Vendor Management

Why Lenders Choose Us

Within the dynamic landscape of providing products and services to the lending community, it is imperative to underscore the importance of strong vendor management. As a Managing General Agent, Lee & Mason bears the responsibility of protecting our client’s data while ensuring consistent service. Our data security measures are SOC 2 compliant and work within the framework of FFIEC guidelines.

Lee & Mason relies upon trusted vendors to provide a wide range of services.  We understand the need to continuously perform risk assessment and proper due diligence for all vendors that are critical to our programs. These efforts are commensurate with the identified risk. Building and sustaining quality vendor relationships enhances our ability to serve our clients, while protecting the NPI in our care.   Keeping focus on an evolving regulatory environment is central to our vendor management policy. To that end, our SOC 2 Type 2 is led by Freed Maxick, CPA’s, PC and our scheduled penetration tests are performed by Wolf & Company, PC.  In addition to our robust internal testing, we utilize independent consultants to help harden specific systems and infrastructure throughout each year. 

In the ever-changing world of financial services, where risks are abundant and regulations stringent, our approach to vendor management becomes not just a necessity, but a cornerstone of our operational excellence.

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Vendor Management