BitBlockIT provides managed IT services, cybersecurity, cloud solutions, and IT consulting for Orange County and Southern California businesses. This page may describe our services, areas we serve, resources, blog, or contact information.
Real Estate Brokerage Protects Transaction Data and PII
This case study describes how BitBlockIT helped a client in the Real Estate sector address technology and security challenges. We share the problem, our approach, and the outcomes achieved. If your organization faces similar challenges, contact us for a free consultation or explore our managed IT and cybersecurity services.
Problem
A Lake Forest brokerage handled buyer and seller PII, transaction documents, and MLS data with no MFA, weak email security, and shared login credentials for listing tools. Agents used personal email for some transactions.
Risk Exposure
Transaction fraud, wire fraud, and PII exposure. Business email compromise could divert earnest money or closing funds. Shared credentials increased risk of unauthorized access to MLS and CRM.
Technical Diagnosis
No MFA on email, MLS, or CRM platforms. Broad permissions on shared drives. No email security filtering for wire-fraud patterns. No formal access review or offboarding procedure for departing agents.
Implementation
Enabled MFA across Microsoft 365, MLS, and CRM. Implemented email security with anti-phishing and BEC protection. Tightened access controls and documented offboarding checklist. Conducted security awareness training focused on wire fraud and impersonation.
Measurable Outcome
MFA on all agents and staff. Wire-fraud awareness training completed. Access controls and offboarding documented. Zero security incidents since implementation.
“Our agents and clients are better protected. BitBlockIT understood the real estate environment and helped us lock down our systems without slowing down deals.”
