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CFS Servicing Director Hosted on Private Microsoft Azure

Run your Servicing Director loan servicing platform on a dedicated Microsoft Azure server managed by Access Business Technologies, the Tier 1 Microsoft Cloud Solutions Provider trusted by 750+ financial institutions. Continuity through the Finastra-to-Core Financial Software ownership transition. 24/7 U.S.-based support. 2-business-day standup.

Trusted by 750+ of the Nation's Leading Lenders, Banks & Credit Unions.

TIER 1 MICROSOFT CSP
SOC 2 TYPE II
ZERO TRUST
NIST CSF ALIGNED
FFIEC
GLBA / FTC SAFEGUARDS
NCUA / FDIC
CFPB / GSE AUDIT READY
750+ INSTITUTIONS
SINCE 1999
Tier 1
Microsoft CSP
Direct-bill, no reseller chain
750+
Financial Institutions
Banks, credit unions, mortgage lenders
24/7
In-House Support
U.S.-based engineering team
Since 1999
Mortgage Tech Focus
Hosting servicing platforms on Azure

Why Servicing Director Needs a Server You Trust

Servicing Director is an end-to-end loan servicing platform that mortgage servicers, community banks, and credit unions rely on to run residential, commercial, construction, consumer, and time-share portfolios. The system was developed inside Finastra (the global lending software company that combined Misys and D+H Corporation in 2017), shipped under the Fusion Servicing Director brand, and was acquired in July 2025 by Core Financial Software, a Wilmington, Delaware company led by former Finastra executives. The product, the customer base, and the engineering team all moved together. The roadmap continues under dedicated ownership.

Like every modern servicing platform, Servicing Director is a client-server application. Your servicing team uses the application, and the data lives on a Microsoft SQL Server database that has to be hosted, secured, patched, backed up, and supported around the clock. Borrower payment history. Escrow ledgers. Default-management workflows. ARM index changes. Investor-reporting balances. Bankruptcy and foreclosure case files. Every line of every record is regulated, examiner-reviewed data, and the server is on the hook for continuity.

That is what Access Business Technologies hosts. Your Servicing Director environment runs on a dedicated Microsoft Azure server provisioned in a Microsoft tenant in your institution's name. No shared tenancy. No co-mingled databases. No noisy neighbors when month-end investor reporting and end-of-day payment posting hit at the same time. Because we are also a full Microsoft 365 Cloud Solutions Provider, your Servicing Director server can live in the same Azure tenant as your email, Teams, SharePoint, and endpoint security. One vendor. One identity system. One bill. One support team to call when something needs attention.

Private Azure, Not a Shared Servicing Cloud

Some servicing-platform hosts run their customers on shared infrastructure inside third-party data centers. We host yours on a dedicated Microsoft Azure tenant with everything that comes with it.

Your Own Microsoft Azure Tenant

Your Servicing Director server lives inside a Microsoft Azure subscription provisioned in your institution's name. You control the firewall, the network boundaries, the conditional access policies, and the encryption keys. Live data uses Locally Redundant Storage with three copies in one Microsoft data center and 11 nines of durability. If you ever want to move your tenant to another Cloud Solutions Provider, the subscription is yours to take with you.

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Tier 1 Microsoft CSP Direct-Bill

ABT is a Tier 1 Microsoft Cloud Solutions Provider, the highest partner tier Microsoft offers. That means direct escalation paths for Azure issues, no middle vendor between your servicing data and Microsoft, and first-in-line access to new Azure security and infrastructure capabilities the day they launch. Your contract is direct-bill from ABT under your own Microsoft Customer Agreement.

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Guardian Security Baseline

Every hosted Servicing Director environment ships with our Guardian security baseline: a SOC 2 Type II program, Microsoft Defender Zero Trust conditional access, multi-factor authentication enforcement, continuous monitoring, and nightly database backups replicated to a second Microsoft Azure region with 16 nines of durability. The control documentation maps to NCUA, FDIC, OCC, and state examiner expectations for hosted servicing systems.

