Remote Real Estate Transaction Coordinator Onboarding Form

Streamline Your Real Estate Transaction Coordinator Onboarding

Welcome new transaction coordinators to your real estate team with this comprehensive remote onboarding form template. Designed specifically for real estate agencies, brokerages, and property management firms, this form ensures every remote TC has the access, training, and resources they need to hit the ground running.

Built for Real Estate Operations

This template covers all the critical elements of transaction coordinator onboarding: MLS system access credentials, document management platform training completion, contract template library familiarization, title company and escrow contacts, and closing checklist procedures. Instead of juggling multiple emails, spreadsheets, and calls, you can centralize the entire onboarding process in one professional, branded form.

Automate Onboarding Workflows with Stepper

Once your new TC submits their onboarding information, you can use Stepper to automatically trigger follow-up workflows—send welcome emails with training materials, create tasks in your project management system, notify your IT team to set up MLS access, or update your internal directory. Stepper's AI-native workflow builder keeps your onboarding running smoothly without manual handoffs.

Secure Credential Collection & Compliance

Transaction coordinators need access to sensitive systems and client data. Paperform's SOC 2 Type II compliance and secure data handling ensure that credential requests, training acknowledgments, and contact information are collected safely. You can also use conditional logic to tailor onboarding steps based on experience level or specialization.

Perfect for Real Estate Professionals

Whether you're a boutique brokerage onboarding your first remote TC or a multi-state agency scaling your operations team, this template adapts to your workflow. It's trusted by real estate professionals who need efficient, compliant, and branded onboarding that reflects the professionalism of their business.

Get your remote transaction coordinators up to speed faster, reduce onboarding friction, and ensure nothing falls through the cracks with Paperform's flexible form builder.