Managing Business Records Efficiently

published: December 3, 2024

A document retention policy can keep your business in compliance with legal requirements, create economic efficiencies, and better prepare your business in the event of litigation. Learn why every real estate professional needs a document retention policy, and how to create one for your business.

Additional Resources:
Create a REALTOR® Association Record Retention Policy: https://www.nar.realtor/ae/manage-your-association/association-policy/association-record-retention

Creating a Record Retention Program for Brokerages: https://www.nar.realtor/law-and-ethics/creating-a-record-retention-program-for-brokerages

How Long Should I Keep Records?: https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records

Copyright NATIONAL ASSOCIATION OF REALTORS®. Reprinted with permission.

Watch the video: https://www.youtube.com/watch?v=KSiupTT7m6Y

Video ID: KSiupTT7m6Y