GARDEN GROVE, Calif., April 2, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the integration of Veri-Tax, the market leader in delivering the industry’s fastest verifications, into its proprietary Verification Platform. The integration merges Informative Research’s platform with Veri-Tax’s verification services so lenders can […]
Tag Archives | Finance
Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors
BOULDER, Colo., April 1, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational […]
TravelInsurance.com Recognized As The Best For Comparing Travel Insurance Quotes By Money.com For Fourth Consecutive Year
NEW YORK, N.Y., March 27, 2024 (SEND2PRESS NEWSWIRE) — TravelInsurance.com, a leading travel insurance comparison marketplace, was recognized by Money.com as one of the “9 Best Travel Insurance Companies of 2024” for the fourth consecutive year. TravelInsurance.com garnered recognition as the leading platform for comparing travel insurance quotes. Additionally, its price guarantee and insurance terms […]
Moody’s Investors Service affirms Dovenmuehle’s overall rating as an ‘above average’ residential mortgage loan servicer
LAKE ZURICH, Ill., March 27, 2024 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced today that Moody’s Investors Service (“Moody’s”) has affirmed its servicer quality (SQ) assessment as a servicer of prime residential mortgage loans at SQ2-. Moody’s assessment underscores Dovenmuehle’s exceptional capabilities across various key areas of mortgage servicing.
Bill Warden of Dark Matter Technologies recognized among The Top 25 CFOs of Jacksonville
JACKSONVILLE, Fla., March 26, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that its Chief Financial Officer (CFO) Bill Warden has been recognized on the 2024 list of The Top 25 CFOs of Jacksonville. The Top CFOs […]
PROGRESS in Lending recognizes Argyle as a leader in mortgage industry innovation
NEW YORK CITY, N.Y., March 25, 2024 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, is a 2024 recipient of the PROGRESS in Lending Association’s 2024 Innovations Award honoring the most innovative companies in the U.S. mortgage industry. Argyle was recognized […]
Blue Sage Solutions and The Mortgage Collaborative Partner to Bring Interim Servicing to their Members
ENGLEWOOD CLIFFS, N.J., March 22, 2024 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s largest independent mortgage cooperative, announced the addition of Blue Sage Solutions, an industry leader in innovative cloud-based technology providers, to bring interim servicing to the mortgage industry. The partnership makes the Blue Sage Digital Servicing Platform (DSP), a cloud-based system that […]
SmartBuy DPA Now Available to The Mortgage Collaborative’s Lender Members
ADDISON, Texas, March 21, 2024 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender, today announced its Preferred Partner status with The Mortgage Collaborative (TMC), a leader in mortgage cooperatives dedicated to providing its members with cutting-edge technology and expert mortgage banking resources.
Matrix Advises on the Sale of Andretti Petroleum Group to H&S Energy
RICHMOND, Va. and BALTIMORE, Md., March 20, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Andretti Petroleum Group (“Company”) on the sale of its convenience retail, fuels distribution, cardlock, fleet card, commercial fueling, car wash, lubricants and transportation businesses to H&S Energy, LLC […]
Argyle welcomes former FHFA Chief Fintech Officer Jason Cave to board of advisors
NEW YORK CITY, N.Y., March 20, 2024 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced the addition of Jason Cave, former chief fintech officer and deputy director of the Federal Housing Finance Agency’s Division of Conservatorship Oversight and Readiness, […]
Fast Company recognizes Argyle among the Most Innovative Companies of 2024
NEW YORK CITY, N.Y., March 19, 2024 (SEND2PRESS NEWSWIRE) — Argyle, the leading provider of direct-source income and employment data, has been named one of 2024’s Most Innovative Companies by Fast Company. After evaluating a field of thousands of organizations worldwide, Fast Company editors, reporters and contributors ranked Argyle #5 globally for innovation in the […]
Mortgage Industry Veteran Sara Holtz Joins Optimal Blue as Chief Marketing Officer
PLANO, Texas, March 15, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue announced today that it has appointed Sara Holtz as chief marketing officer. As a seasoned marketing and communications leader, Holtz brings more than 20 years of career experience, including a decade of driving change in the mortgage industry. As chief marketing officer, Holtz will drive […]
Argyle brings the mortgage industry’s highest-converting VOIE platform to The Mortgage Collaborative
