Finance News - Page 2

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach.

DES MOINES, Iowa, April 29, 2025 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, has released its analysis of 2024 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. The insights, shared by iEmergent CEO Laird Nossuli, highlight a modest market recovery from 2023 alongside deepening disparities in borrower outcomes and a reshuffling of lender dynamics.

BUFFALO, N.Y., April 29, 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 that Victorian Finance, an independent mortgage lending company, has implemented LiteSpeed™ to replace its legacy point-of-sale (POS) system. Victorian Finance will use LiteSpeed to provide borrowers with an automated, digital-first mortgage experience.

CLEVELAND, Ohio, April 28, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced a powerful guest lineup for May featuring five leaders shaping the future of housing, lending and financial regulation. The webcast is co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets expert Rob Chrisman, author of the widely read Chrisman Commentary newsletter.

JACKSONVILLE, Fla., April 24, 2025 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today unveiled a new Developer Portal during its second annual Horizon user conference. The Developer Portal marks a significant evolution for the Empower® loan origination system (LOS), moving from API access to a fully open API ecosystem.

ATLANTA, Ga., April 22, 2025 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q1 2025 Homeownership Program Index (HPI) report. The report saw the number of entities offering homebuyer assistance programs increase by 55 year-over-year (YoY). The number of programs increased by 43 during the first quarter, bringing the total number of available programs to 2,509.

TROY, Mich., April 22, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today the expansion of its national sales team with the appointments of Jim Bannister and Scott Shaw as senior sales executives. Together, they bring over 45 years of combined experience in mortgage lending, financial services and technology to the company’s expanding leadership.

CLEVELAND, Ohio, April 21, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features iEmergent CEO Laird Nossuli and COO Bernard Nossuli. The husband-and-wife leadership team will join co-hosts Rich Swerbinsky, mortgage business consultant and executive coach, and Rob Chrisman, editor-in-chief of the widely followed Chrisman Commentary newsletter, to explore the critical role of special purpose credit programs (SPCPs) in expanding credit access and building sustainable business growth.

SEATTLE, Wash., April 15, 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 completion of a $6 million seed round. The round was led by Abstract Ventures, a San Francisco-based venture firm with $1.5 billion in assets under management and a track record of backing breakout companies including Rippling, xAI, Hebbia, Brigit and Hippo (NYSE: HIPO) and Mischief, an early-stage VC fund co-founded by Plaid CEO Zach Perret.

TROY, Mich., April 15, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has joined its leadership team as chief data officer effective April 1. In his new role, Flynn will lead Class Valuation’s enterprise data strategy, overseeing the development of scalable analytics, AI capabilities and automation to improve valuation accuracy, speed and transparency.

BUFFALO, N.Y., April 15, 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 Tidewater Mortgage Services (Tidewater), a retail mortgage lending company, has replaced its legacy point-of-sale (POS) technology with LiteSpeed, thus expanding its partnership with the company. In addition to Fee Chaser™, Tidewater will now use LiteSpeed as the point-of-sale to automate mortgage processes and provide borrowers with a digital-first experience.

CLEVELAND, Ohio, April 14, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Kelley Hailstone, president of Jet Home Loans. Hailstone will join co-hosts Rich Swerbinsky, mortgage business consultant and executive coach, and Rob Chrisman, editor-in-chief of the widely followed Chrisman Commentary newsletter, to discuss how homebuilder-aligned lending models can help lenders scale smartly, differentiate in today’s market and better serve new homebuyers.

PHOENIX, Ariz., April 9, 2025 (SEND2PRESS NEWSWIRE) — Financial expert Walter Clarke’s groundbreaking work in “401Kid: A Guide to Teaching You and Your Children How to Master Money” (ISBN: 978-1964377643 [ebook]; 978-1964377605 [paperback]; 978-1964377599 [hardcover]; Legacy Launch Pad Publishing) emphasizes the profound impact of early financial education and the consequences of neglecting it. He has identified a critical gap – virtually no one is actively addressing this need.

ADDISON, Texas, April 9, 2025 (SEND2PRESS NEWSWIRE) — Click n’ Close (CNC), a multi-state mortgage lender, announced today that Kim Schenck has joined its Correspondent Lending Sales team as Correspondent Manager. In her new role, Schenck will lead the expansion of the company’s proprietary down payment assistance (DPA) program, which plays a key role in helping more borrowers achieve homeownership.

TROY, Mich., April 8, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading national real estate appraisal management company (AMC), today announced the strategic acquisition of Appraisal Nation, a Cary, North Carolina-based AMC specializing in comprehensive valuation solutions for the private lending market.

PLANO, Texas, April 8, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its March 2025 Market Advantage mortgage data report, showing a 24% surge in rate lock volume as early spring buyers returned to the market and homeowners jumped at the chance to refinance into lower rates. While still down 2% on a year-over-year (YoY) basis, purchase volumes were up 21% month-over-month (MoM). Rate-and-term and cash-out refinances jumped 52% and 20% MoM, respectively, together representing 25% of all lock activity.

CLEVELAND, Ohio, April 7, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Jodi Hall, president and CEO of The Mortgage Collaborative (TMC). Hall will join co-hosts Rich Swerbinsky, mortgage business consultant and executive coach, and Rob Chrisman, editor-in-chief of the widely followed Chrisman Commentary newsletter.

SAN DIEGO, Calif., April 4, 2025 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, proudly announces the addition of several new lender members and preferred partners to its growing community. These organizations join TMC’s network of industry leaders committed to collaboration, innovation, and operational excellence.

TEMECULA, Calif., April 3, 2025 (SEND2PRESS NEWSWIRE) — Scrubblade, a leader in advanced windshield wiper technology, announced a nationwide partnership with Walmart, bringing their highly anticipated Black Edition silicone wiper blades to shelves across the U.S. This monumental milestone reflects the culmination of a 17-year journey marked by persistence, ingenuity, and grit, driven by founder Billy Westbrook’s vision to revolutionize driver safety.