Mortgage, finance and insurance brokers in Sydney and Australia-wide
IT Support for Mortgage and Insurance Brokers
Protect your clients' documents and keep your brokers working wherever they meet clients
Digitek IT provides managed IT support and cyber security for mortgage, finance and insurance brokers, from Microsoft 365 and email security to the laptops, phones and backups your office relies on.
When a broker is locked out before a client meeting or a lender email does not look right, your office calls one number, and we respond within the times set out in your agreement, from 1 hour for critical problems.
Or call 02 4504 8643
Across your whole office
The parts of your office we look after every day.
- Microsoft 365 email and files for every broker and support staff member
- Multi-factor authentication on every account
- Laptops and phones that can be locked or wiped if lost
- A call-back check before bank details change
- Email and files backed up separately
- Access removed on the day someone leaves
Some of the businesses we work with
Broker IT Support
IT support for brokers who handle sensitive client documents
Every loan application and insurance policy brings in identity documents, payslips, bank statements and tax returns. Your brokers need to reach them from the office, from home and at client meetings, often on a phone.
Digitek looks after the setup behind your office, from Microsoft 365 and email security to the laptops and phones your team uses every day, on both Windows and Apple.
Broker IT support is worth a look if
- Client documents sit in email attachments or on personal laptops
- Brokers read work email on phones with no security settings
- Passwords to lender or insurer portals are shared between staff
- Remote or offshore processing staff work from their own computers
- Nobody is sure who still has access after someone leaves
Your brokers should be able to work from anywhere, and every client document should stay protected and stay with your business.
Cyber Resilience
IT that covers the cyber security basics brokers are asked for
In May 2026, the MFAA encouraged brokers to lift their cyber resilience, following guidance from ASIC.
The MFAA’s checklist is short and practical. It covers multi-factor authentication on every account, unique passwords, keeping software up to date, watching for phishing emails and keeping work logins off personal devices and browser autofill.
These are everyday IT controls. We put them in place across your office and explain each one in plain English, so you understand what is covered and why.
What we put in place
- Multi-factor authentication on every account
- A separate login for every staff member, with 1Password for shared passwords
- Security updates applied automatically to every device
- Email filtering, staff training and phishing simulations
- Managed laptops and phones that can be locked or wiped
- Help straight away if there is a data breach
What's Included
What IT support for brokers includes
Your setup is built around the number of brokers and support staff, where they work and the devices they prefer. These are the services broking offices most often need.
Microsoft 365 and email
Email, Teams, OneDrive and SharePoint are set up for every broker and staff member, so client documents are kept in one place instead of in inboxes and on personal laptops.
Laptops and phones
Devices are managed with security policies on both Windows and Apple, so a laptop or phone left at a client meeting can be locked or wiped.
Email and cyber security
Email filtering, multi-factor authentication, staff training and phishing simulations help your team spot fake invoices and changed bank detail emails.
Cloud PCs for processing staff
Remote and offshore processing staff work on a secure Windows desktop in Australian data centres, so client documents stay off their own computers.
New starters and leavers
New staff get their accounts, email and a 1Password vault set up with multi-factor authentication, and access is removed on the day someone leaves.
Backup and recovery
Your Microsoft 365 email and files are backed up separately, along with your servers and shared files, and restores are tested.
Why Digitek
Why brokers choose Digitek
When a broker cannot get into email or a lender portal, a settlement or renewal can be held up. Every agreement sets out how quickly we respond, based on how serious the problem is.
Someone who knows broking
Joe spent 11 years as an insurance broker, so he understands how a broking office runs and can help you answer the IT questions on your cyber insurance form.
Experience with broking offices
Mortgage, finance and insurance brokers are among the businesses we look after in Parramatta and across Sydney, and brokers are among our Cloud PC clients.
Plain English for principals and office managers
We explain what we are doing and why, so you can make decisions about your IT without needing a technical background.
Price agreed up front, no lock-in
We agree the monthly price and what it covers before any work starts, and agreements are month to month with 30 days notice.
Our response times
Critical
1 hour
High
2 hours
Medium
4 hours
Low
8 hours
Business hours, Monday to Friday, 8:30am to 5pm.
How It Works
Moving your office to Digitek
01
We start with a conversation
We talk through how your office works, where your brokers work from and what keeps going wrong with email, devices and logins.
02
You get a clear price
We review your Microsoft 365, devices, security and backups, then give you a monthly price and a plan before any work starts.
03
We manage the switch
We work with your current provider to move accounts, devices and access across, and schedule larger changes outside business hours where possible.
04
We look after it every day
Your systems are monitored and updated, backups are checked, and your team has one number to call when something stops working.
Where We Work
Supporting brokers in Sydney and beyond
Digitek IT is based in Western Sydney, with on-site support for broking offices in Penrith, Parramatta, Norwest and the Hills District. Brokers in Melbourne, Newcastle and other cities are supported remotely, which is how most day-to-day problems are fixed anyway.
Our Reviews
What our clients say
Questions
IT support for brokers: common questions
How much does IT support cost for a broking business?
It depends on how many brokers and staff you have, the devices they use and what you need looked after. We review your setup first and agree a price with you before any work starts, so there are no surprise invoices.
What does ASIC expect from brokers on cyber security?
ASIC has asked businesses to understand their cyber security position, resource their defences properly and review their controls regularly. The MFAA has turned that into a practical checklist for brokers, covering multi-factor authentication on every account, unique passwords, software kept up to date, care with phishing emails and no work logins stored on personal devices or in browser autofill. We put the IT side of this in place and explain each part in plain English.
How do you protect us from fake bank detail emails?
We set up email filtering and multi-factor authentication, and train your team to recognise fake payment emails. No technology stops every scam, so we also help you put a call-back check in place before any change to bank details.
Can our brokers work securely away from the office?
Yes. We set up secure access to your files and email, and manage laptops and phones so a lost device can be locked or wiped. Client documents stay in Microsoft 365 rather than on personal devices.
Can you support offshore processing staff?
Yes. Cloud PCs give remote and offshore staff a secure Windows desktop in Australian data centres. Copy and paste, USB drives and websites can be restricted, so client documents stay inside your business’s systems.
Can you help with our cyber insurance questionnaire?
Yes. Joe spent 11 years as an insurance broker, so we can help you work through the IT questions on the form and put in place the protections insurers usually ask about, such as multi-factor authentication and tested backups.
What happens to a broker's email and files when they leave?
We remove their access on the day they leave and keep their mailbox and files with your business, so client correspondence and records are not lost.
What should we do if our business has a data breach?
Call us straight away on 02 4504 8643. We help you secure the affected accounts, work out what was accessed, restore data where needed and explain what needs to happen next.
How quickly do you respond when something goes wrong?
Response times are set out in your agreement. We respond to critical problems within 1 hour, high priority problems within 2 hours, medium within 4 hours and low within 8 hours, during business hours of 8:30am to 5pm, Monday to Friday.
Ready to talk about IT support for your broking business?
Tell us how your office works and what keeps going wrong. We will give you a clear monthly price, and there is no lock-in contract.
Or call 02 4504 8643