NEW YORK CITY, N.Y., March 14, 2024 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, has joined The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, as a preferred partner. As a member of TMC’s Preferred […]
Click n’ Close Announces One-Time Close Program to Address Home Buyer Challenges in Rural America
ADDISON, Texas, March 14, 2024 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced its latest mortgage product, One-Time Close (OTC) loan programs for government-insured mortgage products. This product is designed to aid homebuyers in rural America with down payment assistance, with […]
Tax Relief CPA Alerts Delinquent Taxpayers as IRS Intensifies Collection Efforts and Audit Activities for 2024
LOS ANGELES, Calif., March 13, 2024 (SEND2PRESS NEWSWIRE) — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, alerts that the IRS is ramping up collections and tax audits in 2024, and urges taxpayers to act with tax relief strategies. If you haven’t received IRS notices recently about unfiled […]
Tax attorney to millionaires, Allie Petrova, warns about new IRS tactics against taxpayers
GREENSBORO, N.C., March 12, 2024 (SEND2PRESS NEWSWIRE) — It is official now: The Internal Revenue Service is going after high-income taxpayers who need to be filing returns, reporting income, and coming to terms with overdue taxes, penalties, and interest, cautions renowned tax attorney and national speaker Allie Petrova, founder of Petrova Law PLLC, a premier […]
NotaryCam Achieves Record RON Growth in 2023
HOUSTON, Texas, March 12, 2024 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced significant growth in 2023, expanding its independent notary platform customer base by 46% and the number of loss mitigation-related RON transactions by 115%. The company also increased its medical […]
Spring Buying Season Kicks Off With an Uptick in Purchase Applications Despite Climbing Interest Rates
PLANO, Texas, March 11, 2024 (SEND2PRESS NEWSWIRE) — Today, Optimal Blue released its February 2024 Originations Market Monitor report, which reveals that the spring homebuying season has kicked off with a jump in monthly purchase mortgage locks. The seasonal spike in purchase locks propelled a net increase in origination activity, even as higher interest rates […]
Floify introduces flexible pricing with the introduction of Lender Edition
BOULDER, Colo., March 11, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS), today announced the launch of Lender Edition, a newly badged version of the popular mortgage point-of-sale that introduces a flexible per-loan pricing option for mortgage lenders. Floify Lender Edition is the counterpart to Broker Edition, a one-stop lending platform configured […]
iEmergent brings actionable mortgage market intelligence to credit unions as ACUMA affiliate member
DES MOINES, Iowa, March 7, 2024 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Since its founding nearly a quarter century ago, iEmergent has worked with credit unions and […]
Lending execs share top concerns, priorities in The Mortgage Collaborative’s 2024 Pulse of the Network survey findings
AUSTIN, Texas, March 7, 2024 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced the completion of its “Pulse of the Network” survey for 2024. The full report features lenders’ top five critical issues for the year, top 10 goals and anticipated strategies for success.
Informative Research Announces Mortgage Lenders Using Fannie Mae’s Desktop Underwriter Can Now Validate Income and Employment with AccountChek
GARDEN GROVE, Calif., March 7, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced that lenders using Fannie Mae’s Desktop Underwriter® (DU®) can now leverage a 12-month asset verification report to validate income and employment in addition to assets with a single asset report. By […]
MCT Reports a 20.9% Increase In Mortgage Lock Volume Amidst Rising Rates
SAN DIEGO, Calif., March 6, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, has reported a 20.9% increase in mortgage lock volume in February compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to […]
Down Payment Resource’s Veronica Khandelwal named to National Mortgage Professional’s 2024 Women of Inspiration list
ATLANTA, Ga., March 6, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that Vice President, Housing Finance Authority (HFA) Relations, Veronica Khandelwal, has been named to the 2024 Women of Inspiration list by National Mortgage Professional, an American Business Media […]
Floify’s Sofia Rossato honored with National Mortgage Professional’s 2024 Women of Inspiration award
BOULDER, Colo., March 6, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been recognized as a National Mortgage Professional (NMP) 2024 Woman of Inspiration. The award recognizes women who are trailblazers, visionaries and leaders in the mortgage industry.
