Business Safety Checklist for 2026 — Compliance, Cybersecurity & Transaction Protection

The most successful real estate professionals are the ones who stay ahead of risk. As momentum builds in 2026, here's a practical safety checklist every Colorado agent should implement and maintain.

1. Multifactor Authentication on All Devices

Single-password systems are no longer secure against modern cyber threats. Enable multifactor authentication (MFA) on email accounts, CRM systems, cloud storage, and any business applications.

2. Updated Client Warnings

Ensure brokerage wire fraud disclosures are clear, timely, and reinforced verbally during every transaction. Documentation matters, but verbal education makes the real difference.

3. Secure Data Storage

Avoid storing client files on unprotected personal devices or unsecured email accounts. Use encrypted, professional-grade storage solutions that align with industry security standards.

4. Consistent Verification Protocols

Confirm all wiring instructions through independently verified, known phone numbers — never through email or text message, even if the communication appears legitimate or urgent.

5. Cookie & Privacy Disclosures

With evolving data privacy expectations, brokers must stay compliant with digital privacy notices and website cookie disclosures. Regulations continue tightening.

6. Early Title Engagement

The sooner title professionals are involved in a transaction, the more protected clients become. Early engagement allows for stronger due diligence, fraud prevention, and smoother closings.

7. Partner With a Safety-First Title Team

Choose a title company that maintains strict internal protocols, provides ongoing security training to staff, and uses clearly documented systems to protect every transaction from start to finish.

The Bottom Line

Starting the year with strong security systems protects clients, preserves reputation, and builds long-term trust. Safety isn't optional — it's foundational to sustainable success.



Protect every transaction with Canyon Title's comprehensive security protocols. Canyon Title maintains industry-leading safety systems, ongoing training, and documented processes that safeguard clients and agents alike. Partner with Canyon Title for confident, secure transaction protection.