Financial Brokers IT
Keep applications, client conversations and submissions moving. IT Networks supports financial and mortgage brokers in Melbourne and Perth with managed IT, secure access, application-vendor coordination and practical continuity planning.
A broker’s day moves between client meetings, CRM records, lender portals, identification documents and time-sensitive submissions. A device fault or access issue can affect several parts of that workflow at once.
We help brokerage owners and operations teams manage the underlying IT environment with clearer support responsibilities. We consider office and remote users together, with controls around the sensitive documents and communications your team handles.
Day-to-day assistance for accounts, devices and connectivity, with recurring issues investigated.
Support the infrastructure and access behind CRM, lender portals, document tools and application workflows.
Review Microsoft 365, managed devices and authorised access for brokers working between locations.
Plan connectivity, workstations and office changes around the applications your team uses.
Review identity, email, endpoint and document-sharing controls for your brokerage.
Map critical data and dependencies, check recovery coverage and agree restoration priorities.
We work with the systems you already use, including broker CRM, lender and aggregator portals, document signing, Microsoft 365 and secure file sharing. We coordinate application-specific issues with vendors and confirm supported versions before changes.
Your back-office environment may also include MYOB, Xero, QuickBooks, Reckon, CCH or BGL tools. We review those alongside your core broker workflow so support responsibilities are clear across the business.
Client financial records and identification documents move between brokers, support staff and external organisations. We help review where files are stored, how they are shared and what happens when a staff member changes role or leaves.
Our Bundoora and Burswood teams provide local coordination for brokerages in Melbourne and Perth. We combine remote support, planned onsite work and scoped projects, with service coverage agreed around your staff, offices and client workflows.
Explore our broader support for financial organisations.
Review security priorities across accounts, systems and client data.
Support for insurance operations, claims and policy workflows.
Technology services for accounting and advisory practices.
We consider lender portals, client documents and application dependencies together, helping your team resolve the IT issues that interrupt submissions.
We help manage account access, document sharing and device security around the personal and financial records your clients entrust to you.
Our Bundoora and Burswood teams provide local contacts, combining remote assistance with onsite work agreed around your firm.
We help you scope access, connectivity and equipment as your firm grows, with costs and responsibilities clear before changes begin.
Address recurring access and device issues across the client journey.
Coordinate IT and application suppliers through an agreed support process.
Know which systems and records matter most when an outage occurs.
Feedback from our clients across Australia
Founder & CEO
Jim Kay is a seasoned entrepreneur and the founder and CEO of IT Networks, a consultancy that specialises in delivering corporate-grade IT solutions and cybersecurity services to small and medium-sized enterprises across Australia. As a member of the Australian Institute of Company Directors, Jim combines his extensive background in electronics with a wealth of business experience gained from owning and operating multiple ventures.
Technical Services Director
As a co-owner, Kim is dedicated to enhancing operational efficiency and delivering innovative IT solutions that empower clients. With a Bachelor of Engineering and certifications as a Microsoft Certified Systems Engineer (MCSE), Cisco Certified Network Professional, and Cisco Certified Voice Associate, Kim brings a wealth of technical expertise to his role. He is also passionate about leveraging artificial intelligence to streamline workflows and improve productivity,
Tell us about your systems, people and priorities. Our Melbourne and Perth teams will help define the next step and prepare a proposal for your organisation.
