Do Any of These Challenges Sound Familiar?

Securing PersonalIdentifiable Information

  • Personal-identifiable information (PII) data must be treated with the utmost security.
  • Brokers often save PII to desktops, posing significant security problems.
  • Sharing data amongst brokers is an important requirement. Email is the most common method, but it is less of a viable option.


  • Mortgage brokers are mobile workers.
  • Securing mobile devices, while still enabling the end users to function, is a challenge.
  • Firms need to be able to lock down PII data stored on employee devices, in addition to securing their own infrastructure.

Critical Applications

  • Firms create their own software instead of implementing Point and Encompass applications.

Customer Service Centers

  • After the loan is complete, customer calls are directed to large call center customer support divisions.
  • 80% of customer calls are related to escrow issues.


  • Brokers need to manage interactions with real estate agents, lawyers, appraisers, inspectors, insurance companies, etc.
  • Synchronizing files, emails and communications can result in costly delays and client dissatisfaction.
  • Brokers shoulder the blame when deals fall through.


  • A site outage can cost thousands of dollars per hour.
  • Business continuity and disaster recovery plans are often documented, but rarely tested and confirmed.

Branch Connectivity

  • Brokers access information from multiple resources.
  • Connectivity is key to the success of brokers.

Tech-Gofer Vendor Due Diligence

If your organization is looking for Contact Center as a Service Solutions as an example, you could do all the research yourself or use tools we’ve already built to compare and identify the right vendors for you – Click Here. We’ve built these for multiple technologies too including Security, UCaaS, Desktop as a Service and more!

We Already Know Who Can Help You

Across your entire tech-stack, our Experts have already done the research on what vendors have built solutions specifically for Mortgage and we’re happy to connect you with them. All you have to do is tell us about your project.