Tech support for small brokerages

Tech for small brokerages

A small brokerage carries compliance duties like a big one but has no IT department. Right-sized management keeps trust accounts, agent files and client information safe. RealtyIT works with small brokerages to set up and support the tools that run a real-estate business: customer records, email, calendars, documents, phones and security. Independent brokerages with five to fifty agents that need brokerage-grade controls without an enterprise IT budget. We explain every choice in plain English and keep the setup as simple as the work allows.

The tools that matter

For small brokerages, 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 Microsoft 365, Google Workspace, SharePoint, Intune, Backup service and Brokerage transaction platform. We configure each one, remove overlap and train you on the few features you will use every day.

Typical systems

Services small brokerages use most

Most small brokerages start with Realtor Tech Stack Setup and Mobile Device Management, then add IDX Website & Hosting or AI Assistants for Realtors 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.

Pricing and next steps

Plans for small brokerages 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.

The biggest tech headaches we see

The most common problems for small brokerages start with managing broker acting as unpaid IT help desk. Close behind are agent files stored in many different places, 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.

Rules and duties to keep in mind

Good tech makes compliance easier. Small Brokerages commonly need to think about BCFSA brokerage requirements, PIPEDA, BC PIPA, FINTRAC and Provincial record-retention rules. 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.

Keep exploring

• Mobile Device ManagementService
• Social & Marketing Tech IntegrationService
• Email & Calendar SecurityService
• Realtor Tech Stack SetupService
• Luxury AgentsSector
• Commercial BrokersSector
• IT support in NanaimoLocation
• IT support in KamloopsLocation
• IT support in SurreyLocation
• New Licensee Laptop and Phone Setup: A First-Week GuideInsight