Finance News - Page 3

TROY, Mich., Jan. 29, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has been appointed chief operating officer. Flynn joined Class Valuation in April 2025 as chief data officer and has since played a central role in advancing the company’s strategic, operational and product initiatives.

TORRANCE, Calif., Jan. 27, 2026 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., today announced that two of its executives have been elected to help lead Community of Practice (CoP) workgroups within the Mortgage Industry Standards Maintenance Organization (MISMO) for the 2026-2027 term. Chief eServices Executive Brian D. Pannell will serve as vice chair of MISMO’s Digital Interoperability CoP, and Director of Integration and Technical Services David Garrett will serve as vice chair of the eMortgage CoP. [UPDATED]

DENVER, Colo., Jan. 27, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced its acquisition of Basecap Analytics, an established enterprise data quality platform trusted by leading financial institutions. The acquisition enhances ACES’ ability to deliver end-to-end quality management by expanding its platform to include enterprise-wide data quality automation.

NEW YORK, N.Y., Jan. 27, 2026 (SEND2PRESS NEWSWIRE) — Vertyx, a provider of intelligent mortgage servicing technology built for enhanced portfolio performance, today announced the release of Borrower Relationship Management, a new capability within its end-to-end mortgage servicing platform designed to help servicers and investors identify retention and recapture opportunities earlier, deliver timely outreach through borrower channels and measure engagement.

ATLANTA, Ga., Jan. 26, 2026 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry authority on homeownership program data and solutions, today released its Q4 2025 Homeownership Program Index (HPI) report, identifying 2,619 programs. While the total count is five programs fewer than the prior quarter, it marked a 6% increase from a year earlier, rising from 2,466 programs in Q4 2024. The year-over-year (YoY) growth reflects continued expansion and refinement of program options amid persistent housing affordability challenges across much of the country.

GARDEN GROVE, Calif., Jan. 26, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that its work in 2025 has introduced significant platform enhancements and expanded its integration ecosystem across credit and verification services. The company introduced new credit and verification capabilities, added multiple data and payroll partners, and enhanced automation through its unified platform.

TROY, Mich., Jan. 21, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Tanya Wright has joined the company as Executive Vice President of Third-Party Origination (TPO) and Distributed Retail. Wright will serve on Class Valuation’s Operations Leadership Team and oversee strategy, operations and client success for the company’s broker and distributed retail channels.

LAKE ZURICH, Ill., Jan. 20, 2026 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced today that Moody’s Investors Service (“Moody’s”) has affirmed its servicer quality (SQ) assessment as a servicer of prime residential mortgage loans at SQ2-. Moody’s assessment highlights Dovenmuehle’s strong performance and disciplined execution across key areas of mortgage servicing.

BRENTWOOD, Tenn., Jan. 16, 2026 (SEND2PRESS NEWSWIRE) — Franklin Madison is thrilled to announce the addition of Farah Rehman as Group Vice President, Revenue Execution. With 24 years of experience spanning product development, sales, marketing, and strategy, Farah brings a distinguished track record of helping build and scale insurance businesses to the executive leadership team.

NEW YORK CITY, N.Y., Jan. 16, 2026 (SEND2PRESS NEWSWIRE) — Doherty Enterprises-owned Applebee’s® Neighborhood Grill & Bar restaurants in New York City and Westchester County today announced the start of its annual Above & “BEE”yond Teacher Essay Contest. Now in its next chapter, the contest will recognize six deserving teachers – one each from Manhattan, Brooklyn, Queens, the Bronx, Staten Island and Westchester County – with a $500 sponsorship check for classroom supplies and an end-of-year party for their current class.

AUSTIN, Texas, Jan. 16, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced 2025 results showing faster closings and measurable efficiency gains as lenders used its technology to meet rising home equity demand in a high-interest-rate environment. The company reduced closing timelines, expanded key integrations and strengthened its operating foundation to support scalable growth in 2026.

WARRENVILLE, Ill., Jan. 15, 2026 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026, marking four consecutive years of recognition in this prestigious national ranking. Legacy Wealth Advisors is known for its collaborative approach, ensuring clients benefit from the collective expertise of the entire team.

