Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.
RALEIGH, N.C., Sept. 30, 2026 (SEND2PRESS NEWSWIRE) — Capital Automotive Group today announced the acquisition of six Larry Cloninger dealerships and an independent collision center in North and South Carolina, marking a significant expansion for the family-owned automotive group and, more importantly, the continuation of a legacy built on relationships, community, and more than four decades of friendship between the Cloninger and Michael families.
BRENTWOOD, Tenn., Sept. 29, 2026 (SEND2PRESS NEWSWIRE) — Franklin Madison today announced the availability of Guaranteed Issue Life Insurance (GI Life), a new approach to life insurance that removes traditional barriers to coverage through guaranteed acceptance, simplified enrollment, and no waiting periods. The insurance addresses a well-documented gap.
BOULDER, Colo., Sept. 29, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Technology Credit Union (Tech CU) has chosen Floify to modernize its first mortgage and home equity lending experience. Founded in 1960, the Bay Area credit union recognized the need for a more streamlined mortgage process to meet members’ expectations.
BOGOTA, COLOMBIA, Sept. 28, 2026 (SEND2PRESS NEWSWIRE) — EDEAL, an emerging financial services company serving individuals and small businesses in Latin America, today announced significant growth in its lending operations in Colombia, alongside a new strategic relationship with Sardona Capital S.A., a securities firm regulated and supervised by the Superintendence of the Securities Market of the Republic of Panama.
VIRGINIA BEACH, Va., Sept. 24, 2026 (SEND2PRESS NEWSWIRE) — Atlantic Bay Mortgage Group LLC (Atlantic Bay) joined nearly 1,800 volunteers at Norfolk Scope Arena on September 18 for Roc Solid Foundation’s inaugural Ready Bag Rally. In less than two hours, volunteers packed 16,000 Ready Bags to support families navigating a childhood cancer diagnosis. The rally was Roc Solid’s first Ready Bag packing event of this scale.
ATLANTA, Ga., Sept. 23, 2026 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) has been recognized by the Atlanta Business Chronicle as one of Atlanta’s largest employee benefits and compensation companies of 2026. This is the eighth consecutive year SBA has made the Chronicle’s annual list highlighting benefits consultants and brokers. Even as the number of benefits consultants and brokers in Atlanta fell 17% in 2026, according to the Chronicle, SBA held its position.
SEATTLE, Wash., Sept. 23, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced expanded support for investor loans, including debt service coverage ratio (DSCR) loans. The new capability builds on Friday Harbor’s recently launched non-qualified mortgage support.
DENVER, Colo., Sept. 21, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management®, the leading provider of enterprise quality management and control software for the financial services industry, announced today the launch of ACES Population Testing™, which evaluates a financial institution’s loan origination pipelines and servicing portfolios against its defined policies and identifies the records that warrant a reviewer’s attention.
AUSTIN, Texas, Sept. 17, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today the launch of Lender Portal, a new workspace that lets loan officers manage borrower leads in one place, from initial contact through submission.
GARDEN GROVE, Calif., Sept. 17, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Tim Cox has rejoined the IR leadership team as executive vice president of business process automation. In this role, Tim will apply his industry expertise to support the company and help its clients work more efficiently and intelligently.
DES MOINES, Iowa, Sept. 16, 2026 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today released a new analysis validating its 2025 forecasts against actual Home Mortgage Disclosure Act (HMDA) data. The analysis, which uses final 2025 HMDA data released by the Federal Financial Institutions Examination Council on June 23, 2026, spans every geographic level from national down to individual census tracts.
NEW YORK CITY, N.Y., Sept. 16, 2026 (SEND2PRESS NEWSWIRE) — Argyle, the leading consumer-permissioned verification platform, today announced the launch of a new solution that enables wholesale mortgage lenders to extend income, employment, and asset verification across their broker networks with a broker-branded borrower experience. The solution is available through Argyle’s Verification API as well as through Encompass® TPO Connect from ICE Mortgage Technology®.
BATON ROUGE, La. and VIRGINIA BEACH, Va., Sept. 15, 2026 (SEND2PRESS NEWSWIRE) — Atlantic Bay Mortgage Group LLC (Atlantic Bay) today announced the opening of its first Louisiana branch in Baton Rouge, extending its’ presence across the South and giving Louisiana homebuyers access to a wide range of mortgage options, local expertise, and the technology and resources of an established lender.
