Finance News - Page 3

Page 3 of Finance News issued by the Send2Press® Newswire service.



FirstClose CEO Tedd Smith named 2025 HousingWire Vanguard

AUSTIN, Texas, Sept. 2, 2025 (SEND2PRESS NEWSWIRE) — FirstClose™, Inc., a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that co-founder and Chief Executive Officer Tedd Smith has been named a 2025 HousingWire Vanguard.

Class Valuation Chief Operations Officer Andrew Bough named 2025 HousingWire Vanguard

TROY, Mich., Sept. 2, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chief Operations Officer Andrew Bough has been named a 2025 HousingWire Vanguard, a prestigious recognition honoring C-level executives whose leadership is advancing the housing and mortgage finance industry.

NotaryCam President and CEO Brian Webster honored as HousingWire Vanguard

HOUSTON, Texas, Sept. 2, 2025 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization (RON) and identity verification/authentication technology for real estate and legal transactions, today announced that President and CEO Brian Webster has been honored as a 2025 HousingWire Vanguard.

Dark Matter Technologies Chief Product Officer Stephanie Durflinger named 2025 HousingWire Vanguard

JACKSONVILLE, Fla., Sept. 2, 2025 (SEND2PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, announced today that Chief Product Officer Stephanie Durflinger has been named a 2025 HousingWire Vanguard. This prestigious recognition honors C-level executives whose leadership drives meaningful innovation and growth in the housing and mortgage finance industry.

Lutheran Home Breaks Ground on State-of-the-Art DaVita Dialysis Den

ARLINGTON HEIGHTS, Ill., Sept. 2, 2025 (SEND2PRESS NEWSWIRE) — Lutheran Home, part of Lutheran Life Communities, has begun construction on a new state-of-the-art DaVita Dialysis Den on its Arlington Heights campus. The new six-chair facility, built in partnership with DaVita Inc. (NYSE: DVA), will bring life-sustaining kidney care directly to Lutheran Home residents and, later, to the surrounding community.

The Mortgage Collaborative hosting Mortgage Tech Day at Fall conference in Boston

SAN DIEGO, Calif., Aug. 28, 2025 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s leading independent cooperative network for mortgage lenders, announced today that its Mortgage Tech Day will take place September 14 at the historic Fairmont Copley Plaza in Boston as part of its Fall conference, “CHEERS! Where Everyone Knows Your Name.”

The Big Picture’s September webcast breaks down loan servicing, housing regulation, secondary markets and valuation tech with key industry players

CLEVELAND, Ohio, Aug. 26, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced its September guest lineup featuring four expert voices centered on best practices in loan administration, regulatory trends shaping the mortgage industry, the role of mortgage tech in secondary markets and innovation within the appraisal space.

NotaryCam helps major credit card issuers fight fraud and reduce time to resolution with RON-based identity verification

HOUSTON, Texas, Aug. 26, 2025 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization (RON) and identity verification/authentication technology for real estate and legal transactions, today announced the continued expansion of its fraud prevention use cases within the credit card industry.

ACES Q1 2025 Mortgage QC Industry Trends Report reveals early signs of loan quality risk amidst mounting market pressures

DENVER, Colo., Aug. 20, 2025 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the first quarter (Q1) of 2025. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

New admin portal in Cloudvirga’s Tropos borrower platform puts lenders in the driver’s seat

IRVINE, Calif., Aug. 19, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced the general availability of an admin portal for its Tropos borrower platform, giving lenders greater control over how it works for their business and borrowers. With the new functionality, lenders can adjust organizational settings, manage their brand experience across the business structure, customize loan applications and adapt operational workflows-all without developer assistance.

NotaryCam Certified to Provide Remote Online Notarization Services in Vermont

HOUSTON, Texas, Aug. 19, 2025 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, its certification to perform RON services in the state of Vermont. This development follows Vermont’s enactment of legislation supporting remote notarizations, allowing notaries with a Special Endorsement to perform digital notarizations in the state.

