Should I display my pricing publicly as a TC?

Yes. Transparent pricing helps attract serious agents and reduces back-and-forth around what you charge. You can still use discovery calls for custom situations, but clear baseline pricing builds trust.

How should I handle cancellations on TC files?

Decide in advance whether you want a no close, no fee model or a milestone-based approach where you receive a partial fee once certain work is completed. Whatever you choose, put it clearly in your service agreement.

How often should I review and update my TC packages?

Review your TC packages quarterly. Check whether you are doing work that is not reflected in your pricing, if agents repeatedly ask for services you have not packaged, or if your tools and systems have significantly improved your value.

Can I offer premium or VIP TC packages if I am still new?

Yes. Premium doesn’t need to be fancy or complicated. It simply means a level of support that sits above your own baseline. Define what your standard contract-to-close includes, then create a higher tier that intentionally adds more access, support, or responsibilities.

Create Useful TC Packages That Agents Want

Q: How many TC packages should I offer?

Two or three packages are usually enough. For example, an essential contract-to-close package, a listing-to-launch option, and a premium or concierge tier. Too many choices create confusion and decision fatigue for agents.

Q: What if an agent only needs listing coordination?

You can offer listing coordination as a standalone package while still positioning contract-to-close as your core service. Make sure agents know you can support them after the listing goes under contract as well.

TL;DR — Quick Q&A Summary

Q: What’s the purpose of creating TC packages?
A: Packages make your services clear, easy to understand, and aligned with how agents actually work. They help you communicate value, set boundaries, and simplify your business.

Q: What belongs in a baseline Contract-to-Close package?
A: The essential coordination work you always do—contract intake, deadlines, communication, compliance, and closing support. “Baseline” is defined by YOU, not the industry.

Q: How do you build tiers that make sense?
A: Start with your baseline, then layer services like listing coordination, compliance-only, team variations, or a personalized premium tier based on your capacity and workflow.

Q: How should you determine TC pricing?
A: Research your market, study competitor websites, observe patterns, assess your workload, and choose your strategic position—not random price guessing.

Q: What counts as “premium” or “VIP” service?
A: Anything that sits meaningfully above your own baseline. Premium is not universal; it’s defined relative to how YOU work and the level of support you choose to offer.

Q: How often should packages be updated?
A: Quarterly. Your workload, systems, and client needs evolve quickly—your packages should evolve with them.

Heads up: This post may include affiliate links. If you choose to make a purchase through one of them, I may earn a small commission—at no additional cost to you. You can check out the full disclosure for more details.

Creating Packages That Align with Agent Needs

Packaging your Transaction Coordinator (TC) services isn’t just about listing tasks—it’s about showing agents how you fit into their workflow. The most successful coordinators design packages that feel intuitive to the agents they serve: clear, outcome-driven, and easy to say yes to.

When your services are packaged well, agents don’t have to guess what you do, what’s included, or whether you’re “worth it.” They can see exactly how you reduce stress, protect their deals, and support their business.

Why Packaging Matters for TCs

Most agents aren’t sitting around thinking, “I should really hire a transaction coordinator.” They’re thinking things like:

“I’m drowning in emails and deadlines.”

“I’m losing time to paperwork instead of being with clients.”

“I can’t afford mistakes on my files.”

That’s your opening. The way you package your services should speak directly to those problems.

Strong packaging helps you:

Simplify your offers so agents can decide quickly
Set expectations and boundaries before the first file
Make your pricing feel clear and justified
Attract the right kind of agents (and gently repel the wrong ones)

If you’re still deciding whether to charge per file or structure something more ongoing, read this next when you’re done here:
Per File vs. Retainer Pricing: What No One Tells New Transaction Coordinators

Step 1: Define Your Baseline Package

Every TC business needs a clear foundation. For most coordinators, that’s some version of contract-to-close.

A baseline contract-to-close package normally includes things like:

Intake and organization of the executed contract
Tracking critical dates and contingencies
Coordinating with title, lender, and co-op agent
Managing documents and uploading for compliance
Coordinating closing details and delivering the final file

The keyword is normally.
Your exact list will depend on:

Your state
Your brokerage rules
Whether you’re licensed or unlicensed
Your preferred workflow
The type of agents you serve

The point isn’t to match someone else’s checklist.
The point is:

Decide what you consider baseline
Put that into simple language agents can understand
Use it as the reference point for anything “extra” you offer later

When you’re clear on your baseline, you stop reinventing your service every time an agent asks, “What do you do?”

Mini Example: Turning a Task List Into a TC Package

Instead of saying:

“I send emails, track deadlines, upload documents, and schedule closings.”

Try:

“I manage your contract from acceptance to closing—deadlines, documents, and communication—so you stay compliant and focused on clients instead of paperwork.”

Same work. Completely different perception.

Step 2: Build Logical Tiers

Once your baseline is defined, you can create tiers that match different levels of support.

You don’t need a complicated menu.
Most TC businesses can cover everything with a structure like:

Essential Contract-to-Close

Your standard residential coordination.

