IT support for estate agents and property firms

Office systems and staff on the move

Property work moves between the office, viewings, homes and suppliers. Staff need access to appointments, email and property records without relying on a personal inbox or an unprotected shared device. We start by identifying which applications and accounts carry the work.

Your property-management or agency platform may be supplied by another company. We agree who owns support, access and recovery for that application and where Cloud Smart supports the surrounding equipment and Microsoft 365. A clear supplier list makes it easier to report the right problem to the right person.

Payment and deposit fraud

Deposit instructions, supplier invoices and requests to change bank details can attract email impersonation. A convincing message may refer to a real property or an ongoing conversation. Staff should confirm payment changes through a known telephone number and follow the firm's approval process, rather than trusting the message alone.

Email filtering and security training help people recognise suspicious requests. Account hardening reduces weak sign-in settings, while monitoring looks for signs of a compromised account. These controls support your procedures; they do not establish compliance with deposit protection, client-money or other professional obligations on their own.

Protect phones, tablets and shared access

Mobile device management starts from £4 per user per month. It can enforce agreed PIN, encryption and app rules and support removal of company data from a lost device, subject to the platform and management mode. We agree the privacy boundary before enrolling a personal phone.

A shared reception or viewing device should not mean an unrestricted shared account. Use individual access where the system supports it, and control any genuinely shared credentials. When someone leaves, review mobile access, portal accounts, delegated mailboxes and stored business passwords.

Keep communication available

A cloud phone system can help staff take business calls away from the office. It still depends on suitable connectivity and an agreed routing plan. Decide where calls should go if the office connection fails, rather than waiting for an incident to discover that nobody can change the settings.

Independent Microsoft 365 backup is standard in our support agreements. Review separate agency data and local files as well, since they may sit outside Microsoft 365. A business continuity plan should explain who can authorise recovery and which activities need attention first.

Start with your actual setup

We start by understanding the systems people use, the information they hold and the work that cannot stop. We then agree the users, devices, hours and services in a written quote. A full security audit and onboarding are free for clients committing to a contract. We are a small local company; out-of-hours security monitoring is delivered by our security partner's analysts, not an in-house 24 hour helpdesk.