24/7 local support: 480-550-8108Existing client? Just call, no ticket needed.

IT support and cybersecurity for mortgage companies in Arizona

Keep loans moving.Keep audits clean.

Mortgage offices run on deadlines, borrower data and wire transfers. We keep your loan officers working, protect borrower information, and help you meet FTC Safeguards Rule and lender audit requirements.

Call our local team. No ticket required. 480-550-8108
5.0 on Google21 five-star reviewsServing Arizona since 2019

Let's make IT easier.

Start with a free 15-minute call about your business.

Prefer to talk?480-550-8108
You'll reach our local team, not a call center or a sales script.
SCOTTSDALE, AZ · 33.55° N 111.88° W
$145per user, per month, with support and security included
24/7support for clients, by phone, no ticket required
1hron-site response across the Phoenix metro
5.0from 21 five-star Google reviews
CISSP · CISA · Security+ team certificationsHIPAA Security Officer on staffMicrosoft Partner · authorized Microsoft 365 licensing

What's at stake

Mortgage companies are a favorite target

You move money, handle sensitive borrower files and answer to regulators. That combination is exactly what attackers look for.

  • Wire fraud at closing

    A spoofed email from a "title company" changes the wiring instructions, and a borrower's down payment disappears.
  • Borrower data in the wrong hands

    Tax returns, bank statements and Social Security numbers pass through your office every day. A breach puts all of it at risk.
  • Audits and exams

    State regulators, investors and warehouse lenders all want proof that your security program is real, not just a policy on a shelf.
  • Downtime at the worst moment

    When systems go down during a rate lock or closing week, loans slip and borrowers notice.

FTC Safeguards Rule

The Safeguards Rule, in plain English

The FTC Safeguards Rule requires most non-bank mortgage lenders and brokers to run a written information security program. Here's what that means in practice. We help you put each piece in place and keep the documentation ready for review.

This is a simplified summary, not legal advice. Your attorney or compliance officer can confirm how the rule applies to you.

Get a free Safeguards review
  • A qualified person in charge

    Someone designated to oversee your information security program.

  • A written risk assessment

    A documented look at where borrower data lives and what could put it at risk.

  • Multi-factor authentication

    Required for anyone who accesses customer information.

  • Encryption

    Borrower data protected when it's stored and when it's sent.

  • Monitoring and testing

    Ongoing checks that your safeguards work, plus regular testing.

  • Staff training

    Your team trained to spot scams and handle borrower data properly.

  • An incident response plan

    A written plan for what happens if something goes wrong, including reporting certain breaches to the FTC.

  • A yearly report

    A written update on the program for your owners or board.

Built for mortgage offices

IT support that understands how loans get made

01

Branches and remote loan officers

Secure access for every branch and every loan officer working from home or on the road.

02

Your loan origination system

Support for the systems your team runs on, including Encompass, so pipelines keep moving.

03

Fast onboarding and offboarding

New loan officers set up quickly, and access shut off the same day someone leaves.

04

Protection against wire fraud

Email filtering, multi-factor authentication and training that targets the scams aimed at closings.

05

Microsoft 365, secured

Email and files set up the right way, licensed through an authorized Microsoft partner.

06

Audit-ready documentation

Policies, records and answers ready when an examiner, investor or insurer asks.

From a mortgage branch owner

A mortgage branch that stopped losing revenue to downtime

There is absolutely no doubt in my mind that [the team] prevented my mortgage branch from losing significant revenue by eliminating virtually any risk of downtime for us. ... Best of all, [they] explained everything to me in business terms and English, no technobabble!
Mortgage branch owner · Google reviewRead the full review on Google

Pricing

Two plans. No contract.

Inventive Prime
$145per user, per month

Unlimited support, on-site visits, staff training, data-loss prevention and our full security package.

See what's included
Pay as you go
from$105an hour

Prepaid hour blocks, plus $55 per device, per month for security.

Compare plans

No contract on either plan. See full pricing

Questions

Mortgage IT and security, answered

Still have a question?Call our local team and talk to a person.480-550-8108
Does the FTC Safeguards Rule apply to mortgage companies?

In most cases, yes. Non-bank mortgage lenders and brokers are generally treated as financial institutions under the rule. Your attorney or compliance officer can confirm how it applies to your business, and we help you put the technical safeguards in place.

Can you help us prepare for an audit or exam?

Yes. Our team holds CISSP and CISA certifications. We help you gather documentation, close gaps ahead of time, and answer the technical questions examiners, investors and warehouse lenders ask.

Do you support Encompass?

Yes. We support the systems mortgage offices depend on, including Encompass, along with Microsoft 365 and the rest of your office technology.

Can you support multiple branches and remote loan officers?

Yes. We set up secure access for every location and every loan officer, wherever they work, and we can be on-site in the Phoenix area within an hour.

How do you help prevent wire fraud?

We filter scam and spoofed emails, require multi-factor authentication, and train your team to verify wiring changes by phone. No single tool stops every attempt, so we layer them.

Can you automate parts of our loan process?

Yes. Beyond IT support, we build automation for mortgage offices: loan file data entry, document routing, condition reminders and pipeline reports. These are project-based and quoted up front. See how loan automation works.

Will you list our company as a client?

No. We never publish client names. Knowing who a mortgage company's IT provider is gives attackers a head start on phishing your staff and borrowers.

Request a free IT assessment.

Here's exactly what happens when you request one:

  1. 1
    A 15-minute call about your business and how your IT works today.
  2. 2
    A review of your systems, security and backups, with your permission.
  3. 3
    A short, plain-English summary of your biggest risks, what an auditor or insurer would flag, and where you may be overspending.

Free, with no obligation. After you submit the form, we call you back the same business day to set up the first call.

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