Lower Mainland, BC
Realtor tech support in South Surrey, BC
CRM setup, secure email, protected devices and friendly support for realtors, teams and brokerages in South Surrey and nearby communities.
Tech help for agents in South Surrey
South Surrey is a growing affluent area of Surrey. If you sell homes in South Surrey, your phone, laptop and a handful of apps are the whole business. RealtyIT sets those tools up so they work together: a CRM that follows up for you, email that clients trust, files you can find in seconds and protection against the scams aimed at closings. We work remotely from Vancouver for agents in the Lower Mainland, with plain-English help and no jargon.
Building good habits early
Good tech habits compound. Agents who log every contact in the CRM, back up their files and use multi-factor sign-in from the first month avoid painful surprises later. We make those habits easy for South Surrey newcomers by setting up the tools once and giving you short checklists, not long manuals.
Selling in South Surrey: the digital side of the job
Neighbouring communities such as Vancouver, Yennadon and Westwood Plateau send buyers and sellers through South Surrey all year, and most of them start online. Your website, your Google profile, your social accounts and your CRM all need to tell the same story and pass leads along. We connect those pieces so a click on an ad or a neighbourhood page ends up as a named lead in your pipeline, ready for a follow-up.
Wire fraud and phishing: the South Surrey agent checklist
Scam emails often copy the tone of a lawyer, notary or lender. Our security setup for South Surrey agents includes spoof protection, a password manager, a short phishing awareness session and a printed wire-fraud script: verify every payment instruction by calling a known number. It takes an afternoon to put in place and can prevent a very expensive mistake. The same habits help you meet your privacy duties under BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA.
Services most requested in South Surrey
Lead Routing & Speed-to-Lead
Get new leads in front of the right agent in seconds, with instant auto-replies, round-robin or rules-based routing and escalation if nobody responds.
Learn more →Email & Calendar Security
Lock down the inbox and calendar that hold your deals: multi-factor authentication, spoofing protection and alerts for suspicious sign-ins and forwarding rules.
Learn more →Realtor Tech Stack Setup
One clean, connected set of tools for your whole business: CRM, website, email, calendar, files, e-signature and phone, set up once and set up right.
Learn more →Mobile Device Management
Keep client data safe on phones and tablets with simple, privacy-respecting controls: passcodes, encryption, app rules and remote wipe for work data.
Learn more →Google Workspace for Realtors
Business email on your own domain, shared calendars, Drive and Meet set up the Google way, with security switched on and migration from Gmail or old hosting.
Learn more →CRM Setup & Automation
Follow Up Boss, kvCORE or HubSpot configured around how you actually sell: smart lists, action plans, text and email follow-up that runs without you remembering.
Learn more →Setting up your South Surrey tech stack
A good stack is boring in the best way. Lead sources feed the CRM, the CRM drives your reminders, your calendar shows showings and deadlines and signed documents file themselves into the right folder. We map your current tools, remove the overlap, wire up the connections and test each one with a real lead before we call it done. South Surrey agents typically save an hour or more a day once the plumbing works.
Is it worth it?
If better follow-up books even one extra appointment a month, or a scam is stopped before it costs a client thousands of dollars, the tech pays for itself. For South Surrey agents we start with a free consultation and a short plan that ranks changes by value, so your first dollars go to the fixes that matter most. Pricing starts from $89 per month, plus 5% GST.
Scaling a South Surrey real estate team without chaos
The jump from three agents to ten is when informal tech habits break. Shared inboxes, a team phone number, a single source of truth for leads and clear access levels keep things calm. We design those pieces for South Surrey teams, document them and train a team lead to run them day to day, with us on call for the hard questions.
Remote first, local aware
We work from Vancouver and support agents in the Lower Mainland by phone, video and remote session. For hardware needs such as a new laptop or a signing pad we help you buy the right equipment and ship it set up and ready. Connectivity in this area can mean dense fibre, carrier-neutral data centres and a deep pool of local IT talent, but also heavy competition for it and constant office-lease churn, so we also plan simple backups for the times your internet is not at its best.
Quick answers
What privacy rules apply to agents?
Agents handle personal information governed by privacy law such as BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA, plus brokerage and regulator requirements. We are not a law firm, but we help you apply good practice: limited collection, controlled access, safe storage and timely deletion.
Which CRM should I choose?
It depends on your size and habits. Follow Up Boss suits many solo agents and teams, kvCORE is common inside certain brokerages and HubSpot works well if you also run broader marketing. We recommend the simplest option that fits and we do not resell software.
How fast can a South Surrey agent get set up?
A typical CRM and email setup takes one to two weeks from kickoff, mostly depending on how quickly we receive access to your accounts. Urgent security fixes, such as turning on multi-factor sign-in, can often be done in a single afternoon.
What does it cost for an agent in South Surrey?
Per-agent plans start from $89 per month and one-time setups start from $750, plus 5% GST. We send a written fixed-scope quote after a free 30-minute consultation and apply a 10% launch discount to new clients. There is no lock-in.
Can you help protect me from wire fraud and phishing?
Yes. We set up multi-factor authentication, spoof protection for your email domain and a simple call-back rule for any payment change, and we run a short awareness session using real-estate examples. No service can promise zero risk, but these steps close the most common doors.
Keep exploring
- Device & Laptop SetupService
- Microsoft 365 for RealtorsService
- Lead Routing & Speed-to-LeadService
- Google Workspace for RealtorsService
- Real Estate TeamsSector
- Relocation SpecialistsSector
- Commercial BrokersSector
- Luxury Listings and Private File Sharing: Discretion by DesignInsight
- Small Brokerage IT Basics: Devices, Access and File RetentionInsight
- IT support in RichmondLocation
Ready for tech that just works?
Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.