Data Security: Clean Desk Policy

Cheryl Knowlton:             Hi, everybody. Thanks for coming back to episode two of Data Security, Cheryl Knowlton with Clay Johnson.

Clay Johnson:                    Hey, guys.

Cheryl Knowlton:             Okay. Next up, let’s talk about the clean desk policy.

Clay Johnson:                    Yes. That’s something that we actually have in writing. I think it is so important with any mortgage company because we’re, again, we’re dealing with such highly sensitive information. We have where we need to every time that we step away from our desks, you talked about that, lock it up, but secondly, especially when we’re leaving at night, that there’s no highly sensitive information left on our desks. That would be things like tax returns, bank statements, pay stubs, social security, W2s all that stuff.

Cheryl Knowlton:             Mm-hmm (affirmative).

Clay Johnson:                    It’s making sure that we’re taking all that, putting it away and everything has a home. In fact, if you go to our corporate offices when you walk in an underwriter’s, there’s no paper anywhere. It’s a hundred percent paperless at the corporate level, which is just awesome and completely secure.

Cheryl Knowlton:             Absolutely essential. So, talk about being audited.

Clay Johnson:                    Yeah so-

Cheryl Knowlton:             Everyone’s favorite word.

Clay Johnson:                    … Well, we’ll get this occasional visit from one of our compliance folks. They’ll come to our office and they’ll just kind of walk around, take a look at things and just see how it’s looking. If there’s something that you have in violation of policy, they’ll let us know. They’ll give us an opportunity to correct that and make sure that we’re on track, so really important stuff.

Cheryl Knowlton:             Absolutely. Very important that you follow the same procedures in your business and partner with an amazing lender who’s going to take good care of your client’s data. We’ll see you in the next episode.