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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.

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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

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

Cyber Posture Snapshot

Your details 1 / 10

How exposed is your business?

Six quick questions, two short ones to tailor the result, and you'll see where your business stands. About two minutes. Plain English, no jargon.

We'll use your email to send a copy of your result. No spam, no pushy sales calls.

Question 1 of 9

When your team logs in to email and business apps, do they need a code from their phone as well as a password?

Question 2 of 9

If a ransomware attack locked all your files tomorrow, could you restore them from a backup?

Question 3 of 9

When Microsoft or Apple release a critical security update, how fast does it land on your computers?

Question 4 of 9

How many people in your business can install software or change system settings on any work computer?

Question 5 of 9

If a staff member got a fake invoice or "urgent" email pretending to be from you right now, what would happen?

Question 6 of 9

When a staff member leaves, when does their access to email, files, and apps actually get cut off?

Question 7 of 9

How many people work in your business?

Question 8 of 9

Who looks after your IT today?

Question 9 of 9

What sort of business are you?

Tailoring your result...

Hi there, here's where your business stands.

Your Cyber Posture
Critical gaps Critical
Notable exposure Notable
Mixed picture Mixed
On the right track On track

Notable exposure

Your two biggest gaps

  1. 1
  2. 2

Where this leaves you on Essential Eight

  • MFA Multi-factor authentication
  • Backups Regular backups
  • Patching Covers 2 of 8: Patch applications + Patch operating systems
  • Admin access Restrict administrative privileges

This snapshot covers 5 of the 8 Essential Eight controls. The full IT Maturity Assessment covers all 8, plus Microsoft 365 hardening, device management, and staff training.