Migrated a growing real estate team to Microsoft 365 with zero downtime
Gulfshore Property Group was adding agents faster than its technology could keep up. Email lived on a single aging server, and listing documents were spread across personal drives and USB sticks, creating both productivity and security risks for a mobile team.
40+
Agents migrated
Zero
Downtime during cutover
Minutes
To onboard a new agent
The challenge
As the brokerage grew past 40 agents, scattered files on aging local drives and a patchwork email setup made collaboration painful. Agents working from listings and closings could not reliably reach documents, and there was no secure sign-in.
Our solution
We planned a phased migration to Microsoft 365, restructured shared files into a clear SharePoint library, and enabled multi-factor authentication and managed device sign-in for every agent.
How we approached it
- 1
Mapped existing mailboxes, files, and accounts to plan a migration with no interruption to active closings.
- 2
Migrated email and calendars to Microsoft 365 in scheduled overnight phases.
- 3
Rebuilt shared storage in SharePoint with a clean folder structure organized by listing and transaction.
- 4
Enabled multi-factor authentication and a standardized, secure onboarding process for new agents.
The outcome
Agents now access organized files and email securely from any device, onboarding new hires takes minutes instead of days, and the company has a structure built to scale.
The move was completely seamless. Our agents woke up and everything just worked better, and now adding a new person is effortless.
Services used
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