Brand New Agent Thrown into the Deep End

[Amanda Shire]

I am a new agent who is joining my partner (in life and now business) in real estate. I have no experience at all. I am leaving my full time position as an accounting firm office systems manager this month. The plan was for me to dive in as an agent this summer. Life has thrown a curve ball at me/us and my partners transaction coordinator has provided her notice effective essentially immediately. So he is in need of a TC and we both this I am the best and logical option.

I am looking for direction on what systems and most specifically templates, have provided the most helpful "support" to you in transaction coordination.  I have done some general searching online and I am not sure an online "course" is the best approach when it comes with a $250 price tag and I have no references. I did see some template packs that were reasonably priced but a little direction would be greatly appreciated.

Thanks so much!

Amanda

[Michael K Gallagher]

@Amanda Shire Licensed TC is a good gig, and with your background probably a very productive move.  As far as systems and templates specifically for transactions, I'd ask around the office.  There are likely other TC's that are doing well and big volume, but if you are just wanting to understand what are good tools to use to handle template communications and such....then I'd 1 up the dotloop item listed above, a project management system like trello or something would be great and then you'll likely want a crm if your don't already.  if you do you'll obviously want that to tie that into whatever tool you do pick.