Mortgage Workspace Blog

Read about mortgage technology solutions topics

Best Practices for Configuring Microsoft 365 Email for Mortgage Offices

12 min read

Best Practices for Configuring Microsoft 365 Email for Mortgage Offices

In This Article Why Microsoft 365 Is the Standard for Mortgage Email A Mortgage-Office Email Configuration Pattern Microsoft Defender for Office 365 and Microsoft Purview for Mortgage NPI Best Practices for Ongoing Email Management Why Secure Email...

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

9 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 when...

Read More
Optimizing Client Communication in the Mortgage Industry with Office 365

10 min read

Optimizing Client Communication in the Mortgage Industry with Office 365

In This Article Why Mortgage Client Communication Breaks Down Why the Native Microsoft 365 Communication Stack Beats Bolt-On CRMs How Microsoft 365...

Read More
From Chaos to Clarity: How Mortgage Data Interfaces Create Smooth Data Journeys

4 min read

From Chaos to Clarity: How Mortgage Data Interfaces Create Smooth Data Journeys

Freddie Mac's Loan Product Advisor users who fully adopted its data interface saw non-acceptable quality rates drop 40% compared to low-usage...

Read More
Breaking Down Barriers: How Mortgage Software Integration Reduces Operational Bottlenecks

4 min read

Breaking Down Barriers: How Mortgage Software Integration Reduces Operational Bottlenecks

Technology spend at large mortgage lenders runs 10-18% of operating expenses. Yet most of that investment sits in disconnected systems that create...

Read More
Improving Collaboration Between Teams with Cloud-Based Loan Origination

6 min read

Improving Collaboration Between Teams with Cloud-Based Loan Origination

The loan origination system (LOS) market is projected to reach $9.1 billion by 2030, growing at 10.5% annually. The driving force behind that growth...

Read More
Integrating Financial Services Cloud with Mortgage Platforms

8 min read

Integrating Financial Services Cloud with Mortgage Platforms

In This Article What Is a Financial Services Cloud Platform? Four Benefits for Mortgage Operations Technical Requirements for Integration...

Read More
How Microsoft 365 Can Help Lenders Stay Ahead of Regulatory Changes

8 min read

How Microsoft 365 Can Help Lenders Stay Ahead of Regulatory Changes

In This Article Regulatory Challenges Facing Mortgage Lenders in 2026 How Microsoft 365 Addresses Compliance Requirements Key Microsoft 365 Features...

Read More
 Migrating to Microsoft 365: A Step-by-Step Guide for Mortgage Professionals

9 min read

Migrating to Microsoft 365: A Step-by-Step Guide for Mortgage Professionals

In This Article Step 1: Assess Your Current Infrastructure Step 2: Plan Your Migration Strategy Step 3: Configure Accounts and Licensing Step 4:...

Read More
Revolutionizing the Mortgage Workspace: How Technology Is Reshaping the Industry

9 min read

Revolutionizing the Mortgage Workspace: How Technology Is Reshaping the Industry

In This Article Where Mortgage Operations Stand in 2026 MortgageWorkSpace: ABT's Productized Microsoft 365 Mortgage Platform Automation and Workflow...

Read More