Mortgage Workspace Blog

Read about mortgage technology solutions topics

DLP and the Role of Technology in Modern Mortgage Compliance

5 min read

DLP and the Role of Technology in Modern Mortgage Compliance

A 2025 Forrester study found that organizations using Microsoft Purview DLP achieved a 30% reduction in data breach likelihood. For mortgage lenders handling Social Security numbers, bank statements, and tax returns on every loan file, that number...

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Bridging IT and Compliance in the Mortgage Industry with Microsoft Solutions

5 min read

Bridging IT and Compliance in the Mortgage Industry with Microsoft Solutions

The 2025 mortgage compliance landscape saw the most significant regulatory shift in years. The CFPB's enforcement operations froze in early 2025...

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

4 min read

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

A regional lending team doubled loan volume in one year after integrating their LOS and CRM. They did not add headcount. They stopped entering the...

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

5 min read

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

Mortgage origination costs exceed $11,000 per loan. A chunk of that cost comes from manual data handling: processors re-entering borrower...

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

5 min read

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

The mortgage industry loses an estimated 45% of loan applications to fallout before closing. A significant portion of that fallout traces back to...

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

5 min read

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

The loan origination software market hit $6.58 billion in 2025 and is projected to reach $7.35 billion in 2026. That growth is driven by one thing:...

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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...

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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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