RIRealtyITFree consultation

Who we help

Tech support for new agents

Newly licensed agents who need a professional setup on a starter budget and no wasted subscriptions.

Tailored setupNo lock-inReviewed 2026-10-06

Tech for new agents

Your first ninety days decide whether habits stick. A clean, affordable setup lets you spend your energy on conversations rather than configuration. RealtyIT works with new agents to set up and support the tools that run a real-estate business: customer records, email, calendars, documents, phones and security. Newly licensed agents who need a professional setup on a starter budget and no wasted subscriptions. We explain every choice in plain English and keep the setup as simple as the work allows.

The tools that matter

For new agents, the core pieces are a reliable CRM, business email on your own domain, a safe place for documents and a way to sign and send them. Common platforms include Google Workspace, Starter CRM plan, Canva, E-signature through brokerage and Password manager. We configure each one, remove overlap and train you on the few features you will use every day.

Headaches we fix first

  • Unsure which tools are actually needed
  • Paying for software the brokerage already provides
  • Personal Gmail and a free website builder
  • No client database from day one
  • Anxiety about scams and mistakes

Rules and duties to keep in mind

  • PIPEDA
  • BC PIPA
  • BCFSA licensing and conduct rules
  • CREA trademark rules for marketing
Example scenario

a new licensee buys three overlapping apps in week one. A one-hour planning session cuts the stack to a CRM, a branded email and a shared calendar, saving money and removing confusion.

Illustration only. Not a real client or testimonial.

Typical systems

Google WorkspaceStarter CRM planCanvaE-signature through brokeragePassword manager

Pricing and next steps

Plans for new 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. New Agents commonly need to think about PIPEDA, BC PIPA, BCFSA licensing and conduct rules and CREA trademark rules for marketing. 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.

The biggest tech headaches we see

The most common problems for new agents start with unsure which tools are actually needed. Close behind are paying for software the brokerage already provides, 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.

Services new agents use most

Most new agents start with AI Assistants for Realtors and Social & Marketing Tech Integration, then add Data Backup for Agents or Cyber Protection for Agents 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

Which tools do new agents usually need?

Typically Google Workspace, Starter CRM plan, Canva, E-signature through brokerage and Password manager. 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.

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.

Do you offer team plans?

Yes. Team plans scale with headcount and include shared standards, onboarding and offboarding checklists and a monthly health check.

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) 632-4959EmailBook free call