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ABT Blog

Read about mortgage technology solutions topics

8 min read

How a Loan-Guideline Agent Inside Microsoft 365 Copilot Changes the Way Mortgage Staff Work

In This Article What a Loan-Guideline Agent Does (and Does Not Do) How the Agent Works Inside Your Microsoft 365 Tenant Why Lenders and Credit Unions Are Building These Agents Now ABT MortgageGuide: A Purpose-Built Example The Three Roles That...

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9 min read

Is Your Copilot Memory Examiner-Ready? Three Governance Gaps Banks and Credit Unions Must Document

In This Article Why Copilot Memory Is a Governance Question Gap 1: Standard Purview Retention Policies Do Not Cover Copilot Memory Gap 2: Copilot...

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20 min read

AI Governance Assessment for Financial Institutions: The 25-Point Checklist for Banks, Credit Unions, and Mortgage Companies

In This Article The Examiner Question Most IT Directors Cannot Answer What Actually Changed in 2026 Five Microsoft 365 Surfaces That Already Govern...

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8 min read

How to Personalize Microsoft 365 Copilot Cowork with SKILL.md Files

In This Article What Is a SKILL.md File? A Worked Example: Credit Union Member Inquiry Routing The Starter Skills Microsoft Includes with Cowork How...

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12 min read

Insider Risk Management for Financial Institutions

In This Article The blind spot in most financial-institution security programs What insider risk actually means: the three kinds of insider Why data...

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9 min read

Copilot Chat vs. Microsoft Copilot Cowork: What Carries Over, and What Does Not

In This Article What Each Surface Actually Does What Carries Over from Chat to Cowork What Does NOT Carry Over Side-by-Side Feature Comparison What...

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8 min read

Microsoft 365 Copilot personalization: the settings most teams never touch

In This Article The Four Controls, Explained The Enhanced Personalization Master Switch What "Data Stays in the Mailbox" Actually Means The...

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Microsoft 365 Copilot data governance for financial institutions: one click contained by strong governance

12 min read

SearchLeak (CVE-2026-42824): The One-Click Microsoft 365 Copilot Flaw and the Governance Lesson for Financial Institutions

Varonis disclosed SearchLeak (CVE-2026-42824), a one-click Microsoft 365 Copilot data-exfiltration flaw. Microsoft fixed it server-side; the durable...

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Microsoft 365 Copilot Cowork for mortgage lenders and financial institutions

12 min read

Your New AI Coworker: Microsoft 365 Copilot Cowork, and How a Mortgage Lender Actually Uses It

In This Article What Copilot Cowork Actually Is Demo 1: A Pipeline Briefing That Posts Itself to Teams Demo 2: Borrower Follow-Ups You Approve Before...

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Shared responsibility model for CVE-2026-54130 in Microsoft 365 Copilot: Microsoft fixes the platform server-side; your institution owns data-access governance

13 min read

Microsoft 365 Copilot CVE-2026-54130: Nothing to Patch, Plenty to Govern

In This Article What Microsoft Disclosed in CVE-2026-54130 Why "Nothing to Patch" Is the Detail That Matters Most The Real Exposure Is Your Data, Not...

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