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realtor housekeeping

Legal Housekeeping

Practicing Good Legal Hygiene Unfortunately, I’m not “paperless” — and probably never will be. For taking notes on the fly — while on the phone, at someone’s Dining Room table, etc. — there’s nothing like the simplicity and portability of pen (or pencil) and paper. They never crash, suffer from poor reception, get corrupted or have to...
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Year-End Realtor Housekeeping

Statute of Limitations for Deals How long do you need to retain your files for closed deals? Barring fraud, the statute of limitations for raising a complaint following a transaction is two years. So, it’s (well past) time to chuck paperwork and notes for those 2004 sales I’ve been hanging on to. The one exception...
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