Tag: Finance

GARDEN GROVE, Calif. /Massachusetts Newswire: -- Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, announced an enhancement to its integration with Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM). This enhancement enables LPA to assess income and employment for eligibility of representation and warranty relief for lenders using AccountChek® for automated verification of income and employment (VOIE) across a broad range of supported payroll providers.

DES MOINES, Iowa /Massachusetts 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 the 2025 CU: REALM Live! April 14-15 in San Diego, California. Nossuli will lead the day one session on "Utilizing Market-level Mortgage Data to Increase Referrals and Grow Originations," offering credit union leaders actionable strategies for leveraging localized mortgage data to expand their member base and grow lending volume.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 pm ET, this week features Patrick O'Brien, co-founder and chief executive officer of LenderLogix, as a guest on its upcoming episode. O'Brien will share insights on the evolving mortgage technology landscape, the impact of automation on lending and how lenders can leverage digital tools to enhance borrower experiences.

SALT LAKE CITY, Utah /Massachusetts Newswire: -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, has acquired MonitorBase, a borrower monitoring and predictive analytics platform. This acquisition, following MMI's recent addition of Bonzo, a CRM and conversation platform, unites data intelligence, borrower monitoring, and automated engagement into a seamless, end-to-end system for mortgage professionals.

DENVER, Colo. /Massachusetts 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 third quarter (Q3) of 2024. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

PLANO, Texas /Massachusetts Newswire: -- Optimal Blue today released its January 2025 Market Advantage mortgage data report, revealing a sharp rise in year-over-year (YoY) refinance activity alongside a drop in purchase lock counts. The decline in purchase lock counts marks the lowest January count since Optimal Blue began tracking this data in 2019. Meanwhile, refinance lock volume surged even though the Optimal Blue Mortgage Market Indices (OBMMI) 30-year ticked above 7% for the first time since May.

DALLAS, Texas /Massachusetts Newswire: -- ProNotary, a leading provider of remote online notarization (RON) technology, has launched a new comprehensive training program designed to help businesses seamlessly integrate remote notarization into their operations. This initiative aims to streamline onboarding, reduce knowledge loss due to turnover, and make RON adoption more accessible than ever.

GARDEN GROVE, Calif. /Massachusetts Newswire: -- Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced its integration with Thomas & Company, a leading provider of value-added employer services and innovative solutions to support employee relations programs. The integration adds Thomas & Company's Wage and Employment Verification service to Informative Research's verification platform.

NEW YORK CITY, N.Y. /Massachusetts Newswire: -- Argyle, a service provider automating income and employment verifications for some of the largest mortgage lenders in the United States, today announced significant enhancements to its integration with nCino (NASDAQ: NCNO), the leading provider of intelligent, best-in-class banking solutions.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Laura Schmidt, senior vice president of enterprise risk and internal audit at Rate, a leading residential mortgage lending company based in Chicago. With extensive experience in enterprise risk, internal audits and regulatory management, Schmidt offers valuable insights for lenders looking to mitigate risk and ensure compliance in today's financial services landscape.

SAN DIEGO, Calif. /Massachusetts Newswire: -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a 0.12% decrease in mortgage lock volume compared to the previous month. Industry professionals and market enthusiasts are encouraged to download the complete report for a deeper understanding of the latest market trends and dynamics.

RICHMOND, Va. /Massachusetts Newswire: -- Matrix Capital Markets Group, Inc. announces the successful sale of PMI Lubricants ("PMI" or the "Company"), a portfolio company of Dunne Manning, to Wallis Lubricants, LLC. PMI is a leading Mid-Atlantic provider of lubricants, diesel exhaust fluid, and ancillary products to retail, commercial, and industrial customers throughout Virginia and parts of Tennessee, West Virginia, and North Carolina.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced that Bill Cleary, vice president of Single-Family Credit Risk Loan Quality at Fannie Mae, will speak at the ACES ENGAGE conference at The Broadmoor Resort in Colorado Springs, Colo., May 18-20, 2025.

