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DRE Retention Policy by State

Your transactions are retained a set number of years based on your association’s DRE (Department of Real Estate) requirements. Please see the list below for your association’s DRE time-frame.


Retention Policy

Transactions will now be retained within our system according to their retention date. Unless a retention date is manually overridden or requested by your brokerage, we use the retention guidelines set by the real estate department.

You will receive an email notification and an in-app notification on the 1st of each month if there are transactions that have retention periods expiring that month.

You can export these transactions for your records by visiting the ‘RETENTIONS ENDING IN 30 DAYS’ section of the Dashboard.

On the ‘RETENTIONS ENDING IN 30 DAYS’ page, you may view the transactions that will be deleted in the next 30 days. This section includes transactions that were deleted because their retention date passed and transactions that were manually deleted by a user. All transactions on this page can be exported by selecting the ‘Export’ link.

NOTE: Setting a closing date on a transaction will manually change the retention date of your transaction that is stored. For more information and instructions on how to close a transaction, Click Here.


 

 

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