Tag

record retention

Realtors Who Keep Paper Records Are Luddites, Right? Wrong!

Let’s be honest:  there’s ultimately just one reason Realtors keep copies of their records once a transaction has closed. It’s not because they’re nostalgic, pack rats, or simply too busy to shred or toss old files. Realtors keep their notes and records – ideally, for six years — in case they’re sued. Then, all those contemporaneous notes and...
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“Too Much Information” (TMI) — Realtor Edition

Real Estate Records Retention If you’re:  a) a busy Realtor who’s been in business for at least a couple of years (I qualify easily on both counts); and b) do everything by the book (“check,” again), it doesn’t take long for large areas of your home (or at least your basement) to be consumed by...
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