ADDISON, Texas /Massachusetts Newswire: -- Click n' Close (CNC), a multi-state mortgage lender, today announced its SmartBuy™ Shared Appreciation Mortgage (SAM) program now features a 30-year, fixed-rate conventional option approved by Freddie Mac.

ADDISON, Texas /Massachusetts Newswire: -- Mortgage Machine™ Services (Mortgage Machine), an industry leader in digital origination technology to residential mortgage lenders, announced that it has been selected by HousingWire magazine for its annual TECH100 award, marking Mortgage Machine's first-ever inclusion on the premier list of mortgage and real estate technology providers. The magazine chose Mortgage Machine for its high efficiency, dedication to security and outstanding client growth outcomes.

IRVINE, Calif. /Massachusetts Newswire: -- Cloudvirga, a leading provider of digital mortgage point-of-sale platforms, has been named to HousingWire's 2025 Tech100 Mortgage list, marking its eighth consecutive year receiving one of the industry's top technology awards. The recognition reflects Cloudvirga's ongoing commitment to innovation, from enhancements to its Horizon suite of point-of-sale solutions to investments in a next-generation platform that will introduce new levels of speed, flexibility and customization for lenders.

DES MOINES, Iowa /Massachusetts Newswire: -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced its selection to HousingWire's 2025 Tech100 Mortgage list. The prestigious recognition honors iEmergent's flagship platform, Mortgage MarketSmart, for equipping mortgage lenders with the insights to serve diverse and underserved communities.

SAN DIEGO, Calif. /Massachusetts Newswire: -- Optimal Blue today unveiled a series of new products and features, alongside its major Ask Obi AI assistant announcement, at its Summit user conference in San Diego. These innovation announcements underscore the company's commitment to delivering high-impact solutions, at no additional cost, that tackle real-world challenges and help lenders maximize profitability.

SAN DIEGO, Calif. /Massachusetts Newswire: -- Optimal Blue today announced Ask Obi, an AI assistant designed to provide mortgage lending executives with instant, actionable insights from their Optimal Blue products and data. Unveiled during Optimal Blue's inaugural Summit user conference in San Diego, Ask Obi gives lenders the power to view their operations holistically with data aggregation across Optimal Blue's comprehensive capital markets platform.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the mortgage industry, has been selected for the 11th consecutive year by HousingWire magazine for its annual TECH100 honors list. The magazine chose ACES for the continual innovation of its flagship ACES Quality Management & Control® software.

HOUSTON, Texas /Massachusetts Newswire: -- NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization (RON) and identity verification/authentication technology for real estate and legal transactions, today announced its inclusion in the prestigious Tech100 awards program. Now in its 13th year, HousingWire Magazine's Tech100 program honors the most innovative and impactful organizations in the mortgage and real estate industries.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Joe Tyrrell, CEO of Optimal Blue, a leading provider of comprehensive capital markets solutions. With over 25 years of experience in mortgage, finance and technology, Tyrrell will share insights for lenders seeking to fine-tune profitability in secondary market transactions and enhance operational efficiency through technology.

GARDEN GROVE, Calif. /Massachusetts Newswire: -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced today the company has been named to the prestigious HousingWire Tech100 annual list. Informative Research's solutions have driven measurable impacts for lenders and consumers alike.

BUFFALO, N.Y. /Massachusetts 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 mortgage Tech100 list. The Tech100 award aims to spotlight innovative technology companies across the housing sector. LenderLogix is recognized for its tightly integrated, white-labeled solutions built to empower lenders of all sizes to lend more efficiently while delivering outstanding borrower experiences.

