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Tag Archives | Finance

Alliance Group Celebrates Eighth Annual Living Benefits Awareness Month This January : National News

LAWRENCEVILLE, Ga., Dec. 27, 2024 (SEND2PRESS NEWSWIRE) — Alliance Group is proud to announce the eighth annual Living Benefits Awareness Month (LBAM), kicking off this January with the theme, Get the Most Out of Life. The month-long campaign aims to educate consumers about the transformative value of Living Benefits life insurance, which ensures policyholders get […]

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Matrix Advises on the Sale of Atlantic States Lubricants Corp. to Moove : National News

RICHMOND, Va., and BALTIMORE, Md., Dec. 19, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. announces the successful sale of certain assets of Atlantic States Lubricants Corp. (“ASL”) to Moove, formerly known as PetroChoice. Atlantic States Lubricants, based in Farmingdale, New York, is an authorized distributor of Mobil-branded lubricants and related products.

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Dovenmuehle Earns FHA Tier 1 Rating from HUD’s Tier Ranking System (TRS) II Scorecard : National News

LAKE ZURICH, Ill., Dec. 19, 2024 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc., a leader in mortgage subservicing, announced today that it received a Tier 1 Rating from the U.S. Department of Housing and Urban Development (HUD). This rating was awarded for Dovenmuehle’s Federal Housing Administration (FHA) servicing performance under HUD’s Tier Ranking System II (TRS […]

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Ryan Kaufman of Informative Research Named to National Mortgage Professional’s 40 Under 40 List : National News

IRVINE, Calif., Dec. 18, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, announced that Ryan Kaufman, IT Manager of Integrations, has been named to the National Mortgage Professional (NMP) 40 Under 40 list. This honor recognizes exceptional professionals who are influencing the future […]

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Dark Matter Technologies’ Stephanie Durflinger and Bethany Williams-Woodward Win Prestigious Mortgage Industry Awards : National News

JACKSONVILLE, Fla., Dec. 18, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that Stephanie Durflinger, its chief product officer, has been named a HousingWire Tech Trendsetter, and Bethany Williams-Woodward, its data solutions product manager, has been named to […]

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Matrix Advises Jolley Stores and S.B. Collins on its Sale to Stewart’s Shops : National News

RICHMOND, Va., and BALTIMORE, Md., Dec. 17, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. announces that it has advised Jolley Associates, LLC and S.B. Collins, Inc. (collectively, “SBC”) on the sale of its convenience retail, wholesale dealer, and residential heating oil (d/b/a as Clarence Brown) businesses to Stewart’s Shops Corp.

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Financial Advisor Jonathan Mintle of Edward Jones Receives CERTIFIED FINANCIAL PLANNER™ Certification : National News

BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

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MCT Reports a 15% Decrease in Mortgage Lock Volume Amid Higher Rates : National News

SAN DIEGO, Calif., Dec. 11, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, has announced a 15.12% decrease in mortgage lock volume compared to the previous month. The data, reflecting current market dynamics, is available in MCT’s latest report, which offers in-depth analysis and […]

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Empowering Businesses and Notaries to Expand Their Reach with Cutting-Edge RON Technology : National News

DALLAS, Texas, Dec. 10, 2024 (SEND2PRESS NEWSWIRE) — ProNotary, a pioneering force in the remote online notarization (RON) industry, today announced its expansion into Montana, Iowa, and Missouri. This milestone marks a significant step in ProNotary’s mission to provide seamless and secure notarization solutions across the United States, enabling notaries and businesses in these states […]

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Vice Capital Markets signs 50th Investor Partner to ViceEx mortgage whole loan trading platform : National News

NOVI, Mich., Dec. 10, 2024 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today the addition of its 50th investor to its all-inclusive whole loan trading platform Vice Execution Portal™ (ViceEx™). This addition enhances the platform’s ability to deliver unmatched market access and […]

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Mortgage Lock Activity Fell in November as Interest Rates Hit Their Highest Levels Since July : National News

PLANO, Texas, Dec. 10, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its November 2024 Market Advantage mortgage data report, highlighting a 25% decrease in month-over-month (MoM) lock volume as interest rates hit their highest levels since early July, creating headwinds for affordability. Purchase lock volume was down 21% MoM, while cash-out and rate-and-term refinance […]

