Reminder to Retain Emails and Texts of Substance in Transaction Files

The California Bureau of Real Estate document retention policies include retaining emails and texts of substance in transaction files. Recently, it has come to our attention that several brokers were not aware of this policy. Agents are reminded to keep these documents in their files. An agent was fined last year over $2,000 for failing to keep emails in her files.

-Shannon B. Jones, Partner, sbj@sbj-law.com