Managed IT for Mortgage & Finance

Managed IT for Mortgage & Finance Offices in BC

Mortgage brokerages and financial services firms handle sensitive personal and financial data under strict regulatory oversight. Nexanova provides the managed IT and cybersecurity that keeps your office compliant, connected, and productive.

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Technology Challenges in Mortgage & Finance

FINTRAC compliance obligations

Mortgage brokerages and certain financial services firms are subject to FINTRAC reporting requirements. This means your IT environment must support secure record retention, identity verification workflows, and audit trails. Many brokerages rely on a patchwork of software and manual processes that make compliance harder to demonstrate than it needs to be.

Sensitive data across multiple platforms

A typical mortgage brokerage handles social insurance numbers, credit reports, employment letters, bank statements, and property documents across Filogix, Velocity, Lendesk, email, and shared drives. Each platform is a potential point of exposure. Without centralized security policies and proper access controls, sensitive client data lives in too many places with too little protection.

Email as a primary attack vector

Mortgage brokers conduct much of their business over email, exchanging documents that contain highly sensitive financial information. Business email compromise attacks specifically target this workflow: attackers impersonate a broker, lender, or client to redirect funds or steal data. Standard email is not secure enough for this volume of sensitive communication.

Multi-office and remote broker connectivity

Brokerages with five or more licensed brokers often operate across multiple offices or support brokers working from home. Each remote access point is a potential security gap. Without a managed approach to VPN, device encryption, and access policies, the brokerage's attack surface expands with every new broker.

Lender portal performance and reliability

Brokers depend on real-time access to lender portals, credit bureau integrations, and deal submission platforms. Slow connectivity, outdated browsers, or misconfigured workstations can delay deal submissions during time-sensitive rate holds. The cost of a missed rate lock is measurable in dollars.

Mortgage & Finance Software We Support

Filogix ExpertPrimary

The primary deal submission platform used by Canadian mortgage brokerages. We ensure workstations, browsers, and network connectivity are optimized for Filogix performance, and we troubleshoot submission and integration issues.

Velocity by Finastra

Mortgage origination platform used by brokerages and lenders. We manage the infrastructure that supports Velocity, including server environments, secure remote access, and integration with lender systems.

Lendesk

Cloud-based mortgage origination and CRM. We optimize your network and workstation environment for Lendesk performance, configure secure access for remote brokers, and manage the underlying infrastructure.

Microsoft 365

Secure email, document management, and collaboration for mortgage offices. We configure Microsoft 365 with data loss prevention policies, email encryption, retention rules, and multi-factor authentication appropriate for financial services.

Adobe Acrobat

Document preparation and e-signature workflows are critical to mortgage processing. We manage Adobe licensing, ensure compatibility across devices, and configure secure document handling workflows.

How Nexanova Supports Mortgage & Finance Offices

FINTRAC-ready IT configuration
We configure your IT environment to support FINTRAC compliance: secure document retention with appropriate retention periods, audit trails for client interactions, and access controls that limit data exposure to authorized personnel. We document the configuration so you can demonstrate compliance when required.
Email security for sensitive financial communication
We deploy email encryption, advanced phishing protection, and data loss prevention policies to protect the sensitive documents that flow through your inbox daily. We train your team to recognize social engineering attacks and configure technical controls that block the most common threat vectors.
Secure remote broker access
For brokerages with remote or mobile brokers, we configure encrypted VPN access, device management policies, and conditional access rules that ensure only authorized, compliant devices can reach your systems. Brokers work from wherever they need to without compromising the brokerage's security posture.
Workstation and portal performance
We monitor and maintain workstations to ensure lender portals, credit bureau platforms, and deal submission tools perform reliably. We manage browser configurations, clear performance bottlenecks, and ensure your internet connectivity supports real-time access during peak deal volume.
Structured data governance
We help brokerages consolidate sensitive data into managed, secured locations rather than scattered across personal drives, email attachments, and desktop folders. Clear file structures, access controls, and retention policies reduce both compliance risk and the operational chaos of searching for client documents across multiple platforms.

Frequently Asked Questions

Yes. We configure IT systems to support FINTRAC obligations including record retention, identity verification workflow support, and audit trails. We do not provide legal compliance advice, but we build the technical infrastructure that makes compliance achievable and demonstrable.

We configure secure remote access through VPN or zero-trust network access, enforce device encryption, and apply conditional access policies. Whether a broker is at the office, at home, or at a client meeting, they access the same systems with the same security controls.

Absolutely. We configure Microsoft 365 message encryption, secure document sharing via SharePoint, and data loss prevention rules that detect and protect sensitive financial data in outgoing emails. We also set up secure file-sharing workflows that are easier for both your team and your clients than attached PDFs.

Yes. Five or more brokers is our target starting point for mortgage and finance clients. At that size, the volume of sensitive data, the number of access points, and the regulatory exposure all justify a structured managed IT approach. Our pricing is designed for this scale.

Ready to discuss IT support for your mortgage brokerage?

Book a 15-Minute IT Assessment for Your Brokerage

Or call (604) 613-0150