If there’s anything that keeps a real estate professional up late at night, it’s an audit from their State’s Department of Real Estate. Or a subpoena from a past client. Any legal action really.

Why is that? Well, for a lot of real estate agents, the business is really under your control. You can always make more calls, send more emails, go on more appointments. But the legal stuff can feel completely out of control. Who knows what triggers the random audits that derails many professionals every year.

There are some things you can control however. In this video we give you 3 easy steps you can take towards easily maintaining compliance, so if any of those legal situations do come up, you will be ready to take it  in stride and keep growing your business.

Take a look:

Set up your automated back up of transaction files to Google Drive by clicking below:

Additional Resources:

To read more checkout the articles mentioned in the video:

Summer Goralik — DRE Compliance Goals

Realtor Magazine — Documentation: Keep it or Weep

Incompass — Real Estate Sales can be Audited Back Six Years

Interested in a Transaction Management app? API Nation has some great partners with those solutions including…

• Brokermint
• DocuSign Rooms
• dotloop
• LionDesk
• Transactions zipForm Edition

Have another app you’d like to Automate? Let’s do it!