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Comprehensive Licensing: Empowering Your Mortgage Business

Microsoft 365 Guardian simplifies the complex world of licensing by bundling essential Microsoft 365 licenses tailored for mortgage companies. With built-in tools, productivity applications, and robust security features, these licenses lay the foundation for an efficient, compliant, and secure work environment.

Comprehensive Licensing Solutions

1. Essential Microsoft 365 Licenses Included
   Each Guardian plan comes with the licenses your organization needs to run its operations securely and productively. These include Microsoft 365 Business Premium or E3 licenses, with the option to upgrade to E5 for advanced capabilities.

2. Streamlined License Management
   Guardian helps you assign, monitor, and optimize licenses, ensuring every user has access to the tools they need while minimizing waste from unused licenses.

3. Integrated Applications
   Access the full Microsoft 365 suite, including Word, Excel, PowerPoint, Teams, and Outlook, all enhanced with advanced collaboration and communication features.

4. Scalability for Growth
   As your organization grows, Guardian ensures your licensing adapts seamlessly, providing flexibility to scale with your business.

5. Compliance-Ready Capabilities
   Licenses include Microsoft Compliance Manager to help your organization evaluate and manage compliance requirements effectively. Additional tools, such as Microsoft Purview, can be added for tailored compliance needs, making Guardian ideal for meeting state and federal regulations.

6. Cost Transparency
   With licenses included in the Guardian plans, there’s no need to juggle separate agreements or unexpected costs. Everything is clearly outlined and optimized to your budget.

Key Benefits of Microsoft 365 Licensing with Guardian

1. Mortgage-Specific Tailoring
   Designed with mortgage companies in mind, Guardian ensures the licenses align with the industry’s unique demands for security, compliance, and productivity.

2. Reduced Complexity
   By bundling licenses with Guardian plans, you eliminate the hassle of managing multiple providers and agreements, freeing up time and resources.

3. Ongoing Optimization
   Proactive monitoring ensures licenses are always assigned where they’re needed most, reducing waste and maximizing ROI.

4. Enhanced Collaboration
   The included Microsoft 365 apps foster seamless communication across teams, from loan officers to IT departments, driving efficiency in every interaction.

5. Future-Ready Flexibility
   As Microsoft releases updates and new features, your licensing evolves to keep your organization ahead of the curve without additional administrative burden.

Why It Matters
Microsoft 365 licensing is the foundation of your organization's productivity and security. By integrating licensing directly into Guardian plans, you gain more than just access to Microsoft tools—you gain a streamlined, optimized solution that supports your growth, reduces waste, and enhances your competitive edge.

Fortifying Your Mortgage Business

Microsoft 365 Guardian’s Security and Compliance Configurations are designed to create a secure, efficient, and compliant environment tailored to mortgage companies' unique needs. With pre-configured settings and ongoing updates, Guardian ensures your business is protected against evolving threats while meeting industry regulations.

Key Benefits of Security and Compliance Configurations with Guardian

1. Regulatory Confidence
   Be audit-ready at all times with pre-configured and continuously updated compliance safeguards tailored to the mortgage industry.

2. Enhanced Data Protection
   Protect sensitive borrower information with robust data loss prevention, identity protection, and endpoint security measures.

3. Proactive Threat Mitigation
   Stay ahead of cybersecurity risks with automated configurations and monitoring that reduce vulnerabilities across your environment.

4. Time Savings for IT Teams
   Streamlined configurations reduce the manual workload, allowing your IT team to focus on strategic initiatives instead of repetitive tasks.

5. Secure Growth
   As your company scales, Guardian ensures your security and compliance measures grow with you, providing a secure foundation for expansion.

Comprehensive Security and Compliance Configurations

1. Mortgage-Specific Compliance Safeguards
   Pre-configured settings address state and federal compliance requirements, including NYDFS, CFPB, and California Consumer Privacy Act (CCPA) mandates, streamlining adherence to complex regulations.

2. Identity Protection
   Configure and enforce Multi-Factor Authentication (MFA), Conditional Access Policies, and Identity Protection rules to guard against unauthorized access and ensure the integrity of sensitive borrower data.

3. Data Loss Prevention (DLP)
   Implement policies to monitor, detect, and protect against the unintentional sharing of confidential information, ensuring borrower and business data remains secure.

4. Device Security Configurations
   Lock down endpoint devices with security policies for Windows, iOS, and Android, including BitLocker encryption, antivirus settings, and automated updates.