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Optimal Blue Announces Tony Hawk, Housing Industry Leaders to Headline Inaugural User Conference : National News

PLANO, Texas, Dec. 5, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced the speaker lineup for its inaugural user conference, the Optimal Blue Summit 2025. Legendary skateboarder and entrepreneur Tony Hawk will headline the event. The conference will also feature sessions led by Mortgage Bankers Association (MBA) Chief Economist and Senior Vice President of Research […]

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Secured Signing has experienced a remarkable 30% month-over-month growth in demand for its Remote Online Notarizations Platform : National News

MOUNTAIN VIEW, Calif., Dec. 4, 2024 (SEND2PRESS NEWSWIRE) — Secured Signing, a leading provider of digital signing and Remote Online Notarization (RON) solutions, is excited to unveil a series of powerful enhancements to its platform. These updates solidify its leadership in the digital notarization industry by optimizing workflow efficiency, increasing transparency, and enhancing user control.

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CFD Companies Announce $300M in new AUA and Increased Partnership with Kingdom Advisors : National News

KOKOMO, Ind., Dec. 2, 2024 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 […]

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SureShotFX Launches Limited-Time 60% Savings Black Friday Offer to Enhance Forex Journey: Designed for All Levels of Traders : National News

LONDON, U.K., Nov. 26, 2024 (SEND2PRESS NEWSWIRE) — SureShotFX, a renown forex signals and tools provider , is excited to announce its exclusive Black Friday promotion. The highly anticipated Black Friday offers, which were originally slated for November 26 to November 30, 2024, have been unveiled early, giving traders a head start on incredible savings. […]

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Get up to 70% Off Black Friday Deals on Signal Copying Tools – Only at Telegram Signal Copier! : National News

LONDON, U.K., Nov. 26, 2024 (SEND2PRESS NEWSWIRE) — Telegram Signal Copier, the best signal copier in the trading industry, prepares for one of the biggest shopping days of the year. So, it has announced its Black Friday offers, initially set to run from November 26 to November 30, are now live, giving traders an exclusive […]

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Shore United Bank inks contract with Dark Matter Technologies for its mortgage business with the Empower LOS and AIVA AI virtual assistants : National News

JACKSONVILLE, Fla., Nov. 25, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, announced today that Shore United Bank (Shore United), a community bank founded in 1876, has selected the Empower® LOS and select AIVA® AI virtual assistants from Dark Matter […]

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Mobility Market Intelligence Ranked Number 418 Fastest-Growing Company in North America on the 2024 Deloitte Technology Fast 500™ : National News

SALT LAKE CITY, Utah, Nov. 21, 2024 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI) today announced it ranked No. 418 on the Deloitte Technology Fast 500™, an annual ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 30th year. MMI grew 260 % […]

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ACES Q2 2024 Mortgage QC Trends Report Reveals Second Consecutive Increase in Critical Defect Rate : National News

DENVER, Colo., Nov. 20, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the second quarter (Q2) of 2024. The latest report analyzes post-closing quality control data derived […]

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Strategic Benefits Advisors recognized among Atlanta’s top employee benefits and compensation companies for sixth year : National News

ATLANTA, Ga., Nov. 19, 2024 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) has been honored by the Atlanta Business Chronicle as one of Atlanta’s top employee benefits and compensation companies of 2024. This is the sixth consecutive year SBA has made the Chronicle’s annual list, which highlights metro Atlanta’s largest employers of benefits consultants. […]

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AFL Global Automates Energy Management and Anticipates $304K of Savings in First Year with EnergyCAP : National News

BOALSBURG, Pa., Nov. 18, 2024 (SEND2PRESS NEWSWIRE) — AFL Global, a global leader in telecommunications and fiber optic solutions, has achieved a significant sustainability milestone by leveraging EnergyCAP, a leading energy and sustainability software platform. By implementing EnergyCAP, AFL Global has automated the management of nearly two-hundred utility accounts, which has enabled $304,000 in anticipated […]

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MCT Announces 2.5% Increase in Mortgage Lock Volume Despite October Market Volatility : National News

SAN DIEGO, Calif., Nov. 15, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, reported a 2.5% increase in mortgage lock volume compared to the previous month. Mortgage market professionals and industry enthusiasts are invited to download MCT’s comprehensive report to gain deeper insights into […]

