent TC business, especially those with little or no prior experience. The course specifically welcomes total newbies – even if you’ve never worked in real estate before – and also caters to people like former real estate agents or assistants who want to transition into a TC role. If you crave a step-by-step roadmap and lots of done-for-you materials (and you’re the kind of person who likes structured guidance), this is an ideal program. It’s also great if your goal is to work from home and build a flexible business that can grow.

Transaction Coordinator Bootcamp – via Joni’s site Inspired House and Home (TransactionCoordinatorTraining.co). You can find details on her site and join the waitlist if enrollment isn’t currently open.

Kristi Winfree’s Transaction Coordinator Courses

Kristi Winfree is a seasoned TC and coach who offers her own suite of training courses. Her approach is very tool-oriented and comprehensive – one of her courses even comes with hundreds of ready-made templates and checklists, which can be a huge time-saver. Kristi’s tone is encouraging (she even has a podcast and a quiz on her site to see if you’d make a “stellar TC”). She basically aims to empower you to not only learn transaction coordination, but also run a smooth business from day one.

Format: Online self-paced courses hosted on her platform (Kajabi). You can enroll and work through the video modules and assignments at your own pace. Kristi currently has two main courses: the Transaction Coordinator Game Plan: Foundations course, and a Game Plan: Growth course for scaling your business. When you purchase a course, you get lifetime access to the materials and any updates. There’s no live cohort requirement, though Kristi is active on social media and email if you have questions. She’s also offered group coaching calls for alumni (quarterly calls were mentioned) as a bonus to keep students engaged.
Price: Kristi’s pricing can vary by package:
- The Foundations course (Transaction Coordinator Game Plan) bundled with her full template toolkit is about $1,500 (recently listed as $1,500, discounted from $1,694). This package includes 35 TC checklists + 315 email templates – basically all the operational docs you need – along with the core training. There is an even larger bundle (~$2,300) that adds an advanced Airtable database system and a coaching call for those who want every bell and whistle.
- The Growth course (for hiring and scaling) can be purchased standalone for around $697. She also offers that one bundled with the templates pack (~~$1,500 bundle) or with templates+database (~~$2,300) similar to above.
- In summary, you could start with ~$697 (if you just want the advanced training alone), or invest ~$1.5k to get a comprehensive package with all her resources. It’s a higher-end investment, but her students often say it truly sets you up professionally (essentially saving you from having to create tons of documents from scratch).
Certification: There’s no official industry certification from Kristi’s courses – they are private training programs. You will get a certificate of completion for the course itself, which you can certainly show on a resume or LinkedIn. But these courses do not confer a designation like “CTC” or similar; their value is in the skills and tools you gain.
Focus: Practical skills and ready-to-use systems. Kristi’s Foundations course covers all the nuts and bolts of being a TC: understanding the role, managing the contract-to-close process, using checklists to track deadlines, staying organized, and handling multiple transactions without dropping the ball. It also delves into how to start a TC business (she helps you with things like setting up your business structure, defining your services, etc., drawn from her own experience). A standout feature is that she includes her proprietary “Game Plan” checklists and email templates – over 300 emails for every scenario and 35 detailed step-by-step checklists. These cover buyer transactions, seller transactions, etc., so you’re not reinventing the wheel. The Growth course, on the other hand, shifts focus to leadership and scaling: it teaches you how to hire and train junior TCs or assistants, how to attract more clients, and how to refine your processes so you can handle a higher volume (all while avoiding burnout). Essentially, Kristi can take you from newbie to the point where you’re running a multi-TC team if you want to!
Ideal for: Ambitious TCs who want a complete setup. If you’re the kind of person who loves having detailed checklists, templates, and a solid plan, you’ll love Kristi’s stuff. New TCs benefit from the Foundations course because it’s very step-by-step and assumes you need guidance on everything (and it will definitely make you feel prepared). Experienced solo TCs or those at capacity will find the Growth course useful, especially if you’re thinking about hiring an assistant TC or growing into a TC agency. Also, Realtors or brokers who want to train an in-house TC could use the Foundations course as a training tool for their staff. One more note: Kristi’s style is down-to-earth and encouraging, so many who might feel intimidated by starting a business find her approach comforting and confidence-building.

Kristi Winfree’s TC Courses – Explore the Game Plan courses on her official site (kristiwinfree.com) for detailed curriculum and current enrollment info.

