IT Support For Mortgage Brokers

Reliable managed IT support, cyber security and AI services for mortgage brokers that need secure systems for client enquiries, affordability checks, documentation and remote working.

Technology Support For Client Advice And Mortgage Applications

We work with mortgage brokers and financial services businesses, so we understand the importance of dependable IT support, secure communication and well-managed systems when handling sensitive client information. Task Group helps with Microsoft 365, cloud services, device support, backups, connectivity, network performance, user support and secure access, keeping advisers, administrators and managers working effectively from the office, home or on the move. We support Windows, Mac and Linux systems within the same service, without charging extra simply because your team uses different operating systems.

Secure Systems For Broker Software, Client Data And Compliance

Mortgage brokers often rely on platforms such as Twenty7Tec, Mortgage Brain, Iress Xplan, Acre, OMS, Criteria Hub, Smartr365, iPipeline, The Key and Salesforce, alongside document management, e-signature, email and accounting tools. Task Group helps keep these systems supported while improving cyber security around user accounts, email protection, device security, backups, permissions, remote access and client data handling. We can also advise on sensible AI use, helping brokers improve admin, reporting and internal processes while protecting mortgage applications, financial information and confidential client records.

Estimate Your Monthly IT Support Costs

Every sector has different IT needs, risks and priorities. Choosing the right Managed IT Support Partner should never come down to price alone. The quality of advice, responsiveness, security and reliability all play a vital role.

That said, we believe you should still have a clear idea of cost from the outset.

Answer a few quick questions and we’ll provide a rough monthly estimate for a complete managed IT support package, tailored around your sector, your team and the way your business operates.

Your estimate includes unlimited remote support, online backup, cyber security protection, AI business advice, 24/7 monitoring and proactive support to keep your systems safe, secure and running smoothly.

Your people and locations

Email and productivity

Which platform do you use?

Do you already have Business Premium licences?

Servers

Cyber Essentials

Do you know if you require Cyber Essentials certification?

Do you require Cyber Essentials Plus?

Your rough estimate

Based on what you have told us, your estimated support cost is:

Estimated monthly total

This is a guide price only. A short call lets us check the details and give you a proper recommendation.

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15 minutes to discuss your needs?

Get in touch today for a free, no-obligation chat about how Task Group can help your business move forward.

Phone: 01462 222345

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