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Mortgage Machine awarded SOC 2 Compliance Status – AICPA-guided examination shows LOS operates as promised : National News

ADDISON, Texas, Nov. 14, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Machine™ (MMS), the loan origination system of record for digital mortgage pioneer Click n’ Close (formerly known as Mid America Mortgage), has achieved SOC 2® compliance. Independent auditor Sensiba LLP (Sensiba) announced MMS’s successful completion of its System and Organization Controls (SOC) 2 Type II audit […]

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ACES Quality Management now supplies audit technology to six of the top 20 largest U.S. credit unions : National News

DENVER, Colo., Nov. 12, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the addition of 10 credit unions to its growing customer base. These organizations leverage ACES Quality Management & Control Software® to improve quality and mitigate risk across […]

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October Mortgage Lock Data Shows Resilience and Cracks in the Mortgage Market as Interest Rates Tick up 65 Basis Points : National News

PLANO, Texas, Nov. 12, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its October 2024 Market Advantage mortgage data report, highlighting resilient purchase activity in the face of rising interest rates and affordability challenges. Despite a 65-basis-point (bps) increase in the Optimal Blue Mortgage Market Indices (OBMMI) 30-year conforming rate, purchase lock volume grew by […]

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Optimal Blue Promotes Industry Experts to New Executive Roles to Accelerate Innovation and Prioritize Partnerships : National News

PLANO, Texas, Nov. 11, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced two key executive promotions that will position the company to deliver innovation faster across the company’s entire capital markets platform, and to further expand the company’s network of partners. Erin Wester has been promoted to chief product officer and Mike Vough has been […]

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Down Payment Resource highlights 49 homebuyer assistance programs offering up to $117,000 in funds for Veterans and service members : National News

ATLANTA, Ga., Nov. 11, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, is highlighting homebuyer assistance programs to support Veterans, service members and their surviving spouses in conjunction with Veterans Day and Military Family Appreciation Month, both observed in November. While service members […]

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Dark Matter Technologies announces planned CEO transition effective April 2025 : National News

JACKSONVILLE, Fla., Nov. 5, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology, today announced that Sean Dugan, the company’s chief revenue officer, will succeed Rich Gagliano as CEO effective April 2025. Gagliano, who launched Dark Matter in 2023 following over a decade of leadership at its predecessor, Black […]

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LenderLogix Co-Founder and Chief Technology Officer Scott Falbo named HousingWire Tech Trendsetter for Second Consecutive Year : National News

BUFFALO, N.Y., Nov. 1, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced Co-founder and Chief Technology Officer Scott Falbo has been selected by HousingWire as a 2024 Tech Trendsetter Award winner. In its sixth year, HousingWire’s Tech Trendsetters […]

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Sydney Barber of Floify

Sydney Barber, Floify’s head of product, named a HousingWire 2024 Tech Trendsetter : National News

BOULDER, Colo., Nov. 1, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its Head of Product, Sydney Barber, has been named a 2024 Tech Trendsetter by HousingWire. The HW Tech Trendsetters awards program seeks to recognize the people who drive innovation in the mortgage and real estate industries.

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TSC Launches Special Halloween ‘Trick or Treat’ Campaign, Offering Traders a Month of Exclusive Deals and Spooky Surprises : National News

COVENT GARDEN, U.K., Oct. 29, 2024 (SEND2PRESS NEWSWIRE) — TSC (Telegram Signal Copier), a leading signal trade copier tool, has announced the launch of its Halloween ‘Trick or Treat’ campaign, running from October 22-31, 2024. Through this campaign, Telegram Signal Copier’s initiative aims to foster a fun and interactive environment, encouraging both new and seasoned […]

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Lender demand for Argyle’s VOIE platform fuels record growth for its mortgage division : National News

NEW YORK CITY, N.Y., Oct. 28, 2024 (SEND2PRESS NEWSWIRE) — Argyle, a service provider automating income and employment verifications for some of the largest mortgage lenders in the United States, has eclipsed its full-year 2023 growth through just the first nine months of 2024. The company has added 58 new independent mortgage bank, credit union […]

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Optimal Blue Announces Three Major Product Releases, Continuing Streak of Aggressive Product Innovation and No-Cost Feature Additions : National News

PLANO, Texas, Oct. 28, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced three major product releases: the expansion of its AI assistant suite, the introduction of Scenario Optimizer, and the free availability of Investor Pricing Insight to investor clients. These product updates build on the company’s commitment to rapidly delivering high-impact solutions that tackle real-world […]

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FormFree announces enhancements to customer acquisition marketplace, FormFree Exchange : National News

ATHENS, Ga., Oct. 25, 2024 (SEND2PRESS NEWSWIRE) — FormFree®, a leader in financial technology since 2007, today announced several enhancements to its customer acquisition marketplace, FormFree Exchange (FFX). Topping the list of enhancements is the auto-matching capability, connecting borrowers and lenders in seconds.

