What is & isn't included

Details about TC Pilot's role in your transactions.

What's included in our service

Our transaction coordination service begins once a purchase agreement is fully executed and continues through close of escrow and final file completion.

Contract & file setup

  • Create and organize the transaction file
  • Compile disclosure packages for your sellers based on your brokerage's document requirements
  • Send disclosure packages to buyers after a ratified contract
  • Enter the transaction into the brokerage's required transaction-management system
  • Generate a timeline based on contractual dates and deadlines
  • Open escrow with your preferred vendor

Transaction coordination

  • Track contractual timelines, contingencies, inspections, appraisal, financing and closing milestones
  • Coordinate administrative communication with escrow, title, lender, cooperating agent and other transaction parties
  • Request transaction documents, reports and signatures needed to maintain a complete file
  • Follow up on outstanding administrative items
  • Provide transaction status updates

Disclosures & signatures

  • Assemble seller disclosure packages based on brokerage requirements and agent instructions
  • Send seller disclosures and transaction documents for electronic signature
  • Deliver completed disclosure packages to the appropriate transaction parties
  • Send buyer-side disclosure packages for review and signature after an accepted contract
  • Send prefilled documents for signatures to appropriate parties
  • Track missing signatures, initials and incomplete documents

Brokerage compliance

  • Upload and organize documents within SkySlope or the brokerage's designated transaction/archive platform
  • Monitor the file for flagged missing or incomplete docs
  • Submit completed documents for brokerage review
  • Respond to administrative file corrections requested by the brokerage
  • Perform a final file review prior to closing
  • Organize and complete the transaction file following close of escrow

What's not included

Our service manages the administration of an executed transaction. The agent remains responsible for negotiating, creating and advising on the underlying deal.

If something comes up that is outside the scope of our work for you, we'll flag it and let you know, rather than silently allowing your file to unravel.

Offer & negotiation documents

  • Preparing purchase offers
  • Preparing counteroffers
  • Drafting addenda based on newly negotiated terms
  • Negotiating price, credits, repairs, contingencies or other transaction terms

Pre-contract buyer activity

  • Preparing documents for properties a buyer has not entered into contract on
  • Sending disclosure packages for every property a buyer is considering
  • Preparing or submitting buyer offers
  • Managing showing schedules or property searches

Agent & brokerage responsibilities

  • Determining which forms or disclosures are legally required
  • Providing legal, tax or brokerage advice
  • Making decisions requiring agent or broker judgment
  • Explaining contract terms to buyers or sellers
  • Conducting negotiations between transaction parties
  • Obtaining brokerage approval where required

Marketing & listing services

  • MLS entry or modification
  • Photography or staging coordination
  • Flyers, social media or property marketing
  • Sign or lockbox installation
  • Open-house coordination

After-hours & Rush Requests

  • Late night file updates or signature requests
  • Rush work creating tight deadlines where non-completion could cause transaction interruptions
  • Document submission for same day service after submission cut-off time

Monday–Friday, 8:00am–5:00pm Pacific.

Our guaranteed response hours are 8-5 Pacific Mon-Fri. Feel free to call, text, or email 24/7 and we'll handle the documents as soon as we can.

Turnaround

Routine requests received before 2:00pm Pacific are generally handled the same business day; requests after 2:00pm are generally handled the next business day.

Known Deadlines

Known contractual deadlines are tracked proactively so documents and signatures are never missed due to office hours.

Put a file in front of us.

See where the line falls on a real transaction rather than a page about one.

TC Pilot does not represent buyers or sellers. Your clients will never be contacted by TC Pilot, Brad Pickens, other owners, or staff outside the context and scope of providing coordination services.

Text updates

Deadline reminders and transaction status, sent to your phone. You can stop them at any time.

Leaving the box unchecked is fine, and the form still submits. Consent is not a condition of purchasing or using HousePilot Inc. services. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.