Welcome Esuring Your File Sharing Solution is Secure and Compliant Hosts: Josh Bopp Rebekah Stevens Paisley Coxsey President Account Manager Relationship Manager focusIT focusIT focusIT

Welcome Security is Priority #1

Welcome Compliance Now Includes Ensuring Borrow Data, in all Forms, is Secure Today’s mortgage environment is vastly different than when most file sharing solutions were initially implemented Keeping client data safe is now core to every mortgage operation Showing how files are shared with outside parties is now a key step in compliance audits

Welcome Mortgage Professionals Way of Thinking and Handling Borrower Files Must Change I’ll just the W2…

Welcome Today’s Common File Sharing Methods: USB Drives Cloud Drives

Welcome Method 1: The Evolution of has assumed the role of being the primary data and file transport system for most enterprises attachments have grown Sensitive borrower information is often included inside attachments

Welcome Method 1: Challenges with Attachment size restrictions Unencrypted borrower data Use of personal Webmail accounts Retention policies

Welcome Method 1: Solutions to Challenge: Utilize secure sharing solution for large files Deploy policy-based encryption Enforce company policy against personal accounts Deploy archiving

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

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

Welcome Method 2: USB Drives Solutions to USB drive Challenges: NEVER USE USB DRIVES!!!

Welcome Method 3: Cloud Drives Evolution of Cloud Sharing Solutions: Solves encryption issues Solves mobility issues Solves file size issues

Welcome Method 3: Cloud Drives Challenges of Cloud Sharing Solutions:  Are there audit trails?  Is borrower data properly retained?  Is corporate alerted if data is compromised?  Which company files are in employees’ “Dropbox” folders?  What to do when employees suddenly leave with company files in their “Dropbox” folder?

Welcome The New Priority #1: Security Today’s Mortgage Environment Leaves Zero Tolerance Relative to Security Lapses Safeguarding borrower data is paramount to every mortgage operation Regulatory compliance now mandates proper safeguards are in place for all borrower information Record retention requirements are lengthier than ever

Welcome The New Priority #1: Security Employees Want Easy Access to Borrower Information Any Place, Anytime, Anywhere  Business requirements are directly opposite to compliance needs  IT departments must ensure remote workers use stringent authentication and permission rights  Also must ensure data privacy and security at all times

Welcome Concerns to Ask Any Software as a Service Provider  Does the solution provide proper recordkeeping for confidential data storage, retention and accessibility (GLBA compliance)?  Does it ensure end-to end encryption of data?  Does it reside within SAS 70 and SSAE 16 compliant data centers?  Does it provide adequate uptime service guarantees?

Welcome Our Solution: SecureShare

Welcome Our Solution: SecureShare Provides One Option to Solve the Compliance Challenge Strict adherence to mortgage policies and government regulations Easy to manage and use (Cloud storage for mortgage companies) Setup and managed by a partner you already know and trust with your PointCentral data Cost effective

Welcome Q&A Contact Us: focusIT, Inc Sales Team (480) opt. 2 Demo Sign-up: