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IT and cyber security for mortgage and finance brokers

Protect client data and settlement funds, and keep your team writing loans, without hiring an IT department.
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Mortgage broker working securely on Microsoft 365
How we help

How we help

Brokers are a prime target for email compromise. One hacked inbox can be used to send a client fake bank details for a deposit or settlement, and the money is often gone before anyone notices. You also hold identity documents, payslips and bank statements that carry obligations under the Privacy Act.

We secure your Microsoft 365, devices and email, support your team every day, and keep the systems you rely on running smoothly, so you can focus on clients and lenders.

Industry
Mortgage & Finance Brokers
Based
Sydney, Australia
Expertise
Microsoft 365, cloud and cyber security
Approach
Practical, plain-English delivery
Services

Our services for this industry

Services
Managed IT support
Helpdesk, device set-up and Microsoft 365 management for your whole team, for a fixed monthly fee.
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Services
Email and payment-fraud protection
Multi-factor authentication, sign-in alerts, email filtering and simple call-back procedures to stop business email compromise.
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Services
Client data protection
Secure storage and sharing for ID documents and financials, with access controls and retention that support your privacy obligations.
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Services
Backup and recovery
Microsoft 365 and device backups with tested restores, so a lost laptop or ransomware attack doesn't stop the business.
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Services
New starters and offboarding
Laptops, accounts and access ready on day one and removed on the last day, including CRM and aggregator access.
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Services
Website and Google presence
A fast broker website and Google Business Profile that turn local searches into enquiries.
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Next step

Tell us how your business runs and what's slowing it down. We'll scope IT and security that fit.

Get a quote
Why The Bitrates

Why The Bitrates

01

We learn how you work

We set up technology around your real workflows, from client files to the software your team uses every day.

02

Hands-on, local support

Sydney-based people who know your setup, with clear response times and no ticket black holes.

03

Security you can explain

Controls aligned to the Essential Eight and Australian privacy obligations, with reporting you can hand to insurers, auditors and clients.

Frequently asked questions

We make it much harder: MFA stops most account takeovers, sign-in alerts flag unusual logins, and email rules block common spoofing. We also help set up a call-back process for any change to payment details.

We support the devices, browsers, Microsoft 365 and security around them, and work with your software vendors when something needs their help.

Yes. Small broking teams are targeted because they rarely have IT protection in place, and a fixed monthly fee usually costs far less than one serious incident.

All Industries
Mortgage & Finance Brokers
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Legal
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Industries

Industries

Our diverse range of solutions ensures that we can address the specific needs of your business, whether you are a startup or an established enterprise.

Mortgage & Finance Brokers

Secure IT and email for brokers handling client data and settlement funds every day.
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Mortgage and finance brokersMortgage and finance brokers

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Confidential matters deserve secure email, documents and dependable systems.
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Legal industryLegal industry

Healthcare

Healthcare software and platforms with quality, compliance, and reliability at the centre.
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Construction

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Education & Migration

Secure student data and digital platforms that grow with enrolments.
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FinTech

Fintech platforms balancing user trust, regulation, and rapid product innovation.
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EdTech

Engaging learning products that scale across institutions with measurable learner outcomes.
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EdTech learning productsEdTech learning products
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The Bitrates

Managed IT, cloud and software for Australian businesses that need technology to just work.

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