IT SUPPORT FOR
MORTGAGE
BROKERS
Coreitech provides FCA-aligned IT support for mortgage brokers and financial intermediaries — secure client data management, Mortgage Brain/Trigold support, Cyber Essentials, and Microsoft 365.
Managed IT for Mortgage Brokers
All-inclusive managed IT for mortgage brokerages, IFAs, and financial intermediaries. Unlimited helpdesk, proactive monitoring, on-site engineers, and FCA-aligned IT governance.
FCA Compliance IT Support
IT infrastructure aligned to FCA regulations and Consumer Duty obligations. Data governance, audit trail management, and documented security controls for regulated firms.
Cyber Security for Brokers
Protect sensitive client financial and personal data. Endpoint detection, email phishing protection, dark web monitoring, and Cyber Essentials certification for mortgage firms.
Microsoft 365 & Cloud
Secure Microsoft 365 Business Premium for mortgage brokerages. Teams, SharePoint document management, compliant email archiving, and Defender for Business security.
CRM & Platform Support
IT support for mortgage CRM platforms — Salesforce Financial Services Cloud, Mortgage Brain, Trigold, Intelliflo, and Twenty7Tec. Integration, data migration, and ongoing support.
Client Data Security
Encryption, access controls, and data loss prevention for sensitive client mortgage applications. GDPR compliance, right-to-erasure processes, and ICO-aligned data governance.
Common questions
Q.What IT support do mortgage brokers need?
Mortgage brokers need FCA-aligned IT infrastructure — secure client data handling, compliant email archiving, audit trail management, and cyber security protecting sensitive financial data. They also need reliable CRM and sourcing platform support (Mortgage Brain, Trigold, Twenty7Tec). Coreitech provides specialist IT for financial intermediaries and mortgage firms.
Q.How does IT support help with FCA compliance?
FCA regulations require regulated firms to maintain documented security controls, data governance policies, and audit trails. Our IT infrastructure for mortgage brokers includes compliant email archiving (meeting FCA record-keeping rules), access controls ensuring only authorised staff access client data, MFA on all systems, and documented security policies aligned to Consumer Duty obligations.
Q.Can you support Mortgage Brain, Trigold, and Twenty7Tec?
Yes. We support all major mortgage sourcing and CRM platforms including Mortgage Brain, Trigold, Twenty7Tec, Intelliflo, Salesforce Financial Services Cloud, and IRESS. This includes platform connectivity, integration with client management systems, and ensuring secure, compliant access for remote and office-based advisers.
Q.Do mortgage brokers need Cyber Essentials?
Increasingly yes. Cyber Essentials is referenced in FCA guidance on cyber security for regulated firms, and many PI insurers now require or discount premiums for certified firms. We provide end-to-end Cyber Essentials and CE+ certification for mortgage brokerages typically within 2–4 weeks.
Q.How much does IT support cost for a mortgage brokerage?
Managed IT support for mortgage brokerages costs £25/user/month (Standard) or £50/user/month (Advanced — includes Microsoft 365, cyber security, FCA-aligned documentation, and dedicated account manager). A 10-person brokerage pays £250–£500/month all-inclusive.
IT support for your mortgage brokerage
Book a free IT audit — we'll review your FCA compliance posture, platform setup, and security controls.