Legal

Terms of Use

Version 2026-04-24 · Last updated April 24, 2026

These terms govern use of EquityPilot educational tools, screening workflows, dashboards, optional paid features, and specialist review requests.

1. Acceptance of terms

By accessing or using EquityPilot, you agree to these Terms of Use and any policies linked from the Legal Center.

2. Accurate information

Users are responsible for providing accurate, current, and authorized information. Estimates and routing may be affected by incorrect or incomplete information.

3. No misuse or fraudulent submissions

Users may not submit fraudulent, misleading, unauthorized, or unlawful information, interfere with the service, or use EquityPilot to harm another person or organization.

4. Educational use

EquityPilot provides educational screening, planning, dashboard, and estimate tools. The service does not provide legal, tax, investment, or financial advice.

5. Optional paid features

Some features may be offered through optional paid plans. Paid features do not guarantee financing, savings, or specific terms.

6. Specialist Review limitations

Specialist Review is optional and may help organize a file for review. It does not guarantee financing, approval, savings, or specific terms.

7. No guaranteed results

EquityPilot does not guarantee lender decisions, financing availability, payoff outcomes, referral acceptance, compensation, or savings.

8. Limitation of liability

To the fullest extent allowed by law, EquityPilot is not liable for indirect, incidental, consequential, special, or punitive damages arising from use of the service.

9. Account termination

EquityPilot may suspend or terminate accounts that misuse the service, violate these terms, create security risk, or submit unauthorized information.

10. Changes to service

EquityPilot may update features, terms, notices, or workflows over time. Continued use after updates means the current terms apply.

11. Contact

For terms-related questions, contact EquityPilot support. Support contact details will be finalized before launch.