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 brokerage and Florida requirements. Proper documentation protects you, the brokerage, and your client, and ensures the transaction can be reviewed, audited, and retained correctly.
Reference:
This requirement is based on Florida Statute § 475.5015 and Easy Realty’s internal compliance standards. You can review the full internal memo here: Florida Record Retention Requirements for Real Estate Transactions
This requirement is based on Florida Statute § 475.5015 and Easy Realty’s internal compliance standards. You can review the full internal memo here: Florida Record Retention Requirements for Real Estate Transactions
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 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
- Settlement communications that affect terms or price
Your transaction file should clearly tell the full story of the deal from start to finish.
If a document was part of the transaction, it should be uploaded.