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: Seabird Investment Partners
SAN DIEGO, Calif., Nov. 3, 2026 (SEND2PRESS NEWSWIRE) — Seabird Investment Partners, a San Diego-based, SEC-registered investment adviser specializing in value oriented fixed income and equity investments, today announced that Craig Fletcher has joined the firm as Chief Operating Officer (COO), effective September 14, 2026. Fletcher will help scale Seabird’s operations and position the firm for accelerated growth.
| From: Down Payment Resource
ATLANTA, Ga., Nov. 3, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced that Angel Romero, housing finance agency relationship manager at DPR, has been named vice chair of the Technology Impact and Enablement (TIE) Community of Practice at the Mortgage Industry Standards Maintenance Organization (MISMO®). The community brings together stakeholders from across the mortgage industry to identify, evaluate and advance technology innovations and to assess how emerging technologies affect mortgage processes, data standards and interoperability.
| From: Informative Research
GARDEN GROVE, Calif., Nov. 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 Chief Technology Officer Ajay Trilokeshwaran has been named a 2026 HousingWire Tech Trendsetter. The award honors the impactful technology leaders driving innovation in the housing sector. Trilokeshwaran is recognized for more than 20 years spent building the foundational infrastructure that makes modern mortgage credit and verification services fast and reliable.
| From: Dark Matter Technologies
JACKSONVILLE, Fla., Nov. 2, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in home lending technology, announced today that Steven Joyce, director of product management, has been named a 2026 HousingWire Tech Trendsetter. The award honors technology leaders who have made an impact on the mortgage and real estate industry by driving innovation.
| From: JazzX AI
LOS ALTOS, Calif., Nov. 2, 2026 (SEND2PRESS NEWSWIRE) — JazzX AI, an enterprise AI company purpose-built for the mortgage industry, announced today that Jagjit Singh, head of product for mortgage lending, has been named a 2026 HousingWire Tech Trendsetter. The award recognizes technology leaders who are driving innovation across the mortgage and real estate industries.
| From: DocMagic, Inc.
TORRANCE, Calif., Nov. 2, 2026 (SEND2PRESS NEWSWIRE) — DocMagic® today announced that Chief Technology Officer Michael Morford has been named a winner of HousingWire’s 2026 Tech Trendsetters award. Previously honored in 2024, Morford earned his second Tech Trendsetter recognition for advancing fully digital mortgage transactions and leading DocMagic’s expansion into AI-powered mortgage technology.
| From: Floify
BOULDER, Colo., Nov. 2, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Senior Product Manager Carl McDonald has been named a 2026 HousingWire Tech Trendsetter. The HousingWire Tech Trendsetters award honors the most impactful and innovative technology leaders serving mortgage and real estate clients across the housing economy.
| From: FirstClose
AUSTIN, Texas, Nov. 2, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today that Chief Technology Officer Dan Kellett has been named a 2026 Tech Trendsetter by HousingWire. The award honors the people developing, improving and implementing the technology transforming how housing professionals work and serve their customers.
| From: Dovenmuehle
LAKE ZURICH, Ill., Nov. 2, 2026 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (DMI), the nation’s leading independent mortgage subservicing company, today announced a partnership with HAPO Community Credit Union (HAPO), which holds $3 billion in assets and supports 215,000 members in 25 branches across Washington, Oregon and Idaho. Under the agreement, DMI will subservice HAPO’s portfolio loans and provide foundational infrastructure for future strategic growth.
| From: Dark Matter Technologies
JACKSONVILLE, Fla., Oct. 30, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in home lending technology, today announced it has acquired the AI agent platform and related intellectual property of House Numbers, a venture-backed agentic AI company that builds AI agents for home lending workflows. Alongside the technology, Dark Matter has brought on the team that built it, led by House Numbers co-founder and CEO Jeff Levinsohn, who joins Dark Matter as chief AI officer.
| From: Advisory List
ENCINITAS, Calif., Oct. 29, 2026 (SEND2PRESS NEWSWIRE) — Advisory List has published “Who’s Buying Accounting Firms, and What It Means for Yours,” a reported article examining how private equity-backed buyers, other accounting firms and individual CPAs are reshaping the market for accounting practices, and what those differences mean for owners considering a sale, merger or continued independence.
| From: Franklin Madison
BRENTWOOD, Tenn., Oct. 28, 2026 (SEND2PRESS NEWSWIRE) — Franklin Madison, a portfolio company of Mill Point Capital LLC, is pleased to announce its acquisition of Bindable, a leading digital property and casualty insurance agency and technology-enabled distribution platform based in Boston, Massachusetts.
| From: Argyle
NEW YORK CITY, N.Y., Oct. 27, 2026 (SEND2PRESS NEWSWIRE) — Argyle, the leading consumer-permissioned verification platform, today announced the launch of Direct VOIE+, a step-up to its direct-source verification of income and employment (VOIE) for mortgage lenders. Direct VOIE+ delivers calculated monthly income from Freddie Mac’s AIM Check API alongside direct-source payroll data, helping lenders understand eligible income earlier in the origination process.
