9 min read

Best Managed IT Services for Real Estate Brokerages and Estate Agents

Best Managed IT Services for Real Estate Brokerages and Estate Agents

Real estate brokerages operate in a high-stakes, fast-paced environment where technology is central to every transaction. From managing client data and securing financial transfers to enabling a highly mobile workforce, the IT demands are significant. For many firms, attempting to handle these complex needs in-house pulls focus from core business activities like recruiting top agents and closing deals. The risk of a single security incident, like wire fraud, can have devastating financial and reputational consequences, making professional IT management a necessity, not a luxury.

Finding the right partner is critical. This guide offers a practical comparison of the best managed IT services for real estate brokerages and estate agents, focusing on providers that understand the industry's unique challenges. We evaluate each option based on their ability to enhance security, support agent productivity, and deliver a clear return on investment. Making an informed decision on IT support for real estate is a foundational step toward protecting your assets and scaling your operations effectively.

Why Specialized IT is a Critical Investment for Real Estate Firms

Standard IT solutions often miss the specific vulnerabilities and operational needs of the real estate industry. A specialized managed services provider (MSP) delivers targeted support that addresses compliance, agent mobility, and the constant threat of transaction-related cybercrime. This strategic partnership moves IT from a reactive cost center to a proactive driver of security and efficiency.

Mitigate High Security Risks

The real estate sector is a prime target for sophisticated cyberattacks, particularly business email compromise (BEC) and wire fraud. A specialized MSP implements multi-layered security protocols, including advanced email filtering, endpoint protection, and employee training, to safeguard sensitive client information and secure financial transactions from end to end.

Support a Mobile Workforce

Agents are rarely tied to a desk. They need secure, uninterrupted access to MLS listings, CRM platforms, and cloud-based transaction documents from any location, on any device. Managed IT services ensure your team has reliable connectivity and robust mobile device management (MDM) policies to protect data on the go.

Ensure Compliance and Data Privacy

Brokerages handle a significant amount of personally identifiable information (PII) and sensitive financial data, making compliance with privacy regulations essential. An experienced IT partner helps establish and maintain the necessary security controls and data governance policies to protect client data and avoid costly breaches.

Maximize Uptime and Agent Productivity

Technical glitches can delay closings and frustrate clients. Proactive IT support minimizes downtime by monitoring systems 24/7 and resolving issues before they impact operations. This allows agents to remain focused on serving clients and generating revenue rather than troubleshooting technology problems.

Achieve Predictable IT Costs

The traditional break-fix model of IT support leads to unpredictable expenses and encourages waiting until something fails. A flat-fee managed services plan provides a predictable monthly cost for comprehensive support, including maintenance, security, and help desk services, making it easier to budget and calculate ROI.

The Real Estate IT Landscape by the Numbers

The data highlights the operational realities and significant risks facing modern real estate firms. These statistics underscore the need for a professional IT strategy focused on security, remote access, and cost predictability.

  • The real estate industry is a primary target for wire fraud, with business email compromise (BEC) schemes causing over $2.9 billion in losses in 2023.
  • A majority of real estate agents work primarily outside of a traditional office, requiring robust and secure remote access solutions.
  • Flat-fee managed IT plans offer more predictable monthly costs compared to traditional break-fix models, aiding in financial planning.
  • The average total cost of a data breach for a US-based business can be financially devastating.

How We Evaluated These IT Providers

Our selection process focused on identifying managed IT service providers that deliver tangible value to real estate brokerages. We filtered for companies with a proven track record in the industry, prioritizing those who offer comprehensive security and support tailored to the unique workflow of agents and administrative staff.

Real Estate Industry Expertise

We prioritized providers with demonstrated experience serving real estate firms. This includes familiarity with essential software like Dotloop, SkySlope, and various MLS systems, ensuring they understand the specific technical challenges brokerages face.

Cybersecurity Focus

Our evaluation centered on providers offering advanced threat protection specifically designed to combat wire fraud and BEC. We looked for robust data encryption, proactive monitoring, and security awareness training tailored to protect financial transactions.

