Open escrow
September 13, 2026
Intake · High priorityA clearer path from contract to close
Your transaction, in one place.
TCPath gives buyers and sellers a secure, organized home for important dates, shared documents, and requested uploads—without the email scavenger hunt.
Private client access
Microsoft 365 protected
One-time-code sign-in
TCPath.
Secure portal
Buyer transaction
123 Main Street
Transaction progress58%
1
Open escrowComplete
Done
2
Inspection periodYour next milestone
Next step
3
Loan & appraisalUpcoming
Scheduled
Interactive sample portal
See what your clients will see.
Explore a fictional transaction below. A real portal is private and shows only the information shared with that invited client.
Buyer transaction
123 Main Street
Your path to closing
Scheduled closingOctober 13, 2026
Your transaction timeline
1 of 10 tasks complete
Completed
Request seller disclosures
September 15, 2026
Disclosures · High prioritySchedule home inspection
September 17, 2026
Inspection · High priorityDeposit EMD
September 18, 2026
Escrow · High priorityShared documents
Sample filesPurchase Agreement.pdf01 Contract · Shared by your transaction team
Available
Seller Disclosures.pdf02 Disclosures · Shared by your transaction team
Available
Client UploadsYour secure folder for requested documents
Upload ready
Your transaction team
Fictional contactsTC
Transaction Coordinator
Your main contact for dates, documents, and closing details.
Contact supportAM
Alex Morgan
Buyer’s real estate agent
Send a messageJL
Jordan Lee
Loan officer
Send a messageEverything that matters
Less searching. More certainty.
Your transaction team keeps the details current, so you always know what’s next and where to find it.
A timeline you can follow
See upcoming milestones, important dates, and transaction progress in a clear, client-friendly view.
Documents in one place
Open the files your transaction team has shared without searching through long email threads.
Secure client uploads
Send requested documents through your private upload folder instead of attaching sensitive files to email.
Organized behind the scenes
Every transaction. Every file. Right where it belongs.
TCPath creates a clearly named SharePoint folder for each transaction, giving Realtors and Transaction Coordinators one consistent place to work during the deal and maintain the record after closing.
Find the right transaction at a glance
Each folder name combines the property address, Buyer or Seller side, and client name. The example above uses fictional data.
The complete folder structure
Active transactions stay easy to reach at the library root, while every property follows the same internal filing system.
Documents library
Active files remain at the top level.
Documents
123 Main Street - Buyer - Smith
215 Oak Avenue - Seller - Garcia
ZZ-01 Closed Transactions
ZZ-02 Canceled Transactions
ZZ-03 Archive
Inside each transaction folder
Documents are separated by purpose, with a dedicated location for client uploads.
Contract & Intake
Escrow
Disclosures
Inspection
Appraisal
Loan
Closing
Client Uploads
Active transactionsFolders live at the Documents root
Closed or canceledMoved into the appropriate holding folder
ArchiveMoved to long-term storage after 60 days
Created automatically
The transaction folder and standard structure are ready when a new file is opened.
Easy for the whole team
Realtors and coordinators work from the same organized file instead of scattered email attachments.
Ready after closing
The complete transaction record stays together for future reference and retention.
Simple by design
Your path is ready when you are.
No new password to remember. Your invitation connects you directly to the transaction your team prepared for you.
01
Receive your secure invitation
Your transaction team sends a private portal invitation to your email address.
02
Verify your identity
Microsoft may send a one-time code to confirm that the invitation belongs to you.
03
Follow your transaction
Review milestones, open shared documents, and upload requested files from one organized portal.
Security comes standard
Designed for private client access.
TCPath uses Microsoft 365 and transaction-specific permissions to help keep your information with the people involved in your closing.
✓Access is connected to your invited email address.
✓You see only the transaction content shared with you.
✓Requested files are uploaded through your private client folder.
Bring clarity to every closing
Ready to learn more about TCPath?
Tell us about your transaction process and the experience you want to give your clients.