We take Data Security Seriously

All employees go through extensive security checks before they become an
employee of CLPC. A privacy policy document is reviewed and signed by all
employees and within 30 days of employment, they are required to complete
the Data Storage Security Best practices and Australian Privacy Act course.


When an employee leaves there’s full removal of access and reset of Multi-Factor Authentication for Virtual Desktop Machines.


All files are reviewed by relevant team leaders and onshore management to ensure high levels of quality assurance.


Regular monthly spot checks and file audits are conducted with full reporting available on incident and data breaches.


Regular training and team meetings are held to maintain employee knowledge of broker sector and industry compliance updates.

Mortgage Broker CRMs

  • FLEX
  • Mercury
  • MyCRM
  • Infynity
  • ApplyOnline
  • Loanapp
  • Salestrekker
  • Broker Engine


Office 365 data is securely backed up to another secure cloud location using Avepoint. There are also retention policies in place on all Exchange and SharePoint Online services to retain all deleted data for a period of 7 years. The backup runs 4 times a day at 3am, 9am, 3pm and 9pm. All company data is stored securely in SharePoint Online in Australian data centres. There are DLP policies in place to warn users when they are sharing personally identifiable information (e.g. credit card, bank accounts) with external parties. Retention policies have been put in place to retain deleted data for a period of 7 years.