---
title: What documents am I required to upload when I close a transaction?
description: Learn what documents must be uploaded when closing a real estate transaction with Easy Realty to meet Florida compliance and record retention requirements.
---
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1. [Easy Realty Knowledge Base](https://kb.easy.realty/?hsLang=en-us)
2. [Transactions and Compliance](https://kb.easy.realty/transactions-and-compliance?hsLang=en-us)
3. [Transaction Files and Record Retention](https://kb.easy.realty/transactions-and-compliance?hsLang=en-us#transaction-files-and-record-retention)
September 24, 2026
# What documents am I required to upload when I close a transaction?
## Short answer: If a document was part of the transaction, it should be uploaded to the brokerage.
When you close a transaction with Easy Realty, your transaction file must be complete, accurate, and compliant with both brokerage policy and Florida state requirements. Keeping thorough documentation protects you, the brokerage, and your client — and ensures the file can be reviewed, audited, and retained as required.
**Reference:**
This requirement is based on Florida Statute § 475.5015 and Easy Realty’s internal compliance standards. Florida Statute § 475.5015 requires brokers to retain all transaction records for a minimum of five years. You can review the full internal memo here: [Florida Record Retention Requirements for Real Estate Transactions](https://kb.easy.realty/hubfs/Easy_Realty_Florida_Record_Retention_Memo.docx?hsLang=en-us)
**At a minimum, every closed transaction file must include:**
- Fully executed purchase agreement or contract
- All executed addenda and amendments
- Required state and federal disclosures
- Closing statement (CD or ALTA)
- Commission disbursement authorization (CDA) or compensation agreement, if applicable
- Listing agreement and/or buyer representation agreement
- Proof of delivery of disclosures where required
**Depending on the transaction, additional documents may be required:**
- Referral agreements
- Cancellation or termination forms
- Escrow deposit documentation
- Material settlement communications that affect terms or price (e.g., emails, written confirmations)
Your transaction file should clearly tell the full story of the deal from start to finish.
If a document was part of the transaction, upload it. If you are unsure whether a specific document is required, contact the Easy Realty compliance team before closing.
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