Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.
| From: Friday Harbor
SEATTLE, Wash., June 16, 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 new capabilities for condominium and manufactured home loans that enable lenders to evaluate property-specific eligibility requirements before files reach underwriting.
| From: Informative Research
GARDEN GROVE, Calif., June 16, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced it has been named a recipient of the MortgagePoint Excellence Award for Top Technology Providers. The recognition highlights IR’s innovative, unified platform.
| From: DocMagic, Inc.
TORRANCE, Calif., June 16, 2026 (SEND2PRESS NEWSWIRE) — DocMagic® announced today it has again been named a recipient of the MortgagePoint Tech Excellence Award. The annual award recognizes the most innovative technology providers in the mortgage industry. According to MortgagePoint, the Tech Excellence Award “highlights companies that deliver cutting-edge solutions, improve operational efficiency and enhance the mortgage process through technology.”
| From: FirstClose
AUSTIN, Texas, June 12, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that Tedd Smith, chief executive officer, has been named to the 2026 National Mortgage Professional Legends of Lending. The honor recognizes mortgage professionals who have made enduring contributions to the industry through innovation, leadership and long-term impact.
| From: Velocity Credit Union
AUSTIN, Texas, June 11, 2026 (SEND2PRESS NEWSWIRE) — Velocity Credit Union is proud to celebrate the opening of its new Southwest Austin branch, a modern, expanded facility designed to better serve its growing membership across Central Texas. Located at 3419 Davis Lane, Austin, TX 78745, the full-service branch opened in late May and offers enhanced convenience, expanded services, and a welcoming space for members and the community.
| From: Everbrook Holdings
TECUMSEH, Mich., June 10, 2026 (SEND2PRESS NEWSWIRE) — The parent company of DiggyPOD, Everbrook Holdings, announced the acquisition of Long Overdue Books, a Chicago-area publishing company known for guiding authors from first draft to finished book. The deal closed on May 15, 2026, and brings Long Overdue Books into the Everbrook family alongside DiggyPOD. DiggyPOD is a Tecumseh, Michigan-based book printer that became Everbrook’s first portfolio company in June 2025.
| From: Friday Harbor
SEATTLE, Wash., June 9, 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 with MeridianLink®. The integration equips origination teams using MeridianLink® Mortgage to build clean, complete and compliant loan files up front that move through underwriting with fewer touches.
| From: Optimal Blue
PLANO, Texas, June 9, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its May 2026 Market Advantage mortgage data report, which found that mortgage activity continued to cool as higher rates weighed on both purchase and refinance demand. Total rate-lock volume declined 9% month over month (MoM) but remained 7% higher year over year (YoY). Purchase activity continued to dominate production, accounting for just over 81% of total lock volume, while refinance share fell to 19%, its lowest level since June 2025.
| From: Class Valuation
TROY, Mich. and NAPLES, Fla., June 4, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company, today announced a partnership with Makena, a next-generation property data platform designed to help enterprises collect accurate, structured and actionable property data at scale. Through the partnership, Class Valuation appraisers will gain access to InstaPlan(r), Makena’s mobile data collection and floor plan application, as they prepare for the wide-scale UAD 3.6 mandate on November 2, 2026.
| From: Informative Research
GARDEN GROVE, Calif., June 2, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Craig Leabig, Senior Vice President of Marketing, has been named a 2026 Marketing Leader by HousingWire. The award recognizes influential marketing executives who have transformed brands and driven measurable business results across the housing economy.
| From: Floify
BOULDER, Colo., June 2, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Courtney Dodd, head of marketing, has been named a 2026 HW Marketing Leader by HousingWire. The HW Marketing Leaders award recognizes the people behind the strategies, campaigns and brand decisions shaping housing finance. Dodd is one of 70 honorees named to the 2026 class.
| From: Down Payment Resource
ATLANTA, Ga., June 1, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR),the housing industry’s leading technology for connecting homebuyers with homeownership programs, today announced that Melinda Harris, vice president of marketing and communications, has been named a 2026 HW Marketing Leader by HousingWire. Each year, HousingWire’s HW Marketing Leaders program recognizes the executives shaping how housing finance companies communicate, compete and grow. Harris is among 70 honorees selected.
| From: Class Valuation
TROY, Mich., June 1, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Holly Shipley, head of marketing, has been named a 2026 HW Marketing Leader by HousingWire. The HW Marketing Leaders award recognizes the people behind the strategies, campaigns and brand decisions shaping housing finance. Shipley is one of 70 honorees named to the 2026 class.
| From: FirstClose
AUSTIN, Texas, June 1, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that David Bolin, vice president of marketing, has been named a 2026 HousingWire Marketing Leader, recognizing his strategic vision, measurable business impact and ability to translate complex lending technology into compelling market narratives.