Listing-to-Launch

For agents who want help prepping and launching their listing (MLS input, disclosures, documents, early coordination).

Compliance-Only

A focused file review service to ensure all documentation is complete and properly uploaded.

Dual-Side / Team Variations

Adjusted versions of your baseline for agents representing both sides or working within teams.

Concierge / VIP Tier

A higher-touch option that builds on your baseline to offer more personalized support (more on this in Step 5).

These names are familiar to agents.
When they see “Contract-to-Close,” “Listing Coordination,” or “Concierge,” they instantly understand the category—and can select based on their needs.

Step 3: Research Your Market Benchmarks

Before deciding how to price your tiers, do a simple market study. Pricing is clearer when you understand context.

Here’s how:

1. Look at other TC websites in your region.

Search for “transaction coordinator + [your state or city].”
Take notes on:

TC Packages
Descriptions
Whether they list pricing
How they differentiate their services

2. Look for patterns, not specific numbers.

One TC may undercharge; another may overcharge.
You want the range, not the outliers.

3. Read TC and real estate Facebook groups.

Coordinators often share what they charge, how they structure pricing, and what agents expect in different areas.

4. Calculate your own cost of doing business.

Pricing shouldn’t be built solely on what others do.
Make sure your numbers reflect:

Tools
Time
Taxes
Admin overhead
Your desired income

5. Use “slightly above average” as a strategy (not a rule).

Once you understand typical pricing, you may decide to position yourself a bit above it to communicate professionalism and value.

This is optional — but it is a smart strategy when your branding, workflow, and client experience naturally feel more polished than the average TC in your area.

The goal isn’t to copy.
It’s to price with purpose.

Step 4: Position Around Outcomes, Not Tasks

You’re not selling a checklist.
You’re selling relief, structure, and support.

Instead of:

“Send intro emails, upload documents, track deadlines…”

Try:

“I keep your clients informed, your deadlines protected, and your transaction moving smoothly from contract to close.”

Agents don’t want to micromanage the process.
They want to feel confident the process is being handled.

When you frame your packages around outcomes—not actions—you speak their language.

Step 5: Define “Premium” Based on YOUR Baseline

This is the part most blogs get very wrong.

You’ll see people call file audits, vendor coordination, or closing logistics “premium.”
But these are basic TC responsibilities.

A real premium or concierge service has no universal definition.
It depends entirely on the TC.

The right way to define TC premium services is:

1. Write out your baseline.

Everything included in your Essential Contract-to-Close.

2. Identify what would be “a step above” for your business.

Examples:

More involvement in client communication
Extra support for high-volume teams
Handling complex transactions
More flexibility for long-term, trusted clients
Additional check-ins or proactive updates

3. Keep it aligned with your capacity.

TC Premium services should feel sustainable and intentional.

4. Communicate the difference clearly.

Premium is not about making baseline look bare.
It’s about offering a different level of support, not an inflated checklist.

TC Premium Services = Your Baseline + an intentional step up.

Not a generic VIP list.

Step 6: Protect Your Time With Policies

Packages are powerful — but policies protect your sanity.

Your agreement should outline:

When you get paid
Cancellation rules
What’s included vs. not included
Response times
Communication channels

Policies don’t push good agents away.
They create clarity and mutual respect.

Step 7: Review and Refine Quarterly

Your business will evolve — your packages should too.

Every 90 days, ask:

Am I doing work I’m not charging for?
Do I need to move something into a higher tier?
Have I improved my systems or tools?
Are my packages attracting the right type of clients?

Quarterly updates prevent your packages from becoming outdated or misaligned.

FAQs About Creating TC Packages

Q: Should I display my pricing publicly?
Yes. Transparency attracts serious agents and builds trust.

Q: How many TC packages should I offer?
Two or three. Too many options overwhelm agents.

Q: What if an agent only needs listing coordination?
Offer it as a standalone package, but make sure they know you also provide contract-to-close.

Q: How do I handle cancellations?
Choose a model that fits your workflow—“no close, no fee” or milestone-based. Put it in writing.

Q: How often should I review my packages?
Quarterly. This helps your offers match the way your business is actually operating.

Q: Can I offer premium or VIP tiers even if I’m newer?
Yes. Premium simply means “more than your baseline,” not “fancy, expensive extras.”

Final Word

Creating TC packages that align with agent needs isn’t about copying what every other TC is doing. It’s about understanding:

What your agents struggle with
How you naturally like to work
Where your baseline ends
What your extra mile looks like

When those pieces come together, your services feel strategic, valuable, and easy for agents to understand.

If you’re at the very beginning and still figuring out how to set up your business, start with my beginner-friendly training:
3 Principles to Launch Your TC Business on Your Own Terms (Without Endless Research)

If you’re ready for a step-by-step system that goes deeper into offers, workflows, and running a real TC business, explore my course:
Coordination Virtual Playbook

Before you wrap up, here’s a quick video that breaks down how to elevate your TC services and stand out with premium-level support.

How To Create Useful TC Packages That Agents Want

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