5. Microsoft Compliance Manager
   Gain insight into your compliance posture with actionable recommendations to meet industry-specific requirements. Purview licenses, available as an add-on, provide enhanced compliance monitoring and reporting.

6. Application Security
   Configure secure access and usage policies for essential mortgage applications like Encompass by ICE, safeguarding against data breaches and unauthorized use.

7. Secure Collaboration
   Ensure secure sharing of files and communications with Microsoft Teams, SharePoint, and OneDrive, all configured to prevent external data leaks.

8. Email Protection
   Defend against phishing and malware attacks with pre-configured Microsoft Defender for Office 365 settings, safeguarding your organization’s most vulnerable communication channels.

9. Customizable Solutions (Plans 2 and 3)
   Tailor security and compliance configurations to meet your business’s specific needs. From state-specific compliance setups to advanced security measures, we help you stay ahead of threats.

10. Continuous Updates (Plans 2 and 3)
    Security and compliance configurations are proactively updated to adapt to evolving threats and regulatory changes, ensuring your environment remains protected and compliant.

Why It Matters
Security and compliance are not optional in the mortgage industry—they are essential. Microsoft 365 Guardian's configurations empower your organization to meet and exceed these requirements effortlessly, reducing risk, saving time, and building trust with your borrowers. By automating complex tasks and staying proactive against emerging threats, Guardian lets you focus on closing deals, not chasing compliance issues.

Streamline Your Operations

Microsoft 365 Guardian’s Automation and Productivity Enhancements are designed to empower mortgage companies by reducing manual workloads, improving efficiency, and unlocking the potential of modern AI tools. These enhancements allow your teams to focus on high-value tasks while ensuring smoother operations and better outcomes for both employees and customers.

Key Features of Automation and Productivity Enhancements

1. Reduced Onboarding and Offboarding Time
   Automate employee onboarding and offboarding processes with pre-configured workflows. Ensure accounts, licenses, and devices are correctly set up or deactivated in record time, minimizing downtime and security risks.

2. Proactive License Optimization
   Continuously monitor and adjust Microsoft 365 license usage to match your company’s actual needs, avoiding unnecessary costs and ensuring resources are efficiently allocated.

3. Optimized AI Integration
   Maximize the potential of Microsoft’s AI-powered tools, including Copilot, with streamlined configurations designed for faster adoption and better performance across your organization.

4. Built-in Compliance Safeguards
   Seamlessly integrate automation with compliance protocols, reducing errors and maintaining a secure, compliant workflow that meets regulatory requirements.

5. Enhanced Productivity Reporting (Optional with Guardian Productivity Insights)
   Gain actionable insights into team productivity with detailed reporting on application usage, work patterns, and performance trends. Optimize workloads and spot opportunities for improvement.

6. Document Guardian (Learn more at Document Guardian)
   Simplify the management and protection of sensitive documents with secure, automated workflows that integrate seamlessly with Microsoft 365 tools.

7. App Pilot (Learn more at App Pilot)
   Automate application updates and security patches to ensure your mortgage-specific tools are always running efficiently and securely, without manual intervention.

8. Time-Saving Meeting Automation
   Leverage pre-configured scheduling tools in Microsoft Teams to optimize collaboration and reduce time spent on scheduling and managing meetings.

9. Streamlined File Collaboration
   Ensure documents are shared, reviewed, and updated securely with automated permissions and version control in OneDrive and SharePoint.

10. Automated Updates and Monitoring
    Ensure all devices and applications are kept up to date automatically, minimizing vulnerabilities and improving overall system performance.

Key Benefits of Automation and Productivity Enhancements

1. Faster Processes, Smarter Teams
   Reduce time spent on repetitive tasks, allowing your employees to focus on value-driving activities that improve customer experiences.

2. Cost Efficiency
   Optimize license use and automate redundant workflows, resulting in significant cost savings over time.

3. Future-Ready Tools
   Ensure your teams are prepared for emerging technologies like AI and machine learning with optimized setups that enhance tool performance.

4. Regulatory Confidence
   Integrate automation with compliance protocols, ensuring adherence to regulations without extra effort from your team.

5. Seamless Collaboration
   Enable teams to work more effectively with automated collaboration tools that reduce friction and enhance communication.

Why It Matters
In the fast-paced mortgage industry, productivity can make or break success. Microsoft 365 Guardian ensures that your company operates at its peak by automating workflows, streamlining operations, and optimizing tools for maximum efficiency. Whether it's onboarding employees faster, reducing IT workload, or enabling powerful AI-driven insights, Guardian makes productivity the backbone of your business growth.

