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Microsoft 365 for Realtors

Outlook, OneDrive, Teams and Word set up for agents and brokerages that prefer Microsoft, with security policies and device management included.

Starting prices on this pageNo lock-inReviewed 2026-10-06

What Microsoft 365 for Realtors means for you

We configure Microsoft 365 for a real estate business: branded Exchange email, OneDrive storage, Teams for chat and calls, and security baselines that protect forms, contracts and client details.

Many brokerages and commercial agents already live in Outlook and Word. A tidy tenant with sensible licences, multi-factor sign-in and managed devices is faster to use and far safer than a default setup left untouched.

Problems this fixes

  • Licences bought but not assigned or understood
  • Everyone an admin because it was easier
  • Files saved locally and never in OneDrive
  • Teams channels created at random
  • Default security settings left unchanged

What you get

  • Tenant setup, licences and branded email
  • Migration from Gmail, GoDaddy or older hosting
  • OneDrive and SharePoint structure for deals and teams
  • Conditional access and multi-factor authentication
  • Teams chat, meetings and optional calling
  • Intune device enrolment for laptops and phones

Tools we commonly work with

Microsoft 365Exchange OnlineOneDriveTeamsSharePointIntune
Target: tenant live and mailboxes migrated in one week, multi-factor enforced for 100% of users.

Plays well with your stack

Whatever you use today, there is a good chance we can build on it. Typical platforms for microsoft 365 for realtors include Microsoft 365, Exchange Online, OneDrive, Teams, SharePoint and Intune. We map how data flows between them, remove duplicate steps and test each connection. If something cannot be connected cleanly, we tell you straight away and suggest the simplest workaround.

What microsoft 365 for realtors costs

One-time setups start from $750 and ongoing per-agent plans start from $89 per month, with team pricing for larger groups. For microsoft 365 for realtors, the final figure depends on how many agents, devices and tools are involved. You receive a written fixed-scope quote after a free 30-minute consultation. Prices are in Canadian dollars, plus 5% GST, with a 10% launch discount and no lock-in. See the full pricing page for plan details.

How we measure success

Good tech has measurable results. For microsoft 365 for realtors we agree a few simple measures at the start, such as response time, completed automations, backup test results or the number of accounts protected. Target: tenant live and mailboxes migrated in one week, multi-factor enforced for 100% of users. We review those numbers with you during your quarterly check-in and adjust if your goals change.

Keeping client information safe

Every tool we set up for microsoft 365 for realtors starts with safe defaults: strong sign-in, limited sharing and clear ownership. We avoid putting client data into unmanaged apps, and we document how long records are kept and who can access them. That makes it easier to meet your duties under PIPEDA, BC PIPA and your brokerage's own policies.

Is microsoft 365 for realtors right for you?

If you are losing leads to slow replies, losing hours to repetitive admin or worrying about scams, microsoft 365 for realtors is worth a look. It tends to help relocation specialists, real estate teams and luxury agents most, but the same principles apply to any agent who sells from a phone. A free consultation will tell you quickly whether it makes sense for you.

What to expect after you say yes

Within two business days you get a kickoff checklist and a booking link. Most microsoft 365 for realtors projects reach a working first version within one to two weeks, depending on how quickly accounts are shared. We schedule changes outside your busy windows, send a short update after each session and keep the project notes in a shared document you can read at any time.

Our simple method for microsoft 365 for realtors

We follow four steps: listen, plan, build and hand over. Listening means understanding your business, not selling a package. Planning produces a one-page scope with outcomes and exclusions. Building uses your real data and real examples, and handover means a recorded walkthrough and a checklist you can keep. Nothing is secret and you own every account we create. Target: tenant live and mailboxes migrated in one week, multi-factor enforced for 100% of users.

Quick answers

Who owns the accounts you set up?

You do. Domains, CRM accounts and cloud storage are created under your name or your business, and we document the logins in a password manager you control.

What does microsoft 365 for realtors include?

We configure Microsoft 365 for a real estate business: branded Exchange email, OneDrive storage, Teams for chat and calls, and security baselines that protect forms, contracts and client details. The exact scope is written down in a fixed-price plan after a free 30-minute consultation, so you know what is included and what is not.

Do I have to switch tools?

Usually not. We build on what you already use where it makes sense, and recommend changes only when they save money, reduce risk or remove manual work.

Is this suitable for teams as well as solo agents?

Yes. We deliver microsoft 365 for realtors for solo agents, teams and small brokerages, with role-based access and shared standards for groups.

How much does microsoft 365 for realtors cost?

One-time setups start from $750 and per-agent monthly plans start from $89, plus 5% GST. A 10% launch discount applies for new clients. Teams are quoted by headcount, and there is no lock-in.

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.

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