All file information for all transactions, including our Agent File Notes, are stored in our company’s secure Google Drive, to which our Agents are given 100%, 24/7 access to. You can view and download items at your discretion.  Unless authorized directly by our Agent, this information is not shared with anyone but our Agent.  If there is an Assistant, Co-Op Agent, Compliance Officer or Managing Broker that you would like us to provide direct access to for your file, please let us know in writing, and we will authorize access on your behalf.  We will not authorize direct access to your files to anyone other than your Managing Broker without your direct consent.  Should your Managing Broker require direct access, this, too, must be provided in writing with an explanation as to why they need access for you.

Files are kept accessible on the Google Drive server for up to six (6) months past the start of every New Year.  However, for liability and risk management purposes, an archive of all files managed by our TCs is stored independently for a period of up to six (6) years, as recommended by most states.  Should any past documents, files, broker notes or other file related items be needed within this six (6) year period, a thumb drive of all requested items will be provided upon receipt of written request.