MSP Requirements Checklist for Multi-Office Texas Brokerages 

Updated October 02, 2026

TL;DR: A multi-office Texas brokerage evaluating MSP finalists needs one fixed, scorable checklist, not three separate sales pitches, covering infrastructure, access, security, response time, contract terms, and references. This checklist holds 75 to 90 yes, no, or partial items across 6 sections, with 30 sample items previewed below and the full set in a downloadable PDF and Excel scorecard. TechProComp is a Texas-based MSP built for multi-office companies with 80 to 150 employees, and it scores itself on this list honestly, not a suspicious 100 percent.

Your current MSP takes 24 to 48 hours to respond to a critical ticket, and you field the complaints while you wait. A checklist with 75 to 90 yes, no, or partial items across six sections turns three vendor pitches into three comparable scorecards.

Score every finalist against the same fixed list, and a vendor that won’t put a commitment in writing shows up as a “no,” not a maybe. This checklist gives you the evidence your CEO expects from a true real estate IT services Texas partner, and TechProComp scores itself on this same list below, honestly.

What This Checklist Covers

Six sections, 75 to 90 items total, each phrased as a yes, no, or partial question a vendor answers or dodges: Infrastructure & Network (15 items), Agent BYOD & Access (12), Security & Compliance (18), Helpdesk & Response (12), Contract & Exit (10), and References & Proof (8). The first 5 items per section appear below, 30 items total.

Download the printable checklist (PDF, 75+ items) and get the Excel scoring sheet, which auto-calculates section and grand totals, so you can send both to your 3 finalist MSPs with one RFP.

How to Use This Checklist

Fill this out once for your current state, then send it to every finalist and score their written answers the same way.

Get Your Copy

Print the checklist or copy it into a spreadsheet. Mark each item yes, no, or partial for your current setup before you send it to anyone. This becomes your baseline for comparison.

Score Each Finalist

Send the same checklist to all 3 finalist MSPs as part of your MSP evaluation framework and your written RFP. Score every answer the same way: yes = 1 point, partial = 0.5 point, no = 0 points. A numeric scale lets you sum and average scores across finalists and, if more than one person is scoring, across reviewers too.

Total the Scores

Add up section totals into one grand score, then compare the three finalists side by side. A vendor scoring 92 percent overall still loses to one scoring 88 percent if the 92 percent vendor has a “no” on a Section E item.

Apply the Walk-Away Rule

Any single “no” on a Section E item overrides the total score. A vendor who won’t commit to month-to-month terms or a capped onboarding fee is not a finalist you negotiate with. They are one you cross off, regardless of how well they scored everywhere else.

Section A: Infrastructure & Network Requirements

With 2 to 5 offices, your infrastructure questions are different from a single-location company’s. Ask about WAN configuration, redundancy, and hardware, not just “do you do networking.”

What to Ask

A software-defined WAN is the cloud-based, software-managed way to route traffic between branch offices and cloud services from one dashboard, replacing costlier dedicated circuits. That’s the standard a multi-office brokerage should be asking for by name, not accepting as an assumed part of “networking.”

Sample Item	Your Notes	TechProComp’s Answer
Does the MSP design and manage a WAN configuration connecting all office locations?	☐	Partial
Does the MSP provide a documented multi-office VPN setup for remote and branch access?	☐	Partial
Does the MSP monitor ISP connectivity and failover at each individual office?	☐	Partial
Does the MSP manage enterprise WiFi coverage at every location, not just headquarters?	☐	Partial
Does the MSP support on-site server hardware in addition to cloud infrastructure?	☐	Not documented

TechProComp’s Answer

TechProComp manages infrastructure through Microsoft Azure, AWS, and Cisco Meraki partnerships, using a hybrid model: on-site visits when needed, plus 24/7 remote monitoring everywhere else. Its Network Services line covers multi-office connectivity, though it isn’t itemized as a discrete named “SD-WAN” line item. See MSP features that matter for what this item should require in writing.

Slobo and his team were instrumental in setting up our network at a new building, ensuring that both floors were up and running smoothly, despite the challenges posed by the cable layout issues from another vendor. – Matt Thompson on CloudTango

Section B: Agent BYOD & Access

Agents working from home offices, cars, and client sites need access rules that don’t depend on where they sit. This section tests whether the MSP treats every device as a risk to manage, not an afterthought.

