Skip to content

Case Study:

A Growing Mortgage Lender

NexusTek provides the company a co-managed IT relationship that gives their in-house technology leaders control over IT strategy, while NexusTek takes care of time-consuming projects and infrastructure management.

location icon

Western U.S.

employees icon

200+ employees

company icon

Privately Held

industry icon



Microsoft 365 icon

Deployed Microsoft 365 across all locations to support communication and collaboration.

secure data icon

Strengthened protection against phishing and other forms of social engineering attacks.

Workstation icon

Improved IT performance and security by refreshing servers and other outdated hardware.


Founded a decade ago, this mortgage lending company prioritizes integrity in its services. Rapid growth prompted the need for efficient IT scaling to match expansion. Despite possessing in-house executive-level IT expertise, limited staffing hindered the deployment of new systems and ongoing infrastructure management. To focus on customers, the company sought to co-manage IT, aiming to retain control over strategic planning while outsourcing projects, cybersecurity, and day-to-day infrastructure tasks. Legacy infrastructure required updates, including tape-based disaster recovery and aging hardware components.


NexusTek facilitated the customer’s infrastructure update, modernizing servers, hardware components, and laptops while aiding expansion into new locations by setting up servers, networking, and integrating environments. Microsoft 365 deployment was widespread, managed under NexusTek’s licensing. Comprehensive cybersecurity measures included Microsoft Azure AD implementation, email protection, and security awareness training. Data backup was revamped through advanced disaster recovery implementation. The customer secured reliable IT operations with NexusTek’s Complete IT Services, including a dedicated onsite engineer, and enhanced strategic technology leadership with 8 hours of monthly vCIO services.


In a productive co-managed IT partnership with NexusTek, the customer aligns their infrastructure with strategic vision. Microsoft 365 deployment aids finance professionals in collaborative communication across branches, with NexusTek managing licensing. Hardware updates, guided by NexusTek engineers, enhance security and productivity, while access to a dedicated engineer and 24/7 help desk assures swift issue resolution. Security, vital for safeguarding sensitive data, is bolstered through email filtering, employee training, and Azure AD, granting control over network access and data privacy. NexusTek’s vCIO offers expert consultation for critical IT decisions, guiding policy development and cybersecurity measures, crucial for the financial industry. NexusTek’s scalable solutions accommodate acquisitions and expansions, ensuring consistent and seamless IT infrastructure deployment across branches, supporting smooth mortgage lending operations.

Are You Looking to Establish IT Infrastructure for Your Business?

IMPORTANT INFO About Global CrowdStrike Outage