2025 Ownership Transition

Servicing Director Is Now a Core Financial Software Product. Your Hosting Partner Does Not Have to Change With It.

On July 2, 2025, Core Financial Software, Inc. announced the acquisition of the Servicing Director and EZTeller product lines from Finastra. The deal was a carve-out, with the buyer formed for the express purpose of operating these platforms under dedicated ownership. Greg Brackett leads the company as CEO. The leadership team includes former Finastra executives in customer support, product, engineering, and development, so the people who built and supported Servicing Director under Finastra are the people supporting it today. The full operational transition completed November 1, 2025.

For servicers running Servicing Director, the change in software ownership does not require a change in hosting. Access Business Technologies hosts the platform on Microsoft Azure independent of the publisher relationship, and we have been running mortgage and lending workloads on Azure for community banks, credit unions, and mortgage lenders since 1999. Migration from a Finastra-era hosting arrangement to a dedicated ABT Azure environment is a project we have run many times, with a 2-business-day standup target and full data and configuration parity at cutover. Your servicing platform changed hands. Your hosting partner does not have to.

Read the acquisition announcement → Visit Core Financial Software →

What Ships with Hosted Servicing Director

A dedicated Azure server is the foundation. Here is everything else that comes with it, managed by the same in-house team that runs the server itself.

🖥 Dedicated Azure VM

Your own Windows Server virtual machine running inside a Microsoft Azure subscription provisioned in your name. Compute, memory, and storage sized to your portfolio and concurrent user count. Single tenancy. No shared resources with another servicer.

💾 Nightly Backups + Geo-Redundant Storage

Full database backups every 24 hours, with copies replicated to a second Microsoft Azure region for disaster recovery. 16 nines of durability on the geo-redundant backup tier. Retention configurable to BSA five-year, NCUA recordkeeping, and SAR rules.

24/7 In-House Support

U.S.-based engineering team at the Access Business Technologies headquarters. No outsourced help desk. No offshore queue. When a servicer cannot post a payment at month-end, a real ABT engineer picks up the call.

🛠 Professional Setup & Migration

Complimentary setup and data migration. ABT provisions your Azure environment, hardens the Windows Server build, installs Servicing Director, transfers your existing database, and connects every workstation. The standup target is 2 business days or less.

🌎 9 Microsoft Azure U.S. Regions

Choose the Microsoft Azure data center closest to your offices for lowest latency, regulatory compliance, and data residency. Microsoft operates 55+ data centers across the United States. All Azure regions are SOC 2, ISO 27001, and FedRAMP audited.

📄 SOC 2 Type II Evidence Pack

Attestation reports, environment-specific control documentation, and examiner-ready audit evidence. Regulators reviewing your vendor management file find every control tested and documented for your hosted servicing environment.

Hosted Servicing Director Plus the Rest of Your Microsoft Stack

Most servicing-platform hosts do one thing. Access Business Technologies is a full Microsoft 365 Cloud Solutions Provider. Your Servicing Director server can live alongside every other system your servicing operation runs on, managed by the same team and billed on the same invoice.

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Microsoft 365 in the Same Tenant

Email, Teams, SharePoint, OneDrive, Intune device management, Entra ID identity, and Microsoft Defender all run inside the same Azure tenant as your Servicing Director server. One identity directory. One conditional access policy set. One help desk. One monthly invoice.

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MortgageExchange Integrations

Our MortgageExchange data orchestration platform connects Servicing Director to your loan origination system, core banking platform, MI provider, and BI tools. The MortgageExchange ecosystem already has Servicing Director on the integration map. Stop double-keying loan data between platforms.

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Guardian MxDR Managed Detection

24/7 managed detection and response covering your Servicing Director server, Microsoft 365 tenant, servicing-team endpoints, and identity layer. A real security operations team watches your environment so you do not have to staff one. Catches what defaults miss.

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DocumentGuardian for Borrower Files

Secure document collection, sharing, and retention for borrower correspondence and servicing documents. Encrypted at rest, encrypted in transit, retention rules aligned to BSA and state servicing requirements. Included in the hosting fee, not a bolt-on.

