What documents must a principal broker maintain as a part of the firm’s records?

Kristen -

Firms are required to keep records of all real estate transactions for a period of three years. These files must contain, at a minimum, the following:

  • Listings
  • Offers (Even offers that did not become contracts)
  • Contracts
  • Closing Statements
  • Agency Agreements
  • Agency Disclosure Documents
  • Property Disclosure Forms
  • Correspondence
  • Notes
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