Tag: Finance

DES MOINES, Iowa /Massachusetts Newswire: -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, has been named to HousingWire's 2026 Tech100 Mortgage list, marking the third time the company has earned the industry's top technology distinction. iEmergent was selected for its continued expansion of data-driven tools that help lenders identify where mortgage demand is emerging and how to act on it.

NEW YORK CITY, N.Y. /Massachusetts Newswire: -- Argyle, the leading provider of direct-source income, employment and asset verifications, has been named to HousingWire's 2026 Tech100 Mortgage list, marking the third time the company has earned the industry's top technology distinction. The recognition reflects Argyle's continued product innovation and measurable impact across the mortgage industry.

ATLANTA, Ga. /Massachusetts Newswire: -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with down payment programs, has been named to HousingWire's 2026 Mortgage Tech100 list. DPR first appeared on the HousingWire Tech100 list in 2017.

JACKSONVILLE, Fla. /Massachusetts Newswire: -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced it has been named to HousingWire's 2026 Mortgage Tech100 list, recognizing companies whose technology solutions are shaping the future of the mortgage industry. This marks the company's third appearance on the Tech100 list.

SEATTLE, Wash. /Massachusetts Newswire: -- Friday Harbor has been named to HousingWire's 2026 Tech100 Mortgage list, an award that recognizes the most innovative technology companies shaping the future of mortgage lending. Friday Harbor was selected for advancing the use of artificial intelligence to bring underwriting insight earlier in the loan lifecycle, helping lenders surface and resolve potential issues before files reach final underwriting. Friday Harbor's approach has been adopted by approximately 25 lenders, including two of the top 10 independent mortgage banks.

TROY, Mich. /Massachusetts Newswire: -- Class Valuation, a leading real estate appraisal management company (AMC), has been named to HousingWire's 2026 Mortgage Tech100 list, recognizing the most innovative and impactful technology organizations serving the mortgage industry. Class Valuation has earned multiple Tech100 honors over the years, reflecting its sustained leadership in appraisal modernization through advanced technology, scale and data-driven workflows.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, has been named a 2026 HousingWire TECH100 winner. HousingWire selected FirstClose for its end-to-end lending platform that combines real-time property intelligence with automated workflows to help lenders accelerate decisioning, reduce operational friction and close loans faster.

BOULDER, Colo. /Massachusetts Newswire: -- Floify, the mortgage industry's leading point-of-sale (POS) solution, has been named to HousingWire's 2026 Mortgage Tech100 list, which recognizes the most innovative and impactful technology organizations serving the mortgage and housing finance ecosystem.

NEW YORK, N.Y. /Massachusetts Newswire: -- Vertyx, a provider of intelligent mortgage servicing technology built for enhanced portfolio performance, today announced the completion of a milestone year marked by significant market expansion, increased platform adoption and continued innovation across compliance, security and community engagement.

TORRANCE, Calif. /Massachusetts Newswire: -- DocMagic, Inc. announced today that it has once again been named to HousingWire's Tech100 Mortgage list, earning recognition every year since the program's inception. The annual award recognizes the most innovative technology companies transforming the mortgage industry.

JACKSONVILLE, Fla. /Massachusetts Newswire: -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced continued client momentum that includes a multi-year renewal with Arbor Bank and a new client signing with Covey Financial, as well as tighter integration of its Elevate℠ Loan Servicing Solution (Elevate) and the Empower® loan origination system (LOS).

SAN DIEGO, Calif. /Massachusetts Newswire: -- The Mortgage Collaborative (TMC), the nation's leading independent cooperative network for mortgage lenders, today released results from the latest Pulse of the Network survey, along with an analysis examining how mortgage lenders are prioritizing technology, operational efficiency, and growth strategies amid continued market pressure.

HOUSTON, Texas /Massachusetts Newswire: -- NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced a standout year in 2025, having reached more than 2 million successful notarizations to date, including more than 238,000 notarizations completed this year. The company also doubled both its credit card transaction volume and the number of servicers using loss mitigation-related RON transactions through its real estate vertical, exemplifying growing industry adoption of digital solutions.

TROY, Mich. /Massachusetts Newswire: -- Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has been appointed chief operating officer. Flynn joined Class Valuation in April 2025 as chief data officer and has since played a central role in advancing the company's strategic, operational and product initiatives.

TORRANCE, Calif. /Massachusetts Newswire: -- DocMagic, Inc., today announced that two of its executives have been elected to help lead Community of Practice (CoP) workgroups within the Mortgage Industry Standards Maintenance Organization (MISMO) for the 2026-2027 term. Chief eServices Executive Brian D. Pannell will serve as vice chair of MISMO's Digital Interoperability CoP, and Director of Integration and Technical Services David Garrett will serve as vice chair of the eMortgage CoP.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced its acquisition of Basecap Analytics, an established enterprise data quality platform trusted by leading financial institutions. The acquisition enhances ACES' ability to deliver end-to-end quality management by expanding its platform to include enterprise-wide data quality automation.