Informative Research named 2025 Lending Tech Titan by PROGRESS in Lending for innovation in mortgage credit and verification technology

GARDEN GROVE, Calif., Aug. 19, 2025 (SEND2PRESS NEWSWIRRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, announced it has been named a 2025 Lending Tech Titan by PROGRESS in Lending, honoring the company’s pioneering work in delivering automation, efficiency and cost savings to mortgage lenders across the U.S.

Optimal Blue to Host Its 2026 Summit February 23-25 in Scottsdale

PLANO, Texas, Aug. 18, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced it will host its 2026 Optimal Blue Summit from February 23-25 at the Talking Stick Resort and Conference Center in Scottsdale, Arizona. Building on the success of its inaugural event, the 2026 Summit will bring together the company’s clients and integration partners, along with thought leaders and experts from across the mortgage industry, for three days of insights, connection and strategy.

Three ACES Quality Management subject matter experts selected to speak at leading mortgage, credit union industry conferences

DENVER, Colo., Aug. 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 three senior professionals from its team will participate in major industry conferences throughout September and October, showcasing ACES’ leadership in regulatory compliance, risk management and loan quality.

Argyle honored with 2025 PropTech Breakthrough Award

NEW YORK CITY, N.Y., Aug. 13, 2024 (SEND2PRESS NEWSWIRE) — Argyle, the leading provider of direct-source income, employment and asset verifications, has been named Overall Real Estate Data Solution of the Year in the 2025 PropTech Breakthrough Awards. The honor recognizes Argyle’s growing impact on the tenant screening industry, where the company is helping property managers and tenant screening platforms combat fraud, improve data quality and speed up leasing decisions.

Cloudvirga honored with 2025 PropTech Breakthrough Award

IRVINE, Calif., Aug. 13, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, announced that Tropos, its next-generation borrower portal, has been named Loan Application Solution of the Year in the 2025 PropTech Breakthrough Awards. Launched in May, Tropos empowers lenders to deliver personalized, intuitive digital experiences that drive conversion.

Floify named NMP Originator Choice winner for 2025

BOULDER, Colo., Aug. 13, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced it has been named as an NMP Originator Choice Winner for 2025, achieving silver in its category. While Floify continually releases updates, the company’s introduction of Dynamic Apps in 2025 is particularly notable.

Down Payment Resource named to 2025 Inc. 5000 after 130% three-year growth

ATLANTA, Ga., Aug. 13, 2025 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2025 Inc. 5000 list of the nation’s fastest-growing privately owned companies after achieving 130% revenue growth from 2021 to 2024. DPR was also honored on the 2023 Inc. 5000 list.

Refinances tick up and non-QM hits record high as purchase activity falls nearly 5% in July

PLANO, Texas, Aug. 12, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its July 2025 Market Advantage mortgage data report, which found a 3% month-over-month (MoM) drop in overall rate lock volume, led by a nearly 5% drop in purchase activity as affordability remained strained. Mortgage rates rose MoM across all loan types.

Optimal Blue’s New Brand Reflects Its Modern Technology and Proven Expertise and Leadership

PLANO, Texas, Aug. 11, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today launched a new brand that emphasizes the company’s market leadership in delivering modern innovation backed by decades of proven, trusted performance. “Optimal Blue is operating in an era defined by accuracy, scale, speed and artificial intelligence – and our new brand embodies that,” said Joe Tyrrell, CEO of Optimal Blue.

Velocity Credit Union Breaks Ground on New Southwest Austin Branch

AUSTIN, Texas, Aug. 7, 2025 (SEND2PRESS NEWSWIRE) — Velocity Credit Union is proud to announce the official groundbreaking of its newest branch, located at the southeast corner of Davis Lane and Brodie Lane in Southwest Austin. This expansion reflects the credit union’s continued commitment to serving its growing membership and delivering convenient, modern financial services to communities across Central Texas.

