Get your real estate broker license and you'll be responsible for handling clients' personal data. From social security numbers to bank accounts, make sure you store and dispose of this private data with the utmost care.
Lock Your Cabinets
A real estate transaction requires a great amount of personal information. Mistakes managing brokers should avoid include leaving bank statements or social security information unattended on a fax machine or desk. Keep this vulnerable information in a locked cabinet.
Stay Organized
Do have random files saved all over your desktop or are you still trying to find that PDF you know you saved three days ago? When you're organized, your client's information is safer. And there's some great organizational software solutions specifically designed for the real estate professional. Check out the latest real estate wiki at www.realestatewiki.com for a list of real estate software providers.
Maintain Security Software
Yes, it's time for yet another update to your security software. Don't ignore it or postpone it for a later time. Keeping antivirus and spyware software current is an essential layer in the information protection game.
Back-up Uour Data
Don't leave sensitive data on your desktop or laptop. Instead, move the data to an external storage device for safe keeping.
Utilize Passwords
Use passwords to protect access to all of your electronics. This includes using strong passwords that consist of numbers, letters and symbols. Change your passwords regularly and make sure to use a different password for each electronic device.
Dispose of Old Data Carefully
Shredding unwanted documents should already be a part of your routine. However, CD's & DVD's containing important data must be destroyed too. Also, make sure to fully erase storage devices when getting rid of old computers or other electronic devices. Check with your local computer store and get the most effective tools for permanently clearing all data.
Share Your System
Make sure clients know that you place great importance on protecting their personal information. Sharing your privacy policy with them can help build trust and strengthen your relationship.
By Danielle Macklin, Allied Schools, www.brokerlicense.com
Posted by Danielle Macklin @ 9:55 AM • 0 comments



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