How do you guys do it? I just started & although I'd like to either print out the form & save, or keep on a disk, I haven't done either.
I've been writing down all the info in a notebook/binder....like address, fee, paid info, all comp's addresses, ID#, and then saving the photos in a folder on my computer. I figured that if I ever need to look something up, I'll be able to find the MLS data as long as I have the comp addresses. And, if the company need a clarification AFTER I've been paid, they must obviously have the report they can send me to look over.
What are the faults with my method, and what do others do? I know that in CA as a Broker I must save all data for 3yrs. Is this sufficient? I know that most companies keep our orders/reports on their dashboard, which can them be printed out or referenced, but how long do they keep them available online?
Thanks!
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L. Hedrick
Licensed Broker
San Francisco Bay area