Cultivate Wins – TC Coaching & Training Membership (David Breckheimer)

Cultivate Wins is a unique offering in the TC training space: instead of a pricey one-off course, it’s a membership program that gives you access to an entire library of TC courses, tools, and coaching for a small monthly fee. It’s run by David Breckheimer, a business coach and consultant who specializes in helping independent transaction coordinators (and similar small biz owners) succeed. Think of it as an all-you-can-learn buffet for TCs – kind of the Netflix of TC training. 😉

Format: Membership site with a treasure trove of online resources. When you join, you log into a portal that has multiple sections: a feed/home with updates, a library of on-demand courses, recorded webinars/workshops, templates/tools, and even scheduled live meetups or “Challenges” where members can participate in real-time training or Q&As. The platform is quite interactive – David adds new content regularly, and there’s a community aspect (forums or comments) where members can help each other. Essentially, it’s an ongoing, self-paced learning community. You can binge courses whenever you want, or join live coaching calls if scheduled.
Price: $12 per month (yes, you read that right – just twelve bucks a month). This low fee gives you full access to everything as long as you’re subscribed. There are no big upsells – the whole point is to stop people from having to pay hundreds for individual courses. You can cancel anytime, so you could theoretically join for a month, consume a bunch of training, and leave – but most stick around because the ongoing value (new webinars, community, updates) is worth it. David also offers 1-on-1 coaching separately (for a much higher fee, around $389–$649/month as listed on another resource), but that’s optional. The $12/mo membership is the core product and is extremely budget-friendly.
Certification: No formal certification. Since this is a membership with various courses, you won’t get one overarching certificate or designation. Some of the individual courses within might offer completion badges or certificates, but these are for your personal education (not an accredited cert). The true “certificate” here is the knowledge and improvement you’ll gain. If you’re seeking a recognized certification, this membership is more about practical learning than letters after your name.
Focus: All-around professional development for independent TCs. Cultivate Wins covers everything from mastering transaction management tasks to building your business and even personal development like time management. For example, inside the library you’ll find courses on using transaction management software, checklist creation, compliance and risk management, as well as business topics like marketing your TC services, scaling up and hiring help, setting your goals, and leadership skills. David’s philosophy is that an independent TC isn’t just doing paperwork – you’re running a small business. So he addresses both the technical side (how to be a better TC, how to not miss deadlines, etc.) and the entrepreneurial side (how to get clients, how to structure your day for work-life balance – he even emphasizes avoiding burnout while potentially earning a 6-figure income as a TC). New content is added frequently, so it stays up-to-date with industry changes. The inclusion of live meetups and Q&A sessions means you can also get personal advice or answers to questions, which is amazing given the price point.
Ideal for: Budget-conscious learners and ongoing learners. This is ideal if you don’t want to drop a huge sum upfront and instead prefer to learn gradually or continuously. It’s great for new TCs who need to learn the basics (there’s foundational training in there), and for experienced TCs who want to keep sharpening their skills or work on business growth. Because it’s monthly, some folks join just when they need a specific resource (say, hiring advice or a refresher on a tool) and stick around for the community. It’s also well-suited for people who enjoy a sense of community and mentorship; David is active and genuinely invested in members’ success. If you’re the kind of person who likes to have ongoing support as you build your TC career – like a gym membership for your professional development – this is a perfect option.

Cultivate Wins – TC Support Membership. You can sign up on the CultivateWins.com site and immediately unlock the resource library. (They also offer a free 4.5-hour workshop on becoming a TC – a great preview of the content.)

C.A.R. Certified Transaction Coordinator (CTC) Program

Moving into the more formal certification realm, we have the Certified Transaction Coordinator (CTC) program offered by the California Association of REALTORS® (C.A.R.). This is one of the most recognized credentials for TCs – especially if you’re in California. Unlike the private courses and coaching we’ve discussed, the CTC is more like a professional designation: you complete a series of courses and exams to earn a certificate and can then market yourself as a Certified Transaction Coordinator. It’s a terrific way to showcase your expertise to brokers, agents, and clients.

