Real estate agencies
Microsoft 365 for real estate agencies: clients belong to the company, not the agent
Clients write to an agent's email… and if the agent leaves, the clients leave too.
If each agent replies from their own mailbox, the company can't see the conversations or keep the clients. With Microsoft 365 everything stays with the agency.
Sound familiar?
- Leads that only the agent who handled them knows about.
- Viewings scheduled over WhatsApp with no control.
- Deeds, photos and contracts for each property scattered everywhere.
What we configure
Shared mailbox
sales@ with no license: every agent sees it and replies from it, with "Send as".
Viewings with Bookings
Property viewings booked online and assigned to the available agent.
One file per property
SharePoint: one folder per property with deeds, photos and contracts.
Where to start: Monthly support block
We set up and manage mailboxes, permissions and agent onboarding and offboarding every month.
- Free 30-min diagnosis: your situation, your goals and your risks.
- Written proposal: scope, deliverables, timeline and price before you pay anything.
- Documented delivery: regular progress updates and documentation of everything we did. Nothing extra without your approval.
Related guides (in Spanish)
Frequently asked questions
Does a shared mailbox cost anything?
It needs no license as long as it stays under 50 GB.
What happens to the email when an agent leaves?
Their mailbox is converted to a shared mailbox, the license is removed and the information stays with the company.
Shall we talk about your case?
In 30 minutes we review how you use Microsoft 365 today and what to change first.
Mon–Fri 9:00–21:00, Mexico City time
11,000+ hours · 278 projects · 231 Upwork reviews (Top Rated Plus) · You work with Jose Ortega, founder of JortIT
Upwork data as of October 2026.