IT for Surrey real estate and mortgage professionals
You work from your car, your phone and your clients' kitchens. We secure your email and devices, keep deal documents organized, and automate the checklists and follow-ups that eat your evenings.
- ~15 min replies
- No contracts
- Engineering-led team
Free IT assessment
A real person replies, usually within 15 minutes during business hours.
What we see in real estate & mortgage businesses
Real estate and mortgage brokerage is a major industry in Surrey, from South Surrey to Fleetwood and Newton. We support solo agents, teams and brokerages, with setups that work from anywhere.
Email account takeovers
A hacked agent or broker email is used to send fake deposit instructions.
Documents everywhere
Paystubs, IDs and contracts spread across texts, email and downloads.
Team growth
New assistants and agents need access fast, and removal when they leave.
Repetitive follow-up
Showing feedback, document requests and closing tasks by hand.
Your IT, set up for how you work
- MFA and email security on every account
- Managed phones and laptops with remote wipe
- Secure document collection for borrowers and clients
- E-signature and PDF workflows
- Team phone system with your business number on your cell
- Microapps for checklists, feedback and document tracking
Tools you already use
We support the computers, networks, accounts and integrations these depend on, and work directly with your vendors when the problem is on their side.
- MLS tools used in the Lower Mainland
- DocuSign and e-signature platforms
- Mortgage platforms such as Filogix Expert, Finmo and Velocity
- Microsoft 365 or Google Workspace
Talk to a client in your industry
Ask us for references and we will connect you with a current client in a similar business, so you can hear it from them.
Microapps for real estate & mortgage
Small custom tools that remove paper and double entry. Included with our managed IT services, built around your process.
Listing and closing checklist
Before: Tasks tracked in texts and sticky notes.
After: Every deal has a checklist your assistant and you both see, with due dates.
Showing feedback collector
Before: Calling agents for feedback after every showing.
After: A short link agents fill in. Feedback goes straight to the seller report.
Mortgage document checklist
Before: Back-and-forth emails about which paystub is missing.
After: Borrowers upload to a checklist that shows exactly what is still needed.
Services real estate & mortgage clients use most
All handled by one team, for one flat monthly price per person.
Cybersecurity
24/7 protection for small business. Most small businesses are breached through a fake invoice email or a reused password.
Learn moreComputers, Phones & Devices
Set up, secured and tracked. We set up every PC, Mac, iPhone, iPad and Android device the same way, keep them updated automatically and track who has what.
Learn moreBusiness Phone Systems
Free setup, wholesale call rates. Keep your number and pay far less.
Learn moreMicroapps & Automation
Included with our managed services. If your team does the same task on paper, in a spreadsheet or by re-typing it into another system, we can probably automate it.
Learn moreReal Estate & Mortgage IT FAQ
Can you secure my phone?
Yes. We manage company data on your phone so it can be wiped if lost, without touching your personal photos.
How do I collect borrower documents securely?
We set up a secure upload checklist so documents arrive organized, not by text message.
Do you work with solo agents?
Yes. Our pricing is per user, so it works for one person or fifty.
IT for real estate & mortgage in Surrey, from people who get it
Book a free, no-pressure IT assessment. We look at your security, backups, email and phones, then tell you plainly what we would fix. Before you decide, we give you the names and phone numbers of current clients to call.
- Call 778-826-0464
- Live chat or call from your browser
- Email info@itsurrey.ca
- A real person in BC, usually within 15 minutes
Get a free IT assessment
Tell us a little about your business. A real person replies, usually within 15 minutes during business hours.