Close Like a Pro
Step 5: Compliance Requirements
Accurate documentation protects your license, your brokerage, and your client. Ensuring all documents are stored properly is essential for compliance and future reference.
Pro Tip
Log everything in DTR for compliance audits.
Recommended Tools & Resources
Upload all final transaction documents and verify completeness.
Request a review if unsure whether your file is complete.
Training Box
- Ensure every buyer has a signed EBBEA before showings.
- Document compensation details clearly.
- Maintain accurate records for audit readiness.
- Follow all NAR and GREC regulations.
Course: DTR and ZipForms
Course: How to Upload Documents to DTR
Daily Activity Plan
Today’s Daily Task: Loading…
Tip: Loading…
Tool: Loading…
*Daily Activity Plan changes every day at 12am EST.
Previous: Send Just‑Sold/New Neighbor Card
Powered By
