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Microsoft Purview for AI agents in financial institutions hero image illustrating the two-layer enforcement model with Microsoft Purview governing the data layer and Microsoft Agent 365 governing the identity layer, with the Microsoft 4-square logo and Microsoft 365 product lockup prominently displayed.

13 min read

Microsoft Purview for AI Reaches GA: What Banks, Credit Unions, and Mortgage Companies Must Configure Before AI Agents Touch Member Data

In This Article The Two-Minute Version Why This Matters for Banks, Credit Unions, and Mortgage Companies The Two-Layer Enforcement Model What...

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Microsoft-branded hero image for ABT blog article: Hybrid Cloud for Financial Institutions: How Banks, Credit Unions, and Mortgage Companies Get Microsoft Azure + On-Prem Right. Banks, credit unions, and mortgage companies.

12 min read

Hybrid Cloud for Financial Institutions: How Banks, Credit Unions, and Mortgage Companies Get Microsoft Azure + On-Prem Right

In This Article What Hybrid Cloud Means for Financial Institutions Five Operational Benefits for Banks, Credit Unions, and Mortgage Companies Where...

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16 min read

Can Your Mortgage Company Meet California's Information Security Requirements?

In This Article California's Layered Privacy and Security Stack What Actually Applies to Banks, Credit Unions, and Mortgage Companies Mapping...

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Microsoft-branded hero image for ABT blog article: Is Your Interface CFPB-Proof? What Mortgage Teams Need to Know About HMDA Compliance. Banks, credit unions, and mortgage companies.

17 min read

CFPB-Proof Loan Application Interfaces: How Banks, Credit Unions, and Mortgage Companies Capture Fair Lending Data Examiners Trust in 2026

In This Article The CFPB Rollback Did Not Repeal Your Data Rules The 2026 State-Level Patchwork Banks, Credit Unions, and Mortgage Companies Now...

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Microsoft-branded hero image for ABT blog article: Scaling Pains or Scaling Gains? IT Metrics That Predict Mortgage Growth Success. Banks, credit unions, and mortgage companies.

8 min read

Scaling Pains or Scaling Gains? IT Metrics That Predict Financial Institution Growth Success

In This Article What Scalable Mortgage Technology Actually Means Why Scaling Failures Cost More Than Downtime Five IT Metrics That Predict Growth...

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MortgageGuide, ABT's mortgage-trained Copilot agent built on Microsoft Azure AI Foundry. Currently in beta, available exclusively to ABT customers. Trained on Fannie Mae Selling Guide, Freddie Mac Seller-Servicer Guide, and FHA, VA, USDA agency guides. With offer ending June 30.

33 min read

MortgageGuide: ABT's Mortgage-Specialized Copilot Agent vs Generic Microsoft 365 Copilot

In This Article How MortgageGuide Saves a Loan Officer's Morning The Azure AI Foundry Platform Underneath Where MortgageGuide's Tenant Data Lives Why...

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Loan officers, processors, and underwriters using Microsoft 365 Copilot Business across Microsoft Outlook, Word, and Excel for borrower outreach, conditions tracking, AUS findings analysis, and ECOA-compliant decline narrative drafting. With offer ending June 30.

38 min read

How Loan Officers, Processors, and Underwriters Use Microsoft 365 Copilot Business

In This Article What loan officers actually do with Copilot How mortgage processors clear conditions faster How underwriters use Copilot for AUS...

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Microsoft 365 Copilot Business pricing comparison: $10 per user per month bundled through ABT vs $20 per user per month for consumer ChatGPT Plus or Claude Pro. Comparison cards for community banks, credit unions, and mortgage lenders, with offer ending June 30.

11 min read

Microsoft 365 Copilot Business Pricing for Community Banks, Credit Unions, and Mortgage Lenders

In This Article How $10 unlocks two AI engines for your whole team Why tenant lockdown eliminates the copy-paste data leak How Microsoft compliance...

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Microsoft Copilot Agent vulnerability CVE-2026-35435 for credit unions, banks, and mortgage companies

13 min read

Microsoft Copilot Agent Vulnerability (CVE-2026-35435): The 3-Step Check for Banks, Credit Unions, and Mortgage Companies

In This Article What Microsoft Disclosed in CVE-2026-35435 Why "Exploitation More Likely" Sets the Clock Step One: Inventory Every Published Agent in...

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Microsoft-branded hero image for ABT blog article: Microsoft Purview DLP for AI: The Three Configurations Banks, Credit Unions, and Mortgage Companies Must Set Up Before Their First Copilot Prompt or Foundry Agent Goes Live. Banks, credit unions, and mortg

17 min read

Microsoft Purview DLP for AI: The Three Configurations Banks, Credit Unions, and Mortgage Companies Must Set Up Before Their First Copilot Prompt or Foundry Agent Goes Live

In This Article The Three Purview DLP Surfaces You Now Configure for AI Why May 2026 Is the Inflection Point for AI DLP Surface One: DLP for the...

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