Mortgage Workspace Blog

Read about mortgage technology solutions topics

Introducing Mortgage BI, by Mortgage Workspace

11 min read

Introducing Mortgage BI, by Mortgage Workspace

In This Article What Is Mortgage BI? Why Mortgage Companies Need Purpose-Built BI The KPIs Mortgage BI Tracks Out of the Box Why Mortgage BI Runs on Power BI How Mortgage BI Fits the ABT Ecosystem Building Dashboards That Drive Action Data Security...

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Featured image for CFPB Compliance and Your Microsoft 365 Environment: What Mortgage Lenders Must Configure

15 min read

CFPB Compliance and Your Microsoft 365 Environment: What Mortgage Lenders Must Configure

In This Article How Your Microsoft 365 Configuration Impacts CFPB Compliance CFPB Data Retention Requirements Mapped to Microsoft 365 Microsoft...

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The hidden costs of IT complexity in mortgage operations showing fragmented systems, rising origination costs, and compliance risk

10 min read

The Hidden Costs of IT Complexity in Mortgage Operations—Part 1

In This Article The Real Cost of Tool Sprawl The Hidden Labor Tax The Integration Maintenance Trap Compliance Risk: The Complexity Multiplier What...

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Conditional access policies for mortgage companies

12 min read

Conditional Access Policies for Mortgage Companies: 2026 Best Practices

In This Article Why Conditional Access Is the Foundation of Mortgage Company Security Baseline Conditional Access Policies Every Mortgage Company...

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Overcoming the Challenges of Cloud Adoption in Mortgage Lending

7 min read

Overcoming the Challenges of Cloud Adoption in Mortgage Lending

In This Article The Cloud Adoption Gap in Mortgage Lending Challenge 1: Legacy System Integration Challenge 2: Secure Data Migration Challenge 3:...

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10 min read

The Hidden Costs of IT Complexity in Mortgage Operations—Part 2

In This Article Quick Recap: Where Complexity Hides Case Study: From Fragmented to Centralized Building Transparency Into IT Operations...

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The Future of Mortgage Operations: Cloud Migration Without the Headaches

8 min read

The Future of Mortgage Operations: Cloud Migration Without the Headaches

Fannie Mae's UAD 3.6 went into broad production on January 26, 2026. The mandatory deadline is November 2, 2026. Every appraisal report on loans sold...

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Inside AUS: How Automated Underwriting Systems Transform Lending

12 min read

Inside AUS: How Automated Underwriting Systems Transform Lending

In This Article What an Automated Underwriting System Does How AUS Technology Works: Three Stages The Data Pipeline Problem: Where MortgageExchange...

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Lending Software That Understands the Evolution of Loan Stacking Rules

11 min read

Lending Software That Understands the Evolution of Loan Stacking Rules

In This Article What Loan Stacking Is and Why Detection Keeps Failing The Quiet Period Problem Between Application and Closing Six Detection...

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Stop Falling for CRM Hype: What Smart Brokers Do Differently

17 min read

Stop Falling for CRM Hype: What Smart Mortgage Brokers Do Differently

In This Article The Hidden Cost of a Standalone CRM at a Mortgage Brokerage What You Already Own Inside Microsoft 365 Where Microsoft 365 Copilot...

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