ORLANDO, Fla., Sept. 15, 2026 (SEND2PRESS NEWSWIRE) — EnergyCAP®, the leading utility and energy management platform for public and private sector organizations, announced Insights, a new capability to their energy and utility management platform, that brings reporting, alerting and prioritization together so energy teams can focus on what’s most important. The announcement came at Catalyst Converge, the company’s 20th annual conference where energy, facilities, finance and sustainability teams are gathered for three days of learning, collaboration, and product innovation.
RANCHO SANTA MARGARITA, Calif., Sept. 14, 2026 (SEND2PRESS NEWSWIRE) — Mezzo, creator of the mortgage industry’s first one-to-many operating architecture for third-party services, today announced an integration with Vesta, the AI-native loan origination system (LOS) and agent platform built to automate and accelerate mortgage operations. Mezzo launches with a single gateway across verification providers.
NOVI, Mich., Sept. 10, 2026 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, today announced that its capital markets platform now supports the inclusion of VantageScore™ credit scores on mortgage bid tapes, providing lenders and investors with greater visibility into loan-level credit characteristics during the secondary market execution process.
SEATTLE, Wash., Sept. 10, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced its integration to the Freddie Mac Income Calculator API. Lenders can now determine calculated monthly income for wage earners, including borrowers with variable income, in minutes while helping preserve eligibility for certain representation and warranty (R&W) relief tied to the income calculation.
PLANO, Texas, Sept. 9, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced its initial speaker lineup for its 2027 Optimal Blue Summit, including Analyst, ESPN Monday Night Football, 3-Time Super Bowl-Winning Quarterback, Pro Football Hall of Famer Troy Aikman. The third annual event shaping what’s next in mortgage will take place February 1-3, 2027 at the JW Marriott Phoenix Desert Ridge Resort and Spa in Scottsdale, Ariz.
DENVER, Colo., Sept. 9, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management®, the leading provider of enterprise quality management and control software for the financial services industry, announced today that three senior professionals will speak at two fall industry conferences including MBA’s Compliance and Risk Management Conference, Sept. 27-29 at the Grand Hyatt Washington in Washington, D.C., and the America’s Credit Unions Lending Council Conference, Nov. 3-6 at Caesars Palace in Las Vegas.
| From: Fairway Home Mortgage - Kanyur Reverse Team
PHOENIX, Ariz., Sept. 9, 2026 (SEND2PRESS NEWSWIRE) — Fairway Home Mortgage and the Kanyur Reverse Team are proud to announce the opening of a new branch location in Phoenix, Arizona. The new office, located at 11811 N. Tatum Blvd., Suite 1002, Phoenix, AZ 85028, represents an exciting milestone in the team’s continued commitment to serving homeowners throughout Arizona with specialized retirement lending solutions.
NEW YORK CITY, N.Y., Sept. 9, 2026 (SEND2PRESS NEWSWIRE) — Argyle, the leading consumer-permissioned verification platform, today announced an expanded integration with Tidalwave, an agentic AI platform that automates the full U.S. mortgage lifecycle from application through closing. Argyle and Tidalwave partnered in 2025 to embed Argyle’s verification of income and employment (VOIE) solution into Tidalwave’s borrower workflow through payroll connectivity.
ADDISON, Texas, Sept. 8, 2026 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender, today announced that mortgage industry veteran Blake Priest has joined the company as director of whole loan trading. In this role, Priest will lead the company’s scratch and dent purchasing, giving correspondent partners another outlet for loans that fall outside traditional investor guidelines.
PLANO, Texas, Sept. 8, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its August 2026 Market Advantage mortgage data report, which found that mortgage activity continued to soften in August even as rates leveled off. Total rate-lock volume declined 9% month over month (MoM) and slipped 3% below August 2025 levels. Purchase lock volume fell 10% from July but remained 6% higher year over year (YoY), with purchase loans accounting for nearly 81% of total lock volume.
JACKSONVILLE, Fla., Sept. 3, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology, today announced it has expanded its leadership team with two experienced executives: Salvatore Piccola as senior vice president of product strategy and Gil Valera as vice president of professional services. The additions strengthen two areas central to Dark Matter’s growth strategy: innovation focused on using AI to improve customer experience, help lenders realize efficiencies, and drive seamless implementation and adoption of its product capabilities.
AUSTIN, Texas, Sept. 2, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today that John Aslanian, chief revenue officer, has been named a 2026 HousingWire Vanguard. The award recognizes C-level executives across mortgage, real estate and homebuilding for leadership that has driven measurable impact on their organizations and the broader housing economy over the past year.
