Your First File With a TC: What to Send, What You Get Back
Short answer: Send your written instructions with the property, the parties' full legal names, the price or rent, the deposit, the key dates and the conditions. You get back a draft for your review and a short note listing anything missing or conflicting.
Handing off your first file feels like it should take longer than doing it yourself. It doesn't, if the instructions are complete. This is what I ask for, and what you get back.
What to send
The basics
- Your name, brokerage and the side you represent
- Property address and listing number, and the type of property
- When you need the draft
The people
- Full legal names of everyone signing, as they appear on ID or your authorized request
- Confirmed email addresses from your CRM
The money
- Price or rent
- Deposit amount, who holds it, and when and how it's paid
The dates
- Irrevocable date and time
- Completion or lease start date
- Every condition, with its exact wording and date
Everything else
- Inclusions, exclusions and rented equipment
- Any special clauses, using your brokerage's approved wording
- Whether it stays a draft or is approved to send
What you get back
- A draft package, unsent, built on current forms and checked against your sources.
- A short note in the same simple format every time:
- Ready: what's drafted, and where
- Needs confirmation: any missing or conflicting detail
- Next: who needs to approve what
- Deadline: the exact date and time that matters
You review it, fix anything you want changed, and approve. Nothing goes out before that.
Ready to try it on your next deal? Book a 30-minute call. Book a call
After the first file
Once you've seen one, the rest get faster: I learn your clause preferences, your naming and how you like updates.
Common questions
What if I don't have every detail yet?
Send what you have. I'll draft what I can and list exactly what's missing instead of guessing.
Do you need access to my accounts?
Usually, yes, set up the way your brokerage allows. We sort that out on the first call.
Can I send instructions by text?
Use whatever channel we agree on, as long as the instructions are in writing. Written instructions are the starting point for every draft.
