Borrower data
Financial records on real devices
Loan files, income records, IDs, and bank statements often sit on laptops. Klevely turns device posture into evidence.
For mortgage brokers
Borrower data moves through your devices. Your security answers need proof behind them.
Klevely gives mortgage brokers timestamped device-posture evidence for encryption, screen lock, patching, antivirus presence, and monitoring. Use it when lenders, clients, carriers, or Safeguards reviews ask how devices are protected.
Why this page exists
High intent needs a short path.
Loan files, tax docs, bank statements, and identity records make mortgage workflows security-sensitive even when the team is tiny.
The fast path is the $49 pack: pay once, install the agent, let it collect posture evidence, then use the answer sheet for the device-security section. Monthly monitoring is there if they want the live dashboard after that.
The fit
Proof for the device-security questions.
Lender review
Answer security checks faster
When a lender, aggregator, or client asks about endpoint controls, you can point to a timestamped report.
Insurance
Support renewal attestations
Cyber-insurance questionnaires increasingly ask about encryption, patching, and endpoint protection. Klevely covers the device evidence slice.
Small team fit
Works without an IT department
Install the agent, enroll devices, and monitor posture without buying an enterprise compliance platform.
Scope
What Klevely does and does not claim.
Klevely produces device-posture evidence for the access-controls and monitoring elements of the FTC Safeguards Rule, 16 CFR 314.4(c)-(d). It is not a certification and it is not a substitute for the full written information security program.
Screen lock is labelled as an access control, not MFA. Antivirus presence is labelled as a baseline signal, not EDR. That honesty is the point: the evidence is useful because it is specific.
Common asks
Answers you can support with timestamps.
Can we prove laptop encryption?
Yes. Klevely records disk-encryption status per enrolled device.
Can we show monitoring frequency?
Yes. The agent checks device posture every 15 minutes while running.
Does this prove MFA?
No. Klevely does not attest MFA. It labels screen lock as a device access-control signal.
Can a broker use the $49 pack?
Yes. The pack gives 30 days of monitoring, an evidence report, and a questionnaire answer sheet.
What is at stake
The risk is delay, doubt, and a worse conversation.
How could this affect me directly?
If a client, carrier, examiner, or reviewer asks for device-security proof and you cannot show it, you may lose time chasing screenshots, delay a renewal or deal, and look less prepared than the work you actually do.
Is this about financial penalties?
Financial penalties and remediation costs are possible in broader regulatory failures, but Klevely should not be treated as penalty insurance. It helps with the evidence for device access controls and monitoring, which is one part of a wider security program.
What trust problem does it solve?
It replaces unsupported claims with a timestamped report. That matters when the person reading your answer is deciding whether your firm looks controlled, current, and serious with financial data.
Next step
Get the evidence before the next request lands.
Use the $49 pack when you need one focused answer sheet and 30 days of device-posture evidence. Keep monthly monitoring if this becomes a recurring client, carrier, or Safeguards review problem.