Built for BC Real Estate

Learn the documents, workflows, compliance controls and professional boundaries that shape real estate administrative support in British Columbia.

Practical, Applied Training

Move beyond theory with realistic scenarios, knowledge checks, fillable assignments and an integrated transaction-file capstone.

Systems That Protect the Work

Build repeatable processes for critical dates, transaction files, CRM records, communication, escalation and audit-ready operations.

Practical Training for the Work Behind Every Transaction

Real estate assistants are expected to manage detailed, time-sensitive work, often without a clear training path. This program provides the operational foundation needed to support BC real estate transactions accurately, consistently and within appropriate professional boundaries. Across ten structured modules, learners develop practical skills in transaction coordination, document control, compliance, critical-date tracking, CRM management, communication, workflow systems and risk escalation. Each module combines focused instruction with a knowledge check, scenario exercise and applied assignment. The program is designed for new and developing real estate assistants, as well as agents, teams and brokerages seeking a more consistent approach to assistant onboarding and operations. Learners receive 12 months of access and earn a Certificate of Completion after satisfying all course and capstone requirements.

Meet Monique Cottrell

Founder of Aligned Admin | Real Estate Operations Professional Monique Cottrell is the founder of Aligned Admin and a real estate operations professional with experience supporting high-volume agents and teams across British Columbia and the Yukon. After working as a licensed Realtor from 2021 to 2024 and supporting real estate businesses remotely since 2020, Monique saw how often assistants were expected to manage complex, time-sensitive responsibilities without structured operational training. She created Aligned Admin to provide the practical systems, professional boundaries and transaction knowledge that assistants need to support real estate businesses confidently and consistently. Her approach combines firsthand transaction experience with clear workflows, risk controls, communication standards and repeatable administrative systems.

What You Will Learn

11 Chapters · 110 Lessons

    1. (Included in full purchase)

      Welcome to Aligned Admin

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      How to Use This Course

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      Course Scope and Professional Boundaries

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      Knowledge Checks, Assignments and Passing Requirements

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      Downloading and Uploading Fillable Assignments

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      Download Your Course Workbook

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      Course Resources and Toolkit Boundaries

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      Support, Accessibility and Technical Help

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      Learner Agreement and Course Acknowledgment

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      Module 1 Overview & Learning Objectives

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      1.1 | The BC Real Estate Ecosystem

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      1.2 | The Assistant’s Role: Authority, Boundaries & Licensed Direction

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      1.3 | Essential Terminology, Property Categories & Transaction Milestones

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      1.4 | Core Listing, Purchase & Disclosure Documents

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      1.5 | Risk Recognition & the Pause-Document-Escalate Method

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      Module 1 Knowledge Check

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      Module 1 Scenario Exercise | Financing Condition Deadline

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      Module 1 Applied Assignment | Authority & Escalation

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      Module 1 Completion & Competency Standard

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      Module 2 Overview & Learning Objectives

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      2.1 | Transaction Parties & Operational Hand-offs

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      2.2 | Property & Ownership Structures

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      2.3 | Contract Families: Service Agreements, Purchase Contracts & Disclosures

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      2.4 | Conditions, Deposits, Amendments, Addenda & Transaction Changes

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      2.5 | Administrative Verification: Remuneration Math, Document Purpose & Escalation Limits

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      2.6 | Terminology Glossary

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      Module 2 Knowledge Check

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      Module 2 Scenario Exercise | Rural Bare-Land Strata

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      Module 2 Applied Assignment | Property & Document Classification

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      Module 2 Completion | Parties, Properties & Contracts

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      Module 3 | Transaction Coordination Workflow

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      3.1 Transaction Coordination as Operational Control

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      3.2 Seller Workflow | CMA Support Through Archive and Nurture

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      3.3 Buyer Workflow | Lead Through Possession and Nurture

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      3.4 Accepted-Offer Control | Conditions, Deposits, Documents and Hand-offs

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      3.5 Completion, Possession, Archive and Post-Closing Continuity

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      Module 3 Knowledge Check | Transaction Coordination Workflow

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      Module 3 Scenario Exercise | Accepted-Offer Control Breakdown

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      Module 3 Applied Assignment | Transaction-Control Simulation

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      Module 3 Completion | Transaction Coordination Workflow

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      Module 4 | Lifecycles & Control Systems

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      4.1 The Seller Lifecycle as a Controlled System

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      4.2 The Buyer Lifecycle as a Controlled System

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      4.3 Stage Gates, Proof of Completion and Hand-off Rules

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      4.4 Exception Paths | Delays, Rejected Offers and Incomplete Information

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      4.5 Post-Closing Transition and Long-Term CRM Continuity

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      Module 4 Knowledge Check | Lifecycles & Control Systems

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      Module 4 Scenario Exercise | Lifecycle and Hand-off Breakdown

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      Module 4 Applied Assignment | Lifecycle Control and Exception Management

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      Module 4 Completion | Lifecycles & Control Systems

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      Module 5 Overview | Compliance & Risk Management

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      5.1 The Layers of Compliance in BC Real Estate

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      5.2 Assistant Responsibilities and Unlicensed Boundaries

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      5.3 File-Opening, Milestone and Closing Compliance Controls

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      5.4 Written Escalation and Defensible Documentation

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      5.5 Audit Readiness, Storage and Brokerage-Specific Requirements

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      Module 5 Knowledge Check | Compliance & Risk Management

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      Module 5 Scenario Exercise | Compliance & Risk Management

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      Module 5 Applied Assignment | Compliance & Risk Management