Support for Distributed Teams

We assessed each provider’s capacity to support a mobile workforce. Key criteria included reliable cloud integration, secure VPN access, and comprehensive mobile device management (MDM) to keep agents productive and data safe outside the office.

Client Reputation and Reviews

We analyzed verified client testimonials, case studies, and industry rankings. This allowed us to gauge overall customer satisfaction, service reliability, and the provider's ability to deliver on its promises in real-world scenarios.

Pricing Transparency

Preference was given to providers with clear, flat-fee pricing models. This approach aligns with the business need for predictable IT spending and eliminates the risk of unexpected costs associated with reactive, break-fix support models.

10 Top Managed IT Services for Real Estate Brokerages

The following list includes providers that have demonstrated a strong understanding of the real estate sector's IT needs. We've highlighted their core strengths and ideal use cases to help you find a partner that aligns with your brokerage's size, goals, and security requirements.

Cortavo

The logo of Cortavo.

Role: All-in-One, Flat-Fee IT Partner

Snapshot: Cortavo offers a comprehensive, flat-fee managed IT solution that bundles hardware, software, connectivity, and 24/7 support into one predictable monthly payment. This model is designed to eliminate surprise IT costs and provide brokerages with a complete technology infrastructure. Their service includes proactive cybersecurity, cloud management, and strategic IT consulting, allowing firms to offload all technology management. By handling everything from device procurement to network security, Cortavo enables real estate leaders to focus entirely on business growth and agent success without worrying about underlying IT complexities or fluctuating expenses.

Core Strength: A predictable, all-inclusive flat-fee model that covers hardware, software, and unlimited support.

Best For: Brokerages seeking to simplify IT management with a single, predictable monthly cost.

Pro Tip: Leverage their all-inclusive plan to standardize technology across all your agents and offices.

SecureTransact IT

Role: Cybersecurity-Focused IT Partner

Snapshot: SecureTransact IT specializes in protecting real estate firms from financial fraud and data breaches. Their services are built around a security-first philosophy, with a heavy emphasis on preventing wire fraud through advanced email security, multi-factor authentication, and continuous network monitoring. They conduct regular security audits and provide mandatory cybersecurity awareness training for agents and staff, focusing on the latest phishing and social engineering tactics. For brokerages where protecting client funds and transaction integrity is the absolute top priority, SecureTransact offers a highly specialized and robust defense system.

Core Strength: Deep expertise in preventing wire fraud and business email compromise (BEC) attacks.

Best For: Firms that prioritize transaction security and data protection above all else.

Pro Tip: Use their agent security training modules to reduce human error risk.

AgentMobile Tech

logo of AgentMobile Tech.

Role: Specialist in Mobile Workforce Support

Snapshot: AgentMobile Tech is designed for the modern, on-the-go real estate agent. Their entire service model revolves around providing seamless and secure access to data and applications from any device, anywhere. They excel at mobile device management (MDM), ensuring that laptops, tablets, and smartphones used by agents are secure and compliant. Their support team is trained to quickly resolve remote connectivity issues, VPN problems, and challenges with cloud-based real estate apps. This focus ensures that agents in the field experience minimal downtime and can operate with the same efficiency as they would in the office.

Core Strength: Exceptional support for remote agents, including robust mobile device management (MDM).

Best For: Brokerages with a highly distributed or fully remote team of agents.

Pro Tip: Implement their MDM policies to secure data on agents' personal devices.

BrokerageCloud Solutions

Role: Cloud Integration and Management Experts

Snapshot: BrokerageCloud Solutions helps real estate firms transition from legacy on-premise systems to modern, scalable cloud environments. They specialize in migrating data and applications to platforms like Microsoft 365 and Google Workspace, ensuring seamless integration with real estate-specific software like CRMs and transaction management tools. Their service includes ongoing cloud optimization, cost management, and security monitoring. By managing the entire cloud infrastructure, they provide brokerages with enhanced accessibility, collaboration, and disaster recovery capabilities, freeing them from the burden of maintaining physical servers.