| From: Service 1st Information Services
HAMMONTON, N.J., May 21, 2026 (SEND2PRESS NEWSWIRE) — Service First Information Solutions, LLC (Service 1st), a leading provider of credit reporting and verification solutions for the mortgage industry, announced today the addition of Joy Ziminskas as national sales director for the Southeast region to lead revenue growth and expand relationships with lenders, banks and financial institutions across Texas, Florida and surrounding markets.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., May 21, 2026 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network for mortgage lenders, announced a strategic partnership with TheZebra.com, the easiest way to compare and buy insurance, that will give TMC’s lender members a direct way to connect borrowers with home insurance options at the point of mortgage origination.
| From: Floify
BOULDER, Colo., May 20, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its Head of Marketing Courtney Dodd has been named a Women of Mortgage Tech award winner by Mortgage Women Magazine. The Women of Tech award recognizes individuals who are shaping the future of technology through innovation, leadership and community impact.
| From: Dark Matter Technologies
JACKSONVILLE, Fla., May 20, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced that Leslie Cheshier, its chief client officer, has been named a 2026 Women of Mortgage Tech award winner by Mortgage Women Magazine. The award recognizes individuals who are shaping the future of mortgage technology through innovation, leadership and meaningful industry impact.
| From: Class Valuation
TROY, Mich., May 20, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Audrey Clearwater, Senior Vice President of Sales Operations, has been named a Women of Mortgage Tech award winner by Mortgage Women Magazine. The award recognizes individuals who are shaping the future of mortgage technology through innovation, leadership and meaningful industry impact.
| From: Down Payment Resource
ATLANTA, Ga., May 20, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homeownership programs, today announced that Kathy Gault, DPA Program Specialist, has been named a 2026 Women of Tech award winner by Mortgage Women Magazine, recognizing her impact on advancing mortgage technology and expanding access to affordable housing.
| From: Service 1st Information Services
HAMMONTON, N.J., May 20, 2026 (SEND2PRESS NEWSWIRE) — Service First Information Solutions, LLC (Service 1st), a leading provider of credit reporting and verification solutions for the mortgage industry, announced today that Lisa Binkley, Chief Operations Officer, has been named a Women of Mortgage Tech award winner by Mortgage Women Magazine for 2026. The award recognizes individuals shaping the future of mortgage technology through innovation, leadership and meaningful industry impact.
| From: Informative Research
GARDEN GROVE, Calif., May 20, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Corey Hampton, Vice President of Product Management, has been named among the 2026 Women of Tech by Mortgage Women Magazine (MWM). The award honors influential women who are driving innovation, advancing technology and shaping the future of the mortgage industry.
| From: ACES Quality Management
DENVER, Colo., May 20, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), a 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 Q4 2025 and the full calendar year (CY) 2025. The report analyzes post-closing quality control data derived from the ACES Quality Management & Control® software.
| From: FirstClose
AUSTIN, Texas, May 20, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that Andria Lightfoot, vice president of client success, has been named a 2026 Mortgage Women Magazine (MWM) Women of Tech Award winner, recognizing her leadership, innovation and impact advancing mortgage technology and supporting women in the industry.
| From: ACES Quality Management
DENVER, Colo., May 19, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced that it has been named one of the 2026 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent and Best Companies Group.
| From: Service 1st Information Services
HAMMONTON, N.J., May 18, 2026 (SEND2PRESS NEWSWIRE) — Service First Information Solutions, LLC (Service 1st), a leading provider of credit reporting and verification solutions for the mortgage industry, announced today the appointment of Lucas Jones as Senior Vice President of Operations. In this role, Jones will lead operational strategy and execution, with a focus on driving efficiency, enhancing customer experience, and supporting the company’s next phase of growth.
| From: OptiFunder
ST. LOUIS, Mo., May 18, 2026 (SENDPRESS NEWSWIRE) — OptiFunder today announced the launch of OptiExchange, a partner network designed to connect mortgage lenders with a curated ecosystem of technology providers, warehouse and capital partners, and service solutions across mortgage lending. By joining OptiExchange, partners gain access to a growing network of lenders, making it easier to build new relationships.
| From: Andromeda Software Inc.
HUNT VALLEY, Md. and PUNE, India, May 18, 2026 (SEND2PRESS NEWSWIRE) — The Hercules Portfolio of Andromeda Software Inc. (“Andromeda”), an operating group of Constellation Software Inc. (TSX: CSU), announced that it has acquired Peocit Software Solutions Pvt. Ltd. (“Peocit”). Founded in 2002, Peocit is a provider of core banking and lending software solutions and services with multi-lingual functionality, serving more than 4,000 cooperative societies, non-banking financial companies (NBFCs) and other financial institutions across India.
| From: Friday Harbor
SEATTLE, Wash., May 15, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, is the first mortgage technology provider to receive an AI governance compliance attestation from mortgage banking and financial services law firm Brody Gapp LLP. The attestation follows a formal compliance review of Friday Harbor’s platform, which uses AI to analyze borrower documents.
| From: Click n' Close Inc.
