Real Estate CRM Security Checklist for Independent Brokers
Protecting Client Data
Real estate agents handle sensitive files, including client tax returns, pre-approval letters, and bank wire instructions. Securing this data is critical.
Data Protection Standards:
- Two-Factor Authentication (2FA): Enable this on your CRM account to secure your database from unauthorized access.
- Secure Attachment Storage: Never upload unencrypted tax documents to general CRM storage.
- Role-Based Permissions: If you hire an assistant, restrict their access to view only their assigned leads.
Implementing these practices protects both your clients and your agency's reputation.
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