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FOR PROPERTY SERVICES FIRMS

IT that keeps pace with a business that's always out on site.

Estate agents, surveyors and property managers work from client sites, not desks. ITbuilder keeps your people, plans and platforms secure and connected wherever the next viewing is.

The shape of IT in property services

Property firms run on people who are rarely at their desks. Agents, surveyors and managers spend their days at viewings, inspections and client meetings, while large plans, surveys, leases and photography need to be shared securely and in seconds. Add the platforms the business depends on, from listing portals such as Rightmove and Zoopla to data services like CoStar, a CRM and the accounting and client-money systems behind them, and a single outage or misdirected file can cost a deal or a client relationship.

Most firms of this kind are small to mid-sized partnerships and agencies with no in-house IT, but with real obligations around client money, personal data and professional indemnity. Without dedicated support the same problems tend to appear: documents emailed around because file sharing is too slow, systems that don't talk to each other, patchy security on personal devices, and nobody accountable when something breaks on a Friday afternoon.

What we typically run for a property services firm

  • Secure cloud file platform for plans, leases and large media, open from any device on site.
  • Microsoft 365 and Azure set up for mobile, remote-first working.
  • Joined-up proptech: CRM, listing portals, CoStar and finance tools working together.
  • Cyber security for email, devices and client data, with compliance built in.
  • Responsive helpdesk by ticket, phone and remote access, matched to the pace of an agency.
  • Backup and continuity planning so a failure never stops a viewing or a completion.

Case study

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BDG Sparkes Porter

80% of the team now works remotely without friction

The ability to access and distribute documents securely while out of the office isn't just useful, it's absolutely vital. James Harrison, Partner, BDG Sparkes Porter
Read full case study
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We've been approached by other providers, but no one matches ITbuilder's communication, response, or reliability.

James Harrison, Partner, BDG Sparkes Porter — Property Services

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We've been approached by other providers, but no one matches ITbuilder's communication, response, or reliability.

James Harrison, Partner, BDG Sparkes Porter

Latest from ITbuilder

What good looks like

  • Staff open and share any document securely from a client's site, in seconds.
  • Data flows between your CRM, portals and finance tools without manual re-keying.
  • Help arrives quickly, from people who know your firm and your deadlines.
  • No unplanned downtime, and clear assurance for clients and insurers that their data is protected.
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Talk to people who understand how property firms work.

A short conversation with a senior ITbuilder consultant, to look at how your team works today and where IT is getting in the way.