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: Class Valuation
TROY, Mich., June 18, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today the launch of Class Valuation Analysis (CVA), a next-generation appraisal review solution engineered to bring greater transparency, compliance and confidence to residential property valuations.
| From: Mobility Market Intelligence
SALT LAKE CITY, Utah, June 17, 2025 (SEND2PRESS NEWSWIRE) — MMI (Mobility Market Intelligence), the sole provider of a unified mortgage technology solution for the lending and real estate finance industry, is proud to share that Melissa Sike, Vice President of Enterprise Sales, has been named a 2025 Mortgage Star by Mortgage Women Magazine.
| From: Strategic Benefits Advisors Inc.
ATLANTA, Ga., June 17, 2025 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA’s expanding roster of clients.
| From: Matrix Capital Markets Group Inc.
RICHMOND, Va., and BALTIMORE, Md., June 16, 2025 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. has advised TBC Corporation on the sale of Midas International, LLC, a franchisor of automotive repair and maintenance services, to Mavis Tire Express Services Corp., a leading provider of automotive repair and maintenance services and one of the largest independent tire and service providers in North America.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., June 16, 2025 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced the launch of its new weekly podcast, “The Sip,” designed to give mortgage professionals direct access to peers solving the same challenges they face every day. From tech adoption and compliance pressure to margin management, the 30-minute series delivers real-world strategies shared by lenders, for lenders-streamed live every Tuesday on LinkedIn.
| From: Garden State Venture Partners
GLASSBORO, N.J., June 12, 2025 (SEND2PRESS NEWSWIRE) — Rowan Innovation Venture Fund (RIVF) today announced the appointment of Garden State Venture Partners (GSVP) as its new management team, marking a significant milestone in the fund’s evolution. This leadership expansion brings together a seasoned group of investment and institutional professionals to lead the fund into its next phase of innovation and impact.
| From: Argyle
NEW YORK CITY, N.Y., June 11, 2025 (SEND2PRESS NEWSWIRE) — Argyle, a service provider automating income and employment verifications for some of the largest lenders in the United States, today announced that its integration with nCino, a leading provider of intelligent, best-in-class banking and mortgage solutions, has been honored with PROGRESS in Lending’s 2025 Connections Award. The award celebrates transformative partnerships and integrations reshaping the mortgage industry through greater efficiency, innovation and collaboration.
| From: Floify
BOULDER, Colo., June 10, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its president and general manager, Sofia Rossato, has received the 2025 Most Powerful Women in FinTech award from Progress in Lending (PIL). The PIL award is a prestigious, annual recognition celebrating professionals who are innovating, optimizing processes and shaping the future of mortgage finance and broader financial services.
| From: Dark Matter Technologies
JACKSONVILLE, Fla., June 10, 2025 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced enhancements to the dual automated underwriting system (AUS) submission feature within the Empower® loan origination system (LOS). When users submit loan data simultaneously to the AUS for both Freddie Mac and Fannie Mae (the government-sponsored enterprises, or GSEs), the Empower LOS will now display the GSEs’ respective AUS findings side by side along with rules-based loan recommendations powered by the AIVA® Rules engine.
| From: Optimal Blue
PLANO, Texas, June 10, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today released the May 2025 edition of its now-expanded Market Advantage mortgage data report, which features newly added borrower profile and capital market datasets for a more comprehensive picture of early-stage mortgage activity and loan profitability. The enhancements come at a critical time for mortgage lenders navigating heightened interest rates, tighter margins, increased volatility and deepening affordability challenges.
| From: Raymond James Financial Services - Legacy Wealth Advisors
WARRENVILLE, Ill., June 9, 2025 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking.
| From: IEmergent
DES MOINES, Iowa, June 9, 2025 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced its selection as a recipient of PROGRESS in Lending’s 2025 Connections Award. The recognition honors iEmergent’s instrumental role in CONVERGENCE Columbus, a cross-sector initiative led by the Mortgage Bankers Association (MBA) to close the racial homeownership gap in Central Ohio.
| From: Cloudvirga Inc.
IRVINE, Calif., June 9, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale platforms, today announced it has been named a recipient of PROGRESS in Lending’s 2025 Connections Award. The award honors strategic partnerships and integrations that are reshaping the mortgage industry by advancing efficiency, innovation, and collaboration.
| From: Optimal Blue
PLANO, Texas, June 9, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced a new product that helps originators efficiently track and identify refinance opportunities so they can reengage borrowers with eligible refinance options at the right time. Available to Optimal Blue PPE users, Capture for Originators dramatically reduces the manual effort loan officers currently spend evaluating refinance potential by automatically analyzing entire portfolios each month and putting recapture opportunities directly into originators’ hands.
| From: Yiftee Inc.
