Transaction Coordinator Evaluation Form

Transaction Coordinator Evaluation Form

Let us discover which package is best for you.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Who Recruited you?
Business Information
Current Company Name -if applicable
How long have you been working as a transaction coordinator?

Less than 1 year1-3 years3-5 yearsMore than 5 yearsNone
What is your average monthly transaction volume?
if none, put N/A
What types of transactions are you most experienced with? (Residential, Commercial, Leases, Wholesale, SubTo, Creative Financing etc.)
Do you work independently or as part of a team?
Business Goals
What is your short-term (next 6 months) business goals as a transaction coordinator?
What are your long-term (next 2-5 years) business goals as a transaction coordinator?
Challenges & Concerns
What challenges or difficulties are you currently facing in your transaction coordinating business?
If you don't have a current TC business, what are your challenges to get business? Or N/A if you are just getting started.
What systems do you currently have in place for managing transactions? (CRM, spreadsheets, software, etc.)
How do you currently track your transactions from start to finish?
Are there specific areas of your business where you feel you need more assistance or improvement? Please describe.
Resources & Support
Have you received previous TC training and/or are you in any TC groups that are supporting you and your journey, currently? If yes, please describe.
What specific areas would you like to improve or learn more about? (e.g., automation, customer service, negotiation skills)
Do you have a mentor or coach who guides you in your business? If no, would you be opened to discussing more 1-on-1 mentoring or coaching?
Self-Assessment

On a scale of 1 to 5, with 1 being "Not Confident" and 5 being "Very Confident," how confident are you in your ability to handle various aspects of your business independently?
Client Communication

1

2

3

4

5

1 is Worst, 5 is Best
Document Management

1

2

3

4

5

1 is Worst, 5 is Best
Time Management

1

2

3

4

5

1 is Worst, 5 is Best
Problem-Solving

1

2

3

4

5

1 is Worst, 5 is Best
Marketing & Networking

1

2

3

4

5

1 is Worst, 5 is Best
Self Motivated

1

2

3

4

5

1 is Worst, 5 is Best
Future Growth & Strategy
Have you outlined a clear business growth strategy for the next year? If yes, briefly describe your strategy.
How do you envision your business evolving in the next 5 years?
Readiness & Motivation
How ready and motivated are you to take the next steps in growing your business?

Yes-All In!No-Not readyMaybe-I need to think about it
How much time per week can you dedicate to training and implementing new strategies?
Additional Information
Is there any other information or context you would like to share about your business, challenges, or goals?
NEXT STEPS

After reviewing your responses, we will assess whether you may benefit from additional support or resources to help you achieve your business goals. A group zoom meeting will be scheduled soon to discuss onboarding further.
Would you be interested in joining our next group call to learn more?

YesNoNot sure yet
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Transaction Coordinator Evaluation Form

Business Information

Business Goals

Challenges & Concerns

Resources & Support

Self-Assessment

Future Growth & Strategy

Readiness & Motivation

Additional Information

NEXT STEPS