Over 40 Years in BusinessISO 27001 compliantPublic sector: GSA · CMAS & TESMA (CA)
LA 562-298-5000 · Chicagoland 312-432-5300 · Phoenix 602-733-6807 · Client Support
Over 40 Years in BusinessISO 27001 compliantPublic sector: GSA · CMAS & TESMA (CA)
LA 562-298-5000 · Chicagoland 312-432-5300 · Phoenix 602-733-6807 · Client Support
A mortgage lender can't have its loan origination system slow down at month-end. A title company can't lose email the day of a closing. A CPA firm can't afford a failed server on April 14, and an RIA can't miss a trading window. Most of these firms run lean, with no full-time IT staff or one person who also handles operations. BTI runs and supports IT for non-depository financial firms so your people close loans, service clients and file on time, on systems that support your Gramm-Leach-Bliley Act (GLBA) obligations.
This page is part of BTI's connected technology solutions and advisory services for financial services firms. The same team supports your network, phones, office security and cybersecurity, so one call gets one owner.
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Loan officers and processors need fast, secure access to the loan origination system, pricing engines and investor portals from the office and the field. BTI manages role-based LOS access, MFA, conditional access and same-day offboarding so a departing loan officer doesn't leave with pipeline access.
Closings depend on email, e-signature, document storage and escrow accounting being up and trustworthy. BTI secures email, locks down shared closing folders and supports remote and hybrid closing workflows.
Seasonal capacity, remote preparers, tax software performance and secure client portals, with extended helpdesk coverage before deadlines.
Agency management uptime, carrier portal access and secure email with clients and carriers during renewal cycles.
Reliable access to custodial and portfolio platforms, managed devices for advisors, and email and file controls that support recordkeeping and Reg S-P obligations.
Call-heavy teams, cloud applications and payment workflows need uptime, segmented networks and tight identity controls.
Fast support for staff, loan officers, producers, advisors and preparers, plus coordination with your LOS, agency management, tax or portfolio software vendors when an issue sits on their side.
Managed laptops, MFA, secure remote access and encrypted file sharing, so borrower, client and policyholder files never live on personal devices.
Microsoft 365, document management, e-signature platforms and secure client portals configured with retention, encryption and access controls that support your written information security program.
BTI is a Cisco Select and SMB Black Belt partner with thousands of commercial deployments. Cloud-managed firewalls, switches and access points give multi-branch firms one view of every location. Wi-Fi is designed and tested with Ekahau for closing rooms and client areas. → Cisco Meraki partner · Network design
Daily backups, offsite copies and tested restores, so a failed server or ransomware event doesn't stall a closing, a funding or a filing deadline.
BTI's 24/7 NOC/SOC partner backed by a SOC 2 audited operations center watches servers, endpoints and circuits around the clock and patches overnight.
Already have IT staff? Keep them, and add BTI's helpdesk, NOC or project engineers for peak volume and big projects. → Co-managed IT
Managed IT runs $60 to $290 per user per month, depending on scope, support hours and security level. You get itemized monthly pricing. 100% financing covers hardware, licensing and labor for server, laptop and network refreshes. → Managed IT pricing · Vendor financing
Your staff see AI chat tools. They don't see the AI virtual workforce in BTI's NOC that patches systems overnight, flags failing drives and triages alerts. BTI is your Guided Automation Partner, and we keep the AI your staff use just as controlled.
This page covers running and supporting your IT: MFA, encryption, patching, backups and access reviews that support GLBA Safeguards Rule controls. For the FTC Safeguards Rule, SEC Reg S-P, NY DFS Part 500, ALTA Best Practices and wire fraud defense, see Financial Services Cybersecurity & Compliance. Most firms use both under one agreement.
BTI supports many CPA, accounting and insurance firms and other financial services businesses.
A written security program under the FTC Safeguards Rule, including MFA, encryption, access controls, monitoring and vendor oversight. BTI's managed IT delivers many of these controls, and our cybersecurity team documents the rest.
Non-depository financial firms, including CPA and tax firms, insurance agencies, mortgage lenders and brokers, title and escrow companies, RIAs and broker-dealers, consumer lenders, fintech and payment firms and collection agencies.
BTI's managed IT runs $60 to $290 per user per month depending on scope, support hours and security level, with itemized monthly pricing.
Yes. We manage role-based access, MFA, conditional access and fast offboarding for LOS and investor portals, and coordinate with the software vendor when needed.
Yes. We secure email, e-signature, shared closing folders and escrow accounting systems, and support remote and hybrid closings.
Yes. We extend helpdesk coverage and check capacity before peaks, and co-managed options add engineers when internal staff are stretched.
Guided Automation advisory services are included in every managed IT plan at no extra cost. AI tools are optional add-ons.
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