The Transaction Coordinator's Operating Manual — How to Run a Real Coordination Business

Most coordinators learn the work by doing it, and learn the business by getting it wrong once. They price per file until the month a file takes nine weeks. They take on a seventh agent without ever working out what their real ceiling is. They answer a question they should have routed to the broker, and find out afterwards which side of the line it was on.

The Transaction Coordinator's Operating Manual is the other half of the job. Eleven chapters on the parts nobody hands you: what you sell, what it costs you to deliver it, where clients come from, how you keep the deadlines, and where the line is that you never cross.

WHAT IS INSIDE

• Chapter 3 — the pricing arithmetic you cannot skip. What one file actually costs you in hours, how many files you can genuinely carry, and why per-seat and flat-monthly-unlimited are the two structures that quietly bankrupt a coordination business.

• Chapter 6 — the file workflow across all 8 phases, intake through post-close, with the handoffs written out phase by phase.

• Chapter 7 — the deadline system. Two anchor dates, everything else derived from them, business-day math done properly, and what you actually do the day one gets missed anyway.

• Chapter 10 — the unlicensed-assistant line. The two questions to ask and who to ask them of, the widely-recognized bright lines, and why the boundary protects you more than it protects anyone else.

• Chapter 2 — scope, and how to say no without losing the client.

• Chapter 4 — where TC clients actually come from, who to approach first, and what to say.

• Chapter 11 — scaling: what to delegate first, what never to delegate, and solving coverage before the week you are ill rather than during it.

• A "Before you move on" recap closing every chapter — 11 of them, so you can confirm you actually took the decision the chapter was asking for.

• 21 reference tables across 57 pages, with a linked contents so you can open it at the chapter you need.

HOW YOU USE IT

Read Chapters 2 and 3 before you quote anyone — those two decide whether the business works at all. After that it is a reference: open Chapter 7 when you are building your deadline tracker, Chapter 10 the first time a client asks you something that feels close to the line.

WHO IT IS FOR

Coordinators going independent, assistants moving into the role, and anyone already running files who has never sat down and done the capacity math. If you have an established book and your pricing already survives your busiest month, you know most of this.

FORMAT

A 57-page PDF with a linked contents. Instant download. Not a template pack — there is nothing here to fill in. It is the reasoning and the systems, written out.

Nothing in this book is legal advice. What counts as unlicensed activity varies by state; the book tells you which two questions to ask and who to ask them of.