NEW YORK, N.Y. /Massachusetts Newswire: -- Vertyx, a provider of intelligent mortgage servicing technology built for enhanced portfolio performance, today announced the release of Borrower Relationship Management, a new capability within its end-to-end mortgage servicing platform designed to help servicers and investors identify retention and recapture opportunities earlier, deliver timely outreach through borrower channels and measure engagement.

ATLANTA, Ga. /Massachusetts Newswire: -- Down Payment Resource (DPR), the housing industry authority on homeownership program data and solutions, today released its Q4 2025 Homeownership Program Index (HPI) report, identifying 2,619 programs. While the total count is five programs fewer than the prior quarter, it marked a 6% increase from a year earlier, rising from 2,466 programs in Q4 2024. The year-over-year (YoY) growth reflects continued expansion and refinement of program options amid persistent housing affordability challenges across much of the country.

GARDEN GROVE, Calif. /Massachusetts Newswire: -- Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that its work in 2025 has introduced significant platform enhancements and expanded its integration ecosystem across credit and verification services. The company introduced new credit and verification capabilities, added multiple data and payroll partners, and enhanced automation through its unified platform.

TROY, Mich. /Massachusetts Newswire: -- Class Valuation, a leading real estate appraisal management company (AMC), announced today that Tanya Wright has joined the company as Executive Vice President of Third-Party Origination (TPO) and Distributed Retail. Wright will serve on Class Valuation's Operations Leadership Team and oversee strategy, operations and client success for the company's broker and distributed retail channels.

LAKE ZURICH, Ill. /Massachusetts 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 highlights Dovenmuehle's strong performance and disciplined execution across key areas of mortgage servicing.

BRENTWOOD, Tenn. /Massachusetts Newswire: -- Franklin Madison is thrilled to announce the addition of Farah Rehman as Group Vice President, Revenue Execution. With 24 years of experience spanning product development, sales, marketing, and strategy, Farah brings a distinguished track record of helping build and scale insurance businesses to the executive leadership team.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced 2025 results showing faster closings and measurable efficiency gains as lenders used its technology to meet rising home equity demand in a high-interest-rate environment. The company reduced closing timelines, expanded key integrations and strengthened its operating foundation to support scalable growth in 2026.

WARRENVILLE, Ill. /Massachusetts Newswire: -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026, marking four consecutive years of recognition in this prestigious national ranking. Legacy Wealth Advisors is known for its collaborative approach, ensuring clients benefit from the collective expertise of the entire team.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, continued to support its customers through a challenging mortgage market in 2025 by sustaining audit scale, advancing AI-driven quality control innovation and delivering trusted regulatory and defect trend insight.

PLANO, Texas /Massachusetts Newswire: -- Optimal Blue today released its December 2025 Market Advantage mortgage data report, showing that mortgage rate-lock activity ended the year on a firm footing, bucking typical holiday-driven seasonality. Total lock volume rose 2% month over month (MoM) from November and finished 30% higher year over year (YoY), driven primarily by rate-and-term refinances, which climbed 13% from November and more than 170% compared with December 2024.

SEATTLE, Wash. /Massachusetts Newswire: -- Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the integration of its AI Originator Assistant with Fannie Mae's Income Calculator. The new connection enables lenders to instantly calculate qualifying income for borrowers with self-employment or rental income and gain enforcement relief from representations and warranties on the income calculation for conventional loans.

LAKE ZURICH, Ill. /Massachusetts Newswire: -- Dovenmuehle Mortgage, Inc. (DMI), a leading mortgage subservicing company, announced today that it has received the ISO/IEC 27001 certification from NSF International Strategic Registrations (NSF-ISR), an NSF company. ISO/IEC 27001 defines global benchmarks for information security management systems (ISMS).

SAN DIEGO, Calif. /Massachusetts Newswire: -- The Mortgage Collaborative (TMC), the nation's only independent, wholly-owned mortgage lending cooperative, today announced the appointment of Rich Swerbinsky as Strategic Advisor to the CEO & President and Heidi Belnay as Senior Advisor for Business Development. These strategic additions to the leadership team position TMC for accelerated growth and continued industry impact in 2026 and beyond.

VALENCIA, Calif. /Massachusetts Newswire: -- IRS Solutions® announces today that it has completed the SOC 2® examination. As tax professionals face growing security expectations, technology providers must prove accountability and consistency in how they handle data. A recently completed SOC 2® examination provides independent validation that IRS Solutions systems maintain secure, reliable, and confidential operations.

