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Welcome Ensuring Your File Sharing & Email Solutions Are Secure and Compliant Hosts: Josh Bopp Rebekah Stevens Paisley Coxsey President Account Manager Relationship Manager focusIT focusIT focusIT

Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

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With ever expanding regulation and the threat of internet attacks it is more important than ever to have a secure and compliant file sharing solution. focusIT, Inc has developed a cloud based file share system specifically for Mortgage companies and professions. It is a turn key solution that ensures all your corporate files and client interactions are secure and compliant. You can get started today, just visit http://www.focusitinc.com/pulse-secureshare

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Page 1: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Ensuring Your File Sharing & Email Solutions

Are Secure and CompliantHosts:

Josh Bopp Rebekah Stevens Paisley CoxseyPresident Account Manager Relationship ManagerfocusIT focusIT focusIT

Page 2: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Compliance Now Includes Ensuring Borrow Data, in all Forms, is Secure

Today’s mortgage environment is vastly different than when most file sharing and email solutions were initially implemented

Keeping borrower data safe is now core to every mortgage operation and key to staying compliant

Showing how borrower information is shared with outside parties is now a key step in compliance audits

Page 3: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Today’s Common Information Sharing Methods:

Email

USB Drives

Cloud Drives

Page 4: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Mortgage Professionals Way of Thinking and Handling Borrower Files Must Change

I’ll just email the W2…

Page 5: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 1: Email

The Evolution of Email:

Email has assumed the role of being the primary data and file transport system for most enterprises

Email attachments have grown

Sensitive borrower information is often included inside attachments

Page 6: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 1: Email

Challenges with Email:

Attachment size restrictions

Unencrypted borrower data

Use of personal Webmail accounts

Retention policies

Page 7: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 1: Email

Solutions to Email Challenge:

Utilize secure sharing solution for large files

Deploy policy-based encryption

Enforce company policy against personal email accounts

Deploy archiving

Page 8: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 2: USB Drives

The Evolution of Physical Media:

USB drives provide easy, reliable mobile computing

Unaffected by file size limits

Sensitive borrower information is often stored

Page 9: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 2: USB Drives

Challenges with USB drives:

Scattered data across multiple locations

Unencrypted borrower data

Highly susceptible to loss, damage or stolen borrower data

Page 10: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 2: USB Drives

Solutions to USB drive Challenges:

NEVER USE USB DRIVES!!!

Page 11: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 3: Cloud Drives

Evolution of Cloud Sharing Solutions:

Solves encryption issues

Solves mobility issues

Solves file size issues

Page 12: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 3: Cloud Drives

Challenges of Cloud Sharing Solutions:

Data leakage

Audit policies

Retention policies

Page 13: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Method 3: Cloud Drives

Solutions to Cloud Sharing Challenges:

Deploy central, company-wide cloud drive solution

Ensure company-wide solution enforces auditing rules consistent with mortgage compliance standards.

Ensure retention policies keep all files for a minimum of 5 years

Page 14: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

The New Priority #1: Security

Employees Want Easy Access to Borrower Information Any Place, Anytime, Anywhere

Page 15: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

The New Priority #1: Security

Decision Makers Want Secure, Compliant Solutions Protecting Borrower Information

Page 16: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

The New Priority #1: Security

Recap—Solutions to Business Challenges:

Deploy policy-based encryption to corporate email platform

Deploy archiving solution to corporate email platform

Deploy company-wide cloud drive solution that complies to mortgage compliance standards

Page 17: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

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Our Solution: SecureShare & Secure Email

Page 18: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Our Solution: SecureShare& Secure Email

Strict adherence to mortgage compliance regulations

Easy to manage and use

Setup and managed by a partner you already know and trust with your PointCentral data

Cost effective

Page 19: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

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Demo: SecureShare & Secure Email

Page 20: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant

Welcome

Q&AContact Us:

focusIT, Inc Sales Team(480) 346-1299 opt. [email protected]

Demo Sign-up: http://www.focusitinc.com/pulse-secureshare-demo-signup

Page 21: Ensuring Your Mortgage File Sharing Solution is Secure and Compliant