12 Things Every Transaction File Should Have

You'll want to make sure to include these items in every completed sales transaction file.  Be sure these 12 items are included in every completed sales transaction file:

  1. Listing agreement, including comparable market analysis.
  2. Signed or acknowledged agency disclosure form, if applicable.
  3. Property condition disclosure form, if applicable.
  4. All marketing materials, including print and digital ads. 
  5. Relocation or referral information, if applicable.
  6. Correspondence and phone logs with buyers, sellers, and other parties to the transaction.
  7. Inspection reports, if applicable.
  8. Lead paint or other hazardous materials disclosure forms, if applicable.
  9. Copy of purchase contract and addenda.
  10. Copies of invoices for any repair work completed that was required for the sale.
  11. Settlement statement (HUD-1 Form), if available.
  12. Escrow account records relating to the transaction.
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