CV Escrow | Tips To Protect Your Client’s Money And Identity
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Tips To Protect Your Client’s Money And Identity

Tips To Protect Your Client’s Money And Identity

Safe Wi-FiAs industry leaders in compliance and security, we’ve gone to great lengths to become a trusted escrow company with our SSAE 16 SOC 1 and SOC 2 Type 1 audit. We are designed to comply with industry best practices, and as the first independent escrow company in California to complete this certification, we wanted to share some tips that you can incorporate into your business to protect clients from cyber and identity theft. Earn the trust of your clients and get more referrals and listings!

Secure Files: Lock and secure all files, client statements of information, bank statements and proof of funds etc.

Encryption: Encrypt all emails and attachments when transmitting sensitive data. Items to consider as sensitive data are:

Buyer’s Information
Phone Numbers
Employment Information

Credit cards
Bank account numbers

WIFI: Secure your system by using a name OTHER THAN the name of your company and change the stock password.

Mobile Devices: Secure your mobile devices such as iPads, phones, laptops and tablets from theft or unauthorized access. Ensure they can be remotely wiped clean. Here’s how to wipe clean an iOS device:

Here’s how to wipe clean an Android device:

Lock Box Policy: Require employees to adhere to a no-sharing policy.

Open House Policy: Create guidelines to be followed by the office when holding open houses with some of the following:

Tour prospective buyers in small groups
Ensure all NPI is securely locked away
Protect your client’s WIFI

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