LenderLogix Announces POS Integration with Informative Research’s AccountChek to Enhance the Mortgage Borrower Experience
BUFFALO, N.Y., March 5, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, announced the integration of AccountChek by Informative Research into its point-of-sale system LiteSpeed. This integration blends AccountChek’s pioneering verification technology into LiteSpeed to seamlessly enhance the borrower experience […]
Optimal Blue’s Mike Schommer Honored as a 2024 HousingWire Finance Leader
PLANO, Texas, March 1, 2024 (SEND2PRESS NEWSWIRE) — Today, Optimal Blue announced its vice president of finance, Mike Schommer, has been honored as a 2024 HousingWire Finance Leader. The award program celebrates senior finance executives who have exhibited exceptional leadership in corporate finance, capital markets, and accounting within the mortgage and real estate sectors.
MCT Releases Custom TBA Indications to Provide Price Discovery for Illiquid Coupons
SAN DIEGO, Calif., Feb. 28, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the release of pricing indications for the to-be-announced mortgage-backed securities (TBAs) used by mortgage lenders to hedge their open mortgage pipelines. TBA indications improve transparency in illiquid market segments […]
Secured Signing Unveils Cutting-Edge Features and Enhancements in Latest Announcement
MOUNTAIN VIEW, Calif., Feb. 27, 2024 (SEND2PRESS NEWSWIRE) — Secured Signing, a leading provider of digital signature solutions, today announced the release of its latest version, featuring a range of innovative features and enhancements designed to make the signing process smoother and more efficient than ever. These updates benefit users of the We Sign, Form […]
Click n’ Close Welcomes Polly Cracchiolo as Wholesale Loan Division Expands
ADDISON, Texas, Feb. 26, 2024 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Polly Cracchiolo has joined the organization’s third-party originator (TPO) sales team as an account executive. In this new role, Cracchiolo will be under Ken Weislak’s leadership, the […]
Dark Matter Technologies unveils Horizon User Conference agenda
JACKSONVILLE, Fla., Feb. 15, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the agenda for its Horizon User Conference. Open to Dark Matter clients and partners, the conference will take place at the Fontainebleau Miami Beach Hotel […]
ACES Quality Management Releases Call Monitoring Audit Pack to Enhance Mortgage Quality Control and Compliance Programs
DENVER, Colo., Feb. 15, 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 newest product offering, ACES Call Monitoring Audit Pack. The pre-built, configurable Call Monitoring Audit Pack enables lenders and servicers to establish an additional layer of […]
IRS Solutions Releases IRS Advance Notice, Innovative Tax Resolution Platform Feature that Tracks and Alerts Users to IRS Transcript Changes
VALENCIA, Calif., Feb. 14, 2024 (SEND2PRESS NEWSWIRE) — IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry’s favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax […]
MCT Awarded HW Tech100 Mortgage Award for the 5th Consecutive Year
SAN DIEGO, Calif., Feb. 13, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, was announced as a 2024 HousingWire Tech100 Mortgage Winner for the 5th consecutive year. For more than a decade, HousingWire’s Tech100 program has identified and recognized the most innovative technology companies […]
Optimal Blue Originations Market Monitor: Lock Volume Rises 36% Month Over Month in January, Falling Rates and Slowing Decline in Purchase Counts May Signal Lending Relief in 2024
PLANO, Texas, Feb. 12, 2024 (SEND2PRESS NEWSWIRE) — Today, Optimal Blue announced the release of its Originations Market Monitor report, looking at mortgage origination data through January month-end. Leveraging daily rate lock data from the Optimal Blue PPE – the industry’s most widely used product, pricing, and eligibility engine – the Originations Market Monitor provides […]
Avenu Insights & Analytics Announces Strategic Acquisition of Judicial Innovations
CENTREVILLE, Va., Feb. 12, 2024 (SEND2PRESS NEWSWIRE) — Avenu Insights & Analytics (“Avenu”), the global leader in revenue recovery and administrative solutions for state and local governments, is excited to announce its acquisition of Judicial Innovations, a pioneering provider of cloud-based payment and case management solutions. This acquisition marks Avenu’s second payment solution acquisition in […]
MMI Earns Second HousingWire Tech100 Mortgage Award
SALT LAKE CITY, Utah, Feb. 9, 2024 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its inclusion in the 2024 HousingWire Tech100 Mortgage list. This year marks MMI’s second appearance on the HW Tech100 list, which serves as a […]
ACES Quality Management Achieves a Decade of Distinction on HousingWire TECH100
DENVER, Colo., Feb. 8, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been selected for the tenth consecutive year by HousingWire magazine for its annual TECH100 awards program. The magazine chose ACES for the continual innovation of its flagship […]
Matrix Advises on the Sale of Hicks Oils’ Lubricants Business to Schaeffer Manufacturing Company
RICHMOND, Va. and BALTIMORE, Md., Feb. 8, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Hicks Oils & Hicksgas, Incorporated (“Hicks” or the “Company”) on the sale of its Hicks Oils lubricants business to Schaeffer Manufacturing Company (“Schaeffer”). Hicks Oils is a premier […]
NotaryCam makes its 6th appearance on HousingWire’s annual Tech100 list of innovative technology
HOUSTON, Texas, Feb. 7, 2024 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced its inclusion in the prestigious Tech100 awards program by HousingWire, a leading industry publication.
