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Stop Managing Transactions in Chaos
Build a Streamlined System That Saves You Hours Every Week

Learn the exact Trello system I use to manage listings + transactions from pre-listing to close—without things falling through the cracks.

If your transaction process feels like this…

  • Files everywhere

  • Constant back-and-forth with agents + clients

  • Missed steps or last-minute scrambling

  • Repeating the same tasks over and over

You don’t have a transaction problem.
You have a system problem.

And once that’s fixed? Everything changes.

This isn’t just a template.

This is the exact system I’ve built to:

  • Manage multiple transactions at once

  • Stay organized without overwhelm

  • Deliver a better client + agent experience

  • Save hours every single week

And now you can plug it directly into your business.

THE PACKAGES

Tier 1: The System (Template Only)
$197.00
One time

Perfect for the self-starter who wants plug-and-play structure. You’ll get: My complete Trello transaction system Pre-built lists + checklists Workflow from pre-listing to closing Ready-to-use structure you can customize 👉 Best for: TCs or agents who are comfortable setting things up themselves

Tier 2: The System + Training — $497
$397.00
One time
$198.50
For 2 weeks

For those who want to fully understand and confidently implement. Everything in Tier 1 PLUS: Step-by-step training on how to use the system Walkthrough of each phase of the transaction How to customize it for your workflow How to actually run your business inside Trello 👉 Best for: Those who don’t just want the system—but want to master it

Tier 3: Done-For-You Setup — $2,000
$1,800.00
One time
$450.00
For 4 months

For those who want it DONE and optimized for their business. Everything in Tier 2 PLUS: Full Trello setup customized to YOU Personalized workflow buildout 1:1 support during setup Optimization based on your current process 👉 Best for: Busy agents or TCs who want to save time and skip the learning curve

After implementing this system, you’ll have:

✔ A clear, repeatable workflow from start to close
✔ Confidence in your process (no more guessing)
✔ More time back in your day
✔ A system you can scale with

This is for you if:

  • You’re a transaction coordinator juggling multiple files

  • You’re a realtor trying to stay organized

  • You’re tired of feeling behind or reactive

  • You want a system that actually supports your growth

Special pricing available for Zoom class attendees
(Discount automatically applied for a limited time)

Payment plans are available at checkout for eligible packages.

You don’t need to overcomplicate:

I’ve built my business around helping realtors streamline their processes from pre-listing to close—creating systems that save time, reduce stress, and elevate the client experience.

Click to see previous listings and TC work.

Your Questions, Answered

  • No—this is beginner-friendly.

  • Yes, 100%.

  • No—agents benefit just as much.

  • Most people can start using it within days.