For MSPs serving real estate firms and brokerages

MSP Reporting for Real Estate Clients That Covers CRM Uptime and Keeps Broker-Owners Informed

Real estate brokerages run on their CRM, their transaction platforms, and their agents' devices. When any of those goes down, business stops. A monthly MSP report for a real estate firm shows CRM availability, transaction platform uptime, agent device compliance, and security posture in language a broker-owner can read without a technician present. Roviret delivers it automatically every month, branded to your MSP.

Get My Free Sample Report → Free sample built from your stack in 48 hours. No system access needed.
48 hrs to receive a fully formatted sample report
0 hrs your team spends on reporting once Roviret runs
$800/mo flat rate for your full client roster
What real estate clients actually need from their MSP

A brokerage running on systems that go undocumented is one downtime event away from a difficult conversation.

Broker-owners and operations managers are not technical. They know one thing: when the CRM is down, agents cannot work. When the transaction platform is unavailable, deals get delayed. Monthly MSP reports translate the technical work your team does into language that answers the question the broker-owner is actually asking: were our systems available and is our client data protected? Without a report, your work is invisible. With one, your value is documented every single month.

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CRM downtime stops agent productivity immediately
When a brokerage's CRM is unavailable, agents cannot access client records, follow up on leads, or close deals. Monthly uptime reporting shows the broker-owner the system was available when it was needed.
Transaction platform availability is directly tied to deal closings
Dotloop, SkySlope, and DocuSign delays during active transaction periods create real business problems. Monthly documentation shows those systems were available and any issues were resolved quickly.
Agent device compliance is hard to communicate without a report
Real estate agents use a mix of devices and work patterns. A monthly report showing compliance across the full agent fleet tells the broker-owner their business data is consistently protected.
Client data security is a regulatory concern
Real estate firms handle client financial information and personal data. State licensing requirements and data breach notification laws require documented security practices. Monthly reports provide the paper trail.
How it works

Your PSA and RMM stay exactly where they are.

01

Connect

Read-only API to your PSA (ConnectWise Manage, Autotask, or Halo) and RMM (NinjaRMM, Datto RMM, or N-able). We identify the transaction-critical systems in each client's environment and map CRM and platform availability to dedicated report sections. NDA signed before any access.

02

Build

Branded template with the sections real estate clients care about. CRM and platform uptime named specifically. Agent device compliance across distributed teams. Executive summary written for the broker-owner, not a technician.

03

Deliver

Automated monthly delivery on your fixed schedule. Your team writes a brief executive summary. Everything else runs without manual work.

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What the report includes

Every section is built for a real estate environment.

CRM Availability
Uptime for the brokerage's primary CRM platform with any incident notes
Transaction Platform Uptime
Availability for Dotloop, SkySlope, DocuSign, or equivalent tools
Agent Device Compliance
Patch status and security posture across all managed agent devices
Security Activity
Threats detected and resolved, access control status, and suspicious activity notes
Backup Integrity
Backup success rates for client records and transaction data
Network and Infrastructure
Connectivity health for office locations and remote agents

Get a free sample report built for a real estate client

Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No access to your live systems needed.

  • CRM uptime, transaction platform availability, and agent device compliance
  • Plain-English executive summary written for the broker-owner, not a technician
  • Read-only API access — we cannot modify your systems
  • NDA signed before any connection
  • $800/month flat after setup, covering your full client roster
FAQ

Questions worth asking before you fill out the form.

What should an MSP report include for real estate clients?

An MSP report for real estate firms should cover CRM and transaction platform availability, agent device patch compliance, security activity and threats resolved, backup status for client records, and a plain-English executive summary for the broker-owner. The report should answer whether the systems agents depend on were available and whether client data was protected.

Can Roviret track CRM uptime for real estate brokerages?

Yes. If your RMM monitors the servers or cloud connectors supporting your client's CRM, that uptime data is included in the report. Specific CRM platforms can be named in the report so the broker-owner sees availability for the tool their business depends on, not just a generic server uptime percentage.

How do monthly MSP reports help real estate firms with compliance?

Real estate firms handle sensitive client financial data subject to state licensing regulations and data breach notification requirements. Monthly reports documenting security monitoring, patch activity, access controls, and backup integrity give the brokerage a consistent paper trail showing IT was actively managed. That documentation matters when questions arise from licensing boards, insurers, or clients.

What does MSP reporting setup cost for a real-estate-focused MSP?

Setup is $1,500 one-time, covering API connections to your PSA and RMM, data mapping for your client accounts, and the branded template. Ongoing service is $800 per month flat for your full client roster. A free sample is available in 48 hours.

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