Seven Corners Travel Insurance Plans Now Available Through Travellinsurance.com Marketplace
NEW YORK, N.Y., Feb. 6, 2024 (SEND2PRESS NEWSWIRE) — TravelInsurance.com is pleased to welcome Seven Corners Travel Insurance to its leading travel insurance comparison marketplace. Travelinsurance.com offers travelers the easiest way to compare and buy travel insurance from top global travel insurers online. Seven Corners’ award-winning trip protection plans represent a valued addition to TravelInsurance.com’s […]
SOC 1 and 2 reports confirm the reliability and security of Dovenmuehle’s mortgage subservicing processes
LAKE ZURICH, Ill., Feb. 6, 2024 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc., a leading mortgage subservicing company, announced today that Plante Moran, PLLC, a public accounting and business advisory firm, has published the findings of its annual review of Dovenmuehle’s subservicing operations via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 […]
Argyle makes its debut on HousingWire’s Tech100 list of the most innovative companies in mortgage
NEW YORK CITY, N.Y., Feb. 5, 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 debut on HousingWire’s annual Tech100 Mortgage list of the most innovative companies in the housing finance industry. Argyle was recognized for modernizing the […]
Down Payment Resource presents Housing and Education Alliance Founder and Executive Director Sylvia Alvarez with 2023 Beverly Faull Affordable Housing Leadership Award
ATLANTA, Ga., Feb. 5, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that it selected Sylvia Alvarez, founder and executive director of Housing and Education Alliance (HEA), as the winner of its 2023 Beverly Faull Affordable Housing Leadership Award.
FormFree celebrates its 10th appearance on the HousingWire Tech100
ATHENS, Ga., Feb. 2, 2024 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has been honored as a HousingWire Tech100 Mortgage award winner for a tenth year. The fintech was recognized for the launch of its Residual Knowledge Income Index(tm) (RIKI(tm)), an innovative method for measuring consumers’ ability to pay for mortgages and other loans based […]
LenderLogix Celebrates its Third Appearance on HousingWire’s annual Tech100 List of Innovative Mortgage Technology Firms
BUFFALO, N.Y., Feb. 2, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced it has been named to HousingWire magazine’s annual Tech100 list. The Tech100 award seeks to highlight the most innovative technology companies across the housing sector.
Monthly Mortgage Volume Increases 13.96% In Latest MCT Indices Report
SAN DIEGO, Calif., Feb. 2, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 13.96% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download […]
Optimal Blue Clinches 2024 HousingWire Tech100 Mortgage Award
PLANO, Texas, Feb. 2, 2024 (SEND2PRESS NEWSWIRE) — Today, Optimal Blue announced its selection by HousingWire as a Tech100 Mortgage award winner. Now in its 12th year, HousingWire’s Tech100 award program spotlights the most innovative and impactful tech organizations in housing.
Floify named a 2024 HW Tech100 Mortgage honoree
BOULDER, Colo., Feb. 2, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, announced that it has been named a HW Tech100 Mortgage award honoree. Floify was recognized as an exceedingly user-friendly point-of-sale (POS) whose easy-to-configure platform and rule-based automations have made it beloved among small and midsize lenders and mortgage brokers.
