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Information Security Compliance

Add security and compliance to Microsoft 365

BI Reporting Dashboards

Realtime pipeline insights to grow and refine your learning operation

Mortgage BI®

Integrations for Banks & Credit Unions

Connect LOS, core platforms, and servicing system

MortgageExchange®

Productivity Applications

Deploy customized desktop layouts for maximum efficiency

SMART Email Signatures

App Pilot®

Virtual Desktops

Server Hosting in Microsoft Azure

Protect your client and company data with BankGrade Security

PointCentral Private Server Hosting

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
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.

BUILD YOUR AI FOUNDATION
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...
Connectivity Sovereignty
Secure LOS integrations that move loan data into Microsoft Cloud workflows without manual re-entry.
LOS Connectivity SCRAMBLING...
Intelligence Sovereignty
Live visibility into security and operational performance so you can find friction before it becomes cost.
Intelligence SCRAMBLING...
Governance Sovereignty
Mortgage-safe AI boundaries, audit trails, and data controls so Copilot can be deployed without oversharing risk.
Governance SCRAMBLING...
OFFICIAL TIER 1 DIRECT PARTNER PROTECTING 750+ LENDERS
INSTITUTIONAL AUTHORITY
Trusted by the Nation's Largest
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
VERIFYING...
MORTGAGE IMPACT
Neutralizes account compromise and supports GLBA identity control requirements.
> PROTOCOL: Phishing-resistant MFA, Conditional Access, Token session defense.
Endpoints (Intune) COMPLIANCE LOCKED
SCANNING...
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
INDEXING...
MORTGAGE IMPACT
Identifies and shields NPI inside loan folders from oversharing and shadow AI exposure.
> PROTOCOL: Sensitivity labels, DLP tuning, unified audit logging.
MORTGAGE EXCHANGE® PROTOCOL UPLINK ACTIVE
Integrity controls Before boarding and posting
Required fields Required fields Validates boarding-critical fields are present before the servicing or core handoff. Example: escrow setup flags, payment frequency, and boarding identifiers. > CONTROL: rules + exception routing when fields are missing. Format checks Format checks Catches formats that commonly cause boarding rejects or posting defects. Example: date formats, numeric precision, and platform enumerations. > CONTROL: validation rules at the handoff boundary. Schema mapping Schema mapping Maps values into the destination schema so fields land correctly. Example: escrow amount, payment method, and next due date fields. > CONTROL: consistent mapping reduces mismatch drift.
Exception path Operational control
Exception queue Exception queue Holds defects for review instead of silently passing them downstream. Example: missing escrow setup triggers a boarding hold. > CONTROL: hold and release after validation. Audit trace Audit trace Records what changed and why. Example: who corrected a boarding field, when it was revalidated, and when it was sent to servicing. > CONTROL: traceable handoffs support audit readiness. Reconciliation ready Reconciliation ready Reduces mismatches that drive downstream reconciliation work. Example: servicing balances align more cleanly with core posting entries. > CONTROL: normalized values reduce exception churn.
ICE ENCOMPASS
RISK CONTROL Keeps LOS changes aligned to reduce re-entry drift before post-closing handoffs. > PROTOCOL: Developer Connect API (REST).
MERIDIANLINK
RISK CONTROL Reduces duplicate entry and keeps borrower and credit data consistent across channels. > PROTOCOL: MeridianLink API / Data Export.
SALESFORCE / POS
RISK CONTROL Tightens POS to LOS handoff to reduce mismatched fields that later impact boarding. > PROTOCOL: CRM REST API + Logic Apps.
PRODUCTION
SOURCES
VALIDATION GATE
VALIDATION GATE Applies handoff rules before data lands in Core Banking or Servicing, reducing boarding and posting defects. > CONTROLS: required fields + format validation + exception routing.
MORTGAGE EXCHANGE® HUB Normalizes data into a consistent schema to support cleaner post-closing handoffs. > PROTOCOL: MISMO 3.4 / 3.5 XML Transformation.
CORE BANKING
RISK CONTROL Validated payloads help reduce posting and reconciliation defects. > PROTOCOL: API Gateway to FIS / Fiserv.
SERVICING PLATFORMS
RISK CONTROL Cleaner handoffs help reduce boarding errors and downstream servicing exceptions. > PROTOCOL: Passport API / Bulk Integration.
AI & BI ENGINE
RISK CONTROL Integrated data supports oversight and operational dashboards. > PROTOCOL: Vector Index + Power BI Direct.
CONNECTED
ECOSYSTEM
SECTOR 2 | CONNECTIVITY SOVEREIGNTY MORTGAGE EXCHANGE® RISK CONTROL

Reduce Re-entry Risk.
Control the handoffs.

Hand keying and re-entry can introduce defects in boarding, posting, and audits. Mortgage Exchange® validates system-to-system handoffs into Core Banking, Servicing, and AI/BI, supporting stronger data integrity and operational control.

RISK REMOVED From re-entry
  • Hand-keyed re-entry
  • Mismatched fields / drift
  • Boarding errors to servicing
  • Posting / reconciliation defects
  • Audit & complaint exposure
CALCULATE RISK-REDUCTION ROI
SECTOR 3 | INTELLIGENCE SOVEREIGNTY

Actionable Intel.
Surfacing the Unseen.

Guardian eliminates the blind spots. We analyze over 1,200 unique telemetry points, from Endpoint Health to LOS Latency, ensuring your Microsoft 365 environment is secure, compliant, and optimized for loan production.

INITIALIZE LENDER AUDIT
SECURITY
PRODUCTIVITY
AI GOV
STATUS: MONITORING // HOVER TO INSPECT
|| PAUSE
LIVE_THREAT_TOPOLOGY
THREAT HUNTING Initializing scan...
GUARDIAN TELEMETRY ENGINE Continuous triangulation of Security, Productivity, and AI Governance signals to ensure total mortgage sovereignty.
EXECUTIVE INTEL Correlating signals to protect Borrower NPI.
TARGET: SOVEREIGN MORTGAGE PERIMETER M365 • AZURE • ENCOMPASS • SSO
PRIMARY_KPI
INTEGRITY GRADE ANALYZING...
SYSTEM INTEGRITY Real-time analysis of session token integrity.
SECONDARY_KPI
MOMENTUM PULSE SYNCING...
MFA ENFORCEMENT Verifying phishing-resistant authentication.
LIVE_TELEMETRY_STREAM
GUARDIAN_OS v6.3 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.

UPLINK_STATUS: STANDBY MODE: INFRASTRUCTURE AUDIT
> UPLINK ESTABLISHED. DEPLOYMENT CONFIRMED.

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