Transaction coordinator path · free
Free transaction coordinator training for wholesale and cash deals
The transaction coordinator takes a signed deal to closing: opens title, tracks dates, keeps the seller and buyer in the loop, and catches problems early. This free path gets a new transaction coordinator ready before the live calls start: short lessons, a quick sorting game, practice calls with made-up people who react to what you say, and a boss call at the end of each level.
No sign-up for the first level. About 50 minutes for the whole path.
Level 1 of 2 · about 25 minutes
Contract to title
Seven rounds, about 25 minutes. A signed contract is not a closed deal. Open title the same day, track every item on the checklist, and keep the seller in the loop so nothing surprises anyone.
The deal moves when someone owns the checklist
- A loan payoff Ask the seller for the lender's name and loan number, and send it to title.
- A lien Tell the team owner and title. They decide what happens next. Never guess with the seller.
- Another owner Ask title what they need, then tell the seller kindly.
- A name mismatch Ask title what paper they need to fix it.
- Update the seller before they ask. A short update every few days, even if it is "nothing new, still on track."
Boss call: Monty, The Second Owner
Level 2 of 2 · about 25 minutes
Closing week
Seven rounds, about 25 minutes. The last week is where deals slip. Count down every item, tell everyone the same facts at the same time, and bring problems to the team owner while there is still time to fix them.
Count down, tell everyone, fix early
- The buyer's money is late Tell the team owner today, then ask the buyer for a real date in writing.
- The seller is not moved out Ask what is left and what help would make the date. The team owner decides on any change.
- The numbers look wrong Ask title to explain the line. Never tell the seller a number until the team owner has seen it.
- Someone wants a change Changes go to the team owner and get signed by everyone. Never agree on the phone.
- One message, same facts. When something changes, everyone who needs to know hears it the same day.
Boss call: Roy, The Closing Day Change
Questions
What does a transaction coordinator do in wholesaling?
Walk them through a deal from signed contract to closing: opening title, tracking the dates, and keeping the seller and buyer informed. The free coordinator path has 2 levels: contract to title, and closing week.
How do I keep a wholesale deal on track from contract to closing?
Open title fast, put every date in the CRM, update the seller before they have to ask, and flag problems early to the team owner.
What happens in closing week for a cash deal?
Confirm the closing time and place, the funds, the walk-through and the seller's move-out plan. Call each person the day before so nothing surprises anyone.
Is Ready to Dial free?
Yes. Every level on all 7 job paths is free for a team owner and up to 2 reps. Paid team plans add more reps and more AI practice calls.
Do I need an account to try it?
No. The first level of each path and a 3-minute practice seller call work with no sign-up. A free account saves progress from Level 2 on.
Are the sellers real people?
No. Every seller, buyer, team and number in the practice calls is made up. Nothing in the app calls or texts real people.