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Real estate brokerage cybersecurity

Cybersecurity and wire fraud protection for real estate brokerages

Policies, client advisories and verification steps that help your agents stop wire fraud before closing day, plus an incident response plan and a workbook to track training and evidence.

  • Editable Word & Excel
  • Instant download
  • One-time purchase
Why it matters

Why brokerages are a target

Criminals watch for compromised agent and client email accounts, then send fake wire instructions just before closing. The FBI's Internet Crime Complaint Center has repeatedly identified real estate transactions as a leading target of business email compromise.

When a down payment is diverted, clients, lenders and title agents look at how the brokerage handled email, passwords and wire instructions. Errors and omissions insurers ask the same questions.

This kit gives every agent the same rules and gives every client the same written warning, so your brokerage can show it took reasonable steps.

What's inside

Every file in each edition

Policy numbers carry over from the Starter Kit to the Professional Edition, so you can start small and upgrade without renumbering.

Starter Kit

$149

23 editable files

Policies 15

  • RE-CYB-001Information Security Policy
  • RE-CYB-002Cybersecurity Roles & Responsibilities Policy
  • RE-CYB-003Risk Management Policy
  • RE-CYB-004Password & Authentication Policy
  • RE-CYB-005Access Control Policy
  • RE-CYB-006Multi-Factor Authentication Policy
  • RE-CYB-007Acceptable Use Policy
  • RE-CYB-008Security Awareness & Training Policy
  • RE-CYB-009Email & Phishing Security Policy
  • RE-CYB-010Endpoint Security Policy
  • RE-CYB-011Mobile & Remote Work Policy
  • RE-CYB-012Data Protection & Encryption Policy
  • RE-CYB-013Backup & Recovery Policy
  • RE-CYB-014Incident Response Policy
  • RE-CYB-015Business Continuity & Disaster Recovery Policy

Plans, guides & assessments 7

  • WordImplementation Guide
  • WordAgent & Staff Cybersecurity Guide
  • WordIncident Response Plan
  • WordClient Wire Fraud Advisory
  • Word30-60-90 Day Action Plan
  • Word50-Point Cybersecurity Checklist
  • WordCybersecurity Maturity Assessment

Workbook 1

  • ExcelReal Estate CyberSecure Toolkit

Professional Edition

$249

41 editable files

Policies 21

  • RE-CYB-001Information Security Policy
  • RE-CYB-002Cybersecurity Roles & Responsibilities Policy
  • RE-CYB-003Risk Management Policy
  • RE-CYB-004Password & Authentication Policy
  • RE-CYB-005Access Control Policy
  • RE-CYB-006Multi-Factor Authentication Policy
  • RE-CYB-007Acceptable Use Policy
  • RE-CYB-008Security Awareness & Training Policy
  • RE-CYB-009Email & Phishing Security Policy
  • RE-CYB-010Endpoint Security Policy
  • RE-CYB-011Mobile & Remote Work Policy
  • RE-CYB-012Data Protection & Encryption Policy
  • RE-CYB-013Backup & Recovery Policy
  • RE-CYB-014Incident Response Policy
  • RE-CYB-015Business Continuity & Disaster Recovery Policy
  • RE-CYB-016Vendor, Cloud & Transaction Platform Security Policy
  • RE-CYB-017Generative AI Acceptable Use Policy
  • RE-CYB-018Vulnerability & Patch Management Policy
  • RE-CYB-019Transaction Records Retention & Disposal Policy
  • RE-CYB-020Wire Fraud & Closing Funds Protection Policy
  • RE-CYB-021AI Governance Policy

Plans, guides & assessments 9

  • WordProfessional Edition Implementation Guide
  • WordIncident Response Plan & Playbooks
  • WordTabletop Exercise Kit
  • Word30-60-90 Day Action Plan
  • WordAgent & Staff Cybersecurity Quick Guide
  • WordClient Wire Fraud Advisory
  • Word50-Point Cybersecurity Checklist
  • WordCybersecurity Maturity Assessment
  • Word50-Question Real Estate Cybersecurity Self-Assessment

Forms & templates 10

  • FORM-01Wire Instructions & Payment Change Verification Form
  • FORM-02Access Request Form
  • FORM-03Agent & Staff Offboarding Checklist
  • FORM-04Software & SaaS Request Form
  • FORM-05Security Exception Request
  • FORM-06Incident Intake Form
  • FORM-07Vendor Security Questionnaire
  • FORM-08Policy Acknowledgment Form
  • FORM-09Breach Notification Evaluation Worksheet
  • FORM-10Management Review Record

Workbook 1

  • ExcelReal Estate CyberSecure Professional Toolkit
Free download

Free Real Estate cybersecurity self-assessment

Answer 50 yes / no / not sure questions across 10 areas. Score your results and get clear next steps for your industry.

  • Small Business, Law Office, Real Estate, Healthcare, Accounting & Tax, Insurance Agency, Financial Advisor, Auto Dealer, Mortgage & Title, and Cyber Insurance Readiness editions
  • Starred priority questions and a scoring table
  • Printable PDF

Get your free self-assessment

We use your details to send your assessment and follow up about Cybriva. We never sell your information (see Privacy & Security). Results are for your own planning, not a compliance determination, HIPAA risk analysis or security assessment.

Questions

Real Estate kit FAQ

Is there a client-facing wire fraud warning?

Yes. The kit includes a client wire fraud advisory you can brand and send at the start of every transaction.

Does it cover transaction platforms and e-signature tools?

Yes. The Professional Edition includes a Vendor, Cloud & Transaction Platform Security Policy and a vendor questionnaire.

What format are the files in?

Editable Microsoft Word policies, plans and forms plus an Excel workbook. You download everything right after checkout and customize it for your organization.

Can I start with the Starter Kit and upgrade later?

Yes. The Professional Edition keeps every Starter Kit policy under the same ID number, so nothing you have already customized gets renumbered.

Is this legal advice or a certification?

No. Cybriva provides templates and education. It is not legal advice, an audit, a certification or a guarantee of compliance or security. Have your attorney review documents that carry legal obligations.

Free self-assessment