Keep the records a closed sale leaves behind

Keep the set that answers future questions

The useful file after closing is the one that can answer a question years later: the signed agreement and any amendments, the disclosures you provided, the closing statement from your provider, the title and transfer paperwork, permit and warranty records for work on the home, and receipts for significant repairs.

• Signed agreement, amendments and addenda.
• Disclosures you provided, with their dates.
• Closing statement, title and transfer paperwork.
• Permits, warranties and major repair invoices.

Name files so you can tell versions apart

Use a date and a short description, and mark drafts as drafts. A folder that mixes a signed addendum with three unsent revisions becomes useless exactly when you need it. Where a later document replaces an earlier one, keep both but make clear which governs.

Check what should stay private

Sale paperwork contains account numbers, signatures, contact details and sometimes identity documents. Store it privately rather than in a public listing folder, and share a specific document with a specific recipient rather than sending a whole folder. Ask the appropriate professional which records must be kept, and for how long, in your situation.

Write down the tax and legal questions while you remember them

Improvements, purchase price, sale price and selling costs may matter to a future tax return. Write those questions down alongside your records and take them to the qualified professional who advises you. This software keeps your file organized; it does not give tax or legal advice.