Course: Transaction Management & Paperwork

Section outline

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Select section Course Goal

Course Goal
Teach Virtual Assistants the full lifecycle of a real estate transaction, their specific responsibilities, and how to coordinate with key stakeholders using real estate tools and checklists.
- Select activity Video Introduction
  
  Video Introduction File
Select section Lesson 1: Important Terms in Real Estate Transactions

Lesson 1: Important Terms in Real Estate Transactions
- Select activity Lesson 1.1: Parties Involved
  
  Lesson 1.1: Parties Involved File
- Select activity Quiz 1.1: The Parties Involved
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz 1.1: The Parties Involved
- Select activity Lesson 1.2: Property & Ownership
  
  Lesson 1.2: Property & Ownership File
- Select activity Quiz 1.2: Property and Ownership
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz 1.2: Property and Ownership
- Select activity Lesson 1.3: Financial Terms
  
  Lesson 1.3: Financial Terms File
- Select activity Quiz 1.3: Financial Terms
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz 1.3: Financial Terms
- Select activity Lesson 1.4: Transaction Process
  
  Lesson 1.4: Transaction Process File
- Select activity Quiz 1.4: Transaction Process
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz 1.4: Transaction Process
- Select activity Lesson 1.5: Types of Properties and Housing
  
  Lesson 1.5: Types of Properties and Housing File
- Select activity Quiz 1.5: Types of Properties and Housing
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz 1.5: Types of Properties and Housing
- Select activity Lesson 1.6: Other Important Terms
  
  Lesson 1.6: Other Important Terms File
- Select activity Quiz 1.6: Other Important Terms
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz 1.6: Other Important Terms
Select section Lesson 2: Real Estate Communication

Lesson 2: Real Estate Communication
- Select activity Communication Video
  
  Completion
  
  Students must
  
  View
  
  Communication Video File MP4
- Select activity Communication Text
  
  Completion
  
  Students must
  
  View
  
  Communication Text File PDF
- Select activity VA Checklist
  
  Completion
  
  Students must
  
  View
  
  VA Checklist File PDF
- Select activity Lesson 2 Quiz
  
  Completion
  
  Students must
  
  Receive a grade
  
  Lesson 2 Quiz
Select section Lesson 3: Forms and Software

Lesson 3: Forms and Software
- Select activity Dotloop Software Overview Video
  
  Completion
  
  Students must
  
  View
  
  Dotloop Software Overview Video File MP4
- Select activity Using Dotloop Video
  
  Completion
  
  Students must
  
  View
  
  Using Dotloop Video File MP4
- Select activity Using Dotloop Text
  
  Completion
  
  Students must
  
  View
  
  Using Dotloop Text File PDF
- Select activity VA Checklist
  
  Completion
  
  Students must
  
  View
  
  VA Checklist File PDF
- Select activity Quiz of Using Dotloop Sign PDF
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of Using Dotloop Sign PDF
Select section Module 3.1: 2-T - Offer to Purchase and Contract

Module 3.1: 2-T - Offer to Purchase and Contract
- Select activity 2-T - Offer to Purchase and Contract
  
  Completion
  
  Students must
  
  View
  
  2-T - Offer to Purchase and Contract File PDF
- Select activity Understanding the 2-T: Offer to Purchase and Contract (NC)
  
  Completion
  
  Students must
  
  View
  
  Understanding the 2-T: Offer to Purchase and Contract (NC) File PDF
- Select activity Virtual Assistant Checklist – 2-T Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 2-T Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 2-T Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 2-T Contract
Select section Module 3.2: 2A11-T - Additional Provisions Addendum

Module 3.2: 2A11-T - Additional Provisions Addendum
- Select activity 2A11-T - Additional Provisions Addendum
  
  Completion
  
  Students must
  
  View
  
  2A11-T - Additional Provisions Addendum File PDF
- Select activity Understanding the 2A11-T: Additional Provisions Addendum
  
