Presentation Transcript
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!