Learn how to set up and use TCDocs to manage your transactions in less time
What if your transaction management system did most of the heavy lifting for you?
What you’ll learn
- How to set up your TCDocs account correctly from scratch.
- How to upload your checklist so every transaction runs on autopilot.
- How to load email templates so client communication takes minutes.
- How to manage a full transaction from contract to close in TCDocs.
- How to handle more transactions without the overwhelm and stress.
Course Content
- Introduction –> 1 lecture • 1min.
- Full Walk Through –> 1 lecture • 38min.
- How I Personally Run a Transaction and have scaled from 35 to 85+ –> 1 lecture • 37min.
- Downloadable PDF –> 2 lectures • 1min.
Requirements
What if your transaction management system did most of the heavy lifting for you?
That is exactly what TCDocs does — when it is set up correctly.
If you are a transaction coordinator who is drowning in deadlines, jumping between spreadsheets and emails, or spending more time managing your system than actually managing your transactions — this course is going to change the way you work.
I am a transaction coordinator who used TCDocs to scale my business from 35 transactions to 85 transactions. Not by working more hours. Not by hiring a team. By setting up one system correctly and letting it run.
In this course I am going to walk you through everything — from setting up your account from scratch to running a complete transaction from contract to close inside TCDocs. You are going to watch me do it live, step by step, so you can follow along and implement as you watch.
Here is exactly what is inside this course:
A complete 40-minute walkthrough covering how to set up your TCDocs account, how to upload your transaction checklist items, how to load your email templates directly into the system, and how to configure everything so TCDocs works the way your business works.
A full transaction walkthrough where I take you inside my actual workflow — step by step, contract to close — so you can see exactly how I use TCDocs to manage transactions efficiently, hit every deadline, and keep agents informed without spending hours on administrative tasks.
This is not a theoretical course. There are no slides, no fluff, and no generic advice. This is me, inside the system, showing you exactly how it works and exactly how I use it.
By the end of this course you will be able to:
Set up your TCDocs account completely and correctly from day one
Upload your checklist items so every transaction automatically follows your process
Load your email templates so client communication goes out in minutes instead of hours
Use the workflow inside TCDocs to manage a transaction from contract to close without anything falling through the cracks
Handle more transactions simultaneously without the overwhelm and stress that comes with managing everything manually
This course is for you if:
You are a new transaction coordinator who wants to start with the right system from day one
You are an experienced TC who is still managing transactions manually and knows there has to be a better way
You have heard of TCDocs but never set it up correctly or fully learned how to use it
You want to grow your TC business without working more hours
You are tired of missing deadlines, losing documents, or feeling like transactions are managing you instead of the other way around
One system. Set up correctly. Changes everything.
If you are ready to stop managing chaos and start running a real transaction coordination business — let’s get started.