Managed IT for mortgage professionals

The technical side of your mortgage business, handled.

DNS, email deliverability, monitoring, backups and real human support — without the overhead of a full IT department.

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What we keep running for you

  • Domains & DNS
  • Email deliverability
  • Websites & landing pages
  • CRM data
  • LOS loan files

Your time, back

You're busy. You have a business to run.

Stop spending your hours on tech that doesn't grow your shop. Hand it to us and put that time back into the work only you can do.

We take off your plate

  • Chasing down why an email bounced
  • Renewing domains and certificates
  • Resetting passwords and fixing logins
  • Wondering whether last month’s backup worked
  • Waiting on hold with a software vendor

So you can get back to

  • Calling past clients about a refinance
  • Building referral partner relationships
  • Coaching your loan officers
  • Closing loans
Hand off the tech

Services

As much or as little as you need.

Start with one service or hand us the whole stack. Each one works on its own, so coverage fits your shop.

  • Support

    A real person on the other end.

    • Personal Tech SupportPer user

  • DNS

    Your domains, configured right and kept that way.

    • StandardUp to 5 domains
    • ProfessionalUp to 7 domains

  • Monitoring

    Know before your borrowers do.

    • Domain & WHOISContinuous
    • SSL CertificatesContinuous
    • Website Uptime24/7
    • Email AuthenticationOngoing

  • Backups

    Two copies. Six months. Zero guesswork.

    • Client CRMMonthly
    • Email HistoryWeekly
    • LOS Loan FilesWeekly

Data redundancy

Your client list is your business. Keep a copy you control.

Years of past borrowers, referral partners and conversation history are a large part of what a mortgage business is worth. That's your repeat business, your refinance pipeline and your reputation. If it disappeared tomorrow, how much of it could you rebuild?

Restore pointsExample

  1. Today, 6:00 AM

    CRM contacts · 4,218 records

    Latest

  2. Yesterday, 6:00 AM

    CRM contacts · 4,231 records

    Restorable

  3. Oct 12, 6:00 AM

    Mailbox · 38,904 messages

    Restorable

  4. Oct 5, 6:00 AM

    Mailbox · 38,511 messages

    Restorable

  • Locked out of your own account

    A compromised password, a lapsed admin, a suspended Google or Microsoft account, or a CRM vendor dispute. Your client history can sit behind a login you can no longer open.

  • AI tools with write access

    Assistants and automations connected to your inbox or CRM can misread an instruction, hallucinate a cleanup, and merge, overwrite or delete records at machine speed.

  • Deletions that sync everywhere

    A departing team member, a bad import or ransomware. Cloud apps faithfully sync the damage to every device, and trash folders quietly empty themselves after 30 days.

  • Your provider isn’t your backup

    Email and CRM platforms keep their service running. They generally don’t promise to restore your specific contacts, notes or threads from last month.

Independent, versioned backups, outside the platforms you use every day.

We keep separate copies of your email and CRM data that a lost login, a bad sync or an overeager AI can't reach, with history you can roll back to. We also test restores, so the backup is there when you need it. The goal is simple: no single mistake becomes a permanent loss.

Protect your data

Monthly consultation

A standing call about your business, not just your computers.

Once a month, we sit down with you to look at how technology is helping or getting in the way. You bring the questions. We bring an outside view from working with other mortgage shops and a clear recommendation, with no pressure to buy anything.

Monthly tech check-in

First Tuesday · 45 min · Video or phone

Example

Agenda

  1. 1Review of last month’s tickets and alerts
  2. 2Is the new e-sign tool worth it?
  3. 3Speeding up document collection
  4. 4Open floor

  • Technology solutions

    Weigh a new CRM, a POS integration or an AI tool against what you already pay for, before you sign a contract.

  • Workflow improvements

    Find the repetitive steps between application and closing that cost your team hours every week, and fix them.

  • Just talk shop

    Some months there’s no problem to solve. We talk about how tech is changing your market and where you want to be next year.

Brand & web

Look like the lender borrowers already trust.

Borrowers judge you before they ever call. We build a brand that feels established and stays consistent everywhere: your cards, your email, your listings. If you want, we can put it online for you too.

  • Logo suite: full, mark and light/dark versions
  • Color palette and type system
  • Business cards and email signatures
  • Social, listing and flyer templates
  • A short brand guide your whole team can follow

Brand kit

Example

Cascade Home Loans

NMLS #000000

Color

  • Primary
  • Forest
  • Sage
  • Slate

Type

AaGeist

Optional add-on

We build the site. We host it. You never think about it.

  • Designed around your new brand
  • Hosting, SSL and uptime monitoring included
  • NMLS and Equal Housing disclosures built in
  • Edits handled by us. Just send an email
Ask about a brand kit or website

How it works

Set up once. Looked after from then on.

  1. 01

    Discovery call

    A short conversation about your team, your domains, and the tools you rely on. No jargon, no pressure.

  2. 02

    Onboarding & deliverability check

    We audit your DNS and email setup — SPF, DKIM, DMARC — and fix what’s quietly hurting your inbox placement.

  3. 03

    Managed & monitored

    Configuration, backups and monitoring run in the background. You get alerts and summaries, not homework.

  4. 04

    A direct line when it matters

    When something breaks mid-closing, you call a real person who already knows your setup.

Aerial view of the Willamette River winding through a green Oregon valley
“Mortgage teams shouldn’t need an IT department to keep their website online and their emails out of spam.”
Portrait of Trevor LivingstonTrevor LivingstonFounder, Willamette Gateway

About

Small by design. Personal by default.

Willamette Gateway handles the day-to-day technical details that keep your website online, your emails reaching clients, and your domains protected — so you can stay focused on closing loans.

  • Mortgage-focused

    We work with loan officers, brokers and processors — so we already know what an LOS, a CRM and a closing deadline mean.

  • Real human support

    You get a direct line to the person doing the work. No tiers, no scripts, no ticket roulette.

  • Plain-English answers

    Clear options, clear explanations and predictable monthly pricing. If we can’t help, we’ll tell you.

FAQ

Good questions.

Get started

Tell us what you need. We’ll build the quote.

Published pricing is being finalized. In the meantime, choose the services you’re interested in and we’ll send clear, predictable monthly numbers for your team.

Need something else?

If your project, tool or issue doesn’t fit neatly into a plan, pick “Something else” and describe it. We’ll tell you honestly whether we can help.

Existing client with an emergency?

Use the direct phone line included with your plan for the fastest response.

Services you’re interested in