KROST Is Ranked Among CalCPA’s Top 150 Firms
PASADENA, Calif., Feb. 1, 2024 (SEND2PRESS NEWSWIRE) — KROST CPAs and Consultants has been named one of the Top 150 Firms for 2023-2024 by CalCPA. This award recognizes the firm, with 100% membership. The company is ranked 33rd on the list. The recognition reflects KROST’s dedication to professional development and the CalCPA organization.
ACES Quality Management Announces Addition of Fannie Mae Executive Bill Cleary to ACES ENGAGE 2024 Agenda
DENVER, Colo., Feb. 1, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced Fannie Mae Vice President Bill Cleary will speak at its annual ACES ENGAGE conference, taking place at the Ritz Carlton Dove Mountain hotel in Tucson, Ariz., […]
LenderLogix Q4 2023 Homebuyer Intelligence Report Data Shows Steady Home Buying Activity
BUFFALO, N.Y., Feb. 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 the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by […]
Dark Matter Technologies adds mortgage technology veteran Tony Fox as chief of client engagement
JACKSONVILLE, Fla., Jan. 31, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced industry veteran Tony Fox as its chief of client engagement.
Down Payment Resource reports 135 homebuyer assistance programs were introduced in 2023 to combat the least affordable housing market in decades
ATLANTA, Ga., Jan. 30, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q4 2023 Homeownership Program Index (HPI) report. During a year when home affordability hit a nearly four-decade low, housing agencies introduced 135 homebuyer assistance programs and expanded eligible inventory […]
Matrix Advises on the Sale of Eastern Sierra Propane to Ferrellgas Partners, L.P.
RICHMOND, Va. and BALTIMORE, Md., Jan. 29, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Eastern Sierra Propane (“Eastern Sierra” or the “Company”) on its sale to Ferrellgas Partners, L.P. (OTC: FGPR) (“Ferrellgas”). The Company is one of the premier propane retailers in […]
Click n’ Close Welcomes Sean Drake as it Expands Wholesale Loan Division
ADDISON, Texas, Jan. 25, 2024 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Sean Drake has joined the organization’s third-party originator (TPO) sales team as an account executive.
Floify shares findings from survey of 150 top-producing loan originators
BOULDER, Colo., Jan. 24, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, commissioned an independent study of 150 high-performing loan originators (LOs) in 2023 to gain recruiting and retention insights. “High-performing” LOs were defined as being in the top 20% of closed loan dollars or volume.
New workflow in the Empower LOS makes it easier for mortgage lenders to consider rent payments when qualifying first-time homebuyers
JACKSONVILLE, Fla., Jan. 23, 2024 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the availability of a new, automated workflow in the Empower® loan origination system (LOS) that makes it easier for lenders to identify and qualify loan […]
iEmergent CEO Laird Nossuli to present at Seattle’s inaugural Black Homeownership Symposium on January 26
SEATTLE, Wash. and DES MOINES, Iowa, Jan. 18, 2024 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that its CEO Laird Nossuli will present at Seattle’s inaugural Black Homeownership Symposium on January 26. Dr. Courtney Johnson Rose, president of the National Association […]
Realfinity Launches Dual-License Program for Real Estate Agents
MIAMI, Fla., Jan. 18, 2024 (SEND2PRESS NEWSWIRE) — Real-Finity, Inc. (“Realfinity”) is excited to announce the availability of its Dual-License Program enabling the integration of mortgage services for real estate agents. In the dynamic and increasingly challenging environment of real estate, agents are now able to take advantage of this innovative solution to combat pressure […]
Seasonal Lows Contribute to 13.71% Drop In Mortgage Volume
SAN DIEGO, Calif., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, revealed today a 13.71% decline in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the […]
Avenu Insights & Analytics Announces the Acquisition of Finvi’s State and Local Government Division
CENTREVILLE, Va., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) — Avenu Insights & Analytics (“Avenu”), the global leader in revenue recovery and administrative solutions for state and local governments, is proud to announce the acquisition of Finvi’s State and Local Government (“Finvi SLG”) Division. This strategic move marks a significant expansion of Avenu’s offerings and capabilities in […]
ACES Audit Volume Increases 24%, Hits Record High in 2023
DENVER, Colo., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that, despite challenging mortgage market conditions, the company maintained a record growth path achieved over the last few years by adding more than a dozen of the […]
Optimal Blue PPE Now Available in Native Mobile App for Android and iOS, Gives Loan Officers ‘Pricing in Their Pocket’ With Full Product and Search Capabilities