  Completion
  
  Students must
  
  View
  
  Understanding the 2A11-T: Additional Provisions Addendum File PDF
- Select activity Virtual Assistant Checklist – 2A11-T Addendum
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 2A11-T Addendum File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 2A11-T Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 2A11-T Contract
Select section Module 3.3: 4-T -Agreement to Amend Contract

Module 3.3: 4-T -Agreement to Amend Contract
- Select activity 4-T -Agreement to Amend Contract
  
  Completion
  
  Students must
  
  View
  
  4-T -Agreement to Amend Contract File PDF
- Select activity Understanding the 4-T: Agreement to Amend Contract (NC)
  
  Completion
  
  Students must
  
  View
  
  Understanding the 4-T: Agreement to Amend Contract (NC) File PDF
- Select activity Virtual Assistant Checklist – 4-T Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 4-T Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 4-T Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 4-T Contract
Select section Module 3.4: 101 - Exclusive Right to Sell Listing Agreement

Module 3.4: 101 - Exclusive Right to Sell Listing Agreement
- Select activity 101 - Exclusive Right to Sell Listing Agreement
  
  Completion
  
  Students must
  
  View
  
  101 - Exclusive Right to Sell Listing Agreement File PDF
- Select activity Understanding Form 101: Exclusive Right to Sell Listing Agreement (NC)
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 101: Exclusive Right to Sell Listing Agreement (NC) File PDF
- Select activity Virtual Assistant Checklist – 101 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 101 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 101 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 101 Contract
Select section Module 3.5: 140 - Residential Property and Owners' Association Disclosure Statement (NCREC)

Module 3.5: 140 - Residential Property and Owners' Association Disclosure Statement (NCREC)
- Select activity 140 - Residential Property and Owners' Association Disclosure Statement (NCREC)
  
  Completion
  
  Students must
  
  View
  
  140 - Residential Property and Owners' Association Disclosure Statement (NCREC) File PDF
- Select activity Understanding Form 140: Residential Property and Owners’ Association Disclosure Statement (RPOADS)
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 140: Residential Property and Owners’ Association Disclosure Statement (RPOADS) File PDF
- Select activity Virtual Assistant Checklist – 140 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 140 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 140 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 140 Contract
Select section Module 3.6: 141 - Mineral and Oil and Gas Rights Mandatory Disclosure Statement (NCREC)

Module 3.6: 141 - Mineral and Oil and Gas Rights Mandatory Disclosure Statement (NCREC)
- Select activity 141 - Mineral and Oil and Gas Rights Mandatory Disclosure Statement (NCREC)
  
  Completion
  
  Students must
  
  View
  
  141 - Mineral and Oil and Gas Rights Mandatory Disclosure Statement (NCREC) File PDF
- Select activity Understanding the Mineral, Oil & Gas Rights Disclosure Statement (NC)
  
  Completion
  
  Students must
  
  View
  
  Understanding the Mineral, Oil & Gas Rights Disclosure Statement (NC) File PDF
- Select activity Virtual Assistant Checklist – 141 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 141 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 141 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 141 Contract
Select section Module 3.7: 161 - Working with Real Estate Agents Disclosure (Sellers) (NCREC)

Module 3.7: 161 - Working with Real Estate Agents Disclosure (Sellers) (NCREC)
- Select activity 161 - Working with Real Estate Agents Disclosure (Sellers) (NCREC)
  
  Completion
  
  Students must
  
  View
  
  161 - Working with Real Estate Agents Disclosure (Sellers) (NCREC) File PDF
- Select activity Understanding the Working With Real Estate Agents Disclosure (For Sellers)
  
  Completion
  
  Students must
  
  View
  
  Understanding the Working With Real Estate Agents Disclosure (For Sellers) File PDF
- Select activity Virtual Assistant Checklist – 161 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 161 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 161 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 161 Contract
Select section Module 3.8: 201 - Exclusive Buyer Agency Agreement

