Case Study

REAL ESTATE INDUSTRY SECURE TRANSACTIONS & IT

How PTG helps real estate firms secure transactions, streamline operations, and protect client data across the Triangle.

CMMC Registered Practitioner Org | BBB A+ Since 2003 | 23+ Years Experience
The Transformation

Security Challenges in Real Estate

Before PTG

Wire Fraud Risk

Real estate transactions are prime targets for business email compromise and wire transfer fraud schemes.

Mobile Agent Security

Agents accessing client data and transaction systems from personal devices and public networks created security gaps.

Client Data Protection

SSNs, financial records, and personal information required protection across multiple platforms and team members.

After PTG

Secured & Protected

Enterprise-grade security controls deployed across all systems and endpoints.

Compliant & Documented

Full regulatory compliance with written policies, training, and audit readiness.

Monitored 24/7

Continuous security monitoring with immediate incident detection and response.

Solutions Deployed

What PTG Delivered

Wire Fraud Prevention

Email security, transaction verification protocols, and staff training to prevent business email compromise and wire fraud.

Mobile Device Security

Secure access from any device with MDM enrollment, MFA, and encrypted communications for agents in the field.

Transaction Data Protection

Encrypted storage and transmission for all client financial data, contracts, and personal information.

Email Security

Advanced anti-phishing, anti-spoofing, and email encryption to protect client communications.

Backup & Recovery

Automated backup of all transaction records, client files, and business-critical systems.

Compliance Support

Security controls aligned with state real estate regulations and data protection requirements.

Results

Measurable Outcomes

100%

Transaction Security

99.9%

System Availability

0

Wire Fraud Incidents

24/7

Security Monitoring

FAQ

Frequently Asked Questions

How does PTG prevent wire fraud?

Multi-layered email security, transaction verification protocols, and staff training specifically targeting real estate wire fraud schemes.

Can agents securely access systems from mobile devices?

Yes. PTG implements secure mobile access with device management, MFA, and encrypted connections for agents in the field.

Does PTG work with real estate CRM and MLS systems?

Yes. PTG supports all major real estate platforms and ensures they are properly secured and integrated.

How does PTG protect client financial data?

Encryption, access controls, secure file sharing, and continuous monitoring protect all client personal and financial information.

Get Started

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