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Real Estate Brokers, Mortgage Originators, Stock Brokers, & Insurance Agents, Must Comply With Record Retention Laws And Regulations.

Memo2File is a critical component for professionals to complete an “off-channel communications policy” compliant with state and federal record retention laws.

Real Estate Text Message Retention Requirements by State

Sample: Broker Text Archive for Real Estate & Mortgage

Business text customers

Archive all Business Related
Text and Call Log Data.

Business have many communication channels with customers

iMessage / SMS Threads

Memo2File archives full message threads for selected contacts.

Time Stamps create an important business record

Time Stamps

Memo2File captures time stamps for sending, receiving, and reading messages.

Call logs are critical business data

Call Logs (Beta)

Memo2File documents and time stamps call durations for selected contacts.

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