California housing & land-use law
10 CCR § 2729. Record Retention.
Title 10, California Code of Regulations (real estate), as enacted — this section's verbatim text. The library holds selected sections of this code, not the whole code.
- Edition
- 2026-09-23 official publisher snapshot
- Effective
- 2022-04-01
- Last updated
- 2026-09-26
- Jurisdiction
- California
§ 2729¶
Record Retention.
(a) A real estate broker may use electronic image storage media to retain and store copies of all listings, deposit receipts, canceled checks, trust records and other documents executed by the broker or obtained by the broker in connection with any transaction for which a real estate broker license is required, provided the following requirements are satisfied:
(1) The electronic image storage shall be nonerasable “write once, read many” (“WORM”) that does not allow changes to the stored document or record.
(2) The stored document or record is made or preserved as part of and in the regular course of business.
(3) The original record from which the stored document or record was copied was made or prepared by the broker or the broker's retained staff or employees at or near the time of the act, condition or event reflected in the record.
(4) The custodian of the record is able to identify the stored document or record, the mode of its preparation, and the mode of storing it on the electronic image storage.
(5) The electronic image storage system contains a reliable indexing system that provides ready access to a desired document or record, appropriate quality control of the storage process to ensure the quality of imaged documents or records, and date ordered arrangement of stored documents or records to assure a consistent and logical flow of paperwork to preclude unnecessary search time.
(6) Records copied and stored under this section shall be retained for three years pursuant to Section 10148 of the Code.
(b) A broker will maintain at the broker's office a means of viewing copies of documents or records stored pursuant to this section. A broker shall provide, at the broker's expense, a paper copy of any document or record requested by the Department.
Official source: § 2729. Record Retention..
Source snapshot retrieved: 2026-09-23T18:07:13.515Z.
- Amendment of subsections (a), (a)(3) and (b) filed 1-21-2022; operative 4-1-2022 (Register 2022, No. 3).
Version dates (indexing metadata): Effective 2022-04-01.
Date derivation (indexing metadata): This is the current publisher text. The filing history expressly states that the latest amendment is operative April 1, 2022; that date is the indexing start. No earlier version is represented.