DENVER, Colo., Jan. 13, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, continued to support its customers through a challenging mortgage market in 2025 by sustaining audit scale, advancing AI-driven quality control innovation and delivering trusted regulatory and defect trend insight.

PLANO, Texas, Jan. 13, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its December 2025 Market Advantage mortgage data report, showing that mortgage rate-lock activity ended the year on a firm footing, bucking typical holiday-driven seasonality. Total lock volume rose 2% month over month (MoM) from November and finished 30% higher year over year (YoY), driven primarily by rate-and-term refinances, which climbed 13% from November and more than 170% compared with December 2024.

SEATTLE, Wash., Jan. 6, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the integration of its AI Originator Assistant with Fannie Mae’s Income Calculator. The new connection enables lenders to instantly calculate qualifying income for borrowers with self-employment or rental income and gain enforcement relief from representations and warranties on the income calculation for conventional loans.

LAKE ZURICH, Ill., Jan. 6, 2026 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (DMI), a leading mortgage subservicing company, announced today that it has received the ISO/IEC 27001 certification from NSF International Strategic Registrations (NSF-ISR), an NSF company. ISO/IEC 27001 defines global benchmarks for information security management systems (ISMS).

CLEVELAND, Ohio, Jan. 6, 2026 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced a January slate of guests offering timely perspectives on how to navigate the regulatory landscape ahead, scale mortgage production while developing the next generation of originators, execute with discipline in volatile markets and expand access to homeownership in new ways.

CHICAGO, Ill., Jan. 5, 2026 (SEND2PRESS NEWSWIRE) — Ascribe, a leading provider of real estate valuation and inspection services, has appointed Craig Bennett as chief executive officer to lead the company in its next phase of growth.Bennett brings nearly 15 years of senior-level experience in financial services to his post which includes 5 years at StoicLane, Ascribe’s parent company.

SAN DIEGO, Calif., Jan. 5, 2026 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent, wholly-owned mortgage lending cooperative, today announced the appointment of Rich Swerbinsky as Strategic Advisor to the CEO & President and Heidi Belnay as Senior Advisor for Business Development. These strategic additions to the leadership team position TMC for accelerated growth and continued industry impact in 2026 and beyond. [UPDATED]

VALENCIA, Calif., Dec. 29, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions® announces today that it has completed the SOC 2® examination. As tax professionals face growing security expectations, technology providers must prove accountability and consistency in how they handle data. A recently completed SOC 2® examination provides independent validation that IRS Solutions systems maintain secure, reliable, and confidential operations.

SAN DIEGO, Calif., Dec. 22, 2025 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s leading independent cooperative network for mortgage lenders, today announced it will host the inaugural ACT Technology Summit, short for Accelerator and Collaborative Transformation, a two-day standalone mortgage technology competition and showcase Aug. 12-13 at The Highlands Hotel in Dallas.

BUFFALO, N.Y., Dec. 16, 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 LiteSpeed eSign, a fully native eSignature experience built into the LiteSpeed point of sale (POS) platform. Serving both sides of the mortgage process, LiteSpeed eSign enables lenders to tag and request documents for electronic signatures directly in Encompass without the need to switch platforms.

SAN DIEGO, Calif., Dec. 16, 2025 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s leading independent cooperative network for mortgage lenders, today announced the launch of an individual subscription membership option that expands access to its network for mortgage professionals seeking connection, insight and peer engagement outside a traditional lender membership.

DENVER, Colo., Dec. 10, 2025 (SEND2PRESS NEWSWIRE) — ACES Quality Management#xae; (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the general availability of its latest innovation, ACES DATABRIDGE, which makes ACES customer data fully portable.

AUSTIN, Texas, Dec. 10, 2025 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today a new partnership with Stewart Lender Services, a division of Stewart Information Services Corporation (NYSE: STC), that enhances FirstClose’s Order Management System (OMS) with expanded home equity fulfillment capabilities.

TROY, Mich., Dec. 10, 2025 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Daniel A. Busch has joined the company as its chief financial officer (CFO). Busch brings more than two decades of financial leadership experience to the role, including extensive work in private equity environments, business transformation and data-driven operational performance.

