SOVEREIGN PULSE
MANDATE SEC CYBER-SECURITY DISCLOSURE REQUIREMENTS ACTIVE
INTEL GPT-5 READINESS: PURVIEW CONFIGURATION REQUIRED
RISK TOKEN THEFT ATTEMPTS INCREASE 400% IN FINANCIAL SECTOR
UPDATE HIPAA/PHI DATA BOUNDARIES ENFORCED VIA PURVIEW DSPM
BATTLE-TESTED 750+ MORTGAGE LENDERS PROTECTED BY GUARDIAN
MANDATE SEC CYBER-SECURITY DISCLOSURE REQUIREMENTS ACTIVE
INTEL GPT-5 READINESS: PURVIEW CONFIGURATION REQUIRED
RISK TOKEN THEFT ATTEMPTS INCREASE 400% IN FINANCIAL SECTOR
UPDATE HIPAA/PHI DATA BOUNDARIES ENFORCED VIA PURVIEW DSPM
BATTLE-TESTED 750+ MORTGAGE LENDERS PROTECTED BY GUARDIAN
NATION’S LARGEST TIER 1 CSP FOR MORTGAGE | VALIDATE YOUR TENANT GRADE
Your AI Future Depends on
Your AI Future Depends on
IT Sovereignty.
Information Technology Sovereignty:
Total institutional control over infrastructure, identity, data, integrations, intelligence, and AI governance.
Secure Microsoft 365 Infrastructure and Licensing.
Stop building the future on broken plumbing. We go beyond co-managed IT and act as the specialized architect for your internal teams. Leveraging our status as a Microsoft Tier 1 Direct Partner, we consolidate licensing and harden security for the lenders we actively serve, creating the sovereign foundation required for trusted AI.
CO-MANAGED MORTGAGE IT • MICROSOFT CLOUD SECURITY
LOS INTEGRATIONS • AI AND BI AUTOMATION
AI READINESS PROTOCOL
INITIALIZING...
SECURE MORTGAGE ECOSYSTEM
Windows
M365
Azure
Copilot
Infrastructure Sovereignty
We combine Tier 1 Microsoft licensing with our Guardian security baseline so your tenant is hardened before you scale.
Infrastructure
SCRAMBLING...
We combine Tier 1 Microsoft licensing with our Guardian security baseline so your tenant is hardened before you scale.
Connectivity Sovereignty
Secure LOS integrations that move loan data into Microsoft Cloud workflows without manual re-entry.
LOS Connectivity
SCRAMBLING...
Secure LOS integrations that move loan data into Microsoft Cloud workflows without manual re-entry.
Intelligence Sovereignty
Live visibility into security and operational performance so you can find friction before it becomes cost.
Intelligence
SCRAMBLING...
Live visibility into security and operational performance so you can find friction before it becomes cost.
Governance Sovereignty
Mortgage-safe AI boundaries, audit trails, and data controls so Copilot can be deployed without oversharing risk.
Governance
SCRAMBLING...
Mortgage-safe AI boundaries, audit trails, and data controls so Copilot can be deployed without oversharing risk.
OFFICIAL TIER 1 DIRECT PARTNER
PROTECTING 750+ LENDERS
INSTITUTIONAL AUTHORITY
Trusted by the Nation's Largest
Lenders, Banks & Credit Unions.
Lenders, Banks & Credit Unions.
TIER 1 MICROSOFT CLOUD SOLUTION PROVIDER (CSP)
LARGEST CSP IN MORTGAGE INDUSTRY
SOC 2 TYPE 2 CERTIFIED
FFIEC / GLBA COMPLIANT
750+ FINANCIAL INSTITUTIONS
CLOUD NATIVE SINCE 1999
ZERO TRUST ARCHITECTURE
AI-READY INFRASTRUCTURE
SECTOR 1 | INFRASTRUCTURE SOVEREIGNTY
MICROSOFT SOLUTIONS PARTNER
The Hardened
Tenant Protocol.
Default settings in Microsoft 365 licensing leave critical mortgage security gaps. We do not just sell seats. We engineer the Zero Trust perimeter. Our Tier 1 deployment process hardens your infrastructure before you go live, blocking legacy threats and enforcing device integrity by default.
GET YOUR TENANT GRADE// INTERACTIVE_MORTGAGE_PROTOCOL_
Identity (Entra ID)
ZERO TRUST BASELINE
MORTGAGE IMPACT
Neutralizes account compromise and supports GLBA identity control requirements.
> PROTOCOL: Phishing-resistant MFA, Conditional Access, Token session defense.
Endpoints (Intune)
COMPLIANCE LOCKED
MORTGAGE IMPACT
Ensures remote loan officer and processor devices are encrypted, patched, and policy compliant.
> PROTOCOL: BitLocker, compliance baselines, automated patching.
