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Read about mortgage technology solutions topics

Compliance

FHFA Anthropic AI vendor risk concept showing severed digital connection between government and AI

8 min read

FHFA Drops Anthropic: What AI Vendor Risk Means for Mortgage Lenders

On March 2, 2026, the Federal Housing Finance Agency terminated all use of Anthropic AI products across its operations, including at Fannie Mae and...

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Freddie Mac AI mandate compliance checklist concept showing governance shield and mortgage documents

10 min read

Freddie Mac AI Mandate Compliance Checklist: What Mortgage Companies Must Do Now

Freddie Mac Bulletin 2025-16, issued December 3, 2025, rewrote the rules for artificial intelligence in mortgage lending. As of March 3, 2026, every...

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Featured image for trid checklist article

13 min read

TRID Compliance IT Checklist for Mortgage Lenders

In this guide: TRID Compliance IT Checklist: What Your Systems Must Support Loan Estimate and Closing Disclosure Delivery Tracking Timing Rules: The...

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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...

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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...

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Speed versus compliance balance in mortgage credit origination with automated rule engines and Guardian monitoring

7 min read

Speed vs. Compliance: How MSPs Help Balance Both in Credit Origination Systems

In This Article Why Speed and Compliance Pull in Opposite Directions What MSPs Do Differently for Mortgage Origination Five Capabilities That Remove...

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

5 min read

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

Fannie Mae Updated QM Delivery Edits in January 2026. Are Your Dashboards Keeping Up? Fannie Mae updated its Qualified Mortgage delivery edits on...

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Deploying Microsoft Lighthouse for Broker-Dealer Compliance Standardization

4 min read

Deploying Microsoft Lighthouse for Broker-Dealer Compliance Standardization

Microsoft expanded Lighthouse's identity threat detection coverage in mid-2025, adding posture assessments for ADFS, ADCS, and Microsoft Entra...

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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...

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