PLANO, Texas, Dec. 10, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its November 2025 Market Advantage mortgage data report, which found that total mortgage rate-lock activity declined with normal late fall seasonality, yet still marked the strongest November in four years. Total lock volume fell 25% month over month (MoM) from October but remained up 17% year over year (YoY), buoyed by historically strong refinance demand and mortgage rates holding near 6%.

PLANO, Texas, Dec. 8, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced the promotion of Lanny Rogers III, CPA, to chief financial officer (CFO) and Jeremy Moreno to chief revenue officer (CRO). Their combined experience and long track records of leadership position the company to advance its next stage of growth and client success with a dedicated financial strategy function and strengthened revenue oversight.

GARDEN GROVE, Calif., Dec. 8, 2025 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Software Developer Sriranjini “Sri” Prabhakara has been named to National Mortgage Professional Magazine’s 2025 40 Under 40 list. The annual recognition highlights emerging professionals whose work is helping shape the future of the mortgage sector.

AUSTIN, Texas, Dec. 4, 2025 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the appointment of Alex Sirpis as vice president of sales. In this role, Sirpis will lead the company’s sales organization, refine the go-to-market strategy and drive revenue growth as FirstClose continues expanding its presence with mortgage and home equity lenders across the country.

LAKE ZURICH, Ill., Dec. 3, 2025 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (DMI), a leading mortgage subservicing company, announced today that Rivermark Community Credit Union has expanded its partnership with DMI. Under this expanded relationship, Dovenmuehle will provide subservicing for Rivermark’s growing portfolio of mortgage loans, supporting the credit union’s expanding membership base and ensuring an exceptional servicing experience for members.

CLEVELAND, Ohio, Dec. 2, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced a December lineup of trailblazing figures in loan origination technology, real estate and housing finance advocacy. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman.

DES MOINES, Iowa, Dec. 2, 2025 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, released a new analysis validating that its U.S. purchase mortgage origination forecasts continue to lead the industry in accuracy, outperforming other publicly available forecasts such as those published by Fannie Mae and the Mortgage Bankers Association (MBA) over the last six years.

AUSTIN, Texas, Nov. 25, 2025 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the appointment of Adam Nicholson as director of professional services. Nicholson will lead the company’s implementation operations, including project delivery, process optimization and cross-functional coordination to enhance the customer experience.

AUSTIN, Texas, Nov. 20, 2025 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that Lake Michigan Credit Union (LMCU) has implemented FirstClose’s Equity Order Management to automate settlement workflows for its home equity lending operations.

TORRANCE, Calif., Nov. 20, 2025 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. announced today the availability of its in-person electronic notarization (IPEN) capability, extending the company’s Total eClose™ platform to support more closing scenarios and borrower preferences across the country. IPEN offers lenders, settlement agents, notaries and borrowers an additional digital option for situations where remote online notarization (RON) is not jurisdictionally permitted or simply not the preferred experience.

DENVER, Colo., Nov. 18, 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 second quarter (Q2) of 2025. The report analyzes post-closing quality control data derived from the ACES Quality Management & Control® software.

SALT LAKE CITY, Utah, Nov. 18, 2025 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), the leader in mortgage technology, has been recognized with the 2025 AI Pioneer Award by PROGRESS in Lending Association for leveraging artificial intelligence like ChatMMI cross its platform to deliver to deliver real, measurable outcomes for lenders-from opportunity discovery and timely outreach to borrower retention and lifetime loyalty.

CHARLOTTE, N.C. and PLYMOUTH, Minn., Nov. 14, 2025 (SEND2PRESS NEWSWIRE) — Rice Park Capital Management LP (“Rice Park”), a Minneapolis-based private investment firm specializing in mortgage servicing rights (MSRs), announced today that it has acquired Rosegate Mortgage, LLC (“Rosegate Mortgage”), NMLS #2020757, a retail and consumer-direct mortgage lender headquartered in Charlotte, NC.

AUSTIN, Texas, Nov. 13, 2025 (SEND2PRESS NEWSWIRE) — Velocity Credit Union (Velocity) has announced the launch of a new Buy Now, Pay Later (BNPL) program designed to give members greater financial flexibility and control over their everyday spending. A financial institution with over $1 billion in assets and serving over 80,000 members, Velocity is introducing this program to further its commitment to offering comprehensive financial services to its members for every stage of their life.