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Realtime pipeline insights to grow and refine your learning operation

Mortgage BI®

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Connect LOS, core platforms, and servicing system

MortgageExchange®

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Justin Kirsch

Deploying Microsoft Lighthouse for Broker-Dealer Compliance Standardization

4 min read

Deploying Microsoft Lighthouse for Broker-Dealer Compliance Standardization

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Tracking Your Mortgage Pipeline Like a Pro: Integrating Across Systems for Maximum Efficiency

3 min read

Tracking Your Mortgage Pipeline Like a Pro: Integrating Across Systems for Maximum Efficiency

Are you struggling to keep tabs on your mortgage pipeline? With mortgage professionals juggling various tasks—from processing applications and...

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The Mortgage Industry's Best Kept Secret: Automated Data Transfer for Faster Approvals

3 min read

The Mortgage Industry's Best Kept Secret: Automated Data Transfer for Faster Approvals

Think of the last time you submitted or processed a mortgage application. How long did it take to pull together the applicant’s financial data? Days?...

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Simplifying the POS to LOS Connection: How to Achieve Smooth Data Transfers in Mortgage Systems

3 min read

Simplifying the POS to LOS Connection: How to Achieve Smooth Data Transfers in Mortgage Systems

When it comes to mortgage systems, precision and efficiency are everything. Yet one common challenge mortgage professionals face is ensuring seamless...

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The Ultimate Guide to Connecting Encompass with Microsoft Dynamics for Seamless Workflow

3 min read

The Ultimate Guide to Connecting Encompass with Microsoft Dynamics for Seamless Workflow

Managing complex mortgage workflows doesn’t have to feel like a juggling act. By connecting Encompass and Microsoft Dynamics, you can streamline your...

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How to Supercharge Your Client Relationships by Integrating Encompass with Salesforce

3 min read

How to Supercharge Your Client Relationships by Integrating Encompass with Salesforce

For mortgage professionals, competing in a fast-paced industry means one thing: efficiency is everything. Clients expect seamless communication,...

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[FI] The Exploit Part 4

2 min read

The Exploit: Anatomy of a Modern Cyber Heist Part 4 - The Quiet Intruder

Three weeks had passed since Chad clicked that fateful link.

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How API-Driven Mortgage Software Helps You Build the Perfect Client Experience

3 min read

How API-Driven Mortgage Software Helps You Build the Perfect Client Experience

What’s the secret to standing out in the mortgage industry? It’s not just about competitive interest rates or faster closing times. It’s the client...

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[FI] The Exploit Part 3

2 min read

The Exploit: Anatomy of a Modern Cyber Heist Part 3 - The Clone Trap

Chad’s login credentials weren’t just stolen—they were live streamed. Not in the Netflix or Hulu sense but in that every keystroke, every click,...

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