SEATTLE, Wash., Sept. 1, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced that its Founder and CEO Theo Ellis has been honored with HousingWire’s 2026 Vanguard Award.
JACKSONVILLE, Fla., Sept. 1, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology, today announced that Vikas Rao, chief executive officer, has been named a 2026 HousingWire Vanguard. Rao recognized for transforming Dark Matter and opening new ways for lenders to build, integrate and deploy AI.
TORRANCE, Calif., Sept. 1, 2026 (SEND2PRESS NEWSWIRE) — DocMagic® announced today that Chief Operating Officer Lori Johnson has been named a 2026 HousingWire Vanguard. COO recognized for advancing DocMagic’s latest innovations in a digital mortgage career spanning more than 30 years.
MOUNTAIN VIEW, Calif., Aug. 27, 2026 (SEND2PRESS NEWSWIRE) — Secured Signing, a global leader in electronic signature and Remote Online Notarization (RON) technology, announced the launch of Outsource Notary Queue, a new feature that lets business, delegate overflow signings jobs to trusted signing services partners while staying fully in the loop from start to finish.
SAN DIEGO, Calif., Aug. 26, 2026 (SEND2PRESS NEWSWIRE) — Advisory List, a directory and professional community for the small and middle-market M&A ecosystem, has published new guidance for business owners considering a future sale, highlighting issues transaction professionals say should be addressed years before a company goes to market.
NEW YORK CITY, N.Y., Aug. 26, 2026 (SEND2PRESS NEWSWIRE) — Argyle, a consent-based verification (CBV) platform, today announced it has been added as an approved provider under a competitively solicited Washington State Department of Enterprise Services contract (No. 10925, Employment & Income Verification and Public Records Search Services), giving Washington agencies a pre-vetted path to consent-based income and employment verification for benefits eligibility and redetermination.
AUSTIN, Texas, Aug. 26, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today that it has launched an integration with MeridianLink to bring its home equity order management capabilities directly into the MeridianLink Mortgage loan origination system (LOS). The integration extends FirstClose’s existing MeridianLink partnership to help support lenders that manage home equity originations within their mortgage division.
JACKSONVILLE, Fla., Aug. 21, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced its latest point-of-sale (POS) release, bringing document validation powered by Aiva Intelligence to the earliest stage of the lending process. By validating borrower documents at upload instead of later in the review process, lenders can identify issues sooner, provide immediate guidance to borrowers and reduce downstream conditions and rework.
DENVER, Colo., Aug. 18, 2026 (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 Q1 of 2026. The report analyzes post-closing quality control data derived from the ACES Quality Management & Control® software.
TROY, Mich., Aug. 18, 2026 (SEND2RPESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that it has acquired Allstate Appraisal, one of the nation’s longest continuously operating valuation firms. Founded in 1959 in Chicago Heights, Illinois, Allstate Appraisal brings more than six decades of experience delivering credible, compliant and timely valuation and review services to lending institutions, mortgage insurance companies, government entities, law firms and other organizations nationwide.
ATLANTA, Ga., Aug. 17, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced that Brad Cardwell, vice president of sales and business development, has been named to The Mortgage Collaborative’s (TMC) Partner Advisory Council. The council brings together TMC’s preferred partners to promote fair, transparent and efficient practices through open dialogue and coordinated initiatives.
SEATTLE, Wash., Aug. 11, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced expanded support for non-qualified mortgage (non-QM) and other non-agency lending programs, enabling lenders to evaluate a broader range of complex borrower scenarios against investor-specific guidelines before underwriting.
TORRANCE, Calif., Aug. 11, 2026 (SEND2PRESS NEWSWIRE) — DocMagic®, a leading provider of digital mortgage solutions, has been named one of the 2026 Best Places to Work in Los Angeles by the Los Angeles Business Journal. The annual program, now in its 20th year, recognizes companies that demonstrate a strong commitment to employee engagement.
ATLANTA, Ga., Aug. 11, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced it has earned a spot on the 2026 Inc. 5000 list of the nation’s fastest-growing privately owned companies after achieving significant revenue growth from 2022 to 2025. DPR was also honored on the 2023 and 2025 Inc. 5000 lists.
PLANO, Texas, Aug. 11, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its July 2026 Market Advantage mortgage data report, which found that mortgage activity softened as rising rates weighed on both purchase and refinance demand. Total rate-lock volume declined 11% month over month (MoM) but remained 5% above July 2025.