MENLO PARK, Calif., June 3, 2025 (SEND2PRESS NEWSWIRE) — Yiftee, a leading provider of Community Cards that “Keep Local Dollars Local,” announced the launch of contactless Tap & Go capabilities for their virtual Community Cards that support over 700 communities and over 20,000 local businesses. Developed with Mastercard and Silicon Valley Bank, a division of First Citizens Bank, this latest innovation is expected to help drive spending to local shops and restaurants across the country, fueling the “shop local” movement.
| From: ACES Quality Management
DENVER, Colo., June 3, 2025 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced official launch of its “I Stand for Quality” movement during its annual ACES ENGAGE conference, held May 18-20, 2025 at The Broadmoor Hotel in Colorado Springs.
| From: Dark Matter Technologies
JACKSONVILLE, Fla., June 3, 2025 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, announced today that the NOVA loan origination system (LOS) platform now features a comprehensive integration to the eClosing capabilities powered by the Wolters Kluwer eOriginal® ClosingCenter. Designed to improve the mortgage closing process, eClose will help lenders reduce time-to-close, realize cost savings and provide a better borrower experience while also enabling secondary market activities.
| From: Depth
ATLANTA, Ga., June 2, 2025 (SEND2PRESS NEWSWIRE) — Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, financial technology (fintech) and regulatory technology (regtech) industries, today announced that Executive Vice President Lindsey Neal has been named a recipient of HousingWire’s 2025 Marketing Leaders Award.
| From: Floify
BOULDER, Colo., June 2, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Courtney Dodd, head of marketing, has been named to HousingWire’s prestigious Marketing Leaders list for 2025. She was also a 2024 Marketing Leaders recipient. The Marketing Leaders award honors the outstanding accomplishments of mortgage and real estate marketing executives who are the visionaries behind the strategies, campaigns and branding efforts that push the industry forward.
| From: Click n' Close Inc.
ADDISON, Texas, May 30, 2025 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company’s wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team.
| From: Friday Harbor
SEATTLE, Wash., May 29, 2025 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the launch of a retooled condition engine that automatically generates actionable underwriting conditions based on borrower source documents and loan guidelines.
| From: The Big Picture Mortgage Webcast
CLEVELAND, Ohio, May 29, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its June guest lineup featuring four standout leaders whose insights are redefining housing access, real estate strategy and economic understanding. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman, author of the widely read Chrisman Commentary newsletter, the webcast delivers timely, thought-provoking conversations with mortgage professionals, innovators and thought leaders.
| From: Secured Signing
MOUNTAIN VIEW, Calif., May 28, 2025 (SEND2PRESS NEWSWIRE) — Secured Signing, a leading provider of secure digital signing and online notarization solutions, announced its official registration as a Remote Notary Technology Vendor in the state of Indiana. This significant milestone allows Indiana notaries public to leverage Secured Signing’s robust and user-friendly Remote Online Notarization (RON) platform to conduct secure and legally compliant online notarizations for individuals and businesses across the state.
| From: Dovenmuehle
LAKE ZURICH, Ill., May 27, 2025 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (DMI), a leading mortgage subservicing company, today announced a partnership with SESLOC Credit Union, a not-for-profit financial cooperative serving central and coastal California communities. Under the agreement, DMI will subservice SESLOC’s mortgage loan portfolio, supporting the credit union’s expansion into government-sponsored enterprise (GSE) lending and servicing, allowing it to scale mortgage operations efficiently while preserving superior member service.
| From: ProNotary
DALLAS, Texas, Sept. 21, 2025 (SEND2PRESS NEWSWIRE) — ProNotary today announced the expansion of its Remote Online Notarization (RON) platform into five new states: Colorado, Michigan, Nevada, New Hampshire, and Pennsylvania. This milestone allows ProNotary to offer its streamlined, secure digital notarization services to more professionals across the country.
| From: Argyle
NEW YORK CITY, N.Y., May 20, 2025 (SEND2PRESS NEWSWIRE) — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced a new integration with Byte Software’s loan origination system (LOS). The integration enables lenders to access Argyle’s real-time verification of income and employment (VOIE) services directly within the Byte platform, ensuring verification happens when and where it’s needed to improve loan quality and keep loans moving forward.
| From: Cloudvirga Inc.