Data (Purview)
DLP ENFORCED
MORTGAGE IMPACT
Identifies and shields NPI inside loan folders from oversharing and shadow AI exposure.
> PROTOCOL: Sensitivity labels, DLP tuning, unified audit logging.
LIVE EXAMPLE: HOW ABT CONTROLS COMPLEX HANDOFFS
Integrity controls
Before core and AI consume
Required fields
Format checks
Schema mapping
Exception path
Operational control
Exception queue
Audit trace
Reconciliation ready
ICE Mortgage Technology | Encompass
RISK CONTROL
Keeps LOS changes aligned to reduce re-entry drift before downstream handoffs.
> PROTOCOL: Encompass Developer Connect API.
Mortgage Cadence | MCP
RISK CONTROL
Normalizes origination events so downstream systems receive consistent payloads.
> PROTOCOL: secured integration contract.
Calyx | Path
RISK CONTROL
Reduces duplicate entry and keeps key attributes consistent across handoffs.
> PROTOCOL: API or export bridge.
PRODUCTION
SOURCES
SOURCES
VALIDATION GATE
VALIDATION GATE
A Mortgage Exchange control point. Applies handoff rules before data lands downstream.
> CONTROLS: required fields, format validation, exception routing.
Fiserv | DNA
RISK CONTROL
Validated payloads reduce posting defects and reconciliation exceptions.
> PROTOCOL: secure gateway plus API contract.
Cenlar | New Loan Boarding
RISK CONTROL
Cleaner boarding handoffs reduce servicing exceptions and support churn.
> PROTOCOL: validated boarding payloads.
Data Warehouse | Power BI
RISK CONTROL
A single source of truth supports reporting, oversight, and grounded AI.
> PROTOCOL: Azure SQL or Snowflake plus Power BI.
CONNECTED
ECOSYSTEM
ECOSYSTEM
SECTOR 2 | CONNECTIVITY SOVEREIGNTY
INTERFACES BY ABT
RISK CONTROL
Reduce Re-entry Risk.
Control the handoffs.
When systems are not connected, teams compensate with manual re-entry. That creates drift, defects, and downstream exceptions. We engineer secure interfaces across the mortgage lifecycle, including Core, Servicing, Documents, Wires, Warehouse, BI, CRM, and Accounting.
RISK REMOVED
From re-entry
- Hand keyed re-entry
- Mismatched fields and drift
- Posting and reconciliation defects
- Boarding and servicing exceptions
- Audit and complaint exposure
LOS ICE Mortgage Technology | Encompass
LOS Mortgage Cadence | MCP
LOS Calyx | Path
CORE Fiserv | DNA
CORE Jack Henry | Symitar Episys
SERV Cenlar | New Loan Boarding
SERV Dovenmuehle | DMI Loan Servicing
DOCS FIS | FCM
WIRE Alacriti | Alacriti Wire
LOS ICE Mortgage Technology | Encompass
LOS Mortgage Cadence | MCP
LOS Calyx | Path
CORE Fiserv | DNA
CORE Jack Henry | Symitar Episys
SERV Cenlar | New Loan Boarding
SERV Dovenmuehle | DMI Loan Servicing
DOCS FIS | FCM
WIRE Alacriti | Alacriti Wire
CRM Salesforce
CRM HubSpot
CRM Jungo
CRM Total Expert
DATA Data Warehouse | Power BI
DATA Advantage Systems | AMB
DOCS Microsoft | SharePoint Online
AI Microsoft | Copilot Studio
CRM Salesforce
CRM HubSpot
CRM Jungo
CRM Total Expert
DATA Data Warehouse | Power BI
DATA Advantage Systems | AMB
DOCS Microsoft | SharePoint Online
AI Microsoft | Copilot Studio
Supported systems manifest Mortgage Exchange by ABT View
Origination systems
Applied Business Software | The Mortgage Office (TMO)•
BlueSage | LOS•
ByteSoftware | BytePro•
Calyx | CalyxPoint•
Calyx | Path•
Constellation | MortgageBuilder•
Dark Matter | Empower•
Finastra | MortgageBot•
Hawthorn River | Commercial LOS•
ICE Mortgage Technology | Encompass•
Integra | Epic•
MeridianLink | Mortgage•
MeridianLink | OpenClose•
Mortgage Cadence | Loan Fulfillment Center•
Mortgage Cadence | MCP•
MortgageFlex | LoanQuest•
Origence | Origence•
QuantumReserve | QuantumReserve
Core systems
Correlation | Keystone•
CSI | NuPoint•
Data Center Inc (DCI) | iCORE 360•
Finastra | Phoenix•
FIS | Horizon•
FIS | OpenDCI (Bankway)•
FIS Global | Horizon XE•
Fiserv | DataSafe•
Fiserv | DNA•
Fiserv | Precision•
Fiserv | Premier•
Fiserv | Spectrum•
Fiserv | XP2•
Jack Henry | CIF 202•
Jack Henry | CORE Director•
Jack Henry | Silverlake•
Jack Henry | Symitar Episys•
Nymbus | CORE•
Ultra Data | Ultra Data CORE
Servicing, documents, wires
Cenlar | Cenlar New Loan Boarding•
Core Financial Software | Servicing Director•
Dovenmuehle Mortgage, Inc. | DMI Loan Servicing•
FICS | Mortgage Servicer•
Midwest Loan Services | Midwest Loan Services•
TruHome Solutions | TruHome Mortgage Servicing•
FIS | FCM (FIS Content Management)•
Fiserv | Director•
Jack Henry Associates | Synergy•
Alacriti | Alacriti Wire•
Fiserv | Payments Exchange (formerly WireXchange)•
Jack Henry | DirectLine Wires
CRM, data, accounting, AI and BI
Salesforce | CRM•
HubSpot | CRM•
Jungo | Mortgage CRM•
Total Expert | Mortgage CRM•
Advantage Systems | AMB (Accounting for Mortgage Bankers)•
Data Warehouse | Azure SQL or Snowflake•
BI | Power BI•
Documents | SharePoint Online•
AI | Copilot Studio
SECTOR 3 | INTELLIGENCE SOVEREIGNTY
Actionable Intel.