ADDISON, Texas, May 15, 2026 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender, announced strategic engagement of Christy Soukhamneut and Launch Point Advisory Group to support the expansion of its Whole Loan Trading division. The move is part of a broader initiative to grow Click n’ Close’s secondary market presence and offer whole loan trading opportunities across its government and specialty loan programs.
| From: Friday Harbor
SEATTLE, Wash., May 14, 2026 (SEND2PRESS NEWSWIRE) — NewFed Mortgage Corp., a full-service residential mortgage lender operating across more than 20 states, today announced the companywide rollout of Friday Harbor’s AI pre-underwriting platform following a successful pilot program that demonstrated measurable gains in fulfillment productivity and underwriting throughput. Since implementing Friday Harbor, NewFed processors handle 36% more files per month while underwriters review 35% more loans.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., May 14, 2026 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network for mortgage lenders, announced the formation of the Mortgage AI Council, a standing committee under TMC’s lender member board of directors. The council will give community banks, credit unions and independent mortgage bankers the governance frameworks, peer intelligence and collective voice needed to adopt artificial intelligence responsibly as the technology reshapes how lenders originate loans, assess risk and serve borrowers.
| From: OptiFunder
ST. LOUIS, Mo., May 14, 2026 (SEND2PRESS NEWSWIRE) — OptiFunder®, the mortgage industry leader in warehouse management automation, announced a new integration with LendingPad, the award-winning, cloud-native loan origination system. The integration brings LendingPad and Genesis by OptiFunder together, creating a direct connection between loan origination and warehouse funding operations. The platforms align the loan lifecycle from origination through funding, reconciliation, and execution in the capital markets.
| From: Watkins Insurance Group
AUSTIN, Texas, May 13, 2026 (SEND2PRESS NEWSWIRE) — Watkins Insurance Group, a leading independent insurance agency in Texas, has announced the addition of Patrick McFadden as a Private Client Insurance Advisor. McFadden brings 30 years of insurance experience and holds the LUTC and FSCP professional designations. His hire reflects the agency’s continued commitment to serving the Austin metro market and specifically the growing segment of individuals and families whose lifestyles and assets require a more tailored approach to coverage strategy and personal service.
| From: OptiFunder
ST. LOUIS, Mo., May 12, 2026 (SEND2PRESS NEWSWIRE) — OptiFunder®, the mortgage industry pioneer in warehouse management automation, has partnered with Vesta, the AI-native loan origination system and agent platform, to connect loan origination and warehouse funding workflows. The integration links origination, funding, and sale to the capital markets, eliminating fragmented systems and manual handoffs that have historically slowed execution and increased risk.
| From: Optimal Blue
PLANO, Texas, May 12, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its April 2026 Market Advantage mortgage data report, which found that mortgage lock activity pulled back after a strong first quarter. Total rate-lock volume declined 9% month over month (MoM) but remained 11% higher year over year (YoY). Purchase lock volume declined just under 2% from March but increased more than 9% from April 2025, continuing to lead production as refinance activity cooled.
| From: FirstClose
AUSTIN, Texas, May 11, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced SmartDocs, a new disclosure intelligence capability available through its XpressEquity point-of-sale platform. SmartDocs functions as the intelligence layer that determines when disclosure obligations begin and initiates the appropriate workflow based on lender-configured rules, helping standardize timing and delivery across programs and jurisdictions.
| From: DocMagic, Inc.
TORRANCE, Calif., May 7, 2026 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. (DocMagic®) announced today that it has received two new certifications from MISMO®, the Mortgage Industry Standards Maintenance Organization. MISMO’s eVault System Certification covers SmartSAFE®, DocMagic’s core eVault for managing eNote workflows and MERS® eRegistry activity, and SmartSAFE XL™, an API-first eVault designed for enterprise environments that require flexible deployments and support for a broader range of digital assets.
| From: Vice Capital Markets
NOVI, Mich., May 7, 2026 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, today announced the public release of the Vice Capital Par Note Rate, a proprietary daily mortgage rate benchmark designed to provide a distinct, market-based view of mortgage pricing. Available via an online tracker, the benchmark provides lenders, analysts and other market participants with daily data, long-term trend analysis and custom charting dating back to 2008.
| From: ACES Quality Management
DENVER, Colo., May 6, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), a leading provider of enterprise quality management and control software for the financial services industry, announced today that Romina Cusenza, vice president of marketing, has been named a 2026 Trailblazers in Sales, Marketing and PR award winner by Progress in Lending. The award recognizes mortgage industry professionals who have made a meaningful positive impact on their company and the broader industry through sales, marketing and public relations initiatives.