Format: A 5-course program that you can take online (self-paced) or via scheduled webinars/live classes. C.A.R. offers the courses as an on-demand bundle (so you can do them anytime, anywhere at your own speed). They also periodically run them as Live/“LearnMyWay” webinars on a calendar – which is basically a live online class with an instructor on specific dates. You have to complete all five required courses and pass an exam for each. The courses cover:
1. Fundamentals of Transaction Coordination
2. Transaction Coordination 2 – Beyond the Contract
3. All About Disclosures
4. Risk Management
5. Either Residential Purchase Agreement (RPA) course (for licensed agents) or a Real Estate Law for TCs course (for unlicensed TCs). Each course is typically a few hours long. Being through C.A.R., the curriculum is very California-specific in parts (e.g., it uses CA forms like the RPA and CA disclosure requirements). After finishing, C.A.R. automatically awards your certification and sends you a digital certificate and logo by email. (Heads-up: the certification expires every 2 years – they require you to take an update course or renewal to stay current, which actually is a good thing because it ensures you’re up-to-date on any legal changes.)
Price: If you’re a member of the California Association of REALTORS®, the bundle is about $349 (members get a big discount). For non-members, it’s around $698 for the full 5-course package. Sometimes people join their state REALTOR® association to get member pricing if they plan to do multiple courses, but if you’re only interested in this, weigh the cost. Considering you get five courses, it’s a decent value – and remember, it’s a one-time cost for the courses (renewals later are shorter/cheaper courses).
Certification: Yes! You will earn an official Certified Transaction Coordinator (CTC) certification from C.A.R. upon completion. You get a certificate, and C.A.R. even provides a logo that you can put on your business cards, website, email signature, etc., to show off your new credential. This is a respected designation, especially within California brokerage circles. It signals that you’ve been trained in the standard procedures and legal requirements of transaction coordination. Do note that since C.A.R. is a California organization, the cert is especially relevant if you work in CA. Outside California, it still shows you invested in professional education, though the specifics (like knowledge of CA forms) might not directly apply in other states.
Focus: Compliance, documentation, and California transaction law. The CTC program is very much about mastering the process and doing things by the book. For example, the Fundamentals course starts you off with the role and importance of a TC. The “Beyond the Contract” course dives into tasks that happen after the purchase agreement is signed – how to manage the escrow timeline, coordinate inspections, etc. Disclosures course is huge because handling disclosure forms correctly is a big deal in CA transactions. Risk Management teaches you how to avoid legal pitfalls (like ensuring deadlines are met to avoid liability, confidentiality practices, etc.). And the RPA or Law course ensures you either know the ins and outs of the standard California purchase contract or, if you’re unlicensed, that you know what not to do (unlicensed TCs can’t do certain things that require a license – this course covers those do’s and don’ts). By the end, you’re basically a paperwork and process ninja for California real estate. Even if you’re outside CA, you’ll have a deep understanding of how to run a compliant transaction from start to finish, which can inspire confidence in any market.
Ideal for: There are a few groups who’d benefit most from CTC:
- California-based TCs or aspiring TCs – this is almost a gold standard if you plan to work with CA agents or brokers. Many brokerages in CA love when their TC has this cert.
- Licensed real estate folks in CA (agents or transaction assistants) who want to bolster their resume or transition into coordination – it’s a great addition to your credentials.
- Detail-oriented TCs in other states who want formal training – even though the certification is California, you’ll still learn best practices that apply anywhere (and you can often say “Certified Transaction Coordinator (C.A.R.)” on your profile which still sounds good!). If you nerd out about doing things the right way and love the idea of a structured learning path, you’ll enjoy this program.
- Also, if you eventually want to teach or manage TCs, having a known certification could give you clout.

C.A.R. Certified Transaction Coordinator (CTC) – Check out the program details on C.A.R.'s website. You can enroll in the online bundle or find upcoming webinar class dates on their site’s education calendar.

OnlineEd Transaction Coordinator Essentials Course

If you’re looking for a shorter, standalone course that covers TC basics on a national level, OnlineEd’s Transaction Coordinator Essentials is a strong option. OnlineEd is a reputable online education provider for real estate training. This particular course is like a crash course in how to be a Transaction Coordinator, suitable for any state since it doesn’t dive into state-specific forms.