PLANO, Texas, Jan. 16, 2024 (SEND2PRESS NEWSWIRE) — Today, Optimal Blue announced releases related to its publicly listed, native mobile app for the Optimal Blue PPE – the industry’s most widely used product, pricing, and eligibility engine. The releases consist of a new mobile app for Android, as well as enhancements to the company’s mobile […]
Optimal Blue Originations Market Monitor: December Brought Significant Growth in Rate/Term Refinance Volume as Falling Rates Created Favorable Tailwinds
PLANO, Texas, Jan. 15, 2024 (SEND2PRESS NEWSWIRE) — Today, Optimal Blue announced the release of its Originations Market Monitor report, looking at mortgage origination data through December month-end. Leveraging daily rate lock data from the Optimal Blue PPE – the industry’s most widely used product, pricing, and eligibility engine – the Originations Market Monitor provides […]
Matrix Advises on the Sale of Bobby Taylor Oil Company, Inc. & T&S Transport, Inc. to Parker Oil Company
RICHMOND, Va. and BALTIMORE, Md., Jan. 11, 2024 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces the successful closing on the sale of Bobby Taylor Oil Company, Inc. and T&S Transport, Inc. (“BTOC” or the “Company”) to Parker Oil Company Incorporated. Based in Fayetteville, North Carolina, BTOC is […]
Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list
WARRENVILLE, Ill., Jan. 9, 2024 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
Leading Travel Insurance Comparison Site TravelInsurance.com Has Surpassed 100,000 Customer Reviews on Shopper Approved
NEW YORK, N.Y., Jan. 8, 2024 (SEND2PRESS NEWSWIRE) — TravelInsurance.com today announced surpassing 100,000 customer reviews on Shopper Approved, a rapidly growing review platform in the United States. The verified reviews led to a 4.9 out of 5 stars rating, with over 96,000 perfect 5-star ratings. TravelInsurance.com has the highest third-party reviews in the travel […]
Down Payment Resource’s Executive Vice President Sean Moss honored in National Mortgage Professional’s 2024 Industry Titans awards program
ATLANTA, Ga., Jan. 3, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced its Executive Vice President of Product and Operations Sean Moss has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. The award recognizes experienced professionals […]
Floify joins ACUMA to help credit unions elevate the member homebuying experience
BOULDER, Colo., Jan. 3, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, Floify aims to help credit unions engage their members with an elevated home financing experience while supporting streamlined loan […]
The Mortgage Collaborative closes 2023 with record-breaking ’12 Days of TMC’ in time for holiday congratulations
SAN DIEGO, Calif., Dec. 27, 2023 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, has wrapped up its fourth annual 12 Days of TMC, a virtual conference running from November 30 to December 15, 2023. The online event, spread over three weeks, featured several keynote speakers.
Alliance Group and Four-Time Olympian Chaunté Lowe Join Forces for 2024 Living Benefits Awareness Month, National Life Group Joins as Co-Sponsor
LAWRENCEVILLE, Ga., Dec. 21, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group, a leading IMO in the insurance industry, is thrilled to announce an exciting partnership with four-time Olympian and American high jump record holder, Chaunté Lowe, for Living Benefits Awareness Month (LBAM) in January 2024. In a demonstration of their shared commitment to spreading consumer awareness […]
Argyle’s investments in innovation spur over 50 lenders to switch to the mortgage industry’s highest-converting VOI/E platform
NEW YORK CITY, N.Y., Dec. 20, 2023 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, closed a banner year of mortgage growth with 50 new IMB, credit union and bank customers. The payroll connectivity leader more than doubled the annual volume […]
NotaryCam Authorized to Provide Remote Online Notarization Services for California Transactions in 2024
NEWPORT BEACH, Calif., Dec. 19, 2023 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced today it will support remote online notarial acts in California beginning in 2024 following the passage of CA Senate Bill 696, which was signed into law by California […]
Monthly Mortgage Volume Decreases 10.7% In Latest MCT Indices Report
SAN DIEGO, Calif., Dec. 18, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, today announced a 10.7% decrease in mortgage lock volume in November compared to the previous month. This revelation comes as part of MCT’s monthly Lock Volume Indices report, offering valuable insights […]
Matrix Announces the Sale of Santmyer Companies, Inc.’s Convenience Retail and Branded Dealer Wholesale Businesses
RICHMOND, Va. and BALTIMORE, Md., Dec. 18, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Santmyer Companies, Inc. (“Santmyer” or the “Company”) on the sale of its Red Rover convenience retail stores to Par Mar Oil Company and its branded dealer wholesale business […]
Legacy Mutual Selects LenderLogix’s QuickQual to Improve Transparency and Responsiveness During Mortgage Borrowers’ Home Search
BUFFALO, N.Y., Dec. 18, 2023 (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 that Legacy Mutual Mortgage has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.
