SUN LIFE TECH
REAL ESTATE TECHNOLOGY CHECKLIST

Use this worksheet as an educational planning aid. Adapt it to your brokerage policies, market, licensing obligations and client needs.

Professional email
Password manager and MFA
Managed laptop and phone
CRM ownership
Cloud backup
Secure file sharing
Website access
Vendor offboarding plan

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Learn more: https://sunlifetech.com/resources/real-estate-growth
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