Mortgage Companies · San Diego County
Free Cybersecurity Checklist for San Diego Mortgage Companies
Bayotech is a San Diego managed IT and cybersecurity company that has protected local professional firms since 2006. This free checklist helps mortgage companies check the controls that stop most real-world attacks, so you can see what's covered and where the gaps are.
Prefer to talk it through? Ask for a free 30-minute security check. Average first response: 4.5 minutes.
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A practical guide from Bayotech, protecting San Diego professional firms since 2006.
What the Law Requires
Mortgage companies sit at the heart of the most targeted transaction in America: the real estate closing. Every loan file holds income, assets, Social Security numbers and bank details. Regulators expect strong protection, and criminals constantly try to redirect closing funds. This checklist covers what's required and what stops real attacks.
- The FTC Safeguards Rule applies to non-bank lenders and brokers. It requires a written security program, a named qualified person in charge, a written risk assessment, MFA, encryption, training, vendor oversight and regular testing.
- Breaches involving unencrypted information for 500 or more consumers must be reported to the FTC within 30 days.
- California requires notifying affected borrowers, and your licensing regulator may ask for evidence of your program.
- Wire fraud is the biggest threat. Criminals impersonate lenders, title companies and agents to send fake wiring instructions just before closing.
What’s inside
What the Mortgage Companies Checklist Covers
24 yes/no checks in 6 sections, written in plain English. Tick each box on screen or print the PDF.
- 1. Your Security Program (4 checks)
- 2. Closing and Wire Fraud Protection (4 checks)
- 3. Accounts and Access (4 checks)
- 4. Encryption, Email and Devices (5 checks)
- 5. Backups and Testing (4 checks)
- 6. People and Vendors (3 checks)
More about how we help: IT support for San Diego mortgage companies and our cybersecurity services.
Want a second pair of eyes on it?
Call for a free 30-minute security check: month-to-month, no onboarding fees, phones answered 24/7.
Client reviews
What San Diego mortgage companies say
From our clients’ five-star Google reviews of Bayotech on Google Maps (opens in a new tab).
Bayotech ALWAYS answers and jumps into action.
Always willing to assist and the service gives me tremendous piece of mind.
FAQ
Questions about the checklist
How do I get the mortgage companies cybersecurity checklist?
Enter your name, email and company above and we email it to you as a PDF straight away. It’s free, and we don’t add you to a mailing list.
What’s included in the free 30-minute security check?
A quick review of your email security and multi-factor sign-in, a check that your backups are running and recoverable, and a dark web scan for leaked company passwords. We explain the results in plain English, with no obligation.
Can Bayotech go through the checklist with us?
Yes. Call 619-717-8071 and we’ll walk through it with you in a free 30-minute security check, with no obligation.
Free consultation
Book your free 30-minute security check
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- Month-to-month, no onboarding fees
- Phones answered 24/7
- Serving San Diego since 2006
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