Charney Academy
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Charney Academy
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Transaction Discipline Certification
Covers deal setup, document discipline, checklists, handoffs, compliance review, and closing visibility.
Move a mock deal from setup to closing readiness with every document and handoff visible.
Progress
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Transaction Discipline Certification
Transaction Discipline credential validates deal hygiene, document control, compliance handoff through viewed lessons, module checkpoints, and a final scenario assessment.
Assignments
Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.
Deal Hub Overview Assignment
Deal Hub Overview
Creating a Deal Assignment
Creating a Deal
Document Checklist Discipline Assignment
Document Checklist Discipline
Compliance Handoffs Assignment
Compliance Handoffs
Escalation Paths Assignment
Escalation Paths
Closing Readiness Assignment
Closing Readiness
Final Capstone Assignment
Course Modules
1. Deal Hub Overview
3 lessons | Checkpoint assessment
Deal Hub Overview must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Deal Hub Overview Checkpoint
2. Creating a Deal
Locked3 lessons | Checkpoint assessment
Creating a Deal must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Creating a Deal Checkpoint
Pass Deal Hub Overview Checkpoint
3. Document Checklist Discipline
Locked3 lessons | Checkpoint assessment
Document Checklist Discipline must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Document Checklist Discipline Checkpoint
Pass Deal Hub Overview Checkpoint
4. Compliance Handoffs
Locked3 lessons | Checkpoint assessment
Compliance Handoffs must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Compliance Handoffs Checkpoint
Pass Deal Hub Overview Checkpoint
5. Escalation Paths
Locked3 lessons | Checkpoint assessment
Escalation Paths must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Escalation Paths Checkpoint
Pass Deal Hub Overview Checkpoint
6. Closing Readiness
Locked3 lessons | Checkpoint assessment
Closing Readiness must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Closing Readiness Checkpoint
Pass Deal Hub Overview Checkpoint
Course Authors
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Hanna Botbol
Director of Operations | Operations
Resources
Deal Hub Overview source briefing
Deal Hub Overview completion checklist
Deal Hub Overview workflow map
Deal Hub Overview completion checklist
Deal Hub Overview virtual scenario case
Deal Hub Overview manager-review template
Creating a Deal source briefing
Creating a Deal completion checklist