Proactive Protection for Your Microsoft 365 Environment

Microsoft 365 Guardian provides advanced monitoring and response capabilities, ensuring your environment remains secure while minimizing the impact of potential threats. Tailored for the mortgage industry, these features are designed to protect sensitive borrower data and support compliance with stringent regulations.

Benefits of Security Monitoring and Response

1. 1. 24/7 Security Monitoring
      Keep your environment secure with round-the-clock monitoring for suspicious activity, unauthorized access, and policy violations. Real-time alerts help identify issues before they escalate, giving you peace of mind.

   2. Customizable Threat Notifications
      Receive tailored notifications that prioritize critical threats, enabling IT teams to respond quickly and efficiently. Alerts can be sent to designated administrators, ensuring that the right people are informed at the right time.

   3. Incident Response by Plan Level

      • Plan 1: Alerts are forwarded to your designated admin for resolution.
      • Plan 2: Includes 15 minutes of free response during regular business hours, helping address issues promptly.
      • Plan 3: Provides unlimited response and after-hours support, offering full incident management for your organization.

   4. Built-in Remediation Steps
      Automatically resolve common issues with preconfigured remediation workflows. For more complex threats, detailed guidance is provided to help IT teams address vulnerabilities effectively.

   5. Enhanced Security Insights
      All plans include access to Guardian Security Insights, offering a detailed view of your security posture. For organizations with over 50 users, weekly 30-minute review meetings are included to discuss findings, highlight vulnerabilities, and plan remediation strategies.

   6. Audit Trail and Reporting
      Maintain a comprehensive record of security events and resolutions, simplifying compliance audits and demonstrating a proactive approach to cybersecurity.

   7. Advanced Detection with AI-Powered Tools
      Leverage Microsoft Defender and Azure Active Directory tools to detect and neutralize advanced threats, such as phishing attempts and ransomware attacks, before they impact your business.

   8. Endpoint Monitoring and Control
      Ensure all devices accessing your network are secure and compliant. Real-time monitoring detects unauthorized or unmanaged devices and provides actionable insights to protect your environment.

   9. Proactive Threat Hunting
      For Plans 2 and 3, Guardian actively scans your environment for emerging threats and potential vulnerabilities, allowing your team to address risks before they become critical.

   10. Tailored Alerts for Mortgage-Specific Risks
       Monitor industry-specific vulnerabilities, such as phishing schemes targeting borrower data or compliance gaps in document sharing. Alerts are designed to protect sensitive mortgage workflows.

Why It Matters
Guardian’s Security Monitoring and Response capabilities are more than just a safety net—they’re a proactive solution designed to keep your business running smoothly. By minimizing downtime, reducing risk, and ensuring regulatory compliance, Guardian becomes an indispensable partner in your cybersecurity strategy.

Tailored Assistance for Every Microsoft 365 Guardian Plan

With Microsoft 365 Guardian, technical support is designed to meet the unique needs of mortgage companies, providing everything from basic guidance to full-service IT management. This ensures your organization runs smoothly, no matter which Guardian plan you choose.

Key Benefits of Guardian’s Technical Support

1. Mortgage-Specific Expertise
   With years of experience serving the mortgage industry, Guardian’s support team understands the unique challenges of mortgage IT environments, including compliance requirements and borrower data security.

2. Cost-Effective Scalability
   Plans are tailored to meet the support needs of businesses of all sizes, allowing you to choose the level of service that aligns with your budget and operational requirements.

3. Proactive License and Account Management
   Ensure licenses are assigned efficiently, reducing waste and keeping your team productive without unnecessary overhead.

4. Streamlined IT Workflows
   From device configurations to account management, Guardian simplifies complex IT tasks, freeing up your team to focus on strategic initiatives.

5. Support for Advanced Features
   Receive assistance with advanced configurations, including Purview compliance tools and integration with Guardian Security Insights, ensuring your environment remains secure and compliant.

6. 24/7 Incident Response (Plan 3)
   For businesses that require constant availability, Guardian’s Plan 3 offers round-the-clock support to address issues as they arise.

Comprehensive Technical Support Across Plans

1. Plan 1: Essential Support with Flexibility

   • Unlimited Systems Support: Get help with technical issues related to your Microsoft 365 environment.
   • Billable Assistance: For PC issues, user training, and administrative tasks, support is available at a competitive rate.
   • Self-Managed Option: Ideal for IT teams that prefer to handle ongoing configurations while relying on Guardian for system-level expertise.
     
