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Vancouver Island, BC

Realtor tech support in Courtenay, BC

CRM setup, secure email, protected devices and friendly support for realtors, teams and brokerages in Courtenay and nearby communities.

Vancouver IslandBritish ColumbiaReviewed 2026-10-06

Tech help for agents in Courtenay

Courtenay is a growing city in the Comox Valley. If you sell homes in Courtenay, 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 on Vancouver Island, with plain-English help and no jargon.

Teams and small brokerages in Courtenay

Growing a team in Courtenay means more phones, more logins and more risk. We build repeatable onboarding so each new agent gets the same accounts, devices and training, and fair lead routing so nobody argues about who owns a lead. When an agent leaves, a short offboarding checklist removes access the same day. Brokerages get shared drive structures and retention checklists to help meet their own compliance duties.

Straightforward pricing for Courtenay realtors

Plans are priced per agent each month, and one-time projects are fixed-scope so you know the cost before we begin. Starting from $89 per month covers support, monthly health checks and security basics for a solo agent in Courtenay. Teams get volume pricing. You can cancel any time, and you keep ownership of every account we create.

Support that knows your setup

Calling a generic help desk is slow and frustrating. Because we set up your stack, we already know how your CRM, email and phone are connected. For Courtenay agents, that means a ten-minute fix instead of an hour of explanation. A monthly health check also catches expiring licences, missed updates and failing backups before they become urgent.

Protecting deals and client data in Courtenay

Real-estate closings move large sums of money on tight deadlines, which is exactly why fraudsters target agents. We help Courtenay realtors turn on multi-factor sign-in, publish email authentication so nobody can easily fake your address and follow a simple call-back rule for any change to payment or wire instructions. Privacy duties under BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA also apply to the client details you hold, so we help you keep them tidy and protected.

Selling in Courtenay: the digital side of the job

Neighbouring communities such as Nanaimo, Oak Bay and Campbell River send buyers and sellers through Courtenay 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.

A starter setup for Courtenay newcomers

As a new agent you want to look polished and respond quickly, even with a small budget. Our starter setup gives you branded email, a simple automated follow-up plan for every new contact, a secure laptop and a one-page guide to avoiding common scams. It also keeps your client data clean from the very first conversation, which makes future growth far easier.

The tools Courtenay agents ask us about most

Most Courtenay agents start with four questions: which CRM, which website, how to handle email and calendars and how to keep it all safe. We usually recommend a CRM such as Follow Up Boss, kvCORE or HubSpot, an IDX website tied to the CRM, Google Workspace or Microsoft 365 for email and one shared place for documents. We pick what fits your budget, then connect it so you do not copy and paste between apps.

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.

Do you replace my brokerage's IT?

No. We complement it. Many agents use the brokerage's transaction platform and add their own CRM, website and devices. We stay within your brokerage's policies and help you document how your tools connect to theirs.

Do you work with agents in Courtenay?

Yes. We support realtors, teams and small brokerages in Courtenay and the surrounding area remotely from Vancouver, by phone, video and remote session. For hardware we help you choose a laptop or phone and ship it set up and ready to use.

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.

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