Aggregator questionnaires stop being a guess
Security configured properly the first time, so aggregator security questionnaires become a formality you can answer confidently — not something to dread every renewal.
For mortgage brokers
Running a brokerage means managing risk, not just writing loans.
Aggregator security questionnaires, sensitive client financial and identity data, and a heavy reliance on email, shared mailboxes and CRM platforms all end up on your desk. Suburban Secure gives brokers a clear, independent way to get on top of it.
Sound familiar?
- Aggregator security questionnaires that eat a day and still leave you unsure whether you've answered correctly.
- Client financial and identity data sitting across email, shared mailboxes and a CRM nobody's ever properly audited.
- Multiple third parties with access to your systems — aggregators, lenders, contractors, virtual assistants, sometimes offshore.
- No one person who could clearly explain your Microsoft 365 or Google Workspace setup if you were asked.
If any of that sounds familiar, the usual response is to keep patching it between settlements. A short, independent review gives you an actual answer instead.
Good first step
A Leadership Technology Review maps your email, cloud, devices and third-party access, then hands you a plain-English, prioritised plan — yours to keep, whoever ends up actioning it.
Start a reviewHow Suburban Secure supports mortgage brokers.
Microsoft 365 or Google Workspace, managed with client data in mind
Administrator access, MFA, shared mailbox permissions and file sharing reviewed and locked down around the sensitivity of what a brokerage actually holds.
Independent of your CRM or aggregator
Advice that isn't shaped by a referral arrangement with your CRM, aggregator or software vendor — we're not selling you a platform.
Documentation you keep, whoever answers next
When the aggregator asks again next year, or a new team member joins, the answer is already written down.
We know broker margins matter.
Plans are scoped and fixed-price, not a per-seat subscription that quietly grows as your brokerage does. You know the cost before anything starts, and what you're paying for stays named and reviewable.
Offshore and outsourced staff
If your brokerage uses offshore processing, admin or support staff, that access usually needs to be more deliberately structured than a shared login — see the FAQ below on securing it properly.
Questions we're often asked.
How much does this cost, and do you publish pricing?
Every review and project is quoted after a short discovery conversation, once we understand your environment and what actually needs doing — a church running three volunteers and a shared inbox is a different job to a business with fifty staff and a dozen cloud subscriptions. We don't publish fixed price lists publicly, but we're happy to talk through indicative pricing directly if you get in touch and ask.
Are you trying to replace our existing MSP or IT provider?
You can keep your existing provider. Our review gives you documented findings and priorities that your team, your MSP or Suburban Secure can act on. Implementation and any ongoing service are separate choices, with responsibilities agreed before work begins.
Do you provide onsite IT support, or is this all remote?
The work is remote-first by design — identity, email and cloud security don't need someone on-site to fix properly, and staying remote is part of what makes fixed-scope, upfront-quoted pricing possible. If you need hands-on desktop or hardware support, that's a good complement to run alongside an existing onsite provider or Townsville Computer Man, not a replacement for either.
Will the first conversation be a sales call?
The first conversation is to understand your situation and work out whether a review or project would genuinely help. If Suburban Secure isn't the right fit, that gets said plainly rather than turned into a pitch.
Can you help secure off-shore or outsourced staff access?
Yes. Many brokerages rely on offshore processing or support staff, and aggregators are increasingly specific about how that access needs to be structured. We can review and configure conditional access, MFA and permissions so offshore or outsourced roles have exactly what they need — documented in a way that holds up when an aggregator asks.
Do you work with solo brokers or larger brokerages?
Both. A solo broker usually needs a tighter Microsoft 365 or Google Workspace setup and a straightforward answer to aggregator questions. A larger brokerage with loan writers, admin staff and offshore support needs role separation and access review as well. The engagement is scoped to the size of the brokerage, not sold as a one-size package.
How hard is it to switch providers?
If you're moving from an existing IT provider, the main things to get right are admin access, documentation and a clean handover — which is exactly the kind of work we do. A short review can confirm what you currently have before anything changes, so nothing gets missed in the switch.
Do you lock clients into long contracts?
No. Reviews and projects are fixed-scope and quoted upfront. Where an ongoing arrangement genuinely helps — for example keeping Microsoft 365 administration current — it's a scoped subscription you can stop at any time, not a term contract.
Ready to get your IT sorted?
Whether you're dealing with a current issue or just want a clearer picture of where your IT stands, the first step is a calm, no-pressure conversation.