What does Brokerage Managed IT include for a Kelowna firm?

It includes the deliverables listed on this page, beginning with the highest-risk items, with documentation written in plain language. We scope the work in stages so effort and budget follow risk, and we confirm the scope in writing before we begin.

What does Brokerage Managed IT cost?

Pricing falls within our published ranges: managed IT from $89 to $199 per user per month, projects from $2,500, retainers from $1,500 per month and security assessments from $1,900. GST of 5% is added and new clients receive 10% off.

Is there a long-term contract?

No. After onboarding, work continues month to month. You own your accounts, domains and data throughout, and we provide documentation if you move to another provider.

Brokerage Managed IT in Kelowna

Brokerage Managed IT: the Kelowna brief

For real estate firms in Kelowna, Brokerage Managed IT is a practical response to a plain problem: agent laptops and phones configured by whoever happened to be available that week. Brokerage Managed IT is the operating arrangement in which ITRE takes responsibility for the health, security and lifecycle of everything your brokerage runs on: managing broker workstations, agent laptops, Microsoft 365 or Google Workspace tenants, office networks and the line-of-business systems that hold trust and transaction records. We work remotely from Vancouver and attend Kelowna sites when installation or incident response needs hands on the equipment.

What is included

A documented device and identity standard for managing brokers, staff and agents
24/7 monitoring, patching and endpoint protection on every enrolled device
Joiner, mover and leaver workflows tied to licensing changes at the brokerage
Quarterly advisory review with a written technology roadmap and budget
Hardware and licence inventory with warranty and renewal tracking
A security baseline of multi-factor authentication, encryption and email protection

Typical tools: Microsoft 365, Intune, Microsoft Defender, Google Workspace, Cisco Meraki and Ubiquiti.

Next step

If Brokerage Managed IT is on your list for this quarter, call (604) 632-4959 or email info@SAZ.ca and ask for a thirty-minute conversation with a senior advisor. We will tell you honestly whether it is worth doing now, what it should cost and what to do first. If we are not the right fit, we will say so and, where possible, point you to someone who is.

What the engagement includes

A typical Brokerage Managed IT engagement in Kelowna begins with A documented device and identity standard for managing brokers, staff and agents. From there we agree priorities with the owner or managing broker, working with the tools you already hold, such as Microsoft 365, Intune, Microsoft Defender, Google Workspace, Cisco Meraki and Ubiquiti. Every deliverable is written in plain language, and every change is documented so another competent professional could pick it up.

What it costs

For Kelowna clients, Brokerage Managed IT typically sits within our standard ranges: $89 to $199 per user per month for managed work, $2,500 and up for fixed-scope projects, and retainers from $1,500 per month. GST of 5% is added, and a 10% launch discount applies to new engagements. Contracts are month-to-month after onboarding, and you retain ownership of every account and document.

From first call to steady state

We begin by listening, then document what we find, agree priorities and deliver in short increments. For Brokerage Managed IT the yardstick is simple. Measured by the share of enrolled devices meeting the baseline, time to onboard or offboard an agent, and quarterly patch compliance. Reporting is monthly, advisory conversations are quarterly and escalation to a senior person is always available.

Kelowna context, handled properly

The commercial setting in Kelowna draws on wine and agri-tourism, construction, healthcare, aerospace and a rapidly growing remote-work and tech population. Connectivity is best described as good urban fibre in Kelowna and Vernon with thinner options across the surrounding valley, and operational risk includes wildfire smoke and evacuation orders, summer heat and power interruptions that make cloud-based continuity a necessity. We reflect each of these in how we design and support Brokerage Managed IT, rather than shipping a template that ignores the place where the office or site actually operates.

Questions and answers

What does Brokerage Managed IT include for a Kelowna firm?: It includes the deliverables listed on this page, beginning with the highest-risk items, with documentation written in plain language. We scope the work in stages so effort and budget follow risk, and we confirm the scope in writing before we begin.
How will we know it is working?: We report monthly in plain language on agreed measures. For this service the yardstick is simple. Measured by the share of enrolled devices meeting the baseline, time to onboard or offboard an agent, and quarterly patch compliance. Quarterly, your advisor reviews results with leadership and adjusts the plan.
What does Brokerage Managed IT cost?: Pricing falls within our published ranges: managed IT from $89 to $199 per user per month, projects from $2,500, retainers from $1,500 per month and security assessments from $1,900. GST of 5% is added and new clients receive 10% off.
Is there a long-term contract?: No. After onboarding, work continues month to month. You own your accounts, domains and data throughout, and we provide documentation if you move to another provider.
Do you work with the tools we already use?: Generally yes. We are vendor-neutral and commonly work with platforms such as Microsoft 365, Intune, Microsoft Defender, Google Workspace, Cisco Meraki and Ubiquiti. If something is not serving you, we explain the alternatives and the cost of changing before recommending any switch.

Brokerage Managed IT in Kelowna, BC