Skip to the main content.

BI Reporting Dashboards

Realtime pipeline insights to grow and refine your learning operation

Mortgage BI®

Integrations for Banks & Credit Unions

Connect LOS, core platforms, and servicing system

MortgageExchange®

Productivity Applications

Deploy customized desktop layouts for maximum efficiency

SMART Email Signatures

App Pilot®

Virtual Desktops

Server Hosting in Microsoft Azure

Protect your client and company data with BankGrade Security

PointCentral Private Server Hosting

Mortgage Workspace Blog

Read about mortgage technology solutions topics

CFPB

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

12 min read

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

In this guide: How Your Microsoft 365 Configuration Impacts CFPB Compliance CFPB Data Retention Requirements Mapped to M365 DLP Policies for Consumer...

Read More
Conditional access policies for mortgage companies

10 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...

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

5 min read

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

The CFPB Stepped Back in 2025. State Regulators Did Not. When Acting Director Russell Vought froze CFPB operations in February 2025 and proposed 90%...

Read More