Mortgage Software Solutions Blog

Equally important: physical security and cyber security.

The finance industry’s data-handling platforms have a clear bulls-eye on them.

Financial management software makes everyday interactions smoother for mortgage lenders.

Mortgage software has relied on legacy infrastructures and paper processes for far too long.

Wear a seatbelt—navigate your cloud-based systems with safety in mind. 

“Safety first.”

It’s a pretty easy idea to agree on. We all think safety is important.

Mortgage customers make heavy use of the Internet today. People are used to carrying on business with online forms and email, even where they'd have expected face-to-face meetings and paper just a few years ago. Online activity, especially email, carries risks of fraud and information theft. It's the responsibility of mortgage professionals to advise their customers on how to keep that risk low.

Credit unions and mortgage companies are entrusted with some of clients’ most private information. From social security numbers to bank statements, it’s imperative that those companies are taking measured steps to protect borrowers and their private documents from cybersecurity threats.Often the borrowers themselves place their information in jeopardy when they send non-public information via unencrypted emails. This places many lenders in a predicament. Somehow, they must maintain trust, security, and compliance, without sacrificing client efficiency and convenience. Though achieving this balance was once a problem for mortgage companies, there is now a tool available that can do just that: DocumentGuardian. 

In today’s highly digital world, much of our business communications take place over email. The mortgage industry, especially, relies on email to communicate with clients, send and receive important documents, and to transmit customer information. However, with email comes a lot of security vulnerabilities that put your mortgage company at risk of contracting malware or having your sensitive communications intercepted by hackers. Email security is vitally important, and it is necessary to establish a strong email security policy that provides proper guidance for your loan officers on how to handle email communications.