NEW YORK CITY, N.Y. /Massachusetts Newswire: -- Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced its second consecutive appearance in HousingWire's annual Tech100 Mortgage list, which recognizes the most innovative technology companies in housing finance. The recognition highlights Argyle's significant contributions to the mortgage industry through its delivery of real-time, cost-effective income and employment verification (VOIE) solutions that streamline loan processing, improve loan pull-through and reduce costs for lenders.

JACKSONVILLE, Fla. /Massachusetts Newswire: -- Dark Matter Technologies (Dark Matter®), an innovative new leader in mortgage technology, today announced it has been named to HousingWire's 2025 Tech100 Mortgage list of companies shaping the future of the housing finance sector. The recognition acknowledges ongoing investments Dark Matter has made to its Empower® loan origination system (LOS), the addition of the NOVA LOS to Dark Matter's product lineup, and advances in productivity and accuracy Dark Matter is making with the AIVA® suite of AI virtual assistants.

ATLANTA, Ga. /Massachusetts Newswire: -- Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today announced that its Founder and CEO Rob Chrane has been named a RISMedia 2025 Real Estate Newsmaker. RISMedia Newsmakers are individuals whose efforts are positively impacting the consumers and communities they serve. This is the second year in a row Chrane has been named to the Newsmakers list.

ATLANTA, Ga. /Massachusetts Newswire: -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, has been named to HousingWire's 2025 Mortgage Tech100 list, which recognizes "the companies and solutions that are revolutionizing the mortgage process - from origination to closing, and servicing to secondary markets."

SARASOTA, Fla. /Massachusetts Newswire: -- MileageWise is the first company to announce offering lifetime plans for mileage tracking, catering to long-term users. By eliminating monthly or yearly fees, users can significantly reduce software costs over time. Mileage tracker apps have become indispensable for ensuring tax compliance, minimizing audit risks, and maximizing deductions.

MOUNTAIN VIEW, Calif. /Massachusetts Newswire: -- Secured Signing, a global leader in Digital Signatures and Remote Online Notarization (RON) solutions, has announced the integration of Cisco Duo Single Sign-On, a cutting-edge enhancement designed to fortify user login security. This milestone innovation introduces built-in two-factor authentication (2FA) to the platform, setting a new standard in safeguarding digital transactions.

DES MOINES, Iowa /Massachusetts Newswire: -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the release of four new market intelligence dashboards that make it easy for lenders to slice, visualize, export and share historical and forecasted loan production, real estate listing and demographic data.

STATE COLLEGE, Pa. /Massachusetts Newswire: -- Global research and advisory firm, Info-Tech Research Group, has identified EnergyCAP as the #1 overall Champion in its 2025 Data Quadrant Report. The report findings are based on data from user reviews on the firm's SoftwareReviews platform, the leading source for insights on the software provider landscape. EnergyCAP is a leading provider of utility bill management and energy tracking software designed to help organizations reduce energy consumption and costs.

NEW YORK, N.Y. /Massachusetts Newswire: -- TravelInsurance.com, the leading platform for comparing and purchasing travel insurance from global providers, makes it easier for cruisers to compare plans and find the most personalized coverage at the best price during the 2025 Wave Season. According to Cruise MarketWatch, 15 new ships with a combined passenger capacity of 38,629 are set to enter the market and are projected to facilitate a total of 33.7 million passengers by the end of 2025, representing a 4.9% increase over 2024 and a 22.4% rise compared to 2019.

HOUSTON, Texas /Massachusetts Newswire: -- NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced a milestone year in 2024, having completed more than 154,000 RON transactions. The company also experienced a 26% increase in loss mitigation-related RON transactions through its real estate vertical, reflecting its ability to address lenders' needs for efficient borrower support.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry webcast The Big Picture, hosted by Rich Swerbinsky and Rob Chrisman and broadcast live every Thursday at 3 pm ET, this week features Mark A. Calabria, a senior advisor at nonpartisan public policy research organization the Cato Institute and former director of the Federal Housing Finance Agency (FHFA). Drawing on his decades of experience shaping U.S. economic policy, Calabria will share insights into the federal policymaking process.