Surfacing the Unseen.
Guardian eliminates the blind spots. We analyze over 1,200 unique telemetry points—from Identity Risk to Process Velocity—ensuring your institutional pulse is strong, compliant, and fully auditable.
This console mirrors the 12-point Guardian Security Insights report—so every “signal” below maps to a real, repeatable finding your team can review and remediate. View Guardian Insights
SECURITY
WHAT YOU'RE SEEING
Identity + device risk surfaced into report-ready findings (MFA gaps, policy exclusions, stale accounts, admin exposure).
Mapped to your Guardian Insights report. Open the report view.
PRODUCTIVITY
WHAT YOU'RE SEEING
License and workflow inefficiency translated into recoverable spend + operational throughput.
Guardian Insights connects usage telemetry to savings. See how.
AI GOV
WHAT YOU'RE SEEING
Audit readiness for AI: what was asked, what was returned, and what was blocked or redacted—so compliance can sign off.
Modeled as “Accepted Risks → Evidence.” Learn more.
STATUS: MONITORING // HOVER TO INSPECT
|| PAUSE
THREAT HUNTING
Initializing scan...
CORRELATION LAYER
Guardian correlates identity, device, and policy signals into the exact categories your report tracks—so leadership sees findings, not noise.
EXECUTIVE INTEL
Correlating Identity, Endpoint, and Cloud signals to predict breaches.
GUARDIAN INSIGHTS → TURN THIS INTO AN EXECUTIVE SUMMARY
PRIMARY_KPI
INTEGRITY GRADE
—
ANALYZING...
PRIMARY KPI
Headline risk or savings metric—mapped to a corresponding Guardian Insights report finding.
SECONDARY_KPI
MOMENTUM PULSE
—
SYNCING...
SECONDARY KPI
Supporting evidence metric—used to quantify impact and prioritize remediation.
GUARDIAN INSIGHT
—
—
LIVE_TELEMETRY_STREAM
GUARDIAN INSIGHT
MODE: SECURITY
GUARDIAN_OS v9.1
Status: LIVE
SECTOR 4 | GOVERNANCE SOVEREIGNTY
Real-Time AI Fortification.
Simulation: Default Microsoft 365 vs. a Guardian Hardened Environment. Watch how policy, permissions, and audit trails change what AI can safely do inside mortgage workflows.
UNGOVERNED COPILOT AGENT
STATUS: LOAN_DATA_EXPOSURE
Microsoft Copilot
AGENT: SHADOW_ASSIST_v4 [UNVERIFIED]
|
GOVERNED COPILOT AGENT
STATUS: AUDIT_LEDGER_ACTIVE
Microsoft Copilot
AGENT: TRUSTED_MWS_AGENT [VERIFIED]
|
|| PAUSE SIMULATION
INITIALIZE AI READINESS SCAN
ROLES • LOAN DATA • DOCUMENTS • AUDIT TRAILS
Initialize Deployment
Select Your Authorization Path.
01. Tenant Grade
Request a full security baseline hardening evaluation.
02. Automation ROI
Calculate ROI on LOS and Microsoft 365 integrations.
03. AI Readiness
Identify data oversharing risks before deploying Copilot.
UPLINK_STATUS: STANDBY
MODE: INFRASTRUCTURE AUDIT
> UPLINK ESTABLISHED. DEPLOYMENT CONFIRMED.
Your Intelligence Briefing has been routed to the Decision Desk. A Solutions Architect has been assigned to your sector and will establish contact shortly.