In this powerful live episode from CG Select and Elevate, I sit down with Casey Smith, founder of Atlas Transaction Coordinator Services—a company built to serve the chaotic, fast-paced world of real estate investing. From door-knocking foreclosures to managing over 8,000 off-market deals, Casey's journey is packed with grit, systems, and a refreshing take on sustainable leadership.

We talk about how she scaled her TC team to handle hundreds of contracts, why 2023 nearly broke her, and how rediscovering identity changed her leadership style forever. Whether you're drowning in deals, tired of doing it all yourself, or just ready to build a business that aligns with your life, Casey's story and insights are a must-listen.

Timeline Summary:

[0:00] – Meet Casey Smith: investor turned TC powerhouse with over 8,000 deals

[2:25] – Why most TCs aren't built for off-market chaos—and how Atlas TC Services fixed it

[4:05] – The breaking point: 300 contracts, burnout, and learning to delegate

[5:22] – How she empowered her team to think, lead, and scale without her

[6:18] – "If you're always on fire, you might be the arsonist"—the shift toward self-awareness

[7:14] – Rejecting hustle culture: why "trying softer" changed everything

[9:56] – The hidden value of a skilled TC in protecting ROI and limiting fallout

[11:26] – TCs as generals, not paper-pushers: strategy, psychology, and execution

[13:00] – High fallout? More hair, more money—how to turn problem deals into profit

[14:31] – Why Casey's clients average less than 10% fallout rate

[15:27] – Matching clients with mini-teams for better fit and stronger delivery

[16:11] – Burnout Blueprint: what she'll share in her identity-based leadership workshop

[18:25] – Defining the "who" before the "why"—and why most leaders get this backward

[20:18] – Giving team members ownership and room to lead

[21:00] – KPIs for your life: if your business doesn't match your goals, change it

[22:11] – Final advice: you don't have to be "ready" to join CG—just be willing

Key Takeaways

1. A Great TC Is a Revenue Protector: Transaction coordinators can reduce fallout, preserve ROI, and proactively solve deal-killing issues—if they're trained right.
2. Identity Comes Before Strategy: Real, lasting leadership starts by defining who you are—not just following someone else's blueprint.
3. You Don't Have to Hustle Harder to Win: Slowing down to reassess can lead to greater clarity, better decisions, and stronger teams.

Links & Resources

• Website: https://www.atlastcservices.com
• Instagram: https://www.instagram.com/casey_atlas
• Email: [email protected]
• Explore CG Membership: https://www.explorecg.com

Closing Remark

If Casey's story resonated with you—whether you're burned out, scaling fast, or just ready for better systems—rate, follow, and review the Collective Genius Podcast. Share it with a fellow entrepreneur who's ready to grow without grinding. And if you're ready to be in the room with leaders like Casey, visit https://www.explorecg.com and apply to join us.