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MCT Empowers Mortgage Hedging Performance with Customized Spec Durations

SAN DIEGO, Calif., Oct. 24, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an improvement to functionality through customizable duration analysis for specified loan products. Mortgage lenders using the comprehensive capital markets platform MCTlive! now have the ability to increase, review, and […]

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NotaryCam Launches ‘Done For You’ eClosing Program, Streamlining Lenders’ Path to Electronic Mortgage Closings

HOUSTON, Texas, Oct. 24, 2024 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization technology for real estate and legal transactions, today announced the launch of its “Done For You” eClosing program. This innovative offering provides lenders with the fastest path to eClosings while requiring minimal effort, effectively addressing […]

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Click n’ Close Introduces New Down Payment Assistance Options for Shared Appreciation Mortgage Program

ADDISON, Texas, Oct. 24, 2024 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender, today announced two significant enhancements to its Shared Appreciation Mortgage (SAM) program. These updates will help make homeownership more accessible and financially advantageous for a broader range of buyers in today’s competitive housing market.

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US Mortgage Corporation Taps LenderLogix LiteSpeed to Replace its Legacy Point-of-Sale

BUFFALO, N.Y., Oct. 23, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced US Mortgage Corporation, a nationwide mortgage lender, has selected LiteSpeed to automate its mortgage process and provide its borrowers a digital-first borrower experience.

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RanLife Home Loans inks 84-month contract with Dark Matter Technologies for AI-powered mortgage origination overhaul

JACKSONVILLE, Fla., Oct. 23, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that RanLife Home Loans (RanLife) based in Sandy, Utah, has signed a seven-year agreement for the Empower® loan origination system (LOS) and additional Dark Matter technologies.

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Informative Research Brings its Mortgage Verification Platform to the Dark Matter Technologies Exchange Service Network

GARDEN GROVE, Calif., Oct. 22, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced it has made its Verification Platform solution available in the Dark Matter Technologies (Dark Matter) Exchange℠ service network to streamline verification of income (VOI) and verification of employment […]

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A Mile Above: TMC Denver Concludes with Tangible Enthusiasm for The Future of the Mortgage Industry

DENVER, Colo., Oct. 21, 2024 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC) proudly reflects on the success of A Mile Above: TMC Denver, a conference environment renowned for its ability to adapt to the evolving landscape of the mortgage industry by fostering collaboration and innovation among attendees. The event, which took place from September 7-10, […]

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Down Payment Resource finds 2,444 down payment assistance programs nationwide in its Q3 2024 data analysis

ATLANTA, Ga., Oct. 21, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q3 2024 Homeownership Program Index (HPI) report. The Q3 report saw the number of national homebuyer assistance programs increase by 29 to 2,444.

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LenderLogix Q3 2024 Homebuyer Intelligence Report Data: Homebuyers Hold Steady and ‘Wait for the Rate’

BUFFALO, N.Y., Oct. 17, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home-buying process based on data collected by the LenderLogix […]

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TravelInsurance.com Urges Travelers To Get Travel Insurance Coverage for 2024 Winter Trips

NEW YORK, N.Y., Oct. 16, 2024 (SEND2PRESS NEWSWIRE) — With winter travel just around the corner, savvy travelers are preparing not only for the possibility of harsh weather conditions but also the kind of technological issues that plagued the summer 2024 travel season leaving thousands stranded, frustrated, and with unbudgeted additional costs. TravelInsurance.com underscores the […]

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ACES Quality Management’s Brock Miller Slated to Speak at America’s Credit Unions Lending Council Conference 2024

DENVER, Colo., Oct. 16, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced its Director of Business Development Brock Miller, CMQ/OE has been selected to speak at the America’s Credit Unions Lending Council Conference at the Gaylord Opryland Resort & […]

