If you’ve been searching for how to get your first Transaction Coordinator client and want strategies that actually work, you’re in the right place.
I remember being in that exact place — excited to start my TC business but wondering where my first paying client would come from. If you’ve been searching for transaction coordinator marketing tips that actually work, you’re in the right place.
The truth is, my journey wasn’t a straight line. My first TC client came through a mix of relationships, timing, and simply letting people know what I was doing. In this post, I’ll share my personal story of landing that first client and give you the exact strategies you can use, even if you’re starting with zero contacts and zero experience.
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.
My Story: From Real Estate Agent to First TC Client
Before becoming a Transaction Coordinator, I was a real estate agent. I started as a solo agent, putting in the hours, doing all the recommended activities — but I wasn’t exactly topping the charts.
I’m competitive by nature, so it was frustrating to see my results not match my effort. I decided to join a high-producing team, thinking it would be the boost I needed. The catch? Cold calling every day.
I hated every minute of it. My sales didn’t just stagnate — they dropped.
Just when I was about to leave, I was offered a new role: become the office manager and bring the Transaction Coordinator role in-house. That’s when I truly learned the TC job — through plenty of trial and error.
When agents eventually left the team, they remembered how I worked and reached out to hire me directly. Then, referrals started coming in.
But here’s the thing:
Not everyone will have the chance to work in-house.
Not everyone will have agents they’ve already worked with.
Not everyone will get their first client through referrals.
That’s why I’m breaking down multiple ways to land your first client — so you’re not relying on luck or a unique opportunity.
Quick note: If you’re brand new and aren’t 100% sure TC work is the right fit, check out my post Is the TC Role Right for You?. It’ll help you decide before diving into client outreach.
How to Get Your First Transaction Coordinator Client
1. Start with Your Existing Network (Even if it’s small)
One of the easiest and fastest approaches for how to get your first Transaction Coordinator client is tapping into your existing network.
How I did it: The first agents who hired me were people I had already worked with in some capacity. They trusted my work ethic because they’d seen it before.
How you can do it:
- Send a short, personal message: “Hey [Name], I just launched my Transaction Coordination business. If you or someone you know needs help managing files, deadlines, and compliance, I’d love to chat.”
- Post a quick announcement on LinkedIn or Facebook so your network sees you’re open for business.
2. Attend Local & Virtual Industry Events
Real estate associations, networking breakfasts, and broker meetings are goldmines for meeting agents face-to-face. If you’re shy, start with virtual webinars where you can network in the chat.
You can also search platforms like Meetup for real estate networking groups, local Realtor meetups, or small business gatherings where you can connect with potential clients.
Pro tip: Bring a short “elevator pitch” that explains:
- Who you help (real estate agents)
- What you do (manage transactions from contract to close)
- The benefit (freeing their time to focus on clients and sales)
3. Leverage Social Media Strategically
You don’t need to be everywhere. Choose one platform where agents hang out — Facebook, Instagram, LinkedIn — and post consistently.
Content ideas:
- Tips for smoother closings
- Quick compliance reminders
- Testimonials or “before & after” workflow stories (with permission)
Even a small, engaged following can land you that first client and help you start building a solid base of real estate transaction coordinator clients.
4. Offer a Low-Risk First Project
Some agents hesitate to hire a TC they’ve never worked with. Lower the barrier by offering:
- One transaction at a discounted rate
- A “try before you commit” deal
- Payment only at closing (common in TC work but still reassuring)
Why it works: It removes risk for the agent while giving you the chance to prove yourself.
5. Join Real Estate–Focused Online Groups
Facebook groups, LinkedIn groups, and even local Chamber of Commerce forums often have agents looking for help.
How to stand out:
- Don’t just post an ad. Offer value first (share a checklist, answer a compliance question, etc.).
- Respond quickly if someone posts looking for a TC — those threads get attention fast.
6. Partner with a Brokerage or TC Company
Some new TCs start by contracting for a brokerage or another TC service provider. It’s a way to gain experience, build a portfolio, and make industry contacts who can later become your direct clients. If you’ve been researching how to start a transaction coordinator business, this can be a great first step that provides training and a steady flow of transactions.
7. Ask for Referrals Early (and Often)
Once you land that first client, go above and beyond — then ask if they know other agents who could use your services.
My experience: Word-of-mouth referrals became my biggest source of business once I proved myself.
What I Wish I Knew Before Landing My First Client
Looking back, here are the truths I wish someone had told me:
- You don’t need a huge network — just the right conversations.
- Confidence sells. Even if you haven’t been paid as a TC yet, your skills are valuable.
- The first client is the hardest. After that, momentum builds.
Final Thoughts
My first TC client came from relationships I had built as a real estate agent — but your first client can come from anywhere.
Focus on making connections, positioning yourself as a problem-solver, and showing up consistently. Your first client will come, and once you have one, the second and third get easier.
Remember: Your first client isn’t just a transaction — it’s the start of your business’s momentum.
Ready to Launch Your TC Business?
Check out my free training: 3 Principles to Launch Your TC Biz On Your Own Terms Without Endless Research. It’s packed with strategies that actually work in today’s market.
If you’re ready to take these strategies further and want a step-by-step system for building your TC business, my Coordination Virtual Playbook course walks you through everything — from setting up your business, to marketing, to creating smooth workflows that impress agents and keep them coming back.
It’s the exact process I’ve used to grow my own TC business, and it’s helped dozens of new TCs launch with confidence.
Frequently Asked Questions About Getting Your First TC Client
Q1: How long does it usually take to land your first TC client?
It varies. Some TCs find their first client within weeks by actively networking; others may take months. Consistent outreach is key.
Q2: Do I need prior real estate experience to get my first TC client?
No. While experience can help build trust, many successful TCs start without it. Focus on showcasing organizational skills and reliability.
Q3: Should I work for free to get my first TC client?
Not necessary. Instead, offer a discounted first transaction or a pay-at-closing option to reduce perceived risk.
Q4: How do I approach an agent without sounding pushy?
Lead with value — share a tip, offer to solve a problem, or ask a thoughtful question. Position yourself as a helpful resource.
Q5: Is it better to focus on one brokerage when starting out?
Not always. One brokerage can help you build momentum, but diversifying increases your chances of finding a client quickly.
Q6: How can I use social media to get my first TC client?
Post content that speaks directly to agents’ pain points, such as time savings, smoother closings, or compliance help.
Q7: Do I need to be licensed to work as a TC?
In most states, no license is required — but check your state’s regulations to be sure.