Core Strength: Expertise in migrating and managing real estate applications in the cloud.

Best For: Firms looking to modernize their infrastructure and improve remote data access.

Pro Tip: Ask about their cloud cost optimization services to prevent overspending.

RealtyGuard Services

Role: Compliance and Data Privacy Partner

Snapshot: RealtyGuard Services focuses on helping brokerages navigate the complex landscape of data privacy and regulatory compliance. They provide managed IT services with a strong emphasis on establishing and maintaining policies that align with regulations like CCPA and others governing sensitive client financial data. Their team helps implement data encryption, access controls, and secure data retention policies. They also offer compliance auditing and reporting, giving brokerage owners peace of mind that their firm is meeting its legal obligations for data protection and reducing the risk of costly fines from a data breach.

Core Strength: A deep focus on IT compliance and data governance for the real estate industry.

Best For: Brokerages in regions with strict data privacy laws or those handling sensitive client data.

Pro Tip: Use their compliance audits to identify and close potential data security gaps.

Nexus IT for Real Estate

 logo of Nexus IT for Real Estate.

Role: Full-Service IT for Growing Brokerages

Snapshot: Nexus IT provides a balanced, full-service managed IT solution tailored for small to mid-sized real estate firms. They offer a comprehensive suite of services, including help desk support, network management, cybersecurity, and strategic IT planning. Their model is designed to scale, allowing a growing brokerage to add new agents and services without needing to overhaul its IT infrastructure. Nexus acts as a complete outsourced IT department, handling day-to-day issues while also providing long-term guidance on technology investments to support business growth and maintain a competitive edge.

Core Strength: Scalable, all-around IT support that grows with the brokerage.

Best For: Small and mid-sized brokerages needing a comprehensive, outsourced IT department.

Pro Tip: Schedule quarterly strategic reviews to align your IT roadmap with business goals.

PropTech Partners

Role: Technology Integration Specialists

Snapshot: PropTech Partners focuses on helping brokerages leverage the latest real estate technology to gain a competitive advantage. Beyond standard managed IT services, they specialize in integrating and supporting a wide range of PropTech tools, from advanced CRM and marketing automation platforms to virtual tour software and AI-driven analytics. They ensure these disparate systems work together seamlessly and securely. For forward-thinking brokerages that want to build a modern, efficient tech stack, PropTech Partners provides the expertise to select, implement, and manage the right tools for maximum impact.

Core Strength: Expertise in integrating and supporting modern PropTech software and platforms.

Best For: Tech-forward brokerages aiming to build a highly efficient, integrated technology stack.

Pro Tip: Consult them before adopting new software to ensure smooth integration.

Keystone Managed IT

Role: Reliable IT for Small Brokerages

Snapshot: Keystone Managed IT delivers straightforward, reliable IT support specifically for small real estate offices and independent brokerages. They focus on the essentials: ensuring computers and networks are running smoothly, data is backed up, and a foundational layer of cybersecurity is in place. Their plans are typically more budget-friendly and less complex than enterprise-level offerings, providing the core services a small firm needs to operate securely and efficiently. They offer responsive help desk support, making them a practical choice for owners who need a dependable partner for day-to-day tech issues.

Core Strength: Practical and cost-effective IT essentials for smaller real estate firms.

Best For: Small or independent brokerages needing reliable, no-frills IT support.

Pro Tip: Use their service to establish a solid IT foundation before you grow.

Summit IT Group

logo of Summit IT Group.

Role: Enterprise-Grade IT for Large Firms

Snapshot: Summit IT Group provides robust, enterprise-level managed services for large, multi-office real estate brokerages. They specialize in managing complex networks, standardizing IT operations across multiple locations, and implementing advanced cybersecurity measures required by large organizations. Their services include 24/7/365 network operations center (NOC) monitoring, sophisticated disaster recovery planning, and co-managed IT options for firms that have some internal IT staff. Summit is built to handle the scale and complexity that come with managing hundreds of agents and significant transaction volumes.

