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