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Added: October 30, 2009 This Presentation is Public 
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Matt Martin :Matt Martin Real Estate Management DATA SECURITY


Secure Realtors :Secure Realtors We know each individual realtor is their own business. Each business is run by its own set of rules, governed by a Code of Ethics. In the world of Financial Solutions such as Short Sales, there is another Code; that Code is Data Security. A common realtor is accustomed to protecting the best interests of their clients and keeping confidential information to themselves; but far too often does a realtor fail to acknowledge the severity and importance of data security. As you become an MMREM realtor, we demand you practice data security in both physical and web-based environments. You now have a new responsibility: Protecting your Client’s Non-Public Information (NPI)


Compliance with the Privacy Act :Compliance with the Privacy Act Realtors handling Seller Financials must establish appropriate administrative, technical, and physical safeguards


Gramm Leach Bliley Act. 1999 :Gramm Leach Bliley Act. 1999 All realtors are required to provide reasonable safeguards for sensitive information


Realtor Growth :Realtor Growth INSTILLING A LEVEL OF TRUST IN PARTNERS AND SELLERS GAINING A COMPETITIVE EDGE BY BEING A RESPONSIBLE REALTOR


Protecting our Sellers :Protecting our Sellers As many as 10 million Americans a year are victims of identity theft.


What is sensitive information? :What is sensitive information? Personal sensitive information is a persons name in conjunction with other personally identifiable Information. SSN, DOB, mothers maiden name…etc. Corporate sensitive information is any proprietary information, business tactics, spreadsheets, trade secrets, financial information…etc.


Physical Files :Physical Files Only keep what is necessary Limited Amount


Physical Files :Physical Files Only those with a need to know Limited Access


Physical Files :Physical Files Lock your computer when you leave your desk (Windows key + L) Limit of three files out at the same time Limit Exposure


Lockup Procedures :Lockup Procedures All files must be locked in cabinets at the end of each day. Last person to leave must perform a walk through and lock up any files that may have been left out.


IT Security :IT Security Passwords should be at least 8 characters including numbers and special characters


Using appropriate mail service :Using appropriate mail service Any sensitive information is to be sent using encryption software or secure messaging.


Encrypting Sensitive Email :Encrypting Sensitive Email Any email containing sensitive email must be encrypted using software comparable to PKZIP. The password is to be provided via Landline telephone.


Outside Equipment :Outside Equipment No laptops No USB Drives No Recordable Device These items should be heavily regulated in your office to make sure data is secure


Employee Compliance :Employee Compliance Criminal background checks Credit check


Closing :Closing YOU ARE NOW SECURE!