What to Ask

A phone in an agent’s car and a laptop at a coffee shop are both endpoints your MSP needs a policy for, not a verbal assurance about. The 5 items below test whether that policy is written down and enforced automatically, not left to each agent’s judgment.

Sample Item	Your Notes	TechProComp’s Answer
Does the MSP enforce multi-factor authentication on every remote-access login?	☐	Partial
Does the MSP apply conditional access policy based on device and location risk?	☐	Partial
Does the MSP run endpoint detection and response (EDR) on every connected device?	☐	Yes
Does the MSP have a documented BYOD device policy agents can read before onboarding?	☐	Partial
Does the MSP separate agent-owned devices from office-owned devices in its security model?	☐	Partial

TechProComp’s Answer

Conditional access evaluates a device’s identity and risk signals before granting entry, which is the mechanism a BYOD-heavy brokerage actually needs. TechProComp’s 12-layer security framework includes LAN Zero Trust and endpoint detection and response, which offers continuous, cross-endpoint monitoring rather than static antivirus. MFA enforcement and conditional access are not broken out as separate line items in TechProComp’s published service list, so ask any finalist, including TechProComp, for the specific policy documentation before scoring this section a full pass.

Section C: Security & Compliance

This is where a checklist earns its keep. A vendor who talks about “enterprise-grade security” without naming specific controls is giving you marketing copy, not an answer.

What to Ask

Sample Item	Your Notes	TechProComp’s Answer
Does the MSP enforce MFA on every administrative account, not just user logins?	☐	Partial
Does the MSP run EDR on every endpoint, with a named vendor and coverage rate?	☐	Partial
Can the MSP provide a current SOC 2 attestation report in writing?	☐	Partial
Does the MSP’s record retention practice support Texas Real Estate Commission (TREC) requirements?	☐	Not documented
Can the MSP issue a cyber insurance compliance letter confirming its own client-facing controls?	☐	Not documented

Red flag: if an MSP can’t or won’t provide a current SOC 2 attestation in writing, treat that as a no, not a “we’re working on it.”

Red flag: if an MSP can’t issue a cyber insurance compliance letter when your carrier asks for one, that gap becomes your liability during a renewal, not theirs.

TechProComp’s Answer, With Red Flags

TechProComp is SOC 2 certified (verified March 2026), a third-party audit standard distinct from self-reported compliance. A SOC 2 Type II report assesses control effectiveness over six to twelve months, not a single point-in-time snapshot. TechProComp’s 12-layer security framework applies cloud firewall, EDR, LAN Zero Trust, ransomware protection, SIEM, and SOC monitoring across every client environment.

Where the Record Falls Short

Texas Real Estate Commission rules require a broker to retain specified transaction records for at least four years from closing or contract termination. TechProComp’s SOC 2 audit date is published (verified March 2026), though the certification is not yet a Type II report, still in progress per the company’s own site. A documented cyber insurance letter process is also not published in its available materials, so score both remaining gaps partial until the Type II audit completes and a finalist puts the letter process in writing, TechProComp included.

What a Client Says

Their team have a great grasp of technical knowledge, and have consistently demonstrated reliability, tackling both minor and critical issues with effective resolutions. – Joseph Smalec on CloudTango

Section D: Helpdesk & Response

A response-time promise only matters if it’s specific, written, and distinguishes between “someone acknowledged your ticket” and “someone fixed your problem.”

What to Ask

An auto-reply that lands in your inbox 4 seconds after you submit a ticket is not a response. Ask each finalist to name the moment their clock actually starts, and what happens if a human doesn’t beat it.

Sample Item	Your Notes	TechProComp’s Answer
Does the MSP commit to a specific initial response time for critical issues, in writing?	☐	Yes
Does the MSP commit to an on-site escalation time when remote support can’t resolve an issue?	☐	Yes
Does the MSP provide after-hours and weekend coverage without a separate charge?	☐	Yes
Does the MSP report a same-day resolution rate, with a source and date?	☐	Yes
Does the MSP send a written monthly or quarterly summary of ticket activity?	☐	Partial

TechProComp’s Answer

TechProComp’s initial response time is 60 seconds, and if remote support can’t resolve the issue, a technician is dispatched on-site within 3 hours. Keep these two figures separate when you score a finalist.

