Compliance
The rules First Pass is built around, and what it does about each one. Reviewed September 29, 2026. See also the privacy policy and the terms of service.
First Pass reports on the property and the public record. It does not report crime, demographics, or anything describing the people who live in or near a home, and school information is the assignment only.
Fair Housing Act, 42 U.S.C. 3601 and following; N.C. State Fair Housing Act, G.S. Chapter 41A
First Pass has no MLS feed and does not scrape any MLS or listing site. MLS information enters only when you upload your own screenshot, PDF or export.
What you upload is kept in your account alone. It is never combined with another agent's uploads, and there is no shared comp database.
Private remarks, showing instructions, directions and owner names in an MLS export are not read in.
Closed and pending sales may appear in client documents. Active, withdrawn and expired listings stay in your agent file.
Your MLS's own rules on sharing listing data with clients still apply to you. First Pass does not replace them.
Every seller net sheet says so in plain words. The 3.6% and 2.4% figures are only where the arithmetic starts; they are not a standard, a recommendation, or a rate set by anyone, and you can change them on every sheet.
Federal and state antitrust law
Commission figures never appear in a document written for a buyer.
It makes no calls, sends no texts, emails or mail, and knocks on no doors. It does not supply phone numbers or email addresses for owners. Any contact is made by you, under the rules below.
Before you call or text an owner to offer your services, including the owner of an expired listing or a home for sale by owner, check the number against the National Do Not Call Registry. Call only between 8 a.m. and 9 p.m., say who you are, and honor a request not to be called again. Calling a for-sale-by-owner seller on behalf of a real buyer is treated differently from calling to seek the listing.
Telephone Consumer Protection Act, 47 U.S.C. 227, and 47 CFR 64.1200; FTC Telemarketing Sales Rule, 16 CFR Part 310; N.C. G.S. 75-100 to 75-105
These need the person's written consent first. First Pass provides none of them.
47 CFR 64.1200; N.C. G.S. 75-104
Do not solicit an owner whose home is listed exclusively with another firm. An expired listing may be approached once it has truly expired and has not been relisted. A withdrawn listing may still be under contract with its firm: confirm before any contact. Every packet First Pass builds for a seller says it is not a solicitation of a current listing.
NAR Code of Ethics, Article 16 and Standards of Practice 16-2 and 16-4; Doorify MLS Rules and Regulations, sections 4.3 and 12.5
An expired listing agreement may carry a protection period under which the former firm is still owed a fee. Ask the owner, and your broker-in-charge, before you list.
Door-to-door rules are set by each city and town, and an owner may post a no soliciting or no trespassing sign. Respect the sign, and check the local ordinance where you work.
An email offering your services needs your real name and a postal address, an honest subject line, and a working way to opt out.
CAN-SPAM Act, 15 U.S.C. 7701 and following
First Pass describes properties and places. An area is never chosen, described or avoided by who lives there.
Fair Housing Act; N.C. G.S. Chapter 41A
First Pass finds and lays out comparable sales. It never states a value or a list price for a home. It is not a CMA, a broker price opinion or an appraisal: the pricing work is yours.
Dates and deadlines are worked out as mechanics. Whether something is a breach, or what a contract term means, is a question for the closing attorney.
Nothing in First Pass suggests an offer price, a floor, or what to reveal or hold back.
Every line is labeled confirmed, estimate, paid or to be determined, with its source. The closing attorney's statement is final, and the lender's Loan Estimate is exact.
First Pass does not store or hand out blank association forms. It reads the copy you upload from your own file.
Where the record calls for one, the workup names it: the lead-based paint disclosure for homes built before 1978, and the street disclosure statement for a private road.
42 U.S.C. 4852d; N.C. G.S. 136-102.6(f); Residential Property Disclosure Act, N.C. G.S. Chapter 47E
Findings are reported as the inspector wrote them, with the inspector's own severity label. First Pass does not contradict a licensed inspector, and it prints a repair cost only when a document quotes one.
A vendor shows as licensed or certified only when that was confirmed in the official directory, which is named. Anything else reads "not confirmed" or "says on its own site".
No vendor pays to appear. Vendors you mark as affiliated with your firm show that way, with a reminder that an affiliated business disclosure may apply.
Real Estate Settlement Procedures Act, 12 U.S.C. 2607
Each document prints your name and your firm as entered in your profile, and your license number on letters to the other side.
N.C. Real Estate Commission rule 21 NCAC 58A .0105
First Pass never emails or messages a client, an agent or a vendor. Every document is handed to you to review and send.
Every document carries the same footer: research assistance, the agent verifies every figure, sources and check dates are shown, records and fees change.
Each agent sees only their own properties, facts, uploads and documents. This is enforced in the database, not just on the screen.
Uploads and finished documents sit in private storage. A document opens through a private link that expires after ten minutes.
The database and files are hosted by Supabase, the website by Vercel, and the research runs on a private server. Public-record lookups go to the county, city, state and federal sources named on each fact.
MLS screenshots, inspection reports, contracts and your office checklist are read by Anthropic's Claude through its business service. Those files are sent only for that reading. A spreadsheet export is read directly, with no AI.
Your data and your clients' data are not sold, and are not used for advertising.
Public facts about a business found in a vendor search (its name, licence and address) are reused for other homes in the same city. Vendors you save yourself stay in your account.
A property stays on your account until you delete it, and you can delete one, or close your account, yourself at any time. Deleting removes the facts, the documents and the files you uploaded. Keeping your own transaction records for the three years your license requires remains your responsibility.
N.C. Real Estate Commission rule 21 NCAC 58A .0108
A key made for your AI assistant is stored only as a scrambled fingerprint, so it cannot be read back by anyone, and it can be switched off at any time.
This page describes how First Pass is built. It is not legal advice. Your license law, your MLS's rules, your association's Code of Ethics and your firm's policies still apply to you, and your broker-in-charge is the right person to ask about them.