Mortgage Workspace Blog

Read about mortgage technology solutions topics

ABT (7)

Scaling Pains or Scaling Gains? IT Metrics That Predict Mortgage Growth Success

11 min read

Scaling Pains or Scaling Gains? IT Metrics That Predict Mortgage Growth Success

In This Article What Scalable Mortgage Technology Actually Means Why Scaling Failures Cost More Than Downtime Five IT Metrics That Predict Growth...

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Integrating LOS and CRM Platforms Without Breaking Your Data Stack

6 min read

Integrating LOS and CRM Platforms Without Breaking Your Data Stack

A 2024 MarketWise Advisors study found that lenders using integrated Encompass and CRM platforms saw a $1,056 increase in gross profit per loan. That...

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Visualize Presumption-of-Compliance Metrics Across Mortgage Pipelines in Power BI

10 min read

Visualize Presumption-of-Compliance Metrics Across Mortgage Pipelines in Power BI

In This Article What Is Presumption of Compliance? Why Power BI for Compliance Tracking Mortgage BI on Top of the MortgageExchange Data Layer...

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Interface Security Best Practices for Mortgage Application Platforms

9 min read

Interface Security Best Practices for Mortgage Application Platforms

In This Article What Interface Security Means for Mortgage Platforms Top Threats Targeting Borrower-Facing Interfaces MFA Done Right: Beyond Push...

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Is Your Interface CFPB-Proof? What Mortgage Teams Need to Know Before 2025 Hits

8 min read

Is Your Interface CFPB-Proof? What Mortgage Teams Need to Know About HMDA Compliance

In This Article HMDA Reporting Survives the CFPB Downsizing State Enforcement Is Expanding Fast Interface Data Collection Requirements for HMDA Fair...

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Tech Due Diligence for Fintech Mortgage Startups: An MSP’s Perspective

10 min read

Tech Due Diligence for Fintech Mortgage Startups: An MSP's Perspective

In This Article What Is Technical Due Diligence in Fintech? Why Mortgage Fintech Faces a Higher Bar Common Red Flags That Kill Deals How an MSP...

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Explore the pros, cons, and best practices of hosting mortgage tech in a hybrid cloud environment.

10 min read

The Hybrid Cloud Dilemma: Power Move or Risky Business for Mortgage Platforms?

In This Article What Hybrid Cloud Means for Mortgage Lending Four Benefits That Matter to Mortgage Platforms Where Hybrid Cloud Goes Wrong The...

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Building a Faster Home Loan Process Through Encompass Interface Customization

14 min read

Building a Faster Home Loan Process Through Encompass Interface Customization

In This Article Why Encompass Interface Design Directly Affects Loan Speed Why MortgageExchange Is the Layer That Actually Makes the Home Loan...

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Smarter Access, Safer Audits: Using Just-in-Time Admin for Mortgage Compliance

10 min read

Smarter Access, Safer Audits: Using Just-in-Time Admin for Mortgage Compliance

In This Article The Standing Access Problem in Mortgage IT How Just-in-Time Admin Access Works Microsoft Entra ID PIM: The JIT Engine for Mortgage...

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Data-Driven Learning Dashboards for Mortgage Education and Compliance Using Power BI

10 min read

Data-Driven Learning Dashboards for Mortgage Education and Compliance Using Power BI

In This Article Why Spreadsheet Tracking No Longer Works What Learning Dashboards Reveal That Spreadsheets Cannot Mortgage BI on the MortgageExchange...

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