A 3-hour promise that’s actually describing on-site dispatch, not first contact, is a different, weaker commitment than a 60-second first response. TechProComp’s same-day resolution rate is 96 percent and its SLA achievement rate is 98 percent, as published on techprocomp.com.

Section E: Contract & Exit Terms

Every other section in this checklist measures what a vendor can do. This section measures what happens if that work doesn’t hold up, and it’s where most brokerages get burned.

What to Ask

Sample Item	Your Notes	TechProComp’s Answer
Does the MSP offer a month-to-month contract with no minimum term?	☐	Yes
Does the MSP charge zero onboarding or setup fees?	☐	Yes
Does the MSP charge zero penalty if you cancel?	☐	Yes
Does the client retain full ownership and access to their own data and documentation on exit?	☐	Partial
Does the MSP provide 365-day access to complete IT documentation, not just at exit?	☐	Yes

Red flag: if an MSP requires a 36-month contract minimum, that’s a lock-in, not a partnership.

Red flag: if an MSP charges more than $5,000 in onboarding fees, ask exactly what that fee buys you.

The 0-0-0 Standard, With Red Flags

TechProComp measures itself against its own 0-0-0 Campaign: zero onboarding fees, month-to-month contracts, zero cancellation penalty. Industry guidance on MSP contract lock-in warns that quietly enforcing a missed notice period is a known contract trap, exactly what this section exists to catch.

TechProComp clears every threshold in this section by a wide margin: $0 against a $5,000 red-flag ceiling, and no minimum term against a 36-month red flag. For the pricing side of this comparison, see the MSP pricing breakdown alongside your Section E scores.

Section F: References & Proof

Marketing copy is free. A vendor who names real, checkable references and independently verified ratings is showing you something a competitor can’t fake as easily.

What to Ask

Sample Item	Your Notes	TechProComp’s Answer
Can the MSP name at least 3 current Texas real estate or brokerage clients as references?	☐	Partial
Does the MSP have a third-party-verified review profile, not just testimonials on its own site?	☐	Yes
Can the MSP provide documentation of any current industry certification or recognition?	☐	Yes
Will the MSP connect you directly with a named client for a reference call?	☐	Partial
Does the MSP publish its performance metrics with a source and date, not just a claim?	☐	Yes

Red flag: if an MSP refuses to name any current Texas real estate clients as references, ask why, before you ask what else they might be hiding.

TechProComp’s Proof Points

TechProComp holds MSP Select USA 2026 recognition from CloudTango (cited below) and a 4.9 rating on Clutch from 9 verified reviews (September 2026). On real estate references, its own record is honest, not perfect: one Clutch-verified real estate development client and one property management client, short of a 3-name bar. Score this item partial, for TechProComp and for any finalist making the same claim without naming names.

Slobo and the TechProComp team did an outstanding job at our Round Rock office! From start to finish, they were professional, responsive, and extremely knowledgeable. – Rubin Loera on CloudTango

TechProComp’s Self-Scoring on This Checklist

Every finalist you evaluate should be willing to score itself on this exact checklist, in writing, before you sign anything. Here is TechProComp’s own scorecard.

Score Band and How It Was Scored

TechProComp scores itself 85 to 92 percent across all 75-plus items, using only what it can currently document, not aspirational answers. A perfect 100 percent on a checklist this specific should make you suspicious of any vendor claiming it, TechProComp included. Sections E (contract and exit) and D (helpdesk and response) score highest, at or near full marks, because the 0-0-0 Campaign and the 60-second and 3-hour response figures are published, dated commitments, not estimates.

Where It Scores Partial, and the Verified Proof

TechProComp scores partial on the Section F reference-names item: one confirmed Texas real estate client (a Clutch-verified real estate development company) and one property management client, not the 3 named references a full pass would require. It also scores partial on the Section C cyber insurance letter item, since no documented process for issuing one currently exists.