SAN DIEGO, Calif. /Massachusetts Newswire: -- The Mortgage Collaborative (TMC), the nation's leading independent cooperative network for mortgage lenders, today announced it will host the inaugural ACT Technology Summit, short for Accelerator and Collaborative Transformation, a two-day standalone mortgage technology competition and showcase Aug. 12-13 at The Highlands Hotel in Dallas.

BUFFALO, N.Y. /Massachusetts Newswire: -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced LiteSpeed eSign, a fully native eSignature experience built into the LiteSpeed point of sale (POS) platform. Serving both sides of the mortgage process, LiteSpeed eSign enables lenders to tag and request documents for electronic signatures directly in Encompass without the need to switch platforms.

SAN DIEGO, Calif. /Massachusetts Newswire: -- The Mortgage Collaborative (TMC), the nation's leading independent cooperative network for mortgage lenders, today announced the launch of an individual subscription membership option that expands access to its network for mortgage professionals seeking connection, insight and peer engagement outside a traditional lender membership.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management#xae; (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the general availability of its latest innovation, ACES DATABRIDGE, which makes ACES customer data fully portable.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today a new partnership with Stewart Lender Services, a division of Stewart Information Services Corporation (NYSE: STC), that enhances FirstClose's Order Management System (OMS) with expanded home equity fulfillment capabilities.

TROY, Mich. /Massachusetts Newswire: -- Class Valuation, a leading real estate appraisal management company (AMC), announced today that Daniel A. Busch has joined the company as its chief financial officer (CFO). Busch brings more than two decades of financial leadership experience to the role, including extensive work in private equity environments, business transformation and data-driven operational performance.

PLANO, Texas /Massachusetts Newswire: -- Optimal Blue today released its November 2025 Market Advantage mortgage data report, which found that total mortgage rate-lock activity declined with normal late fall seasonality, yet still marked the strongest November in four years. Total lock volume fell 25% month over month (MoM) from October but remained up 17% year over year (YoY), buoyed by historically strong refinance demand and mortgage rates holding near 6%.

PLANO, Texas /Massachusetts Newswire: -- Optimal Blue today announced the promotion of Lanny Rogers III, CPA, to chief financial officer (CFO) and Jeremy Moreno to chief revenue officer (CRO). Their combined experience and long track records of leadership position the company to advance its next stage of growth and client success with a dedicated financial strategy function and strengthened revenue oversight.

GARDEN GROVE, Calif. /Massachusetts Newswire: -- Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Software Developer Sriranjini "Sri" Prabhakara has been named to National Mortgage Professional Magazine's 2025 40 Under 40 list. The annual recognition highlights emerging professionals whose work is helping shape the future of the mortgage sector.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the appointment of Alex Sirpis as vice president of sales. In this role, Sirpis will lead the company's sales organization, refine the go-to-market strategy and drive revenue growth as FirstClose continues expanding its presence with mortgage and home equity lenders across the country.

LAKE ZURICH, Ill. /Massachusetts Newswire: -- Dovenmuehle Mortgage, Inc. (DMI), a leading mortgage subservicing company, announced today that Rivermark Community Credit Union has expanded its partnership with DMI. Under this expanded relationship, Dovenmuehle will provide subservicing for Rivermark's growing portfolio of mortgage loans, supporting the credit union's expanding membership base and ensuring an exceptional servicing experience for members.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced a December lineup of trailblazing figures in loan origination technology, real estate and housing finance advocacy. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman.

DES MOINES, Iowa /Massachusetts Newswire: -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, released a new analysis validating that its U.S. purchase mortgage origination forecasts continue to lead the industry in accuracy, outperforming other publicly available forecasts such as those published by Fannie Mae and the Mortgage Bankers Association (MBA) over the last six years.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the appointment of Adam Nicholson as director of professional services. Nicholson will lead the company's implementation operations, including project delivery, process optimization and cross-functional coordination to enhance the customer experience.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that Lake Michigan Credit Union (LMCU) has implemented FirstClose's Equity Order Management to automate settlement workflows for its home equity lending operations.

TORRANCE, Calif. /Massachusetts Newswire: -- DocMagic, Inc. announced today the availability of its in-person electronic notarization (IPEN) capability, extending the company's Total eClose™ platform to support more closing scenarios and borrower preferences across the country. IPEN offers lenders, settlement agents, notaries and borrowers an additional digital option for situations where remote online notarization (RON) is not jurisdictionally permitted or simply not the preferred experience.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the second quarter (Q2) of 2025. The report analyzes post-closing quality control data derived from the ACES Quality Management & Control® software.

