Mortgage Companies
Managed IT and Help Desk for Mortgage Lenders and Brokers.
When a processor cannot reach the loan origination system or a loan officer is locked out before a closing, the loan stalls. We support your people and keep the systems they rely on maintained and secure.
For mortgage companies whose loan officers, processors and underwriters work across the office, home and the road.
Managed IT and Help Desk for Mortgage Companies
What Does the Help Desk Do When a Loan Is on a Deadline?
It gives every loan officer, processor and closer one place to go: a ticket or a phone call to people who already know your systems. Support is unlimited and remote first, so most problems with laptops, accounts, printers or a stuck upload are fixed without waiting for a visit.
When the problem is in the loan origination system, the pricing engine or the borrower portal itself, we gather what the vendor needs and work with their support, so your staff are not stuck relaying error messages.
How Do You Handle Access to Loan Systems as People Join and Leave?
The FTC Safeguards Rule asks that access be limited to the customer information each person needs (16 CFR 314.4(c)(1)). Mortgage companies change staff and branch arrangements often, and loan officers who leave should not keep a path to borrower files.
We give everyone an individual account, apply multi-factor authentication, keep administrator accounts separate from daily work, and run onboarding and offboarding on the systems we manage, so access starts and ends when it should.
How Do You Keep Remote Loan Officers Secure?
Loan officers work from home, from a car and from a coffee shop between appointments, and their laptops carry borrower documents. The rule asks for encryption of customer information in transit over external networks and at rest (16 CFR 314.4(c)(3)).
Remote monitoring watches every managed laptop around the clock, approved patches install automatically, and password policy is enforced across user and device accounts, wherever the device is.
What About Old Loan Files on Laptops and Shared Drives?
The rule asks for procedures to securely dispose of customer information no later than two years after it was last used for the customer, unless you have a business or legal reason to keep it, and for a periodic review of your retention policy (16 CFR 314.4(c)(6)). Investor and state record keeping rules often set longer periods, so confirm your schedule with your counsel.
We help you find where loan documents actually live across laptops, shared folders and mailboxes, so the retention policy you write can be applied to the systems we run.
How Is It Priced?
As one fixed monthly cost scoped to your company, given on the call after we know how many people and systems you run. A bad week is our cost, not a surprise invoice.
What Is Included
6 PARTSUnlimited Remote Support
Help desk support for every loan officer, processor and closer, by ticket or by phone.
Remote Monitoring
Round the clock monitoring of office and remote laptops, so issues are caught early.
Maintenance and Patching
Tested and approved updates installed automatically on every managed device.
Password Policy Enforcement
Default credentials replaced and strong password standards applied to every account and device.
Backup and Recovery
Your critical data backed up and restorable after loss, corruption or an attack.
On-Site When Needed
Remote first, with on-site work in Northern Virginia when a problem needs hands.
Frequently Asked Questions
4 QUESTIONSDo you support our loan origination system?
We support the computers, accounts, network and security it runs on, and work with the vendor's support when the problem is on their side. You keep your choice of loan software.
Can you support loan officers who work remotely?
Yes. Support is remote first, and managed laptops are monitored and patched wherever they are. On-site work is in Northern Virginia.
Do you replace our current IT person?
Not necessarily. Some companies keep an internal person for day-to-day needs and use us for monitoring, security and depth behind them. We scope it around what you have.
Do you offer business phones?
No. Phones stay with your phone provider; we run the computers, accounts, network and security.
More for Mortgage Companies
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Microsoft 365 set up, secured and run, with email protection against phishing and spoofing.
Managed Security Monitoring (MDR and SOC)
Round the clock monitoring, detection and response from a security operations center.
Managed Security Monitoring (MDR and SOC) for Mortgage Companies
Backup and Ransomware Recovery
Encrypted, off-site backups that are tested, and a plan to restore the business after an attack.
Virtual CISO (vCISO)
Senior security leadership, a roadmap and governance, without a full-time hire.
Mortgage Companies
Managed IT and security for mortgage lenders, brokers and servicers, with the FTC Safeguards Rule in view.
Talk Through Your Company's IT.
Pick a time. Tell us how many loan officers and processors you have and where they work.
Looking for CMMC? Our Compliance Division, Capital Cyber Compliance, delivers it.
Under 25 people? Apply for an in-kind cybersecurity grant from Cyber Grants Alliance, a nonprofit. No cost to you.