The Dated, Sourced Proof

Where TechProComp scores full marks, the proof is dated and sourced: a 4.9 Clutch rating from 9 verified reviews (September 2026), MSP Select USA 2026 from CloudTango, and SOC 2 certified (verified March 2026). TechProComp’s typical onboarding runs 2 to 3 weeks, faster than the 30 to 90 day range most SMBs report when switching MSPs. Designed by an Austin-based MSP serving Texas brokerages since 2017, TechProComp built this checklist to be answerable by any provider willing to put its claims in writing, not just its own.

Frequently Asked Questions

What should be on an MSP requirements checklist?

A complete checklist covers six areas: infrastructure and network (SD-WAN, multi-office VPN, ISP redundancy), agent BYOD and access (MFA, conditional access), security and compliance (EDR, SOC 2, record retention), helpdesk and response (written SLA figures), contract and exit terms (month-to-month, cancellation penalties), and references and proof (named clients, verified ratings). Each item should produce a yes, no, or partial answer, not a paragraph of marketing language.

How do I create an MSP RFP for my brokerage?

Start with this checklist as your RFP body: send the same 75-plus items to every finalist and require written answers to each one. Add your specific operational context (office count, employee count, current pain points) as a short cover section, then request a scored response within a set deadline. The checklist format forces every vendor to answer the same questions in the same order, which makes finalists genuinely comparable instead of three separate, incomparable pitches.

What questions do I include in an MSP evaluation?

Cover all six sections: ask about SD-WAN and multi-office VPN configuration, MFA and conditional access enforcement, SOC 2 attestation and record retention practices, written response-time and escalation commitments, contract length and cancellation terms, and named client references with verified review ratings. Every question should be answerable yes, no, or partial, never a vague “we handle that.”

How do I compare multiple MSPs?

Score every finalist’s written answers the same way: yes counts as 1 point, partial counts as 0.5, and no counts as 0. Total each section, then sum every section into one grand score per vendor. Compare the three totals side by side, but apply the walk-away rule before you trust the number: any single “no” on a Section E contract item overrides an otherwise high total score.

What contract terms should be on an MSP requirements list?

Look for the equivalent of TechProComp’s 0-0-0 standard: zero onboarding fees, a month-to-month contract with no minimum term, and zero cancellation penalty. Two red flags override everything else: a contract requiring 36 months or longer, and onboarding fees over $5,000. Either one should move a finalist from “under consideration” to “declined,” regardless of how strong the rest of their answers look.

Key Terminology

SLA

A service-level agreement (SLA) is a written commitment specifying response and resolution times a vendor promises to meet. For an MSP checklist, an SLA is only useful if it names specific numbers, such as a 60-second initial response or a 3-hour on-site escalation, not a vague “prompt service” claim.

SOC 2 Certification

SOC 2 is a third-party security audit standard covering how a provider handles data access, monitoring, and controls. A current SOC 2 certification, verified with a specific date, is different from a vendor simply claiming to be “compliant” with security best practices.

0-0-0 Campaign

The 0-0-0 Campaign is TechProComp’s specific commitment structure: zero onboarding fees, month-to-month contracts, and zero cancellation penalty. Use it as the benchmark for Section E of this checklist, whether or not TechProComp is one of your finalists.

Co-Managed IT

Co-managed IT is a partnership model where an external provider shares operational responsibility for part of a company’s technology environment alongside its internal team. It’s built to complement an in-house IT person’s work, not replace it, which matters if your brokerage already has one.

MSP

A managed service provider (MSP) is a company that remotely manages a client’s IT infrastructure, security, and helpdesk support, typically for a recurring flat fee. The term covers a wide range of providers, which is exactly why a fixed, scorable checklist matters more than a sales pitch.

RFP

A request for proposal (RFP) is a formal document a buyer sends to multiple vendors, asking each to respond with the same structured information. Using this checklist as your RFP body means every finalist answers identical questions, so their responses are directly comparable instead of three differently formatted sales decks.

You don’t have to take this checklist’s word for it, or TechProComp’s. Book a discovery call and TechProComp’s team will walk through every section with you live, answering each item in writing, the same way you’d score any other finalist.

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