How should a new New York agent handle client files and personal documents?
Staff Q&A from the 63Hours team.
Course Q&A
Ask clear questions about the Florida real estate course and learn from course-specific answers.
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Ask the brokerage for its written recordkeeping and data-security procedures before collecting documents. Find out which systems to use, who can access files and how to report a mistaken disclosure. New York's broker syllabus includes these responsibilities. Personal convenience should not determine where sensitive client information ends up.
References
General educational information. Confirm current requirements with the relevant licensing authority.
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