Transaction Coordination
For every Narqix Transaction Coordinator (TC) working US real estate investor deals. After this section you will be able to take a signed contract and carry it to a funded, recorded closing with no surprises, no lost fees and no unhappy sellers.
Track: Transaction Coordination · Role: Transaction Coordinator · Time to complete: 10 min (this page), about 6 hours (full section)
What this section is
A contract is not a deal. A deal is money in the bank after the deed records. Between those two moments, about half of all problems in an investor business happen: a lien nobody knew about, a seller who stops answering, a buyer who sends the deposit late, a fee typed in the wrong column. The TC is the person who stops those problems from becoming lost deals.
This section is the complete Narqix playbook for that job. It covers the four deal structures our clients use most:
| Deal structure | What it means in one line | What makes it hard for the TC |
|---|---|---|
| Wholesale assignment | The client signs a contract with the seller, then sells the contract to an end buyer for a fee | Fee must show correctly on the settlement statement; buyer and seller contracts stay separate |
| Double close | The client buys from the seller and resells to the end buyer, usually the same day | Two closings, two settlement statements, often short term funding |
| Retail Partnership Option (novation-style) | The client and the seller agree to sell the house on the open market, with agents, and the client earns the spread | Agents, lenders, appraisals and repairs make the timeline longer and busier |
| Subject-to | The client takes ownership while the seller's existing mortgage stays in place | Extra disclosures, lender and insurance paperwork, and a title company that handles this structure |
You will also see client purchases (the client buys to renovate or rent) and joint venture (JV) deals, where two investors split one fee. Both are covered inside each page.
Who this is for
- New TCs in their first 30 days. Read every page in order.
- Experienced TCs joining a new client. Read pages 01, 02, 09 and 11, then the scripts.
- Acquisitions and dispositions team members who want to understand what happens after they hand off a contract.
- Team leads who audit TC files. Pages 06 and 11 are your checklists.
Learning path
Follow this order. Each page builds on the one before it.
| Order | Page | What you will learn | Time |
|---|---|---|---|
| 1 | 01 The TC Role | What you own, your daily rhythm, KPIs, handoffs and when to escalate | 25 min |
| 2 | 02 Closing Timeline | Every stage from signed contract to funded, with day targets and checklists | 35 min |
| 3 | 03 Opening Title | What to send on Day 0, how to choose and work with a title company | 25 min |
| 4 | 04 Earnest Money | Deposit rules, deadlines, tracking and release | 20 min |
| 5 | 05 Title Issues and Fixes | More than twenty common title problems, who fixes them, how long they take | 45 min |
| 6 | 06 Settlement Statement Review | Line by line review, assignment fee display, double close mechanics | 35 min |
| 7 | 07 Contract Titling and Signing | How every type of seller and buyer is named and signs | 30 min |
| 8 | 08 Forms Guide | What each form is for, when you use it, who signs | 25 min |
| 9 | 09 Daily Processes by File Status | What to do every day for a file at each status | 35 min |
| 10 | 10 Fire Drills | Step by step responses when a deal goes wrong | 40 min |
| 11 | 11 Tracker and CRM Standards | File names, note format, status codes, weekly report | 20 min |
Then practice with the Script Library entries for this track:
| Script | Use it for |
|---|---|
| Script 01: Title Company Intro and Opening | Day 0 call and email to open a file |
| Script 02: Weekly Seller Update Calls | Keeping the seller calm, informed and on track |
| Script 03: Buyer and Assignment Coordination | Emails to end buyers, JV partners and dispositions |
| Script 04: Closing Day Communications | Everything you send and say from 48 hours out to funded |
| Script 05: TC Email Template Pack | 20 ready emails for the most common TC moments |
The Narqix TC promise
Every file, every day: you know its status, its next deadline, who owns the next step and whether money is at risk. If someone asks "where is this deal?" you can answer in one sentence without opening five tabs.
Five habits make that promise true:
- Read the contract first. Every date, amount and name you work with comes from the signed documents, not from memory or a chat message.
- Touch every party on a cadence. Silence is how deals die. You decide when people hear from you; you do not wait for them.
- Write it down the same day. If it is not in the CRM note, it did not happen.
- Verify money twice. Deposits, fees and wire instructions are checked by a second method every time.
- Escalate early. A problem reported on Day 5 is a task. The same problem reported on closing day is a lost deal.
Never give legal or tax advice, never change a deal term without written approval from the client, never sign anything for anyone, and never pressure a seller. When the answer depends on state law, say: "I will confirm with our title company and the client and come back to you."
How to use these pages on the job
- Keep page 09 open during your shift. It tells you what each file needs today.
- Use page 10 the moment something feels wrong. Do not improvise on a fire.
- Copy emails only from Script 05 or the scripts. Do not reuse old emails from other files; they carry old names and numbers.
- When state rules apply (disclosures, cancellation windows, deposit holding rules), follow your client's instructions and the title company's guidance. Rules change, and they differ by state.
Check yourself
- Name the four main deal structures and the hardest TC task in each.
- Which three pages should an experienced TC joining a new client read first?
- What is the Narqix TC promise in one sentence?
- A seller asks you whether they will owe tax on the sale. What do you say?
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See the full Transaction Coordination learning path