Record Keeping

Well-organized records are crucial to making it in real estate:

  • Makes your life a whole lot easier
  • Reduces liability
  • License law compliance (Ohio - Keep records for 3 years)
  • Responding to an inquiry from the State
  • IRS Audits
  • Attorney representing a disgruntled client or customer

Remember, if you have any questions or need assistance, call us or contact an attorney and/or tax professional.

  • Keep all e-mails, texts, messages, etc. and incorporate into Dotloop Areas of Non-compliance folder labeled "Misc. Folder."
  • Keep all offers on a property, even if not accepted.
  • Keep all agency disclosure forms that a buyer signs, even if
  • He/she never makes an offer or buys a property
  • If Buyer calls and inquiries about a property, signs a disclosure form, is shown the home and is then never seen/heard of again.

OAR Information on Record Keeping