Secured Signing Expands Capabilities with In-Person Electronic Notarization Upgrade

MOUNTAIN VIEW, Calif., Aug. 7, 2025 (SEND2PRESS NEWSWIRE) — Secured Signing, a global leader in digital signature and online notarization technology, has announced a significant upgrade to its In-Person Electronic Notarization (IPEN) solution. The revamped IPEN experience is now fully integrated into the same intuitive dashboard used for Remote Online Notarization (RON) and Digital Signatures-enabling notaries to manage in-person signings with greater speed, convenience, and consistency.

Informative Research Enhances Mortgage Prequalification Insight with The Work NumberĀ® Report Indicator from Equifax

GARDEN GROVE, Calif., Aug. 7, 2025 (SEND2PRESS NEWSWIRE) — Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced the addition of The Work Number® Report Indicator from Equifax to its integrated suite of mortgage credit and verification tools. The Work Number Report Indicator empowers lenders by delivering a first-in-market solution: an Equifax credit report alongside an indicator of employment status earlier in the mortgage qualification process.

Argyle and LenderLogix partner to embed automated income, employment, and asset verification at the start of the loan process

NEW YORK CITY, N.Y., Aug. 5, 2025 (SEND2PRESS NEWSWIRE) — Argyle, a service provider automating income, employment and asset verifications for some of the largest lenders in the United States, today announced its integration with LenderLogix, a leading provider of mortgage point-of-sale (POS) and automation software for banks, credit unions, independent mortgage banks and brokers.

LenderLogix Q2 2025 Homebuyer Intelligence Report Shows Increased Loan Quantities as Borrower Activity Holds Steady

BUFFALO, N.Y., Aug. 5, 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 second quarter (Q2) of 2025.

The Big Picture webcast’s August lineup features experts on mortgage broker advocacy, construction finance, mortgage advice innovation and housing public policy

CLEVELAND, Ohio, Aug. 1, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its August guest lineup featuring four accomplished leaders who will explore diverse topics including mortgage broker advocacy, the future of mortgage advice and technology, construction finance and how emerging housing public policies are shaping the mortgage industry.

Optimal Blue Fully Automates Best Efforts Locking Directly with Investors

PLANO, Texas, July 30, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced a new capability in its industry-leading product, pricing and eligibility (PPE) engine that fully automates the process for a lock desk user to execute best efforts locks directly with participating investors via API. By eliminating the last remaining manual step in the locking life cycle, Optimal Blue is delivering innovations and enhancements that will help significantly increase a lender’s efficiency and profitability.

45 new assistance programs launched during Q2 2025, bringing the total number of nationwide programs to a record-breaking 2,554

ATLANTA, Ga., July 29, 2025 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q2 2025 Homeownership Program Index (HPI) report. The report finds 45 new programs launched in Q2, traditionally the busiest homebuying season, bringing the total number of available programs to 2,554 – a new record – and the number of program providers to 1,340.

Class Valuation’s Elite Appraiser Panel opens new business opportunities for the nation’s top appraisers

TROY, Mich., July 29, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that its Elite Appraiser Panel, a groundbreaking program, has doubled in size during the past 12 months and is setting new standards for professional excellence. Class Valuation’s exclusive, invitation-only Elite Panel now comprises hundreds of high-performing appraisers nationwide.

TMC July 2025 Pulse of the Network survey finds mortgage lenders leaning into automation, leadership development, and product innovation to stay competitive

SAN DIEGO, Calif., July 28, 2025 (SEND2PRESS NEWSWIRE) — Amid one of the mortgage industry’s most prolonged stretches of cost pressure and market uncertainty, the latest Pulse of the Network survey from The Mortgage Collaborative (TMC) reports that lenders are responding with creativity and nimble thinking, anchored by a clear commitment to long-term resilience.

