Record Keeping Requirements

The 3-Year Retention Requirement

A broker must retain all records related to a transaction for at least 3 years from the date of closing or the listing date if the property did not sell. Records include: listings, deposit receipts, cancelled checks, trust records, canceled listings, logs, and any other transaction documents. The 3-year clock runs from the date of the event (closing, expiration, etc.), not from when the document was created.

B&P Code §10148