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Roy Kelley
Retired - Gaithersburg, MD

The requirements vary from state to state. Scan the entire file for any needed future reference.  Our office no longer retains paper files.

Oct 07, 2015 12:53 AM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Legally I'm required to keep listing agreement & disclosure (if our listing), signed sales agreement and closing statements.  But I also keep all notes from agents, copy of plat, copy of MLS sheet, 

Oct 07, 2015 12:43 AM
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Time to check with the New York State real estate commission. They make the rules for record keeping.

Oct 06, 2015 10:59 PM
Kat Palmiotti
406-270-3667,, Broker/REALTOR® - Kalispell, MT
Helping your Montana dreams take root

Each brokerage probably has different rules. I can tell you that for all my closed files, I keep every form that was signed (disclosures, etc), a copy of any offers made, a copy of the MLS document and the confirmation pages for showings.  Our office also has all "required" documents on our dotloop electronic system. I probably keep more than I need to, but hey, you never know when I might need something.

Oct 06, 2015 10:46 PM
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Construct your question in a more precise manner.

The responses will then be more consistant.

Example: "What does the State of New York require the BROKER to retain for each completed transaction of residential real estate?"

Oct 06, 2015 10:29 PM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

I agree it will depend on state laws.

Oct 06, 2015 10:06 PM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Typically, the state real estate commission will outline what you do need to have in file and for how long. You might check there.

Oct 06, 2015 09:44 PM
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

rely on your broker's answer. They are the ultimately the ones responsible. 

Oct 06, 2015 09:22 PM
Richard Weeks
Dallas, TX
REALTOR®, Broker

Our state real estate commission spell out what we must keep.

Oct 06, 2015 10:00 PM
Andrzej Niemyjski
Realty One Group - Sun City West, AZ

It depends on a state laws, then your broker may have different additional requirements.

Oct 06, 2015 05:16 PM
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Each brokerage has its own system and require certain docs. You wish to joint a paperless company with minimum amount of redtape and good compliance officer.  A bad compliane offier can hold your commission check and make you do it over and over and charge you for it.....


On smaller borkerage they want everything and anything, hard copy filed and retain in boxes for 7 years. They even charge you for printing endless docs, HOA minutes... Stay away from them too.

Oct 06, 2015 04:06 PM
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

Great answers you got for your question.

Jun 28, 2019 08:03 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

We keep most everything.

Oct 14, 2018 11:07 PM