Module 3.8: 201 - Exclusive Buyer Agency Agreement
- Select activity 201 - Exclusive Buyer Agency Agreement
  
  Completion
  
  Students must
  
  View
  
  201 - Exclusive Buyer Agency Agreement File PDF
- Select activity Understanding Form 201: Exclusive Buyer Agency Agreement (NC)
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 201: Exclusive Buyer Agency Agreement (NC) File PDF
- Select activity Virtual Assistant Checklist – 201 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 201 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 201 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 201 Contract
Select section Module 3.9: 202 - Property Showing Agreement

Module 3.9: 202 - Property Showing Agreement
- Select activity 202 - Property Showing Agreement
  
  Completion
  
  Students must
  
  View
  
  202 - Property Showing Agreement File PDF
- Select activity Understanding Form 202: Property Showing Agreement (NC)
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 202: Property Showing Agreement (NC) File PDF
- Select activity Virtual Assistant Checklist – 202 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 202 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 202 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 202 Contract
Select section Module 3.10: 220 - Cooperative Compensation Agreement

Module 3.10: 220 - Cooperative Compensation Agreement
- Select activity 220 - Cooperative Compensation Agreement
  
  Completion
  
  Students must
  
  View
  
  220 - Cooperative Compensation Agreement File PDF
- Select activity Understanding Form 220: Appointment Confirmation & Compensation Agreement
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 220: Appointment Confirmation & Compensation Agreement File PDF
- Select activity Virtual Assistant Checklist – 220 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 220 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 220 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 220 Contract
Select section Module 3.11: 261 - Working with Real Estate Agents Disclosure (Buyers) (NCREC)

Module 3.11: 261 - Working with Real Estate Agents Disclosure (Buyers) (NCREC)
- Select activity 261 - Working with Real Estate Agents Disclosure (Buyers) (NCREC)
  
  Completion
  
  Students must
  
  View
  
  261 - Working with Real Estate Agents Disclosure (Buyers) (NCREC) File PDF
- Select activity Understanding the Working With Real Estate Agents Disclosure (For Buyers)
  
  Completion
  
  Students must
  
  View
  
  Understanding the Working With Real Estate Agents Disclosure (For Buyers) File PDF
- Select activity Virtual Assistant Checklist – 261 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 261 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 261 Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 261 Contract
Select section Module 3.12: 350-T - Termination of Contract (Form 2-T) by Notice to Seller from Buyer

Module 3.12: 350-T - Termination of Contract (Form 2-T) by Notice to Seller from Buyer
- Select activity 350-T - Termination of Contract (Form 2-T) by Notice to Seller from Buyer
  
  Completion
  
  Students must
  
  View
  
  350-T - Termination of Contract (Form 2-T) by Notice to Seller from Buyer File PDF
- Select activity Understanding Form 350-T: Termination of Contract by Buyer
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 350-T: Termination of Contract by Buyer File PDF
- Select activity Virtual Assistant Checklist – 350 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 350 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 350-T Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 350-T Contract
Select section Module 3.13: 430-T - Lead Based Paint Disclosure (Rentals)

Module 3.13: 430-T - Lead Based Paint Disclosure (Rentals)
- Select activity 430-T - Lead Based Paint Disclosure (Rentals)
  
  Completion
  
  Students must
  
  View
  
  430-T - Lead Based Paint Disclosure (Rentals) File PDF
- Select activity Understanding Form 430-T: Lead-Based Paint Disclosure
  
  Completion
  
  Students must
  
  View
  
  Understanding Form 430-T: Lead-Based Paint Disclosure File PDF
- Select activity Virtual Assistant Checklist – 430 Contract
  
  Completion
  
  Students must
  
  View
  
  Virtual Assistant Checklist – 430 Contract File PDF
- Select activity Video
  
  Completion
  
  Students must
  
  View
  
  Video File MP4
- Select activity Quiz of 430-T Contract
  
  Completion
  
  Students must
  
  Receive a grade
  
  Quiz of 430-T Contract
Select section Lesson 4: Key Participants in a Real Estate Transaction

