How to Transition From Self-Managing to Using a TC Without Dropping Balls

You've run your own transactions for years. The system lives in your head, your inbox, and a patchwork of reminders on your phone. Now you're hiring a transaction coordinator — and the fear is real. What if balls get dropped during the handoff? What if you end up paying for help and still doing the work? Here's the seven-step transition plan that prevents the most common onboarding failures, from documenting your process to defining the handoff point to resisting the urge to shadow-manage. Done right, the transition pays for itself in your first few files.