Modernizing IT Operations for a Growing Mortgage Lender

This case study outlines the challenges faced by a growing U.S. mortgage lender with over 200 employees, including limited internal IT staff, aging hardware, and rising cybersecurity and compliance demands. To address these issues, the company adopted a co-managed IT model, which provided strategic oversight and outsourced execution. NexusTek implemented a complete infrastructure refresh, replacing outdated servers and backup systems, and deployed Microsoft 365 to enhance communication and collaboration. The case study details the improvements in cybersecurity measures, including the implementation of Microsoft Azure Active Directory and advanced email filtering, alongside employee training. The outcomes included enhanced protection against cyber threats, reliable engineering support with 24/7 help desk coverage, and strategic IT planning guided by a virtual Chief Information Officer (vCIO). The modernization efforts have positioned the lender for future growth while ensuring stability and compliance in its operations.