Ready to Run Servicing Director on Infrastructure You Own?

Stop sharing servicing infrastructure with other lenders. Get a dedicated Microsoft Azure tenant, 24/7 in-house support, and a migration path that keeps your existing Servicing Director data, configurations, and integrations intact through cutover.

Live on Hosted Servicing Director in 3 Steps

ABT handles the heavy lifting. Your servicing team focuses on portfolios and borrowers while we build, migrate, and manage your private Servicing Director environment.

1

Scope a Discovery Call

Talk to an ABT infrastructure specialist about your current Servicing Director setup, portfolio size, concurrent user count, and integrations to LOS, core, MI, and investor-reporting platforms. We scope the migration, answer every question, and give you a timeline before any work begins.

2

Migration & Standup

ABT provisions your private Azure tenant, hardens the Windows Server build, installs Servicing Director, transfers your SQL Server database with full referential integrity, reconnects your integrations, and tests every workflow against a known-good cutover dataset. Standup target is 2 business days or less.

3

Go Live + Full Support

Your Servicing Director environment is live on dedicated Azure infrastructure. ABT handles 24/7 monitoring, nightly database backups, security patching, and the help desk. Your servicing team calls our in-house U.S. engineers directly. Your team focuses on the portfolio.

Hosted Servicing Director FAQ

Servicing Director is an end-to-end loan servicing platform that handles the full lifecycle of a portfolio from boarding through final payoff. It supports residential mortgages including FHA, VA, conventional, HELOC, and HPML loans, plus commercial, construction, consumer, and time-share portfolios on a single platform. Capabilities include payment processing, escrow analysis with automated tax service integration, ARM management with rate-change letters, default management with loan modifications and repayment plans, bankruptcy and foreclosure workflows, investor reporting, and an Event Manager that lets servicers automate routine business processes through configurable rules without writing code. The platform runs on Microsoft SQL Server and is shipped today by Core Financial Software.
On July 2, 2025, Core Financial Software, Inc. announced the acquisition of the Servicing Director and EZTeller product lines from Finastra. The deal was a carve-out structured as an asset and obligation purchase, with Core Financial Software formed for the express purpose of operating these products under dedicated ownership. The leadership team includes former Finastra executives across customer support, product, engineering, and development, which means the people who built and supported Servicing Director are the same people supporting it today. The full operational transition completed November 1, 2025. For servicers running the platform, the day-to-day product, customer relationships, and engineering team are unchanged. The company name on the contract is now Core Financial Software, headquartered in Wilmington, Delaware.
Access Business Technologies independently hosts Servicing Director on Microsoft Azure for servicing customers. We are a Tier 1 Microsoft Cloud Solutions Provider with hosting expertise across mortgage and lending applications since 1999, and we run hosted Servicing Director environments today. ABT does not claim a co-marketing arrangement, channel partnership, or formal endorsement from Core Financial Software. Customers contract with Core Financial Software for the software license and with ABT for the hosting and Microsoft 365 service relationship. The two are separate commercial relationships, both directly with the customer, with no reseller chain in between.
Yes. Migration from a prior hosting arrangement to a dedicated ABT Azure environment is a project we run regularly. The standard playbook covers Azure tenant provisioning, Windows Server build with current security baselines, Servicing Director installation, SQL Server database transfer with full referential integrity, reconnection of LOS, core banking, MI, and investor-reporting integrations, and workstation cutover. We test against a known-good dataset before the live cutover and run a parallel period when the customer needs one. Standard standup target is 2 business days or less. Discovery calls cover your specific user count, portfolio size, integration list, and recordkeeping retention so the cutover plan reflects your real environment.
Servicing Director supports a broad range of loan products on a single platform. Residential coverage includes FHA, VA, conventional, HELOC, and HPML loans. The platform also handles commercial loans, construction loans, consumer loans (auto, boat, unsecured), and time-share portfolios. Servicers running multiple loan types do not need separate systems for each, which simplifies the technology stack and the regulatory documentation that examiners require. The platform's open architecture also supports custom integrations to origination systems, core banking platforms, and investor-reporting partners.
