Microsoft 365 for Real Estate

The brief

Microsoft 365 for Real Estate is a tenant design and support service. We configure Exchange, SharePoint, OneDrive, Teams and the security stack so that deal rooms, listing teams and development projects each have a tidy, secure home.

Default Microsoft 365 settings are generous with sharing and light on protection. For an office handling identity documents, offers and funds, the defaults leave avoidable exposure, and agents quickly create their own workarounds when the structure is unclear.

Problems this service resolves

• Over-shared SharePoint sites that expose deal files to the whole office
• Legacy authentication still enabled on mailboxes
• Teams created without naming standards, owners or expiry
• Shared mailboxes for listings and admin with no accountability
• Licence tiers that do not match what each role actually needs

What you receive

1. Tenant hardening against a recognised security baseline
2. SharePoint and Teams structure for listings, deals and projects
3. Shared mailbox and distribution design for admin and listing desks
4. Retention labels and sensitivity labels where appropriate
5. Mobile app protection for agent phones
6. Training notes written for non-technical users

Who benefits most

Microsoft 365 for Real Estate is most valuable to property managers, mortgage brokers and reits & asset managers, although the underlying disciplines apply across the industry. The common thread is a business that handles large transactions, personal information and short deadlines. If the problem described above, namely over-shared SharePoint sites that expose deal files to the whole office, sounds familiar, you are in the right place.

Working with the systems you already own

We do not start by replacing your tools. Microsoft 365 for Real Estate typically works with Exchange Online, SharePoint, Teams, Intune and Microsoft Purview, together with the CRM, MLS or property-management software already in your office. Where a product is not serving you, we say so and explain the options, including the cost of switching, and we remain vendor-neutral throughout.

Security and privacy built in

Whatever the service, we treat client information as if it were our own. For Microsoft 365 for Real Estate that means multi-factor authentication, least-privilege access, encrypted storage and a written record of who can see what. Our guidance aligns with PIPEDA and BC PIPA, and we select vendors with SOC 2-aligned practices wherever the market offers them.

Service standards and measurement

We measure the work. For Microsoft 365 for Real Estate the yardstick is as follows. Measured by Secure Score improvement, the number of over-shared sites remediated, and licence fit by role. Targets are objectives, not guarantees, and we state them plainly so you can hold us to them. Where something falls short, we explain why and what we are changing, because the point of a trusted advisor is candour rather than comfort.

Onboarding without disruption

We schedule changes around your calendar. For Microsoft 365 for Real Estate, that normally means preparation on weekdays, cut-overs in the evening or on a quiet weekend, and a short check-in after each change. Nobody should discover a change on the morning of a closing. You keep ownership of every account, domain and licence from the first day, and nothing is held hostage.

A disciplined, staged method

Our method for Microsoft 365 for Real Estate is assess, standardise, protect, report. We assess what exists, define a standard appropriate to a real estate business of your size, close the highest-risk gaps first and then report on progress each month. Along the way we begin with tenant hardening against a recognised security baseline, because early, visible progress builds confidence in the programme.

Pricing in plain terms

Starting points for Microsoft 365 for Real Estate follow our standard ranges. Managed work begins at $89 to $199 per user per month, projects at $2,500 and senior advisory retainers at $1,500 per month, while a security assessment starts at $1,900. GST of 5% applies, a 10% launch discount is offered to new clients, and the first thirty-minute consultation is free.

Questions and answers

Who is Microsoft 365 for Real Estate for?

It is designed for brokerages, developers, property managers, strata corporations and the professionals who work with them. The scope is adjusted to the size of the business, from a small team to a multi-office firm.

Is there a lock-in contract?

No. We work month to month after onboarding. You own your accounts, domains and data, and we hand over documentation if you choose to leave.

How do you measure success?

We agree measures at the outset and report monthly. Measured by Secure Score improvement, the number of over-shared sites remediated, and licence fit by role. Targets are objectives rather than guarantees, and we explain any shortfall.

How do we start?

Call (604) 632-4959 or email info@SAZ.ca for a free thirty-minute consultation with a senior advisor. We will give you a candid view of priorities and an estimate before you commit to anything.

Which tools are involved?

Typical tools include Exchange Online, SharePoint, Teams, Intune and Microsoft Purview. We remain vendor-neutral and will work with what you have wherever it can meet the standard.