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Down Payment Resource highlights 48 Native American homebuyer assistance programs in honor of Native American Heritage Month

ATLANTA, Ga., Oct. 16, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, is highlighting 48 U.S. homebuyer assistance programs in 13 states that are specifically designed to support Native Americans (American Indians and Alaska Natives) in conjunction with Native American Heritage month in […]

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Agile Introduces Limit Orders for TBA Mortgage-Backed Securities

PHILADELPHIA, Pa., Oct. 15, 2024 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, announced today the launch of limit orders, a new quote request type for the To-Be-Announced mortgage-backed securities (TBA) market. Limit orders allow traders on Agile to request a specific price level, rather than […]

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Mortgage Lenders Can Now Meet Fannie Mae’s 10-Day Pre-Close VOE Requirements Using Informative Research’s AccountChek

GARDEN GROVE, Calif., Oct. 15, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, announced that AccountChek® supports new enhancements to Fannie Mae’s Desktop Underwriter® (DU®) validation service designed to streamline the digital pre-close verification of employment (VOE), significantly enhance overall efficiency and improve […]

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Katten and CapitalW Collective Align to Support Women in Mortgage Capital Markets

SAN DIEGO, Calif., Oct. 11, 2024 (SEND2PRESS NEWSWIRE) — CapitalW Collective, the glass shattering 501(c)(3) benefiting women and their allies in mortgage capital markets, today announced Katten Muchin Rosenman LLP as a new corporate sponsor. This strategic collaboration marks a significant step forward in CapitalW Collective’s mission “to create more inclusive mortgage capital markets, one […]

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Secured Signing Launches New Integration with Okta for Enhanced Single Sign-On Experience

MOUNTAIN VIEW, Calif., Oct. 11, 2024 (SEND2PRESS NEWSWIRE) — Secured Signing is excited to announce its official integration with Okta, a leading identity management solution, to deliver seamless and secure Single Sign-On (SSO) capabilities. This integration enhances user experience and security for employees, contractors, and business partners, ensuring they have quick, reliable access to the […]

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Floify launches Floify Verify, a native verification of income and employment service

BOULDER, Colo., Oct. 10, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the availability of Floify Verify, a native electronic verification of income and employment (VOIE) service powered by Argyle. Designed to streamline the mortgage origination process, Floify Verify allows lenders to verify income and employment at a cost-effective […]

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ACES Quality Management Announces Preliminary Speaker Line-up for ACES ENGAGE 2025

DENVER, Colo., Oct. 9, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its speaker line-up for the upcoming ACES ENGAGE conference, taking place at The Broadmoor Resort in Colorado Springs, Colo., May 18 – 20, 2025.

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MCT Expands MSR Valuation Options with AD&Co Prepayment Model

SAN DIEGO, Calif., Oct. 8, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the integration of the LoanDynamics Model (LDM) from Andrew Davidson & Co. (AD&Co) into their mortgage servicing rights (MSR) valuation software. LDM is a well-respected prepayment model for residential […]

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Informative Research Adds Consumer-Permissioned Verification of Employment/Income via AccountChek to its Verification Platform

GARDEN GROVE, Calif., Oct. 8, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, announced the addition of AccountChek to the list of integrated verification providers available within the IR Verification Platform. This latest enhancement empowers lenders to optimize their verification processes using IR’s […]

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Rate-and-Term Refinance Locks Surge 700% Over Previous Year Following the FOMC’s September Interest Rate Reduction

PLANO, Texas, Oct. 8, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its September 2024 Market Advantage mortgage data report, which found a 50% month-over-month (MoM) increase in rate-and-term refinance activity as people who purchased homes in recent years jumped at the opportunity to lower their interest rates and mortgage payments. While the Federal Open […]

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JPMorgan Chase Awards $25,000 Grant to Black Chamber of Arizona to Boost Entrepreneurial Growth and Economic Empowerment

PHOENIX, Ariz., Oct. 4, 2024 (SEND2PRESS NEWSWIRE) — The Black Chamber of Arizona (BCAZ) is excited to announce that it has received a $25,000 seed funding grant from JPMorganChase. This generous contribution will fuel the Chamber’s mission to strengthen Black businesses and produce new economic buying power throughout Arizona. The funds will support key programs […]