Down Payment Resource donates $10,000 to help an Atlantan buy a home this holiday season
ATLANTA, Ga., Dec. 18, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced a $10,000 donation to the Atlanta Neighborhood Development Partnership to be used as a grant to help an eligible homebuyer working with the local nonprofit housing agency.
ACES Q2 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Third Consecutive Quarter
DENVER, Colo., Dec. 14, 2023 (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 2023. The latest report analyzes post-closing quality control data derived […]
Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification
COLORADO SPRINGS, Colo., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Wells Fargo Partners with Award-Winning Online Fan-Athlete Community, HANG, to Connect HBCU Fans and Stars for The Celebration Bowl
NEW YORK, N.Y., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) — Wells Fargo, in partnership with the award-winning fan-athlete community, HANG, will bring a one-of-a-kind watch-party game experience to HBCU fans for the storied match-up between Howard University and Florida A&M at the Celebration Bowl on December 14, 2023. Actor and former NFL linebacker Isaac Keys (Morehouse); […]
FormFree president Eric Lapin to speak on artificial intelligence at MISMO Winter Summit
ATHENS, Ga., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced its President Eric Lapin has been selected to speak at the MISMO Winter Summit taking place January 8-11, 2024, at The Woodlands Resort just outside of Houston, Texas. Lapin will speak on a panel titled “Demystifying Artificial Intelligence, Digital Identity and Blockchain” during a […]
Argyle partners with Dark Matter to bring seamless direct-source income and employment verifications to Empower LOS customers
NEW YORK CITY, N.Y., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, announced today its integration with the Exchange, an interconnected network of mortgage-specific service providers available to customers of the Empower® loan origination system (LOS) from Dark […]
EnergyCAP Recognized as a Leader in Energy Management Software by Independent Research Firm
BOALSBURG, Pa., Dec. 11, 2023 (SEND2PRESS NEWSWIRE) — EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, proudly announces its prestigious placement in the top right leader quadrant of the Verdantix Green Quadrant: Energy Management Software 2023. This accolade underscores EnergyCAP’s commitment to delivering innovative and effective solutions in the energy […]
Enhanced integration between the Empower LOS and DocMagic adds support for home equity, wholesale channels
JACKSONVILLE, Fla., Dec. 11, 2023 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced significant enhancements to the integration between the comprehensive Empower® loan origination system (LOS) and DocMagic’s document generation solution.
FormFree appoints Solvent CEO DIVINE as head of culture
ATHENS, Ga., Dec. 6, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced the appointment of former hip-hop/rap recording artist-turned-techpreneur Victor D. Lombard, professionally known as DIVINE, as head of culture. DIVINE is the CEO and founder of Solvent, a fintech focused on financial empowerment for marginalized groups.