Core Strength: Managing complex IT environments for large, multi-location real estate companies.

Best For: Large regional or national brokerages requiring enterprise-level security and support.

Pro Tip: Leverage their co-managed IT services to supplement your existing IT team.

Coastline Technology

Role: Regional Provider with On-Site Support

Snapshot: Coastline Technology is a regional MSP that combines remote management with a strong local presence, offering fast on-site support when needed. This hybrid model is valuable for brokerages that want the efficiency of remote monitoring but also require hands-on help for hardware installations, network issues, or in-person training. Their technicians have a deep understanding of the local business landscape. For firms that value having a local partner they can meet face-to-face and who can be physically present to resolve critical issues, Coastline provides a reassuring and effective solution.

Core Strength: A blend of remote monitoring and fast, reliable on-site technical support.

Best For: Brokerages that value having a local IT partner for hands-on assistance.

Pro Tip: Establish a schedule for regular on-site check-ins to proactively address issues.

Our Process

We provide a clear, straightforward path to getting comprehensive, flat-fee IT management for your brokerage.

  1. Submit your IT needs (quick online form)
  2. Get a consultation to match the right plan for your team size and goals
  3. Receive a flat-fee managed IT plan (cybersecurity, support, connectivity, cost management)
  4. Onboard quickly with certified experts, 24/7 help desk, and ongoing technology support

Why Choose Cortavo?

Our model is designed to deliver peace of mind and a clear return on investment by simplifying every aspect of your IT.

  • Seamless IT management for onsite, hybrid, and remote workplaces
  • Transparent, flat-fee plans with predictable costs
  • Comprehensive services: cybersecurity, help desk, connectivity, hardware, and cost management
  • Peace of mind: recognized as a top managed service provider by G2, Cloudtango, and Clutch

Secure Your Brokerage and Empower Your Agents

For a modern real estate brokerage, robust IT is not a discretionary expense but a core business function essential for security, compliance, and growth. The right managed services partner does more than fix technical problems; they protect your firm from costly cyber threats, empower your mobile agents with reliable tools, and provide a predictable financial model for your technology investments. By offloading IT management to experts, you can focus on what you do best: closing deals and growing your business. Choosing the right managed IT services for real estate brokerages and estate agents is a critical step toward securing your firm's future and empowering your team for success. Let's talk!

Frequently Asked Questions

What is the biggest IT risk for a real estate brokerage?

Business email compromise (BEC) leading to wire fraud is the most significant and financially damaging risk. A specialized managed IT service implements multiple layers of security, including advanced email filtering and employee training, to prevent these attacks.

How can managed IT services help a small but growing real estate firm?

They provide scalable, enterprise-level IT support and security without the high cost of an in-house IT department. This allows a growing firm to stay secure and productive, enabling a clear focus on sales and recruitment.

Do managed IT providers support real estate-specific software?

Yes, experienced providers are familiar with common real estate platforms like MLS, CRM systems, and transaction management software such as Dotloop and SkySlope. This ensures seamless integration and knowledgeable support for your core applications.

Is a flat-fee IT plan more cost-effective than paying for IT support when I need it?

For most brokerages, yes. A flat-fee model prevents surprise bills from unexpected issues and includes proactive maintenance that reduces costly downtime, leading to a better overall return on investment and more predictable budgeting.

A Practical Guide to Cybersecurity Services for Real Estate and Development Firms

A Practical Guide to Cybersecurity Services for Real Estate and Development Firms

Real estate and development firms are prime targets for cybercrime. The combination of high-value wire transfers, sensitive client financial data,...

Read More
Top Cybersecurity Services for Real Estate and Development Firms

Top Cybersecurity Services for Real Estate and Development Firms

Real estate and development firms are prime targets for cybercriminals. You manage a significant volume of sensitive information, from client...

Read More
The Best IT Support for the Real Estate Industry

The Best IT Support for the Real Estate Industry

In the fast-paced real estate market, technology is the engine that drives transactions, from initial client contact to closing. Finding the right IT...

Read More