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MCT Reports 3% Increase in Mortgage Lock Volume, Refinance Activity Buoys Market

SAN DIEGO, Calif., Oct. 3, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a 3.17% increase in mortgage lock volume compared to the previous month. The report highlights key market dynamics, offering industry professionals valuable insights. Industry professionals and enthusiasts are invited […]

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IRS Advance Notice by IRS Solutions Named as CPA Practice Advisor 2024 Tax and Technology Innovation Award Finalist

VALENCIA, Calif., Sept. 17, 2024 (SEND2PRESS NEWSWIRE) — IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and […]

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Optimal Blue Rolls Out Innovations in New UI, Gen AI, Originator Capabilities and New No-Cost Solutions

PLANO, Texas, Sept. 16, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced its extensive plans for innovation across its complete capital markets technology ecosystem leading up to its Optimal Blue Summit, where innovations will be unveiled live. New capabilities will be introduced into the core platform beginning in mid-September and continuing through the Optimal Blue […]

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NotaryCam hires Sam McPherson as new Head of Customer Success

HOUSTON, Texas, Sept. 12, 2024 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization technology for real estate and legal transactions, today announced the appointment of Sam McPherson as the new Head of Customer Success. In this role, McPherson will oversee customer relationships, focusing on delivering an exceptional client […]

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iEmergent receives The Mortgage Collaborative’s Lenders’ Choice award for Thought Leadership, Creativity & Innovation

DES MOINES, Iowa, Sept. 10, 2024 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, was awarded The Mortgage Collaborative’s 2024 Lenders’ Choice Award for Thought Leadership, Creativity & Innovation. Laird Nossuli, iEmergent’s CEO, and Bernard Nossuli, COO, accepted the award on Monday during TMC’s […]

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Rate-and-Term Refinances Surge 109% MoM in August as Mortgage Rates Decline

PLANO, Texas, Sept. 10, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its August 2024 Market Advantage mortgage data report, which reveals an overall 1% rise in rate lock volume despite the typical seasonal slowdown in purchase lending. Lock volume growth was driven by a surge in refinance activity as homeowners reacted to declining mortgage […]

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MMI launches Refinder mortgage refinance tool to help lenders prepare for expected interest rate decline

SALT LAKE CITY, Utah, Sept. 9, 2024 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced a new feature, Refinder, to help lenders uncover refinance opportunities in their database of past borrowers.

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TMC Emerging Technology Fund Announces Newest Corporate Partner: Andromeda Division Constellation Software’s Perseus Operating Group

AUSTIN, Texas, Sept. 6, 2024 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP has secured its first corporate partner, Andromeda. Andromeda is a Division of the Perseus Operating Group, of Constellation Software, Inc. (TSX: CSU; “Constellation”).

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Matrix Advises Singer Energy Group, Inc. d/b/a Robison on its Sale to an Affiliate of Star Group, L.P.

RICHMOND, Va., and BALTIMORE, Md., Sept. 5, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc., a leading, independent investment bank, has advised Singer Energy Group, Inc. and its affiliates d/b/a Robison (“Robison” or the “Company”) on the sale of its integrated heating oil distribution and HVAC services business to an affiliate of Star Group, […]

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Secured Signing announces On-Demand Notary service, for organizations and individuals to locate a notary

MOUNTAIN VIEW, Calif., Sept. 5, 2024 (SEND2PRESS NEWSWIRE) — Secured Signing is thrilled to announce transformative updates to our Notary Community platform, designed to elevate your notary business by connecting you with clients faster than ever. Our new “On-Demand Notary” feature significantly enhances visibility and client engagement, ensuring unparalleled business growth.

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MCT Reports a 3% Increase in Mortgage Lock Volume Backed by Increasing Refinance Activity

SAN DIEGO, Calif., Sept. 4, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a 3.33% increase in mortgage lock volume compared to the previous month. Despite a larger increase in rate/term volume, total mortgage volume remains relatively flat.

