How to Get Your First Transaction Coordinator Client Working From Home

Why Getting the First Client Is the Hardest Part

Many new transaction coordinators struggle not because they lack skills, but because they don’t know how to land their first client. Once you have one agent, referrals often follow.

Start With Agents You Already Know

If you know any real estate agents personally or professionally, start there. Agents are far more likely to trust someone they already know or who comes recommended.

Join Real Estate Networking Groups

Facebook groups, local real estate associations, and online forums are common places where agents look for transaction coordinators. Be helpful, not salesy.

Offer a Trial or Introductory Rate

Many coordinators secure their first client by offering a discounted rate for the first file. This lowers the risk for the agent and allows you to prove your value.

Show Professionalism From Day One

Agents want reliability. Clear communication, organized onboarding, and prompt responses matter more than a long résumé.

Ask for Referrals Early

Once you successfully close your first transaction, ask the agent for a referral or testimonial. Word-of-mouth is one of the strongest growth drivers in this industry.

Build Momentum One Agent at a Time

Most successful transaction coordinators did not start with dozens of clients. They built steady income by focusing on quality service and consistency.

Instantly download our complete Transaction Coordinator Book and get everything you need in one place—whenever you need it. Inside, you’ll unlock all 20 training modules, plus direct links to all the spreadsheets, templates, and tools that TCs use to run a profitable business.