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11 Feb How a Mortgage Broker Protects Client Data with Managed EDR

Posted at 19:50h in Case Study, Financials, Show Case by

How a Mortgage Broker Protects Client Data with Managed EDR

Overview

Requirements:

  • Compliance with client data protection
  • Minimal impact on day-to-day performance
  • Protect and monitor activity on a work laptop

Challenges:

  • Managing security and operations as a sole trader
  • Finding the right solution without deep technical knowledge
  • Meeting cyber insurance and regulatory expectations without in-house IT

Solution:

  • Huntress Managed EDR deployed by IT AND GENERAL
  • Behaviour-based detection and response beyond traditional antivirus
  • Clear, actionable alerts, with ITG available to advise and support if needed
  • Quiet, low-overhead protection running in the background
EDR Lewis Picture

Lewis Payne, MD of Life & Mortgages:

I buy from people who understand their craft and can explain it clearly. That’s why I trusted IT AND GENERAL to recommend the right approach.
I feel more confident knowing I’m doing the right thing by my clients.
Huntress EDR by ITG
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Managed EDR service

Managed Endpoint Detection and Response (EDR) is an advanced cyber security solution that continuously monitors devices for malicious activity, isolates threats, and provides real time remediation managed by security professionals.

Life & Mortgages is a boutique advice practice authorised and regulated by the FCA, providing mortgage and protection advice to individuals and families. Led by Managing Director Lewis Payne, the firm works closely with clients to arrange mortgages and implement long term financial protection. Like many independent advisory practices, Life & Mortgages relies on its PCs to manage enquiries, applications, and highly sensitive client documentation.

This includes personal identification, financial records, income verification, and health related disclosures, all of which must be safeguarded to meet regulatory requirements and preserve client trust.

As a non technical business owner, Lewis did not want to assemble security tools himself or make assumptions about what constituted an adequate level of protection.

My main concern is making sure my clients’ data was genuinely safe, it’s not something you can afford to get wrong.

Lewis Payne, MD of Life & Mortgages

Implementing Huntress Managed EDR

IT AND GENERAL’s role was not just to install the EDR software, but to explain the risks, outline what was required, and recommend a setup that made sense for a small, regulated business.

Working with IT AND GENERAL, Lewis deployed Huntress Managed EDR on his primary Windows PC to meet cyber insurance expectations and add a stronger, behaviour-based security layer alongside traditional antivirus.

ITG followed and guided Lewis through the installation and configuration, ensuring the EDR was correctly set up, and validated that monitoring was running as expected.

Stronger protection with less day-to-day worry

With Managed EDR in place, Lewis now has continuous monitoring for suspicious activity that traditional antivirus can miss, including ransomware behaviour, hidden persistence, and credential misuse, with clear, actionable alerts if something looks wrong.

ITG remains available to help interpret alerts and guide next steps when needed, giving Lewis added confidence that sensitive client data is protected without the overhead of managing cyber security alone.

Secure client data with managed security. Let’s talk.