About Firewall Valley

A boutique firm for the small mortgage broker.

We help mortgage brokers sort out the information-security audit mess, harden their Microsoft tenants, and find the right tools to do more loans — using agentic AI to do it for less, with a human expert reviewing every piece.

Why we exist

The hardest mortgage market in a generation met the fastest change in IT.

2023 through 2026 has been the most challenging stretch of mortgage lending in our lifetimes. Volume dropped, margins shrank, and small brokers were still expected to meet cybersecurity rules written for much larger institutions.

Meanwhile, the tools kept moving. Microsoft is constantly changing its tenants, its policies, its security features — and the names of its security features. Nobody could keep up. Brokers ended up paying for security they never switched on, and IT bills that didn't reflect any of the efficiency AI now makes possible.

Firewall Valley exists to fix that. AI does the heavy lifting — reviewing configurations, gathering evidence, drafting documentation — and our team of Microsoft experts reviews every result. You get better security and audit-ready paperwork for less than the old way cost.

We've been in your tenant before.

Over the years we've supported mortgage brokers in almost every way a technology partner can:

  • We've been their email administrators
  • We've configured their CRMs
  • We've built their websites
  • We've onboarded and offboarded their people
  • We've hardened their Microsoft tenants
  • We've helped them pass their cybersecurity audits

Throughout our careers we've worked with some of the best people in network engineering and Microsoft email deployment. We know what a mortgage company needs — and especially what it doesn't need in a market like this one.

Leadership

The founders

Travis Lewis

Co-founder

  • Microsoft 365 & Azure
  • NYDFS 23 NYCRR 500
  • Mortgage fintech
  • Vendor negotiation

Travis spent eight years at one of the leading managed services providers for the mortgage industry. He started in sales and worked his way through product management — writing deployment procedures, creating new services, and becoming the company's go-to expert on Microsoft 365 and Azure.

From there he built technology stacks for mortgage fintech companies including Aduvo and inGenius. Over the last decade in mortgage fintech he has attended more than 40 multi-day mortgage conferences and worked hands-on with the platforms brokers rely on every day — configuring services and building integrations for tools like PointCentral, ARIVE, Jungo, BNTouch, LendingPad and Floify.

Having worked for three different SaaS providers to the mortgage industry, Travis knows how vendors decide what their services are worth — and how a small broker can get more value from them.

He has firsthand experience helping New York mortgage brokers pass their cybersecurity audits, including sitting down with state examiners to explain how modern Microsoft cloud security actually works. When agentic AI arrived, he saw immediately what it meant for cybersecurity, compliance, infosec policy and risk assessments — and built Firewall Valley around it.

His technology career began in Mountain View, California — the heart of Silicon Valley — at E-Stamp, before the dot-com bust. He studied computer science in Los Altos Hills.

Lisa Harbaugh

Co-founder

  • Six Azure certifications
  • Azure infrastructure
  • Onboarding & offboarding
  • Mortgage operations

Lisa spent more than five years at a top retail mortgage company specializing in construction lending, where she managed employee onboarding and offboarding — the part of security most companies get wrong.

She met Travis when her company hired his firm to modernize its IT infrastructure. The two worked hand in hand for twelve months, moving the company off legacy on-premises servers and onto Microsoft Azure. They saw right away how well their skills complemented each other.

Lisa went on to earn six Microsoft Azure certifications and became a top Azure engineer at a large managed services provider serving accounting firms.

How we work

Three things we won't compromise on

AI drafts. People decide.

We use AI to save you money, and every document and recommendation is reviewed by a Microsoft expert before it reaches you.

No upselling

We tell you what you need and what you don't. Our reputation in this industry depends on straight answers, not on maximizing contract value.

Mortgage brokers only

Every recommendation is filtered through the reality of running a brokerage — your workflows, your vendors, your regulators.

Firewall Valley is a Vantir Group company.

Have questions? We're easy to reach.

Book a free consultation, or email us at info@firewallvalley.com.