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North Carolina · NCRECDo transaction coordinators need a license in North Carolina?

The North Carolina Real Estate Commission lets unlicensed assistants help brokers compile closing documents, type offer and contract forms with information the broker provides, schedule appointments, act as couriers and record trust money under close broker-in-charge supervision. Only licensed brokers may discuss or explain offers and contracts with people outside the firm, negotiate earnest money or due diligence fees, show property for sale, or solicit listings.

Unlicensed assistants may (NCREC)

  1. Closing files

    Assist a broker in compiling documents for closing; research public records at the Register of Deeds, Clerk of Court or tax office.

  2. Forms

    Type offer to purchase, contract and lease forms with information provided by brokers.

  3. Scheduling

    Coordinate or confirm appointments between brokers and others; schedule showing appointments; act as courier.

  4. Office and money

    Forward calls and emails; submit MLS data supplied by a broker; record and deposit trust money under close supervision of the broker-in-charge.

Only licensed brokers may

  • Discuss or explain listings, offers, agency agreements, leases or similar matters with persons outside the firm.
  • Negotiate rent, earnest money deposits, due diligence fees or other contract provisions.
  • Show properties for sale and answer buyers' questions beyond the broker's promotional materials.
  • Solicit listings, prepare advertising content, or offer opinions on a seller's intentions.

What this means for a TC in North Carolina

  • Paperwork, scheduling and closing-file assembly fit the unlicensed list; explaining or negotiating terms does not.
  • Questions from buyers or sellers about what a contract means go to the broker.
  • Trust money tasks happen only under the broker-in-charge's close supervision.
  • The Commission advises brokers to tell clients up front what their unlicensed assistants may and may not do.

Questions about TC licensing in North Carolina

Can an unlicensed TC fill in an NC offer to purchase?

An unlicensed assistant may type offer to purchase and contract forms with information provided by brokers; explaining or negotiating them requires a license.

Can an unlicensed assistant negotiate the due diligence fee in North Carolina?

No. Negotiating rent, earnest money, due diligence fees or other contract provisions is for licensed brokers only.

Can an unlicensed assistant schedule showings in North Carolina?

Yes, they may schedule showing appointments; only licensed brokers may show properties for sale.

Can unlicensed staff handle trust money in North Carolina?

They may record and deposit trust money under the close supervision of the broker-in-charge, who remains responsible.

Where is the NCREC guidance on unlicensed assistants?

In the Commission's bulletin “Unlicensed Assistants – Drawing the Line Between What They Can and Cannot Do” (Bulletin 2012-V43-2).

In ClosingCode every task has an owner – TC or agent – so steps that need a license stay with the licensed agent, and each completed task records who did it and when.

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Source: North Carolina Real Estate Commission, “Unlicensed Assistants – Drawing the Line Between What They Can and Cannot Do”, Bulletin 2012-V43-2 (bulletins.ncrec.gov, read October 24, 2026).

General information, not legal advice. Ask the NC Real Estate Commission about your own tasks. ClosingCode is software; it is not a law firm or brokerage, and it is not affiliated with NCREC.