Servicing Director runs on Microsoft SQL Server. The application is a client-server architecture with the database hosted on a Windows Server. ABT runs the SQL Server inside your dedicated Azure virtual machine, which keeps the data isolated to your tenant and lets us tune performance to your specific portfolio and concurrency profile. Live data uses Locally Redundant Storage with three replicated copies in one Microsoft data center and 11 nines of durability. Nightly backups run to Geo-Redundant Storage in a second Azure region with 16 nines of durability. Retention is configurable to your BSA, NCUA, and SAR recordkeeping requirements.
The mortgage servicing software market includes enterprise platforms, integrated core-banking suites, modern cloud-native challengers, and specialized servicers. Servicing Director sits in the mid-market segment, offering comprehensive end-to-end servicing across multiple loan types with broad customization, exception-based automation through the Event Manager, and an open architecture that does not require ecosystem lock-in. The platform appeals to community banks, smaller and mid-sized credit unions, independent servicers, and institutions that want direct control over their servicing data and operational flexibility without enterprise-tier pricing. ABT's role is the hosting layer, not the comparison itself. We run the platform you choose. If you are evaluating multiple servicing systems, the Core Financial Software team is the right starting point for a software comparison.
Backup retention is configurable to your recordkeeping requirements. Standard options align to Bank Secrecy Act 5-year retention under 31 CFR 1010.430, NCUA records preservation under 12 CFR Part 749 Appendix A, and SAR retention under FinCEN rules. Backups run nightly from the Servicing Director SQL Server database to Microsoft Azure Geo-Redundant Storage in a second Microsoft region. Geo-redundant storage provides 16 nines of durability and survives the loss of an entire Azure region. Point-in-time restore is available to recover from accidental data corruption or operator error within the retention window.
Yes, and that is the model most institutions choose. Your Microsoft Azure tenant can hold the Servicing Director server, your Microsoft 365 mailboxes and Teams workspaces, your Intune-managed devices, your Entra ID identity directory, and the Guardian MxDR detection layer all in one place. One identity system means single sign-on for servicers across every system. One conditional access policy set means consistent multi-factor authentication and device-compliance rules. One support team means one number to call when something needs attention. The hosting fee covers the Azure consumption associated with Servicing Director, so you do not get a surprise pass-through bill from Microsoft on top.
Hosted Servicing Director environments ship with a SOC 2 Type II evidence pack covering the ABT controls applied to your environment. The pack includes the current SOC 2 attestation report, environment-specific control documentation, control-to-regulation mapping for NCUA, FDIC, OCC, and state examiner expectations, change-management records, backup and restore evidence, security-event monitoring records, and access-review documentation. Vendor management files for IT exams trace ABT's role, the Microsoft sub-processor relationship, and the control inheritance from Microsoft Azure's underlying SOC 2, ISO 27001, and FedRAMP programs.
Servicing Director ships with comprehensive default-management capabilities. Loan modification workflows let servicers adjust interest rates, set up multi-tier rate structures on a single loan, extend the loan term, and configure how past-due interest, fees, and escrow are handled. Repayment plan tools help collectors set up affordable plans that bring delinquent loans current. Bankruptcy workflows track Chapter 7 and Chapter 13 cases against federal and state requirements with automated claims and proof-of-claim handling. Foreclosure workflows guide users through state-specific procedures with audit trails. Real estate owned (REO) workflows track post-foreclosure asset disposition. The Event Manager automates the routine paper trail behind every step.
Talk to an Expert

Run Servicing Director on
Infrastructure You Control.

See how Access Business Technologies hosts your Servicing Director platform on a dedicated Microsoft Azure server, with 24/7 in-house support, a 2-business-day standup target, and the same Microsoft 365 platform your servicing team already uses every day.

SOC 2 Type II
Tier-1 Microsoft CSP
750+ FIs Hosted
24/7
IN-HOUSE SUPPORT
2 Day
STANDUP TARGET
Since 1999
MORTGAGE TECH
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