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ACES Quality Management Executive Vice President of Compliance, Amanda Phillips, Selected to Speak at 2024 ACUMA Annual Conference

DENVER, Colo., Sept. 4, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced its Executive Vice President of Compliance Amanda Phillips will be speaking at the American Credit Union Mortgage Association (ACUMA) Annual Conference taking place September 29 through October […]

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The Mortgage Collaborative Participates in FHFA 2024 TechSprint Showcasing Innovative Generative AI Solutions for Housing Challenges

WASHINGTON, D.C., Sept. 3, 2024 (SEND2PRESS NEWSWIRE) — Represented by its president and COO, Melissa Langdale, The Mortgage Collaborative’s (TMC) “Open Angels” team were among the notable solutions recognized for their impact and potential at The Federal Housing Finance Agency (FHFA)-hosted Velocity TechSprint, spotlighting the transformative potential of generative AI in addressing the current housing […]

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FormFree named TAG ADVANCE Award Winner

ATHENS, Ga., Aug. 28, 2024 (SEND2PRESS NEWSWIRE) — FormFree®, a leader in financial technology since 2007, has been named a 2024 ADVANCE Award winner by The Technology Association of Georgia (TAG). Part of the Fintech South conference, the ADVANCE Awards program recognizes innovative U.S. fintech companies with a strong connection to Georgia.

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PitBullTax Software Recognized on the 2024 Inc. 5000 List of Fastest-Growing Private Companies in America for Third Year in a Row

CORAL SPRINGS, Fla., Aug. 28, 2024 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2024 Inc. 5000 list of the fastest growing private companies in America for the 3nd year in a row. PitBullTax Software has licensees […]

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ACES Quality Management Executives Selected to Speak at 2024 Mortgage Bankers Association Risk Management Conference and Expo

DENVER, Colo., Aug. 27, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced its Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations, Sharon Reichhardt will speak at the 2024 Mortgage Bankers Association (MBA) Risk Management […]

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iEmergent’s Redlining Roundtable will teach lenders to identify and prevent mortgage redlining while seizing the business opportunity of equitable lending

DES MOINES, Iowa, Aug. 26, 2024 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a webinar on mortgage redlining on Thursday, September 19, from 2 p.m. to 4 p.m. ET. “Redlining Roundtable: Don’t Just Dodge Risk, Capture Opportunity” will bring together experts […]

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Vice Capital Markets Integrates with Digital-First LOS Mortgage Machine

NOVI, Mich., Aug. 22, 2024 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today it has completed its integration with Mortgage Machine™, an out-of-the-box, all-in-one loan origination system (LOS) designed to accelerate lenders’ operational velocity and support an end-to-end digital origination process.

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Informative Research Appoints Industry Leader Steve Schulz as Executive Vice President, Product Management

ST. LOUIS, Mo., Aug. 22, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the appointment of Steve Schulz as the new executive vice president of product management. This strategic addition highlights Informative Research’s commitment to driving innovation and enhancing its product offerings to better […]

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Argyle is now an approved service provider supporting Freddie Mac’s AIM

NEW YORK CITY, N.Y., Aug. 20, 2024 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing real-time income and employment verifications for some of the largest lenders in the United States, is now an approved third-party service provider supporting Freddie Mac’s Loan Product Advisor® (LPA℠) asset and income modeler (AIM), a solution that simplifies the mortgage underwriting […]

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Mortgage Machine Services Enhances AI-Powered Document Management System to Accelerate Loan Processing Speed

ADDISON, Texas, Aug. 15, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Machine Services, an industry leader in digital origination technology to residential mortgage lenders, announced the launch of Auto Split, an enhancement to the Click n’ File document management system embedded into the Mortgage Machine™ loan origination system (LOS).

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Informative Research Unveils Enhancements to Its Suite of Mortgage Portfolio Monitoring Alerts

GARDEN GROVE, Calif., Aug. 14, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the launch of new alert types to enhance the portfolio monitoring service offered by Informative Research Data Solutions. These advanced alerts offer sophisticated monitoring capabilities, enrich lenders’ portfolio monitoring and borrower […]

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Teal Makes the Inc. 5000, at No. 2093, for the 6th Time

WASHINGTON, D.C., and MINNEAPOLIS, Minn., Aug. 14, 2024 (SEND2PRESS NEWSWIRE) — Inc. revealed today that Teal ranks No. 2093 with a three-year revenue growth of 251% on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the […]

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Accountable CRM Launches First Activity-Based Platform for Mortgage Teams

AUSTIN, Texas, Aug. 12, 2024 (SEND2PRESS NEWSWIRE) — 90-Day Sales Manager proudly launches the first activity-based CRM with built-in coaching and accountability for mortgage teams at credit unions and community banks. The 3-in-1 platform provides mortgage departments an affordable solution to help loan officers stay productive during challenging times.

