Who we help

Tech support for mortgage agents

Q: How do we start?

Call (604) 632-4959 or email info@SAZ.ca to book a free 30-minute consultation. We will listen, suggest a short plan and send a fixed-price quote.

Mortgage agents and brokers handling sensitive financial documents who need airtight privacy and a smooth client experience.

Tailored setupNo lock-inReviewed 2026-10-06

Call (604) 632-4959 Book a free consultation

Tech for mortgage agents

Mortgage work involves income, identity and credit information. Security and tidy document collection protect clients and build the trust that wins referrals. RealtyIT works with mortgage agents to set up and support the tools that run a real-estate business: customer records, email, calendars, documents, phones and security. Mortgage agents and brokers handling sensitive financial documents who need airtight privacy and a smooth client experience. We explain every choice in plain English and keep the setup as simple as the work allows.

The biggest tech headaches we see

The most common problems for mortgage agents start with clients emailing bank statements and IDs. Close behind are document requests chased by text, and a general lack of time to fix either. None of these are exotic. They are everyday gaps that grow when nobody owns them. We start by ranking them by risk and effort, fix the highest-value ones first and write down the rest so nothing disappears.

Headaches we fix first

Clients emailing bank statements and IDs
Document requests chased by text
Strong phishing risk from lender impersonators
Referral partner communication scattered
Retention of sensitive files

Rules and duties to keep in mind

PIPEDA
BC PIPA
FINTRAC
Provincial mortgage broker regulations

Example scenario

an agent collects pay stubs and IDs by regular email. A secure upload link and an automatic checklist email cut back-and-forth and keep sensitive files out of inboxes.

Illustration only. Not a real client or testimonial.

Typical systems

Secure document portalCRM with referral trackingMicrosoft 365E-signatureMulti-factor authentication

Pricing and next steps

Plans for mortgage agents start from $89 per agent per month, and one-time setups start from $750, plus 5% GST. We offer a 10% launch discount, month-to-month terms and no lock-in. Call (604) 632-4959 or email [email protected] for a free 30-minute consultation. We will listen, suggest a short plan and quote a fixed price. Guidance on this site is reviewed by Ali Sedighi, MBA.

Rules and duties to keep in mind

Good tech makes compliance easier. Mortgage Agents commonly need to think about PIPEDA, BC PIPA, FINTRAC and Provincial mortgage broker regulations. We are an IT and strategy team, not a law firm, so we do not give legal advice. We do help you set up controls such as multi-factor sign-in, tidy file storage and access reviews that support the duties you have, and we document them so your brokerage or regulator can see them.

A typical stack for mortgage agents

A sensible setup for mortgage agents usually involves Secure document portal, CRM with referral tracking, Microsoft 365, E-signature and Multi-factor authentication. We do not push a single brand. We look at your size, budget and habits, then recommend the smallest set of tools that does the job well. Each piece is connected so information flows automatically and you can see what is happening in one place.

Services mortgage agents use most

Most mortgage agents start with Email & Calendar Security and Team Onboarding Tech, then add Phone Systems for Teams or Ongoing Tech Support Plans as the business grows. Each service is delivered as a fixed-scope project or a monthly plan, whichever suits you, and each comes with documentation and a handover. We can also bundle them into one ongoing support plan.

Quick answers

Do you work with mortgage agents?

Yes. RealtyIT supports mortgage agents with CRM, email, device, backup and security setup, plus ongoing help. We tailor each setup to your business rather than handing out a generic package.

Can you work with our brokerage's systems?

Yes. We respect your brokerage's policies and platforms, and we help you document how your own tools connect with theirs.

What does it cost?

Plans start from $89 per agent per month and one-time setups start from $750, plus 5% GST. We apply a 10% launch discount to new clients, and there is no lock-in.

Which tools do mortgage agents usually need?

Typically Secure document portal, CRM with referral tracking, Microsoft 365, E-signature and Multi-factor authentication. We recommend the smallest set that does the job and connect everything so you do not re-type information.

How do we start?

Call (604) 632-4959 or email [email protected] to book a free 30-minute consultation. We will listen, suggest a short plan and send a fixed-price quote.

Keep exploring

Ready for tech that just works?

Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.

Call (604) 632-4959 Email [email protected]