JACKSONVILLE, Fla. /Massachusetts Newswire: -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced the agenda for its Horizon User Conference. Exclusive to Dark Matter clients and partners, the conference will take place at the Omni Amelia Island on April 22-24.

SAN DIEGO, Calif. /Massachusetts Newswire: -- The Mortgage Collaborative (TMC), the nation's leading network of independent mortgage lenders, banks, credit unions, and service providers, is proud to announce the appointment of Jodi Hall as its new Chief Executive Officer and President.

AUSTIN, Texas /Massachusetts Newswire: -- Concerned Shareholders of WOW today issued the following letter to the management of WOW. To the Management and Board of Directors of WideOpenWest, Inc. (WOW), We, as concerned stakeholders and shareholders are writing to formally request an update regarding the unsolicited non-binding preliminary proposal submitted on May 3, 2024

KOKOMO, Ind. /Massachusetts Newswire: -- CFD Companies, home to a fully independent Broker/Dealer and RIA, announced key community building initiatives for 2025. Though the firm has experienced significant growth, it remains committed to fostering a family-like community that is the foundation for delivering exceptional service.

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 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 suite of tools. The latest report covers data collected during the pre-approval and borrower application process in the fourth quarter (Q4) of 2024.

ATLANTA, Ga. /Massachusetts Newswire: -- Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q4 2024 Homeownership Program Index (HPI) report. The report saw the number of homebuyer assistance programs increase by 172 and the number of entities offering them increase by 75 year-over-year (YoY), bringing the total number of available programs to 2,466.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Peter J. Benjamin, CMB, president of the American Credit Union Mortgage Association (ACUMA), an organization dedicated to advancing credit union mortgage lending.

SAN DIEGO, Calif. /Massachusetts Newswire: -- Mortgage Capital Trading (MCT), the de facto leader in innovative mortgage capital markets technology, today announced the release of MSRlive! 4.0, a groundbreaking enhancement to its mortgage servicing rights (MSR) valuation platform. The latest version offers mortgage servicers an unprecedented level of transparency and business intelligence, equipping portfolio managers with powerful new tools to assess and optimize their

SAN DIEGO, Calif. /Massachusetts Newswire: -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a 16.7% decrease in mortgage lock volume compared to the previous month. Industry professionals and market enthusiasts are encouraged to download the complete report to gain comprehensive insights into the evolving market dynamics.

ALPINE, Utah /Massachusetts Newswire: -- Hopdox, the leading innovator in eRecording, is excited to announce that it has entered a joint eRecording services agreement with Harris Recording Solutions to integrate Hopdox's cutting-edge eRecording platform with Harris Recording Solutions' land record management systems. This collaboration marks a major milestone in delivering more efficient, modern recording capabilities to counties nationwide.

ALPINE, Utah /Massachusetts Newswire: -- Hopdox, the leading innovator in eRecording, is thrilled to announce the successful completion of its first eRecording in Clark County, Nevada. This milestone marks the inauguration of Hopdox's services, enabling seamless and efficient document recording for the nation's title companies, banks, and attorneys.

DENVER, Colo. /Massachusetts Newswire: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has sought to support its customers through turbulent market conditions by providing critical technology innovations to its quality control audit suite.

PLANO, Texas /Massachusetts Newswire: -- Optimal Blue today released its December 2024 Market Advantage mortgage data report, showcasing year-over-year (YoY) growth in mortgage activity, even as seasonal trends led to a month-over-month (MoM) decline in rate lock volumes. Overall, December mortgage lock volume was up 26% YoY, driven by an 18% increase in purchase locks, a 43% rise in cash-out refinances, and an 82% jump in rate-and-term refinances.

