IT for real estate and property management.
Brokerages and property managers work from cars and kitchen tables as much as from the office. We keep the business accounts, client files, and access controls working wherever people are.
A closing is when the money moves, and when a convincing email about where to send it is most likely to arrive.
Two businesses, one set of problems
Brokerages, agent teams and property managers keep different records and run into the same things: people working from their own devices, access that outlives the person who had it, and files that have to be kept long after the deal closed.
In a brokerage, typically. An agent leaves for another firm partway through a transaction. The files for their open deals stay with the brokerage, and access to the CRM, the transaction platform and mail has to end when you say it does.
In property management, typically. Several people share the records for the same properties, and staff change. Access granted by role rather than by request is what keeps that manageable.
Wire fraud around a closing is the loss everyone has heard about, and it is a real one. It is not the only exposure, which is why mail, the transaction platform and the archive all get attention rather than just the closing.
The work happens on personal devices
Agents and staff often work from their own phones and laptops, so business files sit on hardware nobody issued or set up. That is workable, but only if access to the business systems is controlled separately from the device.
People move on
Turnover is normal, and every departure should remove access to the CRM, the transaction platform, shared drives, and mail at the time you authorize it, not weeks later.
Files full of other people's data
Loan documents, disclosures, leases, and owner statements carry financial and identity details, and you are obliged to keep them for years. The archive needs protecting as well as the live files.
- MFA across mail and the transaction platform, without exception
- Offboarding done at the time you authorize it
- Access to transaction and property files by role rather than by request
- Retention and backup arranged around your record-keeping obligations
- Dealing with the CRM and transaction-platform vendors on your behalf
- Mobile device control for people working from phones
Tell us what is going on.
A rough description is enough to start. We reply within one business day.