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Cloud With Ladder

IT Support for Mortgage Brokers in Leeds

Microsoft 365, secure case files, and fast support that keeps your pipeline moving.

Mortgage brokers in Leeds often pay for Microsoft 365 but still deal with scattered documents, messy permissions, and compliance risk. We set up Teams and SharePoint as a structured case hub with controlled sharing, clear access, and simple workflows your team follows. With proactive IT support, secure devices, and protected email, you get smoother collaboration, cleaner audits, and fewer “where’s that file?” moments.

Accountant

Why Choose Futurah

We provide tailored IT Support for

Less Downtime

Strong focus on keeping you online and doing what you do best! This is something your IT should be looking at proactively prevent downtime.

Boost Productivity

Lean on our IT Expertise to boost productivity, this could be implementing Automations or CRM Flows to save you money and time,

Dedicated Helpdesk

Our team is fully briefed about you and your values, ensuring that we are all on the same team. We're to provide you with support and assistance tailored to your needs.

MORTGAGE BROKERS

Sett Logo.png

Elliot Benson - Director

"Helped update all our internal systems and processes. Made everything easy, these guys are knowledgable, great to work with and provide a fantastic service"

What's essential for a Mortgage Broker? 

Here are Futurah's top three picks that we believe are essential for supporting the IT needs of mortgage broker companies.

1.

Brokers lose hours chasing ID, payslips and updates. Automations + secure upload flows reduce admin noise and keep cases moving.

Case Workflow Automation

2.

If case docs live across emails and chats, compliance becomes guesswork. We build a structured case system with controlled sharing and clear permissions.

Microsoft 365 Case Hub (SharePoint + Teams)

3.

Mortgage brokers get targeted. We tighten identity, protect mailboxes, and reduce the risk of client data being exposed through weak access or phishing.

Email Security & Compliance

Challenges:

Reducing admin noise: chasing ID, payslips and updates without slowing case progress.

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Staying compliant: keeping case files structured, permissioned and audit-ready.

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Avoiding scams: preventing mailbox compromise and payment diversion attempts.

Common Apps:​

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Outlook

Project Management App (Eworks, FixFlo)

Xero / Intuit / Sage

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Save Money

  • Cloud services typically operate on a pay-as-you-go model, allowing businesses to avoid upfront infrastructure costs.

  • Reduction in expenses related to hardware, maintenance, and physical storage.

Improved Collaboration

  • Enhance team collaboration through centralized document storage and real-time collaboration tools.

  • Facilitate communication and teamwork, especially for remote or distributed teams.

Enhanced Security

  • Cloud providers invest heavily in security measures, offering robust data encryption, access controls, and compliance certifications.

  • Redundancy and backup features provide a higher level of data protection.

Scalability

  • Easily scale resources up or down based on business needs.

  • Accommodate growth without the need for significant upfront investments in infrastructure.

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