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Taming Your Leads: A Mortgage Pro's Guide to Dynamics 365
Microsoft's Opportunity Research Agent goes generally available in March 2026. It monitors active deals for risk signals: stalled stages, borrower...
microsoft office 365
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Rewriting the Rules: How Microsoft AI is Revolutionizing Mortgage Underwriting
Freddie Mac Bulletin 2025-16 takes effect March 3, 2026. It is not guidance. It is a requirement. Any seller or servicer delivering loans to Freddie...
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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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Optimizing Client Communication in the Mortgage Industry with Office 365
A multinational bank that deployed Microsoft Teams across 12,000 employees saw a 3.5x improvement in cross-department collaboration and a 42%...
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How Microsoft 365 Can Help Lenders Stay Ahead of Regulatory Changes
In this article: Regulatory Challenges Facing Mortgage Lenders in 2026 How Microsoft 365 Addresses Compliance Requirements Key Microsoft 365 Features...
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Migrating to Microsoft 365: A Step-by-Step Guide for Mortgage Professionals
91% of financial services executives now consider cloud-first infrastructure important for growth. For mortgage companies still running on-premise...
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Microsoft 365 for Mortgage Industry: The Complete Guide
In This Article Security: Protecting Borrower Data at Every Stage Compliance: Meeting GLBA, FTC, and State Requirements Communication: Keeping...
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Using Microsoft 365 Solutions Elevate Success for Mortgage Firms
Microsoft released a new compliance assessment for financial services Copilot deployments in January 2025. The Homebuyers Privacy Protection Act took...