| From: Friday Harbor
SEATTLE, Wash., Oct. 27, 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 it has expanded its AI appraisal review capability to support Uniform Appraisal Dataset (UAD) 3.6 reports. The expansion enables lenders to apply Friday Harbor’s automated appraisal review to the redesigned reporting format, with more than 350 checks that culminate in a concise summary of what has been validated and what requires attention.
| From: Atlantic Bay Mortgage Group LLC
DAYTON, Ohio, and VIRGINIA BEACH, Va., Oct. 23, 2026 (SEND2PRESS NEWSWIRE) — Atlantic Bay Mortgage Group LLC (Atlantic Bay) today announced its entry into Ohio, continuing a period of retail expansion that includes the recent opening of its first Louisiana branch. The move extends Atlantic Bay’s multistate footprint and brings its lending platform and support resources to Mortgage Bankers and homebuyers across Ohio.
| From: Down Payment Resource
ATLANTA, Ga., Oct. 22, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today released its Q3 2026 Homeownership Program Index (HPI) report, identifying 2,833 programs nationwide. The total is up 87 programs, or 3.2%, from 2,746 in Q2 2026, marking a new survey high.
| From: Click n' Close Inc.
ADDISON, Texas, Oct. 21, 2026 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multistate mortgage lender, today announced that it has been named one of Mortgage Women Magazine’s 2026 Top Employers for Women. The annual recognition, featured by Mortgage Women Magazine and National Mortgage Professional, honors mortgage companies that provide women with resources, mentorship and leadership opportunities and maintain women’s representation at every level of their organizations.
| From: Down Payment Resource
ATLANTA, Ga., Oct. 20, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced a partnership with ARMLS® (Arizona Regional Multiple Listing Service). Founded in 1982 and based in Tempe, Arizona, ARMLS has grown into one of the largest MLSs in the country, serving more than 38,000 subscribers.
| From: Floify
BOULDER, Colo., Oct. 20, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the launch of Verification of Assets (VOA) within Floify Verify, its native verification service powered by Argyle. Lenders using Floify have been able to verify income and employment directly through Floify Verify for some time.
| From: FirstClose
AUSTIN, Texas, Oct. 20, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today that PROGRESS in Lending (PIL) has recognized Chief Technology Officer Dan Kellett for his influence on how lenders approach home equity technology, naming him one of nine 2026 Lending Luminaries.
| From: ACES Quality Management
DENVER, Colo., Oct. 20, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced today that PROGRESS in Lending (PIL) has recognized Kyle Kehoe, executive vice president of sales, as one of nine 2026 Lending Luminaries. PIL’s eighth annual Lending Luminary Award recognizes people in the lending industry who inspire or influence others.
| From: IEmergent
DES MOINES, Iowa, Oct. 19, 2026 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that CEO Laird Nossuli has been named a finalist for the Mortgage Bankers Association’s (MBA) inaugural mPower Visionary Awards. Nossuli was honored October 10 in Chicago at mPowering You, the MBA Summit for Women in Real Estate Finance, following a selection process that drew nearly 100 nominees from across the mortgage industry.
| From: LenderLogix
ANNAPOLIS, Md., Oct. 19, 2026 (SEND2PRESS NEWSWIRE) — Bay Capital Mortgage Corporation has partnered with LenderLogix to launch LiteSpeed, a modern mortgage point-of-sale platform designed to make the loan process easier for borrowers and more efficient for loan officers. LenderLogix is a mortgage technology company focused on building modern tools for lenders.
| From: Dark Matter Technologies
JACKSONVILLE, Fla., Oct. 16, 2026 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter), an innovative leader in home lending technology, today announced the promotions of Don Oliver to chief technology officer, Chris Medvidofsky to chief financial officer and Blaine Prober to general counsel. All three have been with Dark Matter since it launched in 2023. The timing reflects how the company has built its leadership team: supporting people’s growth within the organization when they demonstrate experience, leadership and a customer-first mindset.
| From: Strategic Benefits Advisors Inc.
ATLANTA, Ga., Oct. 15, 2026 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA), an independent employee benefits consulting firm, today announced it was named HR Consultant/Advisory Partner of the Year in the 2026 Pinnacle Awards for Human Resources, earning the category’s sole platinum award, the program’s highest level of recognition. The honor recognizes SBA’s expertise in benefits consulting, with particular emphasis on a longstanding client engagement led by Director Kim Shumate.
| From: DocMagic, Inc.
