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Justin Kirsch

How to Supercharge Your Client Relationships by Integrating Encompass with Salesforce

5 min read

How to Supercharge Your Client Relationships by Integrating Encompass with Salesforce

Funded mortgage volume rose 15% year-over-year in January 2026, with the retail channel up 32%. More loans means more borrower relationships to manage. If your loan officers are switching between Encompass and Salesforce to track those...

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[FI] The Exploit Part 4

4 min read

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

BEC attacks cost U.S. businesses $2.8 billion in 2024, according to the FBI's Internet Crime Complaint Center. In Q2 2025, the average wire transfer...

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[FI] The Exploit Part 3

5 min read

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

In this article: The Live Proxy: More Than Stolen Credentials Inside the Perimeter: Surgical Precision No Alarms, No Alerts Protecting Your Digital...

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Best Practices for Configuring Microsoft 365 Email for Mortgage Offices

5 min read

Best Practices for Configuring Microsoft 365 Email for Mortgage Offices

In this article: Why Microsoft 365 Is the Standard for Mortgage Email Step-by-Step Configuration for Mortgage Offices Best Practices for Email...

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Migration Myths Busted: What You Need to Know About Moving Mortgage Data Seamlessly

5 min read

Migration Myths Busted: What You Need to Know About Moving Mortgage Data Seamlessly

A 2025 financial services cloud migration study found that 78% of organizations rate data migration as "very challenging." That number drops fast...

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[FI] The Exploit Part 2

5 min read

The Exploit: Anatomy of a Modern Cyber Heist Part 2: The Perfect Phish

In this article: The Bait: An Invoice That Looked Right The Hook: A Perfect Clone Behind the Curtain: What Actually Happened How the Phish Got So...

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Optimizing Client Communication in the Mortgage Industry with Office 365

5 min read

Optimizing Client Communication in the Mortgage Industry with Office 365

A multinational bank that deployed Microsoft Teams across 12,000 employees saw a 3.5x improvement in cross-department collaboration and a 42%...

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[FI] The Exploit Part 1

4 min read

The Exploit: Anatomy of a Modern Cyber Heist Part 1 - The Leak in the Shadows

In this article: The Setup: How Breaches Start on the Dark Web The Research Phase: Building a Target Profile The Lesson Hiding in Plain Sight How...

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