Mortgage 1st
A secure, scalable IT foundation for a fast-growing UK mortgage brokerage
Mortgage 1st is a fast-growing UK mortgage brokerage supporting a nationwide adviser network. As the business scaled and prepared for acquisitions, it required a more secure, compliant IT environment. Netprotocol delivered a cloud-hosted desktop platform and enhanced Microsoft 365 security, creating a stable foundation for growth.
The Challenge
Operating in a regulated financial services environment meant sensitive client data, compliance expectations and reputational risk were central considerations.
As the organisation expanded, it needed to:
- Strengthen data security and compliance controls
- Deliver a consistent, professional experience for advisers
- Support rapid onboarding of new team members
- Introduce structure and standardisation across devices and systems
The existing infrastructure was not designed to support a growing, mobile adviser workforce operating nationwide.
The Solution
Netprotocol implemented a phased transformation programme centred around:
A centralised cloud-hosted desktop platform
- Enhanced Microsoft 365 security controls, including MFA
- Structured onboarding and offboarding processes
- Unified data management and access policies
This created a single, secure environment accessible from anywhere, without relying on local device configurations whilst aligning with financial services compliance expectations.
(Full technical detail is available in the downloadable case study below).
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"Ensuring the complete safety of our clients’ confidential data is critical. I’m extremely pleased with the advice Netprotocol provided and the solution they implemented. We can now securely access our systems from anywhere, at any time, which is fantastic for our customers.”
Lisa Stones | Operations Director | Mortgage 1st
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