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July Refinance Activity Hits Highest Levels Since September 2022

PLANO, Texas, Aug. 12, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its July 2024 Market Advantage mortgage data report, which revealed that mortgage refinance demand surged to levels not seen since September 2022 amid softening interest rates. The lower interest rates seen in July also coaxed increased purchase activity, which, combined with greater refi […]

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Matrix Advises Watershed Car Wash on the Successful Recapitalization of the Company

RICHMOND, Va., and BALTIMORE, Md., Aug. 8, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading independent investment bank, announces that it served as lead advisor on the recapitalization of Watershed Car Wash’s (“Watershed” or the “Company”) portfolio comprised of 30 express tunnel car wash sites.

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Patented Technology Allows Mortgage Buyers to Transact with Any Seller on MCT Marketplace

SAN DIEGO, Calif., Aug. 8, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced that the company has been awarded a patent for the security spread commitment used in the industry’s largest mortgage asset exchange: MCT Marketplace. The security spread commitment transforms loan […]

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Secured Signing Notary Community platform enables notaries to connect with clients online, receive jobs, and chat directly

MOUNTAIN VIEW, Calif., Aug. 7, 2024 (SEND2PRESS NEWSWIRE) — Secured Signing, a frontrunner in the realm of digital signature and remote online notarization solutions, is thrilled to unveil a series of substantial upgrades to its Notary Community platform. These enhancements are meticulously crafted to empower notaries to broaden their client base, attract many business opportunities, […]

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EnergyCAP Appoints Shawn Lankton as Chief Executive Officer

BOALSBURG, Pa., Aug. 6, 2024 (SEND2PRESS NEWSWIRE) — EnergyCAP, the leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the appointment of Shawn Lankton as Chief Executive Officer. This decision reflects the Board’s continued and growing optimism across the spectrum of growth opportunities ahead for EnergyCAP.

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ACES Quality Management EVP of Compliance Amanda Phillips Selected as a 2024 Insider by HousingWire Magazine

DENVER, Colo., Aug. 5, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its Executive Vice President (EVP) of Compliance Amanda Phillips has been named a 2024 Insider in HousingWire Magazine’s annual award program.

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Informative Research’s Penny Gonzalez Named a 2024 HousingWire Insider

IRVINE, Calif. /California Newswire/ — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced today that Penny Gonzalez, Vice President of Business Process, has been selected by HousingWire magazine for its annual Insiders awards program. Originally published on CaliforniaNewswire.com — Informative Research’s Penny Gonzalez Named a 2024 HousingWire Insider

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MCT Reports a 6% Mortgage Lock Volume Decrease in Latest Report

SAN DIEGO, Calif., Aug. 2, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a decrease of 5.67% in mortgage lock volume compared to the previous month. Industry professionals and enthusiasts are invited to download the complete report for comprehensive insights into the […]

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Dark Matter Technologies’ Product Evangelist Craig Rebmann honored with 2024 HW Insiders Award

JACKSONVILLE, Fla., Aug. 1, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that Craig Rebmann, its product evangelist, has been named a 2024 HW Insider. Now in its ninth year, the HW Insiders program recognizes talented operations professionals […]

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Argyle’s Rowdy Harris honored as HousingWire Insider

NEW YORK CITY, N.Y., Aug. 1, 2024 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced its principal mortgage customer success manager Rowdy Harris has been honored as a 2024 HousingWire Insider. Now in its ninth year, the Insiders Award […]

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LenderLogix Integrates Income, Employment Verification Services from Truv into LiteSpeed Mortgage Point-of-Sale

BUFFALO, N.Y., Aug. 1, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced its integration with automated employment and income technology provider Truv. Through the integration, lenders can now access Truv’s consumer-permissioned data platform through LenderLogix’s point-of-sale (POS) LiteSpeed […]

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ACES Quality Management Enhances ACES Deposit Account Audit Pack for Banks and Credit Unions

DENVER, Colo., July 31, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its Deposit Accounts Audit Pack. The pre-configured audit pack is designed to assist financial institutions with meeting the deposit account monitoring requirements from the […]

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