Which systems do you support for mortgage brokers?

We commonly support Mortgage origination platforms, Microsoft 365, Secure document portals and E-signature tools. We are vendor-neutral and work with what you have, adding identity, backup, monitoring and integration layers where they are missing.

What are the main technology risks for mortgage brokers?

The recurring risks are compromised email and fraudulent payment instructions, unmanaged devices, uncontrolled access to records and backups that have never been tested. We rank them for your office and address the most consequential first.

ITRE is led by Ali Sedighi, MBA, of SAZ.ca and Sedighi.ca, who has more than seventeen years of delivery experience. Engagements are overseen by senior advisors, not handed to junior staff.

How much does IT support cost for mortgage brokers?

Managed IT starts at $89 to $199 per user per month, projects from $2,500, advisory retainers from $1,500 per month and security assessments from $1,900. 5% GST is added and new clients receive a 10% launch discount.

Which regulations affect mortgage brokers?

Relevant obligations include Mortgage Brokers Act (BC) and BCFSA oversight, FINTRAC obligations, PIPEDA and BC PIPA and CASL. We are not a law firm and do not give legal advice, but we build the technical controls and evidence that your lawyer or compliance officer requires.

IT for Mortgage Brokers

A real estate specialist for mortgage brokers

Protecting borrower financial information while keeping applications moving quickly between lenders and clients. The pressures on mortgage brokers are specific: sensitive borrower documents arriving by unencrypted email, and client files held on personal laptops. ITRE brings senior-led advice and practical delivery to those problems, under the oversight of Ali Sedighi, MBA, with a clear standard and a plain-language report each month.

Where the pressure falls

Sensitive borrower documents arriving by unencrypted email
Client files held on personal laptops
Lender portals accessed with shared credentials
Phishing aimed at lender and appraiser communications
No consistent retention of application records

Regulation and context

Mortgage Brokers Act (BC) and BCFSA oversight
FINTRAC obligations
PIPEDA and BC PIPA
CASL

We do not provide legal advice. We build the technical controls and evidence your lawyer or compliance officer specifies.

Systems commonly in use

Mortgage origination platforms
Microsoft 365
Secure document portals
E-signature tools

Services most relevant to mortgage brokers

The services we deliver most often to mortgage brokers are Agent Helpdesk, MLS/CRM Integrations, VoIP for Real Estate Teams and Office Network & Wi-Fi. We assemble them into a programme sized for your firm, so you pay for what addresses your risks and not for a catalogue. Each service page describes scope, deliverables and starting prices, and your advisor will help prioritise.

Compliance support and cost

Mortgage Brokers must keep in view Mortgage Brokers Act (BC) and BCFSA oversight, FINTRAC obligations, PIPEDA and BC PIPA and CASL. Our work supports those obligations with systems and evidence; interpretation remains with your lawyer or compliance officer. Starting prices are $89 to $199 per user per month, $2,500 for projects, $1,500 per month for senior advisory and $1,900 for an assessment, plus 5% GST, with a 10% launch discount for new clients.

Systems we typically support

Mortgage Brokers commonly depend on Mortgage origination platforms, Microsoft 365, Secure document portals and E-signature tools. We support these as they are, adding the identity, backup, monitoring and integration layers that make them dependable. Where a platform is a poor fit we explain the alternatives and the cost of change before recommending anything.

An illustration

Example scenario: a brokerage of mortgage agents introduces a secure document-request portal, enforces MFA on every mailbox and trains staff to verify any change to funding instructions by phone. This is a composite example of the kind of work we do, not a named client. The pattern, however, is typical: a clear standard, a modest change, and a measurable reduction in exposure.

The risks that matter most

For mortgage brokers, the most consequential technology risks are rarely exotic. They are everyday failures: sensitive borrower documents arriving by unencrypted email; client files held on personal laptops. Each can be addressed with a defined control and an owner. We begin by identifying which exposures are most likely and most costly in your office, then close them in order.

Questions and answers

Which systems do you support for mortgage brokers?: We commonly support Mortgage origination platforms, Microsoft 365, Secure document portals and E-signature tools. We are vendor-neutral and work with what you have, adding identity, backup, monitoring and integration layers where they are missing.
What are the main technology risks for mortgage brokers?: The recurring risks are compromised email and fraudulent payment instructions, unmanaged devices, uncontrolled access to records and backups that have never been tested. We rank them for your office and address the most consequential first.
Who leads the work?: ITRE is led by Ali Sedighi, MBA, of SAZ.ca and Sedighi.ca, who has more than seventeen years of delivery experience. Engagements are overseen by senior advisors, not handed to junior staff.
How much does IT support cost for mortgage brokers?: Managed IT starts at $89 to $199 per user per month, projects from $2,500, advisory retainers from $1,500 per month and security assessments from $1,900. 5% GST is added and new clients receive a 10% launch discount.
Which regulations affect mortgage brokers?: Relevant obligations include Mortgage Brokers Act (BC) and BCFSA oversight, FINTRAC obligations, PIPEDA and BC PIPA and CASL. We are not a law firm and do not give legal advice, but we build the technical controls and evidence that your lawyer or compliance officer requires.