Format: Self-paced online course on the OnlineEd platform. Once you enroll, you get access to the course material which you can work through at your convenience. It’s usually a mix of text, video, and quizzes. There’s no live instruction (unless they have occasional webinars, but primarily it’s on-demand). You can take it anytime and you’ll likely have access for a set period (many OnlineEd courses give you a few months access – but check their site for specifics). Expect interactive modules that guide you through the TC process, with knowledge checks along the way.
Price: $249 (one-time) is the current price for the TC Essentials course. Compared to some multi-thousand-dollar programs, this is quite affordable. It doesn’t come with personalized coaching or a trove of templates, but $249 gets you the educational content and a solid baseline of knowledge. (Occasionally OnlineEd runs sales or coupon codes, so you might keep an eye out for any discounts too.)
Certification: Upon completion, you typically get a certificate of completion from OnlineEd. This is not an official certification or designation (it’s not like a state-licensed thing), but it is a nice PDF you can show to demonstrate you’ve completed formal training. OnlineEd is a known provider, so adding “Transaction Coordinator Essentials – OnlineEd, Completed [Year]” to your resume does carry some weight as continuing education.
Focus: TC best practices and core skills, on a national scope. According to OnlineEd, this course is a “national Transaction Coordination program” covering how to manage real estate transactions from start to finish. That means you’ll learn general practices like:
- Keeping track of contingency deadlines (inspection dates, loan approval deadlines, etc.)
- Preparing and reviewing transaction documents (offer, addenda, escrow instructions – though they won’t be state-specific forms, just general types)
- Effective communication with all parties (agents, clients, title, lenders)
- Using technology and checklists to stay organized (they mention automation tools – possibly training on software like transaction management systems). Essentially, it’s an overview of the TC role – great for understanding what the job entails and how to do it well. It likely also touches on compliance, but in a generic way (e.g., reminding you to follow your state’s rules, keep things confidential, etc., without diving into one state’s law in depth). Think of it as “TC 101.” If you’re not in California or not interested in a heavy-duty program, this will give you the knowledge foundation you need. Plus, being online and self-paced, it’s straight to the point.
Ideal for: New or aspiring TCs anywhere in the U.S. who want a quick, relatively inexpensive formal training. If you’re perhaps already an assistant or an agent and you want to add transaction coordination to your skill set, this course is a perfect starting point. It’s also good for brokers who want their admin staff to get a handle on TC duties (without sending them to a multi-week class). And if you’re considering becoming a TC but aren’t ready to invest a ton yet, $249 for a comprehensive fundamentals course is a great test-the-waters move. After completing it, you’d have a clearer idea if you need more training or if you’re ready to jump in. Essentially, it’s for those who want a structured curriculum and a certificate at the end, but want to keep things general and flexible.
Link: OnlineEd – Transaction Coordinator Essentials. You can register through OnlineEd’s website and begin the course immediately.

Transaction Coordinator Academy – Essentials & Business Courses (Michelle Spalding)

The Transaction Coordinator Academy is a training and coaching platform created by Michelle Spalding, who has 20+ years of experience in real estate and TC work. Michelle is also an author (“The Road From Contract to Close”) and is known for her friendly, encouraging style. She offers a couple of targeted courses: one for learning the core transaction coordination skills and another for building your TC business.

