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Solutions for ALL Businesses

Document Management for Realtors

8/20/2018

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If it's your job to find people their dream home, then there's no doubt that you go through mountains of paperwork every day. Storing files such as home contracts, legal forms, property deeds, purchase offers, repair agreements, agency relationship disclosures -- and that's barely even the tip of the iceberg. To top it all off, in order to stay compliant with various tax and other record keeping laws, realtors and real estate agents must keep copies of most documents for at least 5 years or even 10 years for some documents. Once you start to sell even a few homes, that proverbial iceberg really starts to manifest and it can sometimes feel like you're drowning in paperwork. But we won't let that iceberg sink your ship! It's crucial for realtors to have a reliable document management system by their side in order to make records storage easy, keep their records accessible and make it a breeze to stay compliant with all the rules and regulations that come with the territory.

Storing Your Real Estate Records
​

Selling homes isn't a walk in the park. Each property comes with its own mountain of paperwork to sift through, organize, update, sign and eventually store. This can take up a lot of...real estate in an office and most realtors don't have that kind of space. Rifling through cabinets full of papers and finding the right one(s) for the task at hand takes loads of time and hinders a realtor's ability to perform their job quickly and efficiently.

By scanning, imaging and indexing them and taking advantage of R4 Services' vault storage options, realtors' jobs just got a whole lot easier. We can store any type of physical document in our storage facility that is monitored 24 hours a day, 365 days a year. Our scanning, imaging and indexing services will help you to digitize your important materials so you can securely access them online. Our web service allows you to quickly search, pull, edit and directly email/fax any document so you're not wasting precious time on bookkeeping. As an added bonus, it will declutter some your office -- a clear space for a clear mind.

Online Access to Your Realtor Documents

​Once you scan your crucial documents into our web system, you'll have enhanced security and 24-hour access to any of your documents. Here are just a few perks of our online system:
  • Access your files remotely from any web browser.
  • Implement security features for all of your files including:
    • Two-factor authentication
    • Domain- and IP Address-based limitations
    • SSL connection
    • Optional VPN (Virtual Private Network) services
  • Perform your own data entry, both at the box and file level.
  • Request/retrieve boxes and files.
  • Request pickups and returns.
  • Create custom searches and queries using the integrated query builder (Boolean logic) and export results in seven different file formats for use at your own PC.
  • Process items for destruction.
  • Process items for permanent withdrawal.

Realtor Document Retention Schedule: Stay Compliant

After your office space is cleared out, you've got all your necessary files stored externally and you can access your documents from anywhere while on-the-go, you can finally forget about those mountains of paperwork, right? Right?! Sorry, wrong. While you may need to keep most documents in your possession for 5-10 years, that doesn't mean you need to keep them forever. In fact, keeping documents past their retention date can open you up to legal liabilities.
That's why we will work with your company to develop a fully comprehensive and compliant document retention schedule; and when it's time to finally purge those old docs, we've got you covered. Our document shredding services and state-of-the-art hard drive destruction services will let you confidentially dispose of virtually any type of document. We can destroy:
  • Hard Drives
  • Paper
  • X-Rays
  • Film
  • Monitors
  • Tapes
  • Disks of all sizes
All of these and more will be discreetly destroyed either at our facilities or yours -- whichever is more convenient for you.
So when it comes to your real estate business, stop settling for less. Let us take over the dirty work of storing and organizing your files so you can do what matters most: making people happy by finding their home. If you have any questions about any of our services, get in touch today!

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