Protecting Your Data, Clients & Business
As REALTORS®, your entire professional life lives online — email, calendars, contracts, passwords, photos, social media, marketing accounts, MLS access, and client documents.
This level of visibility makes real estate professionals prime targets for cybercrime.
Digital security is not optional. It protects you, your clients, and the brokerage from financial loss, identity theft, wire fraud, and FINTRAC violations.
This page outlines simple, practical steps every REALTOR® at GCRE must follow.
Most security breaches start with weak or reused passwords.
If someone guesses one, they can usually get into everything.
Use unique passwords for all major accounts (email, CREA, WebForms, Google, banking, social media).
Enable 2-Step Verification (2FA) on email, Google Workspace, DocuSign, WebForms, and CREA.
Use a password manager such as:
Google Passwords (built into Chrome/Android)
Apple iCloud Keychain (iPhone/Mac)
These tools securely store complex passwords and warn you if your credentials appear in a breach.
Create complex, memorable passwords using personal associations.
Examples:
Workn4Ottawa!
8eTsy$Bi1l
Avoid birthdays, kids' names, pet names, or anything publicly visible on social media.
Most phishing attacks succeed because agents rush through emails and texts.
Before opening any link, attachment, or unexpected file, pause and ask:
Do I know the sender?
Was I expecting this?
Is the email written the way this person normally writes?
Can I go directly to the website instead of clicking the link?
Never click:
Random Google Drive links
Strange DocuSign or Authentisign requests
PDFs from unknown numbers
“Urgent” requests for deposit info
Emails from lawyers asking to change wiring instructions (always call first!)
If something feels off — it probably is.
Your Wi-Fi network is the gateway to your entire digital life.
If someone gains access, they can:
Monitor your traffic
Enter any device connected to Wi-Fi
Steal client documents
Send spam or host illegal activity through your network
If it’s from Telus/Shaw, it usually has strong security out of the box.
If you bought one yourself, change the admin password immediately — default passwords are widely published online.
Never leave your Wi-Fi network open or use your address or name in the network name.
Your professional life is public — marketing, headshots, “just listed,” open houses.
But your private life should not be.
Consider having two social media accounts:
One for business (public) and one for friends/family (private).
Turn off location tagging on personal photos.
Avoid posting when you’re away from home for long periods.
Be cautious about sharing family details, schedules, vacations, or anything that could identify your routines.
Oversharing provides cybercriminals clues for guessing passwords or targeting your accounts.
This is part of your legal, FINTRAC, and privacy obligations.
Send client ID through text, Facebook Messenger, or Instagram
Download client documents to your personal desktop
Forward contracts through personal email
Store FINTRAC information outside Google Drive or ReallyTrusted
Use only your GCRE Google Workspace for deals
Share documents through Google Drive or WebForms
Keep your phone and laptop updated
Use screen locks and passwords on all devices
If your email or device is ever compromised, notify the broker immediately.
Criminals want data, not your money.
Your:
Email login
Contacts
Client information
SINs, IDs, employment letters
Private messages
Passwords
Google Drive files
MLS access
…are worth far more to them than cash.
Treat your digital life the same way you'd treat a briefcase full of gold coins:
Guard it carefully.
If you suspect:
A hacked email
A phishing attempt
A suspicious file
A fake DocuSign/WebForms request
A compromised Google account
Contact the Broker or your manager right away.
Catching it early can prevent serious damage.
Digital security is part of your professional responsibility.
Protecting your online identity protects your clients, your business, and the entire brokerage.
Stay alert. Stay cautious. Stay secure.