FREE RESOURCE Is your agency's IT actually
Is your agency's IT actually
protecting settlements and trust?
Real estate agencies move large amounts of money in known windows. Email-based settlement fraud is one of the largest single-loss attacks against Australian agencies. This audit walks you through the IT controls.
CHECKLIST · 8 PAGES · 10 MIN
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What's inside
- Identity and access checks for CRM, trust accounting, listing portals, and M365
- Settlement and trust account fraud defence
- BYOD controls for agents (the most common gap in real estate)
- The three things every agency should fix first
Format
8-page PDF · A4 · ~401 KB · readable on any device
IS THIS FOR YOU
Written for Sydney real estate principals and operations managers
You'll get value from this if
- You run a real estate agency and want a structured IT security review
- Your trust account auditor or insurer asked about cyber posture
- A peer agency was hit with settlement fraud and you want to avoid the same outcome
This is not
- Advice on real estate licensing, trust account regulation, or state-based property law
- A formal IT audit (that is the CIO Tech IT Audit, fixed scope, fixed fee)
- A substitute for staff training on settlement and bank-detail change verification