Document-heavy workflows
Sensitive documents arriving by email, text and cloud links, then living in downloads folders.
For mortgage brokers
Every application you lodge is an identity-theft kit. Protect it.
Brokers collect payslips, bank statements, tax returns and IDs for every client. Fraudsters know it. We secure your devices, inboxes and broker platforms so your aggregator and your clients can trust you.
Limited onboarding slots each year. Every application is reviewed.
The problems we fix
What keeps mortgage brokers up at night.
Aggregator requirements
Security expectations from your aggregator, lenders and licensee.
Mobile brokers
Working from cars, cafés and client kitchens on phones and laptops.
Impersonation risk
Criminals posing as you, or as lenders, to redirect deposits and settlements.
What you get
Handled for you.
- Secure document collection and storage
- Managed, encrypted laptops and phones with remote wipe
- Phishing-resistant MFA across CRM, aggregator and lender portals
- Email authentication that makes your domain hard to impersonate
Fixed price. One bill.
We pay for all your cloud subscriptions and IT costs, and you get one convenient bill every quarter. No hourly rates, no surprise invoices.
The rules that apply
Obligations we help you stay on top of.
We align your IT to the expectations below. This is general information, not legal advice.
ASIC cyber resilience expectations
Australian financial services and credit licensees must manage cyber risk as part of their licence obligations. In ASIC v RI Advice (2022), the Federal Court found a licensee breached its obligations through inadequate cyber security.
Source: ASIC(opens in a new tab)Notifiable Data Breaches scheme
Organisations covered by the Privacy Act must notify the OAIC and affected individuals of eligible data breaches. 2025 saw a record number of notifications, most of them caused by malicious or criminal attacks.
Source: OAIC(opens in a new tab)ASD Essential Eight
Australia's baseline strategies for stopping cyber attacks. We align your environment to Maturity Level 1 or 2, the levels cyber insurers increasingly ask about.
Source: ASD's ACSC(opens in a new tab)Your software
We manage the apps you already use.
Product names are shown for identification only and belong to their respective owners.
- ApplyOnline
- Quickli
- Mercury Nexus (Connective)
- Salestrekker
- AFG Flex
- BrokerEngine
- MyCRM (Loan Market)
- Simpology
- Infynity (Finsure)
- Microsoft 365
- Google Workspace
- Xero
- MYOB
- QuickBooks
- DocuSign
- Adobe Acrobat
Ready to hand over IT for good?
We only take on a limited number of mortgage brokers each year. Join the waitlist to secure your place in the queue.
Join the waitlist