Protecting merchant data on a broker team

Merchants hand brokers bank statements, phone numbers and sometimes much more. Treat it like it matters, because it does.

Five habits

1. 1Use secure upload links instead of email attachments where you can.
2. 2Turn on 2 step login for your CRM, email and lead accounts.
3. 3Give each rep their own login, and remove access the day they leave.
4. 4Keep files in one place, not scattered across laptops and phones.
5. 5Only collect what your funders need.

Have a plan for mistakes

If a file goes to the wrong person, know who decides what to do next and how the merchant is told.

Vendors count too

Ask your lead providers and CRM how they protect data and who can see it.

On BrokerSeat

BrokerSeat accounts use 2 step login and separate team logins, and lead details only show after you unlock. Read shared logins are costing you.