Format: Online on-demand courses with a personal touch. When you sign up for a course on Michelle’s academy, you’ll go through video modules, reading materials, and exercises on a self-paced schedule. Currently, her flagship offerings are:
- Transaction Coordinator Essentials – a foundational course that teaches you how to be a transaction coordinator (the day-to-day tasks, the knowledge needed for handling transactions).
- Transaction Coordinating as a Business – an advanced course focused on the entrepreneurial side (how to set up and grow your own TC business, find clients, market yourself, etc.). You can take one or both. The courses are hosted on her site (likely via a learning management system), and you typically get access for a certain period with support available if you have questions. There’s no strict timeline; you can progress as you have time. Michelle sometimes also offers live coaching add-ons or Q&A calls for students, so you’re not totally on your own – you’re learning from someone who’s been in the trenches and is accessible.
Price: The pricing is quite moderate:
- Transaction Coordinator Essentials is around $298 (per the latest info). This is a one-time purchase for the course.
- Transaction Coordinating as a Business is about $348. Again, one-time payment for lifetime access to the course.
- She also has a smaller course called “Simple Marketing Solutions” for marketing your TC services, priced around $88 – a nice add-on if you want extra help in promoting your business. Sometimes these courses might be offered as a bundle or go on sale. But even at full price, both main courses together come out to under $650, which is quite reasonable for the value (and considerably less than some big bootcamps).
Certification: These courses provide certificates of completion from the TC Academy (useful for your portfolio), but they do not grant any official certification or designation. Michelle’s program is a private training, so it’s about skill-building. The real “proof” for future clients will be your ability to handle transactions proficiently (which her training certainly helps with). If you complete her courses, you can absolutely mention that in your credentials (and you’ll have a certificate to back it up), which can set you apart from someone with no training.
Focus: Foundation and then growth.
- The Essentials course focuses on how to actually coordinate transactions effectively. It covers things like: What does a TC do? (history and importance of the role), the difference between working as a licensed vs unlicensed TC, how to manage listings vs buyers, etc. Michelle emphasizes systems and checklists – you’ll learn how to use checklists to track all the details so nothing slips through the cracks. There’s content on time management (e.g., handling the right number of files for you, setting boundaries so you’re not working 24/7), and communication skills for dealing with agents and clients. By the end of Essentials, you should feel comfortable with the contract-to-close timeline and tasks.
- The Business course is all about launching and growing your TC business. Expect to learn how to set up your business operations (maybe choosing a business name, setting up your LLC or sole prop, etc.), identify your ideal clients (e.g., targeting certain agents or brokerages), and pricing your services profitably. Michelle also delves into marketing – how to promote yourself and get those first few clients, which is often the hardest part for new entrepreneurs. She covers hiring too, I believe, for when you grow beyond just yourself. Essentially, if you want to go independent, this course gives you a roadmap so you’re not just winging it. One nice thing is Michelle’s tone – she’s very relatable and has “been there, done that.” She shares stories and lessons from her own career (including mistakes to avoid) so you feel like you’re learning from a mentor, not just a textbook.
Ideal for: Those who want a mentor-like learning experience. If you prefer learning from someone who’s walked the walk, Michelle’s your gal. Beginners who need the actual skills of transaction coordination will appreciate the Essentials course – it’s straight from an expert and less costly than some alternatives. It’s also good for real estate admin staff (say, you’re an assistant who needs to learn TC tasks – this will teach you the ropes). Meanwhile, the Business course is ideal for a TC who’s got some experience (or after you finish Essentials) and is ready to go solo or scale up. Maybe you’ve been coordinating in-house for an agent and now you want to freelance – this course will tell you how to set up shop. Or maybe you’re already a solo TC who wants to get better at marketing and attracting more clients – you’ll get a lot out of it. It’s also a nice fit if you find the massive bootcamps overwhelming or too expensive; Michelle’s courses are more bite-sized but still comprehensive in their own way. And they’re lifetime access, so you can reference the material whenever you need a refresher.
Link: Transaction Coordinator Academy – Check out Michelle Spalding’s courses on her official site (transactioncoordinatoracademy.com). You can read the full course outlines there and see if her teaching style resonates with you.

That was a lot to cover! 🎉 As you can see, there’s a training option for every budget and career stage – from free community support to formal certifications. To help you compare at a glance, here’s a quick summary table of all the programs we discussed:

Course / Provider	Format	Price	Certificate?	Ideal For
TC Society (Melissa Kiser) – Free Skool Community	Online community; self-paced resources + weekly Q&As	Free (community access; $47/mo for premium content)	No (training & community only)	All levels – networking, ongoing skill-building in a peer group
Transaction Coordinator Bootcamp (Joni Bickel)	Self-paced video course + support group (60-day business launch roadmap)	$1,297 (one-time; payment plans available)	Completion certificate (no official cert)	Aspiring independent TCs (no prior experience needed) looking to launch a home-based business
Kristi Winfree’s TC Game Plan Courses	Self-paced online courses (Foundations and Growth) with extensive templates	~$1,500 for foundations package (with templates); ~$697 for advanced growth course	Completion certificates (private courses)	New TCs who want a comprehensive startup kit (foundation) and experienced TCs expanding their business (growth)
Cultivate Wins Membership (David Breckheimer)	Membership library (all-access to courses, live meetups, tools)	$12/month (subscription)	No formal cert (ongoing training)	New & experienced TCs seeking continuous training, support, and resources on a budget
C.A.R. Certified TC (CTC) Program	5-course series (online self-paced or live webinar)	$349 (members) / $698 (non-members)	Yes – CTC certification (2-year renewal)	TCs in California or those wanting a recognized professional credential (compliance-focused)
OnlineEd TC Essentials	Self-paced online course (national curriculum)	$249 (one-time)	Completion certificate (OnlineEd)	Aspiring TCs nationwide who need solid fundamentals and prefer a structured, standalone course
Transaction Coordinator Academy (Michelle Spalding)	Self-paced courses (Essentials & “TC as a Business” coaching)	$298 (Essentials); $348 (Business)	Completion certificates (no official designation)	Beginners learning TC processes (Essentials) and solopreneurs starting a TC business (Business course)

