Secure Agent Offboarding

When a top producer leaves for a competitor, how long does it take you to revoke their access to your CRM, transaction manager, marketing suite, and email?

In most brokerages, the answer is "a few days, assuming the admin remembers." In those few days, your entire database can be exported.

Single Sign-On (SSO) & Identity Management

The solution is not a better checklist. The solution is Identity and Access Management (IAM). Every tool in your brokerage stack must be connected to a central identity provider (like Google Workspace or Okta) via SAML or OIDC.

• One-Click Kill Switch: Suspend their Google Workspace account, and their access to the CRM, DocuSign, and the intranet is instantly revoked.
• Automated Data Re-routing: Using custom middleware (see CRM Integration), active leads assigned to the departing agent are automatically reassigned to the broker-in-charge or round-robin pool.

Security is architecture, not policy. Book a security audit.