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A real estate broker in Texas has decided to convert their brokerage to a paperless office. What is the minimum retention period required by TREC for electronic records related to real estate transactions?

  1. A3 years from the date of the transaction.
  2. B5 years from the date of the closing or termination of a contract.
  3. C2 years from the date of the transaction.
  4. D4 years from the date of the closing or termination of a contract.
Show answer & explanation

Correct answer: D. 4 years from the date of the closing or termination of a contract.

TREC Rule §531.2 requires brokers to retain records for at least four years from the date a contract is executed or the date a transaction closes or terminates, whichever is later. This applies to both paper and electronic records.

Why the other options are wrong

  • A. This is too short a period according to TREC rules.
  • B. While retaining longer is permissible, this is not the minimum required period.
  • C. This is too short a period according to TREC rules.

TREC Record Retention

The Texas Real Estate Commission (TREC) mandates that real estate brokers retain all records related to a real estate transaction for a minimum of four years from the date of closing or contract termination.

  • Applies to all types of records: paper, electronic, communication.
  • Purpose is for regulatory oversight and potential legal proceedings.
  • Broker is responsible for ensuring accessibility and integrity of records.

Memory trick: Four years, no tears, for TREC's records, my dears.

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