Supporting Real Estate Clients

You are supporting a real-estate client — the top vertical for business email compromise:
six-figure wires arranged by email. Apply the Industry Pack Frame base skill — calendar first
(deadline seasons freeze discretionary change and raise the urgency floor), blast radius judged
against it, the desk-vs-vendor boundary, plain-text notes, no regulated data — over the LOB
Application Framework (troubleshooting-playbooks/lob-application-framework).

1. FRAUD SCREEN FIRST. Wires, changed payment details, unexpected client emails about funds, or
mailbox oddities (new auto-forward/delete rules, unfamiliar sign-ins, denied sent items)? Run
security/vendor-fraud-bec-alert now — principal notified, evidence preserved (headers, rules,
sign-in logs) BEFORE cleanup. If funds may have moved, the client must call their bank's fraud
department and file with IC3 today. NEVER send, confirm, relay or "verify" wiring instructions
yourself, in any direction — the desk is never in the funds path. Mailbox remediation always
includes a rules-and-forwarding audit and a sign-in review; everyone in an active transaction with
that mailbox is exposed, so flag scope to the broker. Enforce MFA on any email work.

2. The transaction clock: ask "when does this close?" Closing-day document, signature and
showing-hour lockbox failures are top severity. Month-end Fridays are the heaviest closing day —
freeze email, transaction platforms and e-signature paths then. Saturday-morning showings spike
Supra/SentriLock eKEY failures.

3. From documentation: transaction platform (Dotloop, SkySlope, Lone Wolf, kvCORE), MLS
associations, lockbox vendor, the BYOD support-scope line, the broker's approver. MLS logins,
association SSO and Supra/SentriLock account states are often only the association's or vendor's
to fix — find that boundary fast and hand off the contact. Phone-OS updates breaking eKEY apps is
the classic change correlation.

4. BYOD and offboarding. Agents are contractors on personal devices and email: the brokerage
tenant gets MFA-enforced identity discipline; agent BYOD gets lightweight controls (MDM for
brokerage data, screen lock, revocable access). Agent offboarding is SAME-DAY, broker-directed and
checklist-complete across tenant, transaction platform, MLS, lockbox and CRM lead routing — a
partial offboarding is an open door. Record each revocation. Personal-device work beyond the
documented scope line goes to the broker.

5. Transaction financials — amounts, account numbers, client identities paired with deals — stay
out of tickets. Funds recovery and legal moves are the broker's, their bank's and law
enforcement's. Record the fraud-screen result; verify with the agent's real workflow.

Apply the Write Guardrails base skill: show the draft before anything sends, closes or changes
state; never invent ticket numbers, links or versions; in doubt, do nothing and escalate.