Learning path

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 su

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1. 1 Start Here 6 pages

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   • Start Here
   • How Narqix Works
   • Your First Week
   • Your Setup
   • Career Path and Levels at Narqix
   • FAQ

2. 2 Narqix Standards 12 pages

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   • Narqix Standards
   • Code of Conduct
   • Attendance and Shift Standard
   • Communication Standard
   • Reporting Standard
   • Escalation Ladder
   • Data Security and Privacy
   • Quality Standard and QA Scoring
   • AI Use Policy
   • Compliance Basics for Calling and Texting
   • Night Shift Health and Wellbeing
   • Performance Reviews and Coaching

3. 3 Core Skills 10 pages

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   • Core Skills
   • Phone Mastery for Non-Native Speakers
   • US Culture and Geography for Callers
   • Professional Email Writing
   • CRM Hygiene and Note Writing
   • Time Zones and Scheduling
   • Typing and Accuracy
   • Handling Difficult Conversations
   • Self-Management and Focus on Night Shifts
   • Learning How to Learn a New Client

4. 4 Transaction Coordination Track 12 pages

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   • Transaction Coordination
   • The TC Role
   • Closing Timeline
   • Opening Title
   • Earnest Money
   • Title Issues and Fixes
   • Settlement Statement Review
   • Contract Titling and Signing
   • Forms Guide
   • Daily Processes by File Status
   • Fire Drills
   • Tracker and CRM Standards

5. 5 Script Library 10 pages

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   • Universal Call Opening and Closing
   • Handling Abusive or Angry Callers
   • Voicemail Basics
   • Stop, Do-Not-Call and Wrong Number Requests
   • Hold, Transfer and Message Taking
   • Title Company Intro and Opening
   • Weekly Seller Update Calls
   • Buyer and Assignment Coordination
   • Closing Day Communications
   • TC Email Template Pack

6. 6 Exams

   Foundation Exam 40 questions · 50 minutes · pass 32 (80%) with all 12 🔒 gate questions correct Transaction Coordination Track Exam 40 questions · 60 minutes · pass 32 (80%) with all 4 🔒 gate questions correct