The IT vendor that also builds the website.
Brokerages, property management companies and vacation rental managers growing faster than their systems, with agents on phones, tenants and owners who want a portal, and wire instructions in every closing.
What matters here
- Wire-fraud emails target closings by name, date and amount.
- Listings, leads and follow-up live in too many tools that do not talk.
- Owners and tenants expect a portal for statements, payments and requests.
- Agents bring their own devices and leave with the client list unless someone stops it.
What we set up in the first ninety days
Each item is written in plain words and becomes part of your documentation vault and evidence file.
Wires and email
- Domain protection so nobody can send as you
- Filtering that flags wire and payment-change requests
- A written rule: wire details are verified by phone, every time
- MFA on email, the MLS and the transaction platform
Portals and sites
- Website with listings and lead capture, hosted and kept up
- Owner and tenant portals for statements, payments and requests
- Document signing and storage by transaction
- Reviews requested after every closing and lease
Office and agents
- Named logins, device management for agent phones and laptops
- InfraGuard on office systems
- Backups with offline copies, tested
- Phones that route to the right agent or property manager
Growth
- Lead follow-up sequences by source
- Reporting on listings, leads and closings
- Multi-office setup that looks the same everywhere
- Quarterly roadmap with the broker or owner
Services for this industry, in order
Most start with the first three. The rest come up when the business grows or an audit does.
- Web Design & HostingListings site and portals, built and hosted.
- CybersecurityWire-fraud defense, MFA, device management.
- Lead Capture & Local Marketing AutomationLead follow-up, reviews and repeat business.
- Managed ITOffice systems, accounts, backups.
- Automation & IntegrationsMLS, CRM, signing and accounting kept in sync.
- Business Continuity & Hurricane ReadinessStorm plan for the offices and properties.
Where CRM-NG fits
One record per client, vendor and asset.
A CRM-NG Cloud workspace handles the business side: the people, companies, equipment, tickets and documents everyone keeps asking for. We will tell you plainly what should never go in it, and configure it so it cannot by accident.
Questions we get
Can you stop wire fraud?
We cannot stop criminals sending emails. We can make sure they cannot send as you, that wire requests get flagged, and that your closings verify by phone every time.
We need an owner portal. Can you build it?
Yes, either on CRM-NG Cloud or integrated with your property management software, with statements, payments and requests.
Agents use their own phones. Is that a problem?
It can be. We set up management that protects company data on their phone without touching their personal side.
First call
Start with a closing and portal review. We walk one transaction from lead to wire, look at how owners and tenants reach you, and give you a plan.