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Read about mortgage technology solutions topics

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 This Means for Your Institution's Rollout Frequently Asked Questions Your loan officers are getting...

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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

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

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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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14 min read

Azure Disaster Recovery for Financial Institutions: FFIEC BCM Guide

In This Article What Examiners and Your Board Expect for Continuity The Real Cost of an Outage You Cannot Recover From The Microsoft...

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Editorial hero image for the FBI Kali365 PhaaS advisory showing Microsoft 365 branding and device code OAuth token theft framing

15 min read

FBI Warns of Kali365: M365 Phishing Bypasses MFA

In This Article Kali365: What the FBI Just Warned About How a Single Code Hands Over a Microsoft 365 Account Why Your Multi-Factor Authentication Did...

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A credit union professional reviewing email on a laptop with a Microsoft 365 security shield deflecting a phishing attack

15 min read

Security Awareness Training for Financial Institutions

In This Article The control with no dashboard: your people Why your staff is the most-attacked control at a financial institution The training your...

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Restricted SharePoint Search retirement and the Microsoft 365 Copilot oversharing deadline for financial institutions

13 min read

Microsoft Is Retiring Restricted SharePoint Search: The Copilot Oversharing Deadline for Financial Institutions

In This Article What Just Changed, and Why Your Copilot Plan Depends On It The Retirement Timeline You Cannot Miss What Restricted SharePoint Search...

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Microsoft 365 security shield deflecting AI-driven cyberattacks, with Defender, Sentinel, Entra ID and Purview

11 min read

Everything Is Under Control. Or Is It? A Microsoft 365 Security Second Opinion

In This Article What the Five Eyes Just Told Every Business Leader Why "We're Probably Fine" Is the Most Expensive Assumption Five Moves Drawn From...

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