Floify launches comprehensive lending platform for mortgage brokers
BOULDER, Colo., Dec. 4, 2023 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS), today announced the launch of Floify Broker Edition, an easy-to-use, one-stop lending platform for mortgage brokers. Built on the foundation of the classic Floify POS platform, Broker Edition has been thoughtfully configured to make managing loans simpler at an accessible […]
Argyle CEO Shmulik Fishman named a 2023 HousingWire Tech Trendsetter
NEW YORK CITY, N.Y., Dec. 1, 2023 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, announced today that CEO Shmulik Fishman has been named to HousingWire’s list of 2023 Tech Trendsetters. Now in its fifth year, the Tech Trendsetters award honors […]
LenderLogix Co-Founder and Chief Technology Officer Scott Falbo named a 2023 HousingWire Tech Trendsetter
BUFFALO, N.Y., Dec. 1, 2023 (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 2023 Tech Trendsetter Award winner. In its fifth year, HousingWire’s Tech Trendsetters […]
Strategic Benefits Advisors hires industry veteran Michael Yaschik as a senior benefits consultant
ATLANTA, Ga., Nov. 29, 2023 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant. In this role, Yaschik will counsel SBA’s clients as they navigate both strategic benefits initiatives and everyday administration of their pension, 401(k) and health and welfare (H&W) plans.
The Mortgage Collaborative Adds Four Mortgage Industry Luminaries to 2024 Management Board of Directors
SAN DIEGO, Calif., Nov. 28, 2023 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, today announced four additions to its 2024 Management Board of Directors.
Encompass Lending Group Adds LiteSpeed and QuickQual from LenderLogix to Its Digital Mortgage Tech Stack
BUFFALO, N.Y., Nov. 28, 2023 (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 that Encompass Lending Group, a wholly owned subsidiary of Fathom Holdings Inc. (Nasdaq: FTHM), has selected its streamlined point-of-sale (POS) platform LiteSpeed and QuickQual, a loan […]
Publix Employees Federal Credit Union inks contract with Dark Matter Technologies to modernize mortgage operations
JACKSONVILLE, Fla., Nov. 28, 2023 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced a contract with Lakeland, Florida-based Publix Employees Federal Credit Union (PEFCU). The signing is the first under Dark Matter’s new corporate structure and reflects the […]
FormFree welcomes MX Founder and Executive Chair Ryan Caldwell to its board of directors
ATHENS, Ga., Nov. 28, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced the appointment of MX Technologies, Inc. (MX) Founder and Executive Chair Ryan Caldwell to its board of directors. Caldwell brings more than 20 years of experience in financial services and fintech, helping organizations around the world harness the power of financial data to improve […]
Floify taps Courtney Dodd as head of marketing to reinvigorate brand presence
BOULDER, Colo., Nov. 27, 2023 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale solution, today announced that Courtney Dodd has joined its team as head of marketing. With 12 years of experience in the mortgage sector, Dodd is set to spearhead Floify’s marketing initiatives and reinforce its position as an innovator in the field.
Baird Joins Agile’s Growing Broker-Dealer Network
PHILADELPHIA, Pa., Oct. 17, 2023 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that Baird, an international financial services firm, has joined Agile’s broker-dealer network.
3D Chess Media Unveils the Latest Analysis of the Evolving Car Extended Warranty Landscape in the Age of Electric and Autonomous Vehicles
LAS VEGAS, Nev., Nov. 17, 2023 (SEND2PRESS NEWSWIRE) — In a comprehensive industry analysis, 3D Chess Media has released a detailed report on the significant shifts occurring in the car extended warranty market, driven by the rapid evolution of electric and autonomous vehicles. This in-depth exploration sheds light on the changing dynamics of automotive warranties […]
NotaryCam approved to provide eNotary and RON services for Illinois notaries
NEWPORT BEACH, Calif., Nov. 16, 2023 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneer in providing remote online notarization and identity verification/authentication technology for real estate and legal transactions, announced today the Illinois Department of Secretary of State has approved the company to provide both eNotary and remote online notarization (RON) services to […]
CUSO Home Lending rolls out Dark Matter’s Empower LOS to support mortgage and home equity products
JACKSONVILLE, Fla., Nov. 16, 2023 (SEND2PRESS NEWSWIRE) — CUSO Home Lending has made Empower LOS, a cloud-based loan origination system from Dark Matter Technologies (Dark Matter), available to its credit union owners. CUSO Home Lending is the first credit union service organization to leverage Empower’s newly developed joint-venture feature, which allows credit unions to offer […]
Matrix Announces the Successful Sale of Day Motor Sports, LLC
RICHMOND, Va. and BALTIMORE, Md., Nov. 14, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of Day Motor Sports, LLC (“Day Motor Sports” or the “Company”) to Chief Executive Officer Dan Hamilton and Chief Financial Officer Stacy Hamilton. Prior to the sale, […]