SALT LAKE CITY, Utah /Massachusetts Newswire: -- Mobility Market Intelligence (MMI), the leader in mortgage technology, has been recognized with the 2025 AI Pioneer Award by PROGRESS in Lending Association for leveraging artificial intelligence like ChatMMI cross its platform to deliver to deliver real, measurable outcomes for lenders-from opportunity discovery and timely outreach to borrower retention and lifetime loyalty.

CHARLOTTE, N.C. and PLYMOUTH, Minn. /Massachusetts Newswire: -- Rice Park Capital Management LP ("Rice Park"), a Minneapolis-based private investment firm specializing in mortgage servicing rights (MSRs), announced today that it has acquired Rosegate Mortgage, LLC ("Rosegate Mortgage"), NMLS #2020757, a retail and consumer-direct mortgage lender headquartered in Charlotte, NC.

AUSTIN, Texas /Massachusetts Newswire: -- Velocity Credit Union (Velocity) has announced the launch of a new Buy Now, Pay Later (BNPL) program designed to give members greater financial flexibility and control over their everyday spending. A financial institution with over $1 billion in assets and serving over 80,000 members, Velocity is introducing this program to further its commitment to offering comprehensive financial services to its members for every stage of their life.

SAN DIEGO, Calif. /Massachusetts Newswire: -- As lenders continue to navigate a shifting housing market marked by volatility, margin pressure and rapid technological change, The Mortgage Collaborative (TMC) is doubling down on what it believes is the industry's greatest strength: connection.

IRVINE, Calif. /Massachusetts Newswire: -- Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced the launch of its new Loan Hub for lenders seeking an optimized loan team experience. The Loan Hub gives loan officers, LO assistants and processors a modern, intuitive workspace to manage their pipelines, collaborate with borrowers and complete key tasks without toggling between systems.

PLANO, Texas /Massachusetts Newswire: -- Optimal Blue today released its October 2025 Market Advantage mortgage data report, showing that rate-lock activity remained strong despite seasonal cooling and continued to outpace last year's levels. Total lock volume fell 4.2% month over month (MoM) from September's peak but was still up 18% year over year (YoY) as borrowers responded to improving affordability and narrower rate spreads.

SALT LAKE CITY, Utah /Massachusetts Newswire: -- HousingWire has recognized Dan Jones, Chief Technology Officer at Mobility Market Intelligence (MMI), as one of its 2025 Tech Trendsetters - an annual honor celebrating 75 technology leaders who are shaping the future of housing through innovation.

BUFFALO, N.Y. /Massachusetts Newswire: -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced it has launched AI Sidekick, an artificial intelligence (AI) feature built into the LiteSpeed point-of-sale (POS) platform. AI Sidekick supports loan officers (LOs) with simple tools to instantly review loan files, efficiently update document needs lists and rapidly identify missing data, reducing loan processing times by up to 40%.

MOUNTAIN VIEW, Calif. /Massachusetts Newswire: -- Secured Signing, a global leader in Digital Signature and Remote Online Notarization (RON) solutions, announces a major step forward in fighting digital fraud. We've partnered with Reality Defender, the leader in real-time deepfake detection, to integrate a powerful new security layer into our services.

SEATTLE, Wash. /Massachusetts Newswire: -- Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced that its AI Originator Assistant now performs collateral analysis alongside credit, income and asset reviews. The enhancement enables lenders to underwrite appraisals and appraisal-related documents with the same precision and consistency the platform already delivers for other loan file components.

ADDISON, Texas /Massachusetts Newswire: -- Click n' Close, a multi-state mortgage lender, today announced a significant expansion of its warehouse line capacity dedicated to its growing One-Time Close (OTC) construction-to-permanent wholesale lending business. The expansion, supported by Merchants Bank and other warehouse partners, triples Click n' Close's OTC capacity and follows a record fiscal year performance, reinforcing the confidence of its capital partners in the company's financial strength and specialized business model.

AUSTIN, Texas /Massachusetts Newswire: -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, is celebrating its 25th anniversary this month. This marks a quarter-century of innovation in modernizing lending processes for residential mortgage and home equity lenders nationwide.

DALLAS, Texas /Massachusetts Newswire: -- Benchmark Mortgage, a full-service mortgage lender and broker based in Dallas, has added mortgage marketing professional Clay McMurray as chief marketing officer. McMurray will help Benchmark Mortgage grow its national brand to new heights, bringing the company's story to life with the goal of helping as many homeowners as possible while attracting top mortgage originators. He brings extensive mortgage industry experience, having led and expanded other national brands.

VALENCIA, Calif. /Massachusetts Newswire: -- IRS Solutions® announced the launch of its Partner Rewards Program, a new initiative that rewards tax professionals who refer their colleagues to the platform. This program not only expresses gratitude but also provides tax pros with an easy, recurring revenue opportunity while expanding the IRS Solutions community.