IRVINE, Calif., May 20, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced a new integration using the latest API framework for mortgage technology from Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure. Available via the Marketplace in the ICE digital lending platform, the integration expands the document provider options available to Cloudvirga customers and enhances lender efficiency and compliance by streamlining the generation, delivery and management of initial and revised disclosures.
| From: Optimal Blue
PLANO, Texas, May 19, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced that Ask Obi, an AI-powered assistant designed to help mortgage lending executives extract real-time insights from across Optimal Blue’s capital markets platform, is now generally available to all PPE clients. Introduced at the company’s inaugural user conference in February and refined through beta testing with select clients, Ask Obi provides executives with fast answers to complex profitability questions at no additional cost.
| From: Informative Research
GARDEN GROVE, Calif., May 15, 2025 (SEND2PRESS NEWSWIRE) — Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced a strategic integration with Halcyon, a fintech innovator revolutionizing income verification through real-time access to IRS tax transcript data. This integration delivers verification of employment and income (VOE/I) reports-including payroll and paystub data-directly into Halcyon’s income calculator, enabling faster, more automated income assessments.
| From: ACES Quality Management
DENVER, Colo., May 15, 2025 (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 fourth quarter (Q4) and calendar year (CY) of 2024. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.
| From: ACES Quality Management
DENVER, Colo., May 14, 2025 (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 2025 Best Places to Work in Financial Technology. The annual awards program recognizes the leading companies in the financial technology sector that foster exceptional workplace experiences and support employee engagement satisfaction.
| From: Argyle
NEW YORK CITY, N.Y., May 13, 2025 (SEND2PRESS NEWSWIRE) — Argyle, a service provider automating income and employment verifications for some of the largest lenders in the United States, today announced the debut of its integration with Encompass® Consumer Connect™, a digital mortgage point-of-sale solution from ICE Mortgage Technology®, part of Intercontinental Exchange (NYSE: ICE). In addition, Argyle announced the release of significant upgrades to its existing integration with ICE Mortgage Technology’s flagship Encompass® loan origination system.
| From: Optimal Blue
PLANO, Texas, May 13, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its April 2025 Market Advantage mortgage data report showing total loan lock volume rose 3.2% month-over-month (MoM) as the spring homebuying season progressed, with purchase locks up 7.5% despite ongoing economic pressures.
| From: Argyle
NEW YORK CITY, N.Y., May 8, 2025 (SEND2PRESS NEWSWIRE) — Argyle, a service provider automating income and employment verifications for some of the largest lenders in the United States, today announced its integration with Tidalwave, an agentic AI mortgage point-of-sale (POS) platform. The integration embeds Argyle’s verification of income and employment (VOIE) solution directly into Tidalwave’s borrower workflow, eliminating manual steps and accelerating loan origination as lenders prepare for a more active housing market.
| From: LenderLogix
BUFFALO, N.Y., May 6, 2025 (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 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 first quarter (Q1) of 2025.
| From: IRS Solutions Software
VALENCIA, Calif., May 5, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions®, the trusted name in tax resolution software, announces the launch of its latest innovation, the Discrepancy Report. This cutting-edge feature is designed to simplify the detection of discrepancies between filed tax returns and income data reported to the IRS by third parties. This will empower tax professionals to prevent audits while delivering exceptional service to their clients proactively.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., May 2, 2025 (SEND2PRESS NEWSWIRE) — Navigating a prolonged era of complexity marked by compressed margins, fierce recruiting wars, regulatory uncertainty, and rapid technological transformation, mortgage lenders find guidance and support in collaboration, according to The Mortgage Collaborative (TMC), an industry-leading organization for mortgage lenders of every variety.
| From: Optimal Blue
PLANO, Texas, May 1, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced the general availability of Originator Assistant, a powerful addition to the Optimal Blue PPE. Leveraging generative AI, Originator Assistant eliminates human bias in the loan structuring process and helps originators identify all options for a borrower, providing more ways to help consumers realize the American dream of homeownership.
| From: Cloudvirga Inc.
IRVINE, Calif., May 1, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced the launch of Tropos, a next-generation borrower portal that will empower lenders to deliver personalized, intuitive digital experiences from initial application through clear-to-close. Designed with the flexibility to support a variety of consumer lending products, Tropos enhances Cloudvirga’s POS ecosystem with a modular, customer-first solution that helps lenders drive engagement, reduce time to close and establish lasting borrower relationships.
| From: Down Payment Resource
ATLANTA, Ga., April 30, 2025 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading provider of technology that connects homebuyers with homebuyer assistance programs, today announced that Envoy Mortgage (Envoy) will implement DPR’s suite of software tools across its national footprint. The move follows a successful pilot and reflects Envoy’s commitment to expanding down payment assistance (DPA) offerings while maintaining operational efficiency and reducing repurchase risk.
