Callero security review
A brokerage security review examines who can access client information, how data is handled and what happens when a service is interrupted. Use this checklist to evaluate your proposed Callero deployment with your security and compliance teams.
Confirm the controls, documentation and contractual commitments that apply to your configuration before launch. The questions below help define that review.
Discuss your requirementsStart with the people who can view, change or export client information. Review a realistic sales, operations and administrator role in the proposed configuration.
Map the information your brokerage collects, where it travels and which providers handle it. Include uploaded documents and voice recordings in the review.
Agree service expectations for the modules your team will use. A hosting provider's commitment may differ from the commitment covering your application or voice service.
Ask for current evidence covering the service and legal entity in your proposal. Check the scope, validity period and any exclusions before relying on a certificate or assessment.
Review the CRM, client portal, voice service and connected providers together. Assign responsibility for configuration, permissions and credentials at each integration boundary.
Agree how your team will report a service or security issue. Document escalation contacts and the information needed to investigate without unnecessarily sharing client data.
Start with CRM access and client records, then examine client onboarding, voice and recording requirements and connected systems. This makes the review specific to the work your team will perform.
Use the proposed configuration and written service terms as the basis for your review. Map client data, roles, integrations and recovery needs, then request supporting documentation and a demonstration of the relevant workflows.
Check the named legal entity, covered services, scope, issuer and validity dates. A certificate held by an infrastructure provider does not by itself establish that every application using that provider is certified.
Confirm them in the applicable proposal and service agreement. Review the measurement period, exclusions, maintenance windows, incident process and responsibilities for connected third-party services.
Bring a summary of your workflows, user roles, data categories, integrations and required service levels. Your security and compliance teams can then assess the proposed configuration and identify any requirements that need further evidence.
Share your operating requirements with Callero and agree which workflows and supporting documents to review.
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