3–7 yrs
Typical document retention requirement for real estate licensees
State licensing board standards
Risks / Avoid
- SSNs on rental applications — always redact before sharing with owners
- Bank details on closing disclosures — ACH/wire instructions
- Financial qualification letters — specific income and asset figures
- Co-buyer/co-tenant personal information without consent
Best Practices
- Property address — public record in most states
- Landlord/agent business contact information
- Lease dates and general terms
- Transaction timeline and key dates
How to Redact With SafeRedact
1
Upload
Drop your document into SafeRedact. PDFs, PNGs, JPEGs — multi-page supported. Your file stays in your browser.
2
AI Detection
SafeRedact's AI automatically flags SSNs, account numbers, phone numbers, addresses, and other PII patterns.
3
Review & Add
Confirm AI detections. Draw boxes for anything additional — financial terms, names, or other context-specific data.
4
Apply & Download
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