DALLAS, Texas /Massachusetts Newswire: -- In the wake of devastating wildfires, ProNotary, a leading remote online notarization (RON) software provider, is stepping up to empower businesses with the tools needed to integrate RON into their operations. By partnering with ProNotary, organizations can help communities impacted by these natural disasters access essential services like notarizing insurance claims, property agreements, and legal documents - all from a secure, remote platform.

SAN DIEGO, Calif. /Massachusetts Newswire: -- CapitalW Collective, a trailblazing non-profit dedicated to advancing women and their allies in mortgage capital markets, proudly announces Polly as its first product and pricing engine (PPE) Diamond-level corporate sponsor. This alliance underscores CapitalW Collective's mission "to create more inclusive and dynamic mortgage capital markets, one woman and ally at a time."

NEW YORK, N.Y. /Massachusetts Newswire: -- TravelInsurance.com, the leading platform for comparing and purchasing travel insurance from global providers, reports that travel insurance is more critical in 2025 as disruptions and rising travel costs persist. With trip costs and demand surging in 2025, the importance of safeguarding travel investments is clear.

ADDISON, Texas /Massachusetts Newswire: -- Mortgage Machine Services (Mortgage Machine), an industry leader in digital origination technology to residential mortgage lenders, announced that it now offers an artificial intelligence (AI)-powered pricing engine. The pricing engine ingests and updates pricing for a lender's investors and aggregators automatically.

CLEVELAND, Ohio /Massachusetts Newswire: -- Top mortgage industry podcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features technology executive Sofia Rossato, president and general manager of Floify, a leading mortgage point-of-sale solution and subsidiary of Porch Group, Inc. A respected proptech and fintech executive with more than 20 years' experience growing companies in startup and large corporate environments, Rossato brings a market-tested perspective to the challenges and opportunities mortgage lenders contend with during the U.S. housing industry's fluctuations.

JACKSONVILLE, Fla. /Massachusetts Newswire: -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the appointment of Brad Vasto as Chief Revenue Officer (CRO). Vasto steps into the role as Sean Dugan, the outgoing CRO, prepares to assume the position of CEO in April 2025, succeeding current CEO Rich Gagliano.

BOULDER, Colo. /Massachusetts Newswire: -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Sales, Jason Mapes, has been named a 2024 Thought Leader by PROGRESS in Lending (PIL). Now in its fourth year, PIL's Thought Leader award recognizes industry thought leaders who are not afraid to "step forward and blaze a new trail."

RICHMOND, Va. /Massachusetts Newswire: -- Matrix Capital Markets Group, Inc. is pleased to announce the sale of Clearfield MMG, LLC, a Virginia-based company renowned for its expertise in innovative, specialized treatment and waste disposal solutions, to VLS Environmental Solutions, LLC, a leader in sustainable waste management and environmental solutions and a portfolio company of I Squared Capital.

HOUSTON, Texas /Massachusetts Newswire: -- A troubling reality in the healthcare industry has come to light: health care insurance companies are being allowed to prioritize profits over people, causing a devastating ripple effect that results in nearly 50% of home care agencies closing their doors within five years, says Ace Compliance Consulting. As the baby boomers retire, this systemic failure threatens the very fabric of our healthcare ecosystem and leaves vulnerable populations without essential care.

LAWRENCEVILLE, Ga. /Massachusetts 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 more value from their life insurance premiums by offering powerful, free features that traditional policies lack.

RICHMOND, Va. /Massachusetts 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.

LAKE ZURICH, Ill. /Massachusetts 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 II).

IRVINE, Calif. /Massachusetts 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 of the mortgage industry.

JACKSONVILLE, Fla. /Massachusetts 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 National Mortgage Professional Magazine's 40 Under 40 list.

RICHMOND, Va., and BALTIMORE, Md. /Massachusetts 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.

ADDISON, Texas /Massachusetts Newswire: -- Click n' Close (CNC), a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Jeff Raich has joined the organization as a national sales director in correspondent lending.

BUENA VISTA, Colo. /Massachusetts 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).