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      Module 5 Completion | Compliance & Risk Management

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      Module 6 Overview | High-Risk Areas & Compliance

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      6.1 Critical-Date and File-Completeness Controls

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      6.2 Deposit Instruments and Brokerage Trust Procedures

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      6.3 Subject-Removal Verification and Delivery Controls

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      6.4 Client Questions, Missing Disclosures and Correction-Forward Practice

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      6.5 Related-Licensee Interests and Heightened Escalation

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      Module 6 Knowledge Check | High-Risk Areas & Compliance

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      Module 6 Scenario Exercise | High-Risk Areas & Compliance

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      Module 6 Applied Assignment | High-Risk Areas & Compliance

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      Module 6 Completion | High-Risk Areas & Compliance

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      Module 7 Overview | Systems & CRM

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      7.1 Systems as Risk Controls - Not Software for Its Own Sake

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      7.2 CRM Data, Stages, Tasks and Relationship Continuity

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      7.3 Transaction Management and Document Integrity

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      7.4 Project Management, Communication and Electronic-Signature Roles

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      7.5 Integration, Automation and the Human Verification Layer

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      Module 7 Knowledge Check | Systems & CRM

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      Module 7 Scenario Exercise | Systems & CRM

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      Module 7 Applied Assignment | Systems & CRM

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      Module 7 Completion | Systems & CRM

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      Module 8 Overview | Workflow Programs

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      8.1 CRM Workflow - Intake, Stages, Action Plans and Nurture

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      8.2 Transaction-Platform Workflow - Opening, Compliance Review and Archive

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      8.3 Electronic-Signature Workflow - Preparation, Routing, Monitoring and Storage

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      8.4 Project-Management Workflow - Templates, Ownership and Bottlenecks

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      8.5 Communication Workflow and Cross-System Reconciliation

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      Module 8 Knowledge Check | Workflow Programs

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      Module 8 Scenario Exercise | Workflow Programs

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      Module 8 Applied Assignment | Workflow Programs

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      Module 8 Completion | Workflow Programs

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      Module 9 Overview | Assistant Operating Systems & Communication

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      9.1 The Assistant Operating System: Visibility, Consistency and Control

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      9.2 Daily, Weekly and Per-Transaction Operating Rhythms

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      9.3 SOPs, Checklists, Documentation and Reporting

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      9.4 Stakeholder Communication and Approved Message Structures

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      9.5 Risk-Based Prioritization, Conflicting Instructions and Escalation

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      Module 9 Knowledge Check | Assistant Operating Systems & Communication

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      Module 9 Scenario Exercise | Competing Priorities and Conflicting Instructions

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      Module 9 Applied Assignment | Assistant Operating Systems & Communication

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      Module 9 Completion | Assistant Operating Systems & Communication

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      Module 10 Overview | Operating Systems & Checklists

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      10.1 From Reactive Support to Controlled Operations

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      10.2 Daily and Weekly Control Checklists

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      10.3 Client, Listing and Accepted-Deal Intake Checklists

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      10.4 Strata Review, Brokerage Submission, Completion and Archive Checklists

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      10.5 Building and Improving the Learner’s AOS

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      10.6 Capstone | Integrated Transaction-File Simulation

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      Module 10 Knowledge Check | Operating Systems & Checklists

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      Module 10 Capstone Assignment | Integrated Transaction-File Simulation

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      Course Completion | Real Estate Assistant Foundations & Operations Program

Frequently Asked Questions

Who is this course designed for? This program is designed for new and developing real estate assistants, transaction coordinators and administrative professionals supporting residential real estate operations in British Columbia. It may also be purchased by agents, teams and brokerages as part of assistant onboarding and professional development. --- Do I need previous real estate experience? No previous real estate experience or licence is required. The course begins with foundational concepts and progresses into transaction coordination, compliance, technology, communication and operating systems. --- How long will I have access? You will receive 12 months of access from your enrolment date. The course is self-paced, allowing you to complete the lessons and assessments around your existing schedule. --- What is included in the program? The program includes ten learning modules, knowledge checks, scenario exercises, editable applied-assignment templates, practical workflow resources and an integrated transaction-file capstone. --- Are there graded assessments? Yes. Each module includes a knowledge check with a required passing grade of 80%. Learners must also complete the scenario exercises, applied assignments and final capstone. Critical compliance or professional-boundary errors may require correction and resubmission. --- Will I receive a certificate? Learners who complete all required lessons, assessments, assignments and the final capstone will receive a Certificate of Completion. The certificate confirms successful course completion but does not grant a real estate licence, professional designation or authority to provide licensed real estate services. --- Does this course replace brokerage training? No. The course provides general operational education based on British Columbia real estate practices. Learners must still follow the current policies, procedures, systems and supervision requirements of the brokerage responsible for their work. --- What is the refund policy? Refund requests may be submitted within 14 calendar days of purchase. Eligibility requires that the learner has completed no more than 20% of the course, has not submitted the final capstone, has not received a Certificate of Completion and has not violated the course terms. Approved refunds are returned to the original payment method, and course access is removed. This policy does not limit any rights available under applicable consumer-protection legislation. --- Can a brokerage enrol multiple team members? Yes. Agents, teams and brokerages interested in enrolling multiple learners can contact Aligned Admin to discuss group enrolment and access arrangements.

Build Confidence Behind Every Transaction

Develop the practical knowledge, systems and professional boundaries needed to support BC real estate operations with greater accuracy and consistency. Enrol today for 12 months of access to the complete ten-module program, applied assignments and final capstone.

$899.00

Enroll now