Who we help

Tech support for real estate teams

Teams of three to thirty agents who need fair lead routing, shared tools and a clean way to add and remove people.

Tailored setupNo lock-inReviewed 2026-10-06

Call (604) 632-4959 Book a free consultation

Tech for real estate teams

Teams are small businesses with shared leads, shared brand and shared risk. The tech has to make hand-offs fair, access controlled and growth easy. RealtyIT works with real estate teams to set up and support the tools that run a real-estate business: customer records, email, calendars, documents, phones and security. Teams of three to thirty agents who need fair lead routing, shared tools and a clean way to add and remove people. We explain every choice in plain English and keep the setup as simple as the work allows.

Where we start with real estate teams

Most engagements begin with a short review of accounts, devices and tools. We often find lead disputes and slow first response, and sometimes agents using personal email for team business. We prioritise quick wins that remove risk or save time this month, then plan the bigger changes in order. You always see the reasoning, and you decide what goes ahead.

Headaches we fix first

Lead disputes and slow first response
Agents using personal email for team business
Inconsistent setups between agents
Departing agents keeping CRM and phone access
No single view of pipeline across the team

Rules and duties to keep in mind

PIPEDA
BC PIPA
BCFSA rules
Brokerage supervision requirements
FINTRAC

Example scenario

a six-agent team routes web leads by hand from a group chat. With rules-based routing, a two-minute auto-reply and an escalation to the team lead after ten minutes, the unclaimed-lead list stops growing.

Illustration only. Not a real client or testimonial.

Typical systems

Follow Up BosskvCOREMicrosoft 365Google WorkspaceTeam phone systemPassword vault

Rules and duties to keep in mind

Good tech makes compliance easier. Real Estate Teams commonly need to think about PIPEDA, BC PIPA, BCFSA rules, Brokerage supervision requirements and FINTRAC. 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.

Services real estate teams use most

Most real estate teams start with CRM Setup & Automation and Team Onboarding Tech, then add Cyber Protection for Agents or Device & Laptop Setup 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.

A typical stack for real estate teams

A sensible setup for real estate teams usually involves Follow Up Boss, kvCORE, Microsoft 365, Google Workspace, Team phone system and Password vault. 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.

Pricing and next steps

Plans for real estate teams 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 info@SAZ.ca 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.

Quick answers

Do you offer team plans?

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

Do you work with real estate teams?

Yes. RealtyIT supports real estate teams 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.

Which tools do real estate teams usually need?

Typically Follow Up Boss, kvCORE, Microsoft 365, Google Workspace, Team phone system and Password vault. We recommend the smallest set that does the job and connect everything so you do not re-type information.

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.

Can you protect us from wire-fraud scams?

We reduce the risk through multi-factor sign-in, email spoof protection, password managers and a call-back rule for payment changes. No service can guarantee zero risk, but these measures address the most common attack paths.

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 info@SAZ.ca