Lesson 4: Key Participants in a Real Estate Transaction
- Select activity Lesson Video
  
  Completion
  
  Students must
  
  View
  
  Lesson Video File MP4
- Select activity Lesson Material
  
  Completion
  
  Students must
  
  View
  
  Lesson Material File PDF
- Select activity Checklist
  
  Completion
  
  Students must
  
  View
  
  Checklist File PDF
- Select activity Lesson 4 Quiz
  
  Completion
  
  Students must
  
  Receive a grade
  
  Lesson 4 Quiz
Select section Lesson 5: Real Estate Sales Workflow

Lesson 5: Real Estate Sales Workflow
- Select activity Lesson Video
  
  Completion
  
  Students must
  
  View
  
  Lesson Video File MP4
- Select activity Lesson Material
  
  Completion
  
  Students must
  
  View
  
  Lesson Material File PDF
- Select activity Checklist
  
  Completion
  
  Students must
  
  View
  
  Checklist File PDF
- Select activity Lesson 5 Quiz
  
  Completion
  
  Students must
  
  Receive a grade
  
  Lesson 5 Quiz
Select section Lesson 6: Virtual Assistant Responsibilities During a Sales Transaction

Lesson 6: Virtual Assistant Responsibilities During a Sales Transaction
- Select activity Lesson Video
  
  Completion
  
  Students must
  
  View
  
  Lesson Video File MP4
- Select activity Lesson Material
  
  Completion
  
  Students must
  
  View
  
  Lesson Material File PDF
- Select activity Checklist
  
  Completion
  
  Students must
  
  View
  
  Checklist File PDF
- Select activity Lesson 6 Quiz
  
  Completion
  
  Students must
  
  Receive a grade
  
  Lesson 6 Quiz
Select section Lesson 7: Buyer Side of the Transaction

Lesson 7: Buyer Side of the Transaction
- Select activity Lesson Video
  
  Completion
  
  Students must
  
  View
  
  Lesson Video File MP4
- Select activity Lesson Material
  
  Completion
  
  Students must
  
  View
  
  Lesson Material File PDF
- Select activity Checklist
  
  Completion
  
  Students must
  
  View
  
  Checklist File PDF
- Select activity Lesson 7 Quiz
  
  Completion
  
  Students must
  
  Receive a grade
  
  Lesson 7 Quiz
Select section Lesson 8: Coordination and File Management

Lesson 8: Coordination and File Management
- Select activity Lesson Video
  
  Completion
  
  Students must
  
  View
  
  Lesson Video File MP4
- Select activity Lesson Material
  
  Completion
  
  Students must
  
  View
  
  Lesson Material File PDF
- Select activity Checklist
  
  Completion
  
  Students must
  
  View
  
  Checklist File PDF
- Select activity Lesson 8 Quiz
  
  Completion
  
  Students must
  
  Receive a grade
  
  Lesson 8 Quiz
Select section Final Course Wrap-Up

Final Course Wrap-Up
- Select activity Congratulations & Next Step
  
  Congratulations & Next Step
  
  Congratulations — you’ve made it to the end of the training!
  
  You’ve just completed a deep dive into how real estate transactions work in the U.S., and more importantly, how you, as a Virtual Assistant, can play a vital role in supporting a broker’s success.
  
  From understanding the sales workflow to managing communication, documents, and deadlines — you now have the knowledge and tools to step into this role with confidence.
  
  But remember, learning is just the beginning. Real success comes from action. Keep practicing, stay organized, and always communicate clearly and professionally.
  
  We’re proud to have you as part of this new generation of AI-assisted, real estate-savvy Virtual Assistants.
  
  Thank you for joining us — and we wish you the best as you move into your new career!

Section outline

Congratulations & Next Step