TORRANCE, Calif., Oct. 13, 2026 (SEND2PRESS NEWSWIRE) — DocMagic® announced today that Chief Information Officer Jeremy Boyd has been named a recipient of the 2026 Lending Luminary Award presented by PROGRESS in Lending. The honor recognizes mortgage industry leaders who demonstrate exceptional vision, leadership, and commitment to advancing the future of lending.
| From: Optimal Blue
PLANO, Texas, Oct. 13, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its September 2026 Market Advantage mortgage data report, which found non-qualified mortgage (non-QM) lending continued to expand even as rising rates weighed on broader mortgage activity. Total rate-lock volume declined 2% month over month (MoM), 21% over the past three months and 26% year over year (YoY). Non-QM lock volume bucked the broader decline, rising 8% MoM as non-QM loans accounted for 12% of September production.
| From: Friday Harbor
CHICAGO, Ill., Oct. 12, 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 Safe Harbor QC, a new pre-closing quality control solution that combines a comprehensive loan review with a warranty backed by a global insurer rated A+ (Superior) by AM Best with the agency’s highest financial size category (XV).
| From: Optimal Blue
PLANO, Texas, Oct. 12, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced it has acquired Usherpa, a marketing automation and borrower relationship engagement platform purpose-built for mortgage professionals. The acquisition expands Optimal Blue’s ability to help lenders win more business by bringing borrower engagement capabilities closer to the product, pricing and eligibility solutions that over 200,000 originators use to identify and convert loan opportunities.
| From: Optimal Blue
PLANO, Texas, Oct. 12, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced that its direct lock functionality now integrates with Fannie Mae’s Pricing & Execution – Whole Loan® (PE – Whole Loan) platform. The integration allows lenders using Optimal Blue’s product, pricing and eligibility (PPE) engine to execute best efforts locks with Fannie Mae through real-time, system-to-system connectivity without leaving Optimal Blue.
| From: LenderLogix
BUFFALO, N.Y., Oct. 12, 2026 (SEND2PRESS NEWSWIRE) — LenderLogix and Jerry today announced an integration that helps mortgage borrowers proactively secure homeowners insurance once they’ve submitted their mortgage application. Within LenderLogix’s LiteSpeed point-of-sale platform, borrowers can seamlessly shop for homeowners insurance directly from their borrower dashboard.
| From: FirstClose
AUSTIN, Texas, Oct. 12, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, today announced a strategic alliance with Cotality™, a leading global property information, analytics and data-enabled solutions provider that supports 80% of real estate transactions in North America.
| From: DocMagic, Inc.
TORRANCE, Calif., Oct. 8, 2026 (SEND2PRESS NEWSWIRE) — DocMagic® announced today that Chief Operating Officer Lori Johnson has been named one of Mortgage Banker’s 2026 Powerful Women of Mortgage Banking. The award recognizes women in mortgage banking who stand out as leaders by driving innovation, adapting to change and making a positive impact on their organizations, colleagues and the industry.
| From: FirstClose
AUSTIN, Texas, Oct. 7, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, today released the results of an independent study by MarketWise Advisors, LLC, examining the value of improvements in operational readiness and execution for home equity lenders. Participating lenders reported an average financial and operational impact of $753.04 per loan, a 7.99x return, across the core and extended capabilities MarketWise modeled.
| From: Down Payment Resource
ATLANTA, Ga., Oct. 7, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced three additions to its team: Melissa Roy as a partner solutions engineer, April Espinosa as a down payment assistance programs specialist and Jeff Smith as a housing finance agency (HFA) relationship manager.
| From: IEmergent
DES MOINES, Iowa, Oct. 7, 2026 (SEND2PRESS NEWSWIRE) — New analysis from iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, finds that mortgage access gaps for low-income households are substantially wider than neighborhood-level data suggests. The analysis draws on the last five years of Home Mortgage Disclosure Act (HMDA) data.
| From: Service 1st Information Services
HAMMONTON, N.J., Oct. 7, 2026 (SEND2PRESS NEWSWIRE) — Service First Information Solutions LLC (Service 1st), a leading provider of credit reporting and verification solutions for the mortgage and other industries, is celebrating 100 years in business. Over the past century, Service 1st has expanded well beyond its roots in mortgage credit reporting.
| From: ACES Quality Management
DENVER, Colo., Oct. 7, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced today that it has been named one of the AI Pioneer Award winners by PROGRESS in Lending. Honorees include 14 financial technology companies whose AI work spans the loan lifecycle from origination through servicing.
| From: LenderLogix
BUFFALO, N.Y., Oct. 6, 2026 (SEND2PRESS NEWSWIRE) — LenderLogix, a provider of mortgage point-of-sale and automation software, today announced that FocusOne, a Credit Union Service Organization (CUSO), has implemented its LiteSpeed point-of-sale platform as part of its continued investment in technology designed to help credit union partners deliver a modern, streamlined mortgage experience to their members.
| From: June Point Lending
NEW YORK, N.Y., Oct. 6, 2026 (SEND2PRESS NEWSWIRE) — June Point Lending Inc. (June Point Lending), a tech-forward wholesale non-QM lender, announced today it is offering debt service coverage ratio (DSCR) loans in California, its 19th state for DSCR lending and one of the country’s largest broker markets. California brokers gain access to June Point Lending’s proprietary technology infrastructure.
