1
Compatibility is more than a logo
Real fit includes user access, permissions, milestones, tasks, document naming, disclosures, audit history, lender portals, and how status is reported.
2
Use least-privilege access
Access should be limited to what the approved service requires and removed when it is no longer needed. Security claims and controls must match actual practice.
3
Document the source of truth
Teams work better when everyone knows where current status, documents, notes, and next actions are recorded.