I hope this roundup has been helpful! 😃 Remember, there’s no one-size-fits-all best course – it depends on your learning style, budget, and career goals. The great news is that the TC community is very supportive. You can even mix and match resources: for example, you might start with a free course (VPM or TC Society) to get your feet wet, then invest in a bootcamp or certification once you’re sure this path is for you.

Whichever route you choose, you’re investing in yourself and your future success. 🎯

So, What Exactly Does a Transaction Coordinator Do?

Picture yourself as the backstage manager of a real-estate deal. Agents hustle for listings and negotiate terms; buyers dream of paint colors and patios. You keep dates straight, paperwork spotless, and every signature in the right spot—so closing day feels like a victory lap instead of a scramble.

Why bother getting certified? Simple: confidence, credibility, and a faster learning curve. A good course hands you checklists, templates, and real-world hacks you can reuse forever—no more reinventing the wheel with every transaction.

Why Becoming a TC Is a Pretty Sweet Career Move

Job security: Every home sale needs someone to babysit the paperwork. That “someone” could be you.
Higher ceiling, happier schedule: TCs often bill per file or on retainer. More control over income, fewer weekend showings.
A crash course in contracts: You’ll master disclosures, contingencies, and compliance—skills agents and brokers pay for.
Hero status: Saving deals from exploding at the eleventh hour feels amazing (and clients remember the rescue).

Anatomy of a Real-Estate Deal (TC Edition)

Listing stage – pull disclosures, prep the file.
Offer accepted – open escrow, launch your master checklist.
Escrow – manage inspections, appraisal, loan docs, amendments.
Closing – confirm funding, record, disburse keys.

Your real superpowers? Rock-solid document management, crystal-clear communication, and a few smart tech tools (dotloop, SkySlope, or an AI-powered platform like DocJacket) to keep the chaos in check.

Thinking About Going Solo?

Launching your own TC shop is totally doable—just break it into bite-sized steps:

Plan the biz: choose an LLC name, open a biz bank account, grab E&O insurance.
Price your services: per file, monthly package, or hybrid.
Find your first agent clients: network at brokerage meetings, pop into Facebook agent groups, or partner with busy teams.
Systemize: templates, canned emails, and maybe a VA once you’re slammed.

Pro tip: brand yourself online (website + LinkedIn + Instagram) so agents can vet you in 30 seconds flat.

Nerd Out: Tools, Tech & Tiny Details

Great TCs geek out over:

Digital signature platforms (think DocuSign)
Workflow software (dotloop, SkySlope, DocJacket)
Color-coded calendars and automated reminders
Risk-management checklists so nothing slips through the cracks

The more you automate, the less you stress—promise.

Keep Leveling Up

Marketing mojo: content marketing, email newsletters, and “just-closed” social posts keep leads rolling in.
Metrics that matter: average days from contract to close, referral rate, and error-free file percentage.
Never stop learning: new forms, new disclosure laws, new AI tools—stay curious and you’ll stay booked.

Quick Recap & Your Next Move

TCs are the unsung heroes of smooth closings—high demand, flexible lifestyle.
Certification = shortcut to credibility (and higher fees).
Pick a course under $500, nail the fundamentals, then practice on every deal you can.
Thinking bigger? Turn your skills into a business with solid branding and repeatable systems.

Grab a course, dive in, and start coordinating like a pro. The real-estate world is waiting for you to keep its deals on track—and that paycheck with your name on it is waiting, too.

Good luck on your Transaction Coordinator journey! And who knows – with the right training and dedication, you could soon be the go-to expert that real estate agents rely on to keep their deals on track.

Grab a course, dive in, and start coordinating like a pro. The real-estate world is waiting for you to keep its deals on track—and that paycheck with your name on it is waiting, too.

Happy learning and here’s to your thriving TC career! 🥂

Top Transaction Coordinator Courses

Table of Contents

On This Page