Friday Harbor adds Chris Simms, Gregory Buehler to leadership team to accelerate AI-powered mortgage origination

SEATTLE, Wash., July 24, 2025 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation.

Capital City Founder Arsha Jones Launches $5,000 Micro-Grant to Support Local Consumer Product Entrepreneurs

WASHINGTON, D.C., July 22, 2025 (SEND2PRESS NEWSWIRE) — Arsha Jones, founder and CEO of Capital City, announced today the launch of the Capital City Micro-Grant, a $5,000 grant aimed at helping local, retail-ready entrepreneurs scale their consumer product businesses. The grant will be awarded during the Shop Made Makers Summit, a multi-day entrepreneurship experience taking place August 19-21 in Washington, D.C.

MMI Unveils ChatMMI: Mortgage Intelligence, One Question Away

SALT LAKE CITY, Utah, July 21, 2025 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), the original pioneer in mortgage market intelligence, today announced the launch of ChatMMI™ – the industry’s first conversational AI interface built specifically for lenders, recruiters, and mortgage professionals. Founded in 2008, MMI has spent nearly two decades building the industry’s most comprehensive mortgage data solution.

Klingenstein Fields Advisors named to America’s Top RIAs by Financial Advisor Magazine

NEW YORK, N.Y., July 18, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine’s 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets.

Philippe Le Blanc Publishes ‘Advantage Equities’: An Original Take on Stock Market Investing Inspired by the Game of Tennis

MONTREAL, Quebec, July 18, 2025 (SEND2PRESS NEWSWIRE) — Chief Investment Officer of COTE 100 and respected financial columnist Philippe Le Blanc has officially released “Advantage Equities: Invest Between the Lines and Win” (ISBN: 978-0228818939; released June 2025 by Tellwell Publishing), an insightful new book offering investors a fresh, accessible perspective on the world of stock market investing. The book marks a natural successor to the bestselling “La Bourse ou la Vie,” co-written in 1995 by Philippe and his father, Guy Le Blanc.

Informative Research’s Shannon Santos Named MPA Elite Woman Award Honoree

GARDEN GROVE, Calif., July 17, 2025 (SEND2PRESS NEWSWIRE) — Informative Research Data Solutions, a division of Informative Research and a leading provider of data-powered borrower intelligence and analytics tools for the financial services industry, announced today that its executive vice president, Shannon Santos, has been named a 2025 Mortgage Professional America (MPA) Elite Woman Award recipient. The award honors women redefining excellence in the mortgage and housing industries through leadership, innovation and impact.

Strategic Benefits Advisors outlines what plan sponsors need to know about the One Big Beautiful Bill

ATLANTA, Ga., July 16, 2025 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) today released a practical summary of the employee benefits provisions contained in the newly enacted One Big Beautiful Bill Act (OBBB), signed into law by President Trump on July 4, 2025. While the legislation spans a wide range of tax and policy changes, SBA’s summary highlights the bill’s most significant impacts on employer-sponsored retirement plans, health and welfare benefits and payroll operations.

Dovenmuehle’s 2024 SOC 1 and SOC 2 Type 2 Reports Validate Robust Internal Controls and Data Security Standards

LAKE ZURICH, Ill., July 16, 2025 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc., a leading mortgage subservicer, today announced the successful completion of its 2024 Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 audits. These independent audits, conducted by the public accounting and business advisory firm Plante Moran, PLLC, affirm Dovenmuehle’s adherence to the highest standards for internal controls, data security, and operational effectiveness. [UPDATED]

CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference

KOKOMO, Ind., July 15, 2025 (SEND2PRESS NEWSWIRE) — CFD Companies’ efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a part of providing exceptional service to CFD affiliated financial professionals.

Friday Harbor launches open APIs to give mortgage lenders and vendors more integration flexibility

SEATTLE, Wash., July 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 availability of open APIs, giving lenders and vendors a new level of flexibility in how they integrate Friday Harbor into their mortgage tech stack.