Safeguarding Client Information With Data Security in Mortgage CRMs

Your clients trust you with their most sensitive financial data. Choose a mortgage CRM that protects them. Data security in mortgage CRMs requires technical solutions. Here’s how a CRM platform can protect you and your clients.

Unique Usernames and Passwords

A unique username and password protect every user account. This means no one can access your account without you knowing about it. Even the system administrator cannot access your account without your consent.

Multi-Factor Authentication

Multi-factor authentication adds an extra layer of protection. Users must enter at least two different sets of login credentials. Common examples include email and phone number. This simple strategy protects your system from access by unauthorized users.

CRM Audit Logs

Audit logs equip you to track user activity. Activating audit logs will alert you to suspicious or unauthorized access. In the event of a security breach, audit logs provide data to aid forensic analysis.

Real-Time Alerts

Many systems include real-time monitoring. If your CRM platform detects suspicious activity, it will notify you immediately. Real-time visibility gives you and your team total control over who’s accessing your data. This lets you identify threats in real-time to stop them at their source.

Impose IP Restrictions

Did you know you can restrict which computers can access your CRM? IP address restrictions limit who can access your cloud-based CRM platform. As a result, you’ll prevent unauthorized users from accessing your system. Such restrictions add a definitive layer of data security in mortgage CRMs.

Certified Cloud Servers

Look for CRM platforms that use certified hosting providers. Common certifications include:

• SOC1 and SOC2
• ISO 27001
• HIPAA Compliance
• PCI Level 1 Service Provider Certified
• SSAE16 Certified
• Tier III Standards Compliant

Why does this matter? Certification shows that a leading third-party authority trusts the CRM system.

Firewalls and Network Security

Firewalls regulate traffic to and from your network. Mortgage CRM providers use the latest firewalls to protect your data. Network security features can filter out malicious threats and also identify irregularities. As a result, your provider is better equipped to stop attacks before they even begin.

Session Cookies Dynamic Data

The best mortgage CRM providers rely on something called “session cookies.” These cookies only record authentication data for each session. They do not store user data beyond this session. Instead, top providers rely on dynamic data unique to each session. Such measures prevent personal credentials from falling into the wrong hands.

SSL Technology

CRM providers can use secure socket layer (SSL) technology. This technology ensures data is encrypted when using common browsers. As a result, your data is safe, secure, and only accessible to registered users.

A Simple Solution for Data Security in Mortgage CRMs

Your mortgage CRM should centralize your client data but also keep it safe. Data breaches are bad for your client and can damage your public reputation. The BNTouch platform offers innovative solutions for mortgage lenders. It also ensures the highest standards of digital security. 

Discover these features for yourself. Contact BNTouch to schedule a demo and learn more about how a CRM can enhance your practice.

To learn more or schedule a demo, contact BNTouch today.

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