Your contacts. Your data. Your choice.
Client relationships stay private until a contract is signed — the way it should be.
In real estate, your contact list is your business. When you move brokerages, who owns your client relationships? With Contact Secure, you do. Your contacts are visible only to you until you explicitly choose to share them — by entering your password when a listing agreement or purchase and sale agreement is in place. The brokerage sees your deal pipeline and performance, but your clients' identities remain private until a transaction requires it.
Key Capabilities
Agent-Owned Privacy
When Contact Secure is enabled, every contact you create is automatically secured. Only you can see their name, email, phone number, notes, and activity history. No one else at the brokerage — not admins, not team leads, not other agents — can access your client data.
Password-Protected Sharing
When it is time to share — because a listing agreement is signed or a purchase and sale is in place — you click the lock icon, enter your password, and select the reason. The contact becomes visible to the brokerage permanently. This is intentional, deliberate, and fully audited.
Anonymized Deal Funnel
Your brokerage can still see your deals in the pipeline. Property addresses, deal stages, projected commissions — all visible. But the client behind the deal shows only a lock icon and "Contact Secure" until you share. Pipeline health without privacy compromise.
Lock Icons Everywhere
Secured contacts show a lock badge on contact cards, the contact detail page, deal Kanban boards, and deal detail pages. Everyone knows at a glance which contacts are private. The visual cue is consistent across the entire platform.
Bulk Secure + Toggle
Enable Contact Secure in your settings with one toggle. All future contacts are automatically secured. Want to secure your existing contacts too? One click to bulk-secure your entire database. Disable anytime — your choice.
Brokerage Override Option
Brokerages that pay for agent licenses can choose to disable Contact Secure for all agents. This is a brokerage-level setting — transparent and upfront. If the brokerage is paying, they can require full visibility. If the agent is paying, the data is theirs.
How It Works
Enable Contact Secure
Go to your Settings page and toggle Contact Secure on. From now on, every contact you create is private by default. You can also bulk-secure your existing contacts with one click.
Work Normally
Create contacts, log calls, write notes, manage tasks, move deals through your pipeline. Everything works exactly the same — except only you can see your contact details. The brokerage sees your deal activity and performance, just not who your clients are.
Share When Ready
When a listing agreement or purchase and sale agreement is signed, click the lock icon on the contact or deal. Enter your password, select the reason, and the contact is shared with the brokerage. It is permanent, audited, and only happens when you decide.
Why agents and brokerages choose RealtorOS
Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.
Give your agents data confidence
Contact Secure is the feature agents ask about before they sign. Join the waitlist to offer it at your brokerage.