     

2. Plan 2: Enhanced Assistance

   • First 15 Minutes Free: Enjoy 15 minutes of complimentary support for each call during regular business hours.
   • Flexible Options for Longer Support Needs: Calls exceeding 15 minutes are billed at a standard technical support rate, offering affordable scalability.
   • Proactive Guidance: Helps bridge the gap between self-managed and fully managed IT services.
     
     

3. Plan 3: Fully Managed IT Support

   • Unlimited Technical Support: No restrictions on call length or the number of issues.
   • White Glove Onboarding and Offboarding: Create a seamless experience for new hires and departing employees with meticulous account setup, license management, and device provisioning.
   • Full IT Management: We act as your IT team, managing all accounts, devices, and configurations to keep your operations streamlined and secure.
   • After-Hours Support: Receive assistance outside of regular hours to ensure uninterrupted service during critical times.

Why It Matters
Reliable technical support is the backbone of any successful IT strategy. Microsoft 365 Guardian provides the expertise and flexibility needed to keep your systems running smoothly, empowering both IT teams and executives to focus on growth and productivity.

Proactive Security for Your Business

Guardian Security Insights empowers organizations with clear, actionable visibility into their security posture. By providing detailed reports and tailored recommendations, it helps mortgage companies stay ahead of potential threats, close compliance gaps, and maintain operational security. With Guardian Security Insights, you gain the tools and insights necessary to make informed decisions and build a secure foundation for your business.

Key Features of Guardian Security Insights

1. Comprehensive Security Reports
   Receive 12 detailed security reports, covering areas like MFA compliance, device health, stale accounts, and Conditional Access Policies. These reports give you a full snapshot of your organization’s current security posture.

2. Proactive Risk Identification
   Highlight unmanaged devices, outdated policies, and other vulnerabilities before they become threats. Insights are designed to help your team prioritize and address risks quickly.

3. Weekly 30-Minute Review Meetings (Included with Plans for Companies with 50+ Users)
   Collaborate with security experts to review your environment, interpret reports, and plan actionable next steps to maintain a strong security posture.

4. Integrated Compliance Monitoring
   Align your organization with industry regulations like CFPB, GLBA, and GDPR through actionable recommendations and continuous monitoring.

5. Actionable Alerts and Follow-Ups
   Stay informed with clear alerts about emerging risks, combined with step-by-step recommendations to mitigate issues.

6. Customizable Security Posture Targets
   Set goals for your organization’s security health and measure progress over time using built-in benchmarking and historical trend analysis.

7. MFA Compliance Reporting
   Go beyond Microsoft’s basic MFA reporting to identify users who appear compliant but have failed to complete full MFA registration, exposing genuine risks.

8. Device Health Monitoring
   Gain visibility into the state of your devices, ensuring operating systems, applications, and endpoint protections are up-to-date and secure.

9. Enhanced Compliance Reporting (Optional with Microsoft Purview Licenses)
   Leverage advanced compliance tools like Microsoft Compliance Manager to fine-tune security strategies and meet state-specific requirements.

10. Accountability Through Scorecards
    Use dynamic scorecards with letter grades and trends to foster accountability between IT teams and leadership, aligning everyone around shared security goals.

Key Benefits of Guardian Security Insights

1. Simplified Decision-Making
   Gain clarity on your organization’s security posture with easy-to-read reports and actionable insights that streamline decision-making.

2. Proactive Risk Mitigation
   Stay one step ahead of threats by identifying and addressing vulnerabilities before they can be exploited.

3. Improved Compliance
   Meet industry regulations and customer expectations with tailored recommendations to close compliance gaps.

4. Alignment Between IT and Leadership
   Use weekly review meetings and dynamic scorecards to ensure collaboration and accountability across teams.

5. Ongoing Security Optimization
   Build a culture of continuous improvement with tools that track and measure progress toward your security goals.

Why It Matters
Mortgage companies handle sensitive customer data and must adhere to strict compliance standards. Guardian Security Insights provides the visibility and expertise to navigate these challenges confidently. Transforming raw security data into actionable intelligence helps organizations protect their customers, secure their operations, and align their teams toward a shared vision of security excellence. With Guardian Security Insights, you’re not just reacting to threats—you’re proactively building resilience. For the complete details on Guardian Security Insights, check out the webpage here: https://mortgageworkspace.com/guardian-security-insights