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Transaction Coordinator Onboarding Template

$16.00
$16.00
Sale Sold out

Description

Welcome your real estate agent clients with confidence and professionalism. This fully customizable transaction coordinator onboarding Canva template is designed to help you professionally introduce your services, set clear expectations, and streamline your transaction process from day one. Perfect for new and experienced TCs looking to create a polished, consistent client experience. Whether you're just getting started as a transaction coordinator or refining your established systems, this onboarding packet will elevate the way you present your business.

Customize in Canva. Pre-written content that's ready-to-use and can be easily edited to suit your style and process. Swap out stock photos to reflect your branding. Add clickable links to your contact information and social media icons (on the last page of the template). Clickable links remain active when the guide is shared digitally as a PDF.

Inside this editable template, you'll find pages to outline your services and pricing, communication preferences, process, document management, milestone updates, and more—everything you need to build trust and set the tone for smooth, successful transactions.

What's Included (12-Page Canva Template):

  • Cover Page
  • About Me
  • Services & Pricing
  • Add on Services & Pricing
  • Best Practices Guidelines (2 pages)
  • Process from Onboarding to Closing (2 pages)
  • Quote Page
  • Photo Page
  • Testimonial Page
  • Contact Page
  • Fully Customizable with Pre-Written Content
  • Stock Photos Included
  • Clickable Links Support

Requirements: Requires a Canva account (free or pro version). Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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