Microsoft 365
4 areas covered
- MFA and administrator controls for brokerage accounts
- Forwarding and inbox-rule changes monitored
- Managed endpoint protection on supported devices
- Agent access reviewed during offboarding
Protect the email threads where payment instructions change
Payment redirection can begin with a compromised mailbox or a convincing impersonation. Account and email controls reduce that exposure, but an independent verification step still belongs in the brokerage process.
Security Stack
Payment fraud often starts before the instructions change
The attacker may first need an account, a deal thread, and enough time to understand the people involved. The security program works on those earlier steps while the brokerage keeps control of payment verification.
Email
Reduce phishing and impersonation
Email controls filter common fake-instruction, invoice, and impersonation attempts. Domain protection can be added when the brokerage needs stronger assurance around its outbound identity.
Sign-ins
Watch for account takeover
Multi-factor authentication, administrator controls, and sign-in monitoring reduce the reach of stolen credentials. Suspicious sessions follow the agreed response process.
Mail flow
Review forwarding and inbox rules
Unexpected forwarding and inbox rules can hide replies or copy a conversation elsewhere. Changes are monitored and investigated when they fall outside the expected pattern.
Devices
Protect supported brokerage devices
Managed endpoint protection, encryption, and security updates apply to supported devices placed in scope. Personal devices that are not enrolled remain outside endpoint coverage.
Access
Remove agent access promptly
Named accounts, active sessions, guest access, and shared links are reviewed when an agent or administrator leaves. The agreed timing and responsibilities are documented during onboarding.
Recovery
Separate tenant backup from deal systems
Microsoft 365 or Google Workspace data is backed up independently and tested for recovery. Brokerage, transaction, CRM, and legal systems run by other providers need their own backup and recovery arrangements.
Business Value
What the program does for your brokerage.
The brokerage gets stronger account and email controls, a repeatable offboarding process, and current records while keeping payment verification as a separate business procedure.
01
Reduce fraud exposure
- Email and sign-in controls around active deal conversations
- Monitoring for unexpected forwarding and inbox rules
02
Control agent access
- Named offboarding steps for accounts, sessions, and sharing
- Clear distinction between managed and personal devices
03
Answer with evidence
- Records for sign-ins, access, backup, and alert response
- Quarterly reviews that identify gaps, actions, and ownership
What stays yours
The brokerage remains responsible for independently verifying changes to deposit, payout, or closing instructions using a trusted channel. Teclara operates the account, email, device, sharing, and backup controls in scope. Brokerage, transaction, CRM, legal, and personal-device systems are included only when named explicitly.
One managed program that covers the controls below.
Managed Security & Compliance covers the full stack: monitoring, endpoint protection, email security, backup, patching, and platform administration on Microsoft 365 or Google Workspace.
- Human-led monitoring
- A 24/7 security team detects and responds to threats, not just an automated alert.
- Endpoint protection
- Managed detection and response on supported staff devices placed in scope.
- Email and fraud protection
- Controls for phishing, impersonation, and invoice fraud, with suspicious activity reviewed.
- Cloud backup and recovery
- Microsoft 365 and Google Workspace backed up daily, with tested restores.
- Login monitoring
- Cloud sign-ins watched for account takeover, with response following an agreed process.
- Patching and vulnerability management
- Systems patched on a defined schedule, with known weaknesses prioritized by risk.
- Security awareness training
- Ongoing training and simulated phishing to keep the team sharp.
- Tenant configuration
- Microsoft 365 or Google Workspace settings reviewed and updated against the security baseline.
Platform Expertise
Secure configuration for Microsoft 365 and Google Workspace.
We configure the identity, sharing, email, and retention controls your brokerage relies on, then keep them under review.
Google Workspace
4 areas covered
- Gmail phishing and impersonation protection
- Forwarding and filter changes monitored
- Shared-drive and external-sharing access reviewed
- Agent access reviewed during offboarding
Included
Configuration updates are part of the service. When our security baseline changes, your environment is updated without a separate project fee.
Frequently asked questions.
How can payment redirection begin in email?
A compromised or impersonated account can be used to observe a conversation and introduce changed instructions. Sign-in monitoring, email filtering, forwarding-rule review, and staff training reduce that exposure. The brokerage should still verify payment changes independently using a trusted channel.
Are we exposed if the lawyer handles the funds?
The brokerage may still carry the email conversation or pass instructions between the parties. Security controls around those accounts matter even when another party moves the funds. The brokerage and its lawyer remain responsible for their own verification, legal, insurance, and regulatory procedures.
Can you protect agents using personal devices?
Account and sign-in controls can apply regardless of device ownership, subject to platform licensing and policy. Endpoint protection, encryption, and device-level response apply only to supported devices that are enrolled. Personal devices outside management remain outside endpoint coverage.
What happens when an agent leaves?
The offboarding process can remove named accounts, active sessions, guest access, and shared links from the managed environment. Timing and responsibility are agreed with the brokerage in advance. Removing brokerage data from an unmanaged personal device depends on the controls that were configured before departure.
Can you help with a cyber insurance application or renewal?
Yes. We map the controls in scope to the questions on the insurer form and provide current evidence for covered controls. Requirements vary by insurer and policy, so the work supports the application but does not guarantee approval, coverage, or a claim outcome.
Client Feedback
What a client says about working with us.
“Teclara materially improved both our operational responsiveness and our security posture.”
E.C.
Senior Leadership, GTA Consulting Firm
Led by Wadhah Hussain, Teclara's founder
20+ years enterprise IT · Big Four alumnus · Microsoft & Google Cloud specialist
Review the accounts behind your active deals
We review sign-ins, administrator access, mail flow, forwarding rules, device coverage, sharing, and backup in your Microsoft 365 or Google Workspace environment. You receive written findings and priorities, including stale agent accounts and links.