Frequently Asked Questions

Mortgage brokers / agents handle sensitive financial and personal client data every day. And your name is on the deal.
When something goes wrong, it’s you the client blames. Not the platform. Not the assistant. Not the brokerage. If your account is breached or your files are exposed, it’s your professional reputation—and possibly your license—on the line.

They might offer some—but not where it counts most.

Your brokerage isn’t protecting your personal laptop, your phone, your inbox, or your home Wi-Fi. They’re not watching what happens when your assistant opens a client file from the kitchen table or when you check a deal on your phone late at night.

They have policies. But you have responsibility.

And when something goes wrong—when a client’s SIN or income docs get exposed—it won’t be your brokerage answering that call.
It’ll be you.

You could try and buy and manage all these tools on your own—but it’ll cost more, take more time, and leave you juggling tech you’re not trained to manage. Our Bundled Security package gives you everything you need in one secure, supported, and cost-effective solution—so you can focus on your business, not your cybersecurity.

Antivirus won’t stop a phishing scam, recover lost data, or call you in crisis. We will.

“You don’t lose business because of a virus. You lose it because of lost trust.”

Your clients trust you with their most sensitive information. One breach—one assistant clicking the wrong link—can unravel that trust instantly.. Our Bundled Security package was built to protect what matters most: your name, your files, your future.

Yes—mortgage brokers have strict regulatory requirements. And failing to meet them isn’t just risky—it’s career-ending.

If client data is breached—even by accident—you could face audits, penalties, lawsuits, or worse: loss of license and trust.

Regulators like FSRA, BCFSA, and the MBRCC expect you to protect sensitive data across your entire workflow: your laptop, inbox, file storage, and yes—even your assistant’s device at home. Your brokerage won’t cover you.
The liability falls on you.

No system is flawless. But if a breach happens—and it will happen to someone—you’ll be ready. And when a regulator or lender asks what you’ve done to protect your clients, you’ll have an answer that could save your business.

That’s one of the biggest risks. If their computer is infected or unprotected, anything they access—emails, client files, or lender portals—can be compromised. Our package ensures each user on your team can be secured, even across different devices and locations.

Yes—and you won’t have to face it alone.
With us, you’re not just buying software—you’re gaining a partner. If something goes wrong, we’re right there with you to respond quickly, guide you through the process, and help protect your clients, your reputation, and your business.
We don’t disappear when things get messy. We stand beside you, helping you act fast, communicate clearly, and recover confidently—with the documentation and answers your clients or regulators might need.
You handle the mortgage business—we’ve got your back when it comes to cybersecurity.

It’s simple. We designed it for non-technical users. Most brokers are up and running within 30 minutes. Our team is here to support you every step of the way—including remote setup assistance if needed.

It’s true—Macs have strong built-in security, and using one does give you an edge over less-protected systems.
But here’s the thing: modern cyber threats don’t care what kind of computer you use.
They’re not targeting your operating system—they’re targeting access.
And if they get it, your Mac won’t stop the fallout. It won’t protect your clients’ private data. It won’t stop a phishing email. And it definitely won’t answer to a regulator or explain the breach to a client.
That’s how real breaches happen—and why our Bundled Security package exists.
It protects everything beyond the Mac.
You made a smart move by choosing a Mac.
Now it’s time to protect the rest of your business.

Think of those like smoke detectors. We’re the full security system.
Norton and Defender alert you to some threats—but our Bundled Security package detects, prevents, reports, and helps you recover. It’s a full-circle solution tailored to the unique needs of mortgage professionals.

Our tools include:
– Phishing detection and prevention in your email
– Breach monitoring so you’re alerted if your credentials are compromised
– Ongoing training to help you recognize and avoid social engineering traps

100%. You are your own business, and your clients trust you with life-changing information. This package gives you peace of mind and shows lenders and clients that you take data security seriously—building trust and credibility.

Phishing is one of the top ways mortgage brokers get hacked. Our Bundled Security package includes email protection tools and ongoing phishing training to help you spot and avoid fake messages before they become a problem.

Yes. A single malicious PDF or link can install spyware or a keylogger without you knowing. Our package includes real-time malware scanning and endpoint protection to catch threats before they can harm your system.

We include a secure password manager to stop password reuse and weak logins, plus dark web monitoring to alert you if your credentials have been leaked. This reduces the chance a hacker can access your accounts.

If your laptop is breached, everything is exposed—documents, emails, login sessions. Our package protects your whole device, not just your online accounts, so you’re secure even outside the office.

Yes. As the broker of record, you are ultimately responsible for the security of client data—no matter who touches it. One unsecured assistant’s laptop could lead to a costly data breach or a reputational hit. We offer multi-user protection tailored for teams.

Absolutely. Most attacks happen through email, and PDFs or document links are common ways malware spreads. Even just opening the wrong email attachment could compromise your entire operation.

With our Bundled Security package yes. We provide centralized management and activity alerts, so you know your team’s security status at all times—even if they’re working from a café in another city.

Our platform can isolate and contain threats before they spread. You’ll also receive real-time alerts and support, so we can walk your team through remediation quickly and keep your business running smoothly.