LOS ANGELES, Calif. /CitizenWire/ — Inspirational entrepreneur Tim Gaspar has re-launched his debut book “The Biggest Leap: Building a Profitable Insurance Agency from the Ground Up” (ASIN: B0C3JGZZQR).
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: ACES Q1 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Second Consecutive Quarter | CitizenWire
DENVER, Colo. /CitizenWire/ — 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 first quarter (Q1) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management […]
News: Affinity Plus Federal Credit Union Selects LenderLogix’s QuickQual to Improve Transparency and Responsiveness During Mortgage Borrowers’ Home Search | CitizenWire
BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Minnesota-based Affinity Plus Federal Credit Union (Affinity Plus) has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.
News: Reagan Foundation and GE Announce Scholarship Application Open Date of October 16, 2023 | CitizenWire
SIMI VALLEY, Calif. /CitizenWire/ — The Ronald Reagan Presidential Foundation and Institute, in partnership with GE, are pleased to announce that the 2024 GE-Reagan Foundation Scholarship Program will open for applications on October 16, 2023. This program awards up to $400,000 in scholarships to deserving high school seniors across the country in 2024.
News: Click n’ Close Adds Ken Weislak and Travis Sharpe to Support Continued Growth of Company’s DPA Offerings for TPOs and Correspondents | CitizenWire
ADDISON, Texas /CitizenWire/ — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced it has hired Ken Weislak as Business Development Manager for the wholesale division and Travis Sharpe as the Operations Manager for the company’s correspondent division.
News: Floify announces launch of verification of income and employment waterfall technology | CitizenWire
BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale solution and subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH), today announced the launch of verification of income (VOI) and verification of employment (VOE) waterfall technology. The new features will help lenders and brokers save time and reduce costs during the loan origination process.
News: Palisade Capital Management Included in CNBC FA100 Ranking | CitizenWire
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management is proud to be included in CNBC’s Financial Advisor (FA) 100 rankings for the fourth year in a row – one of only two New Jersey-based firms to be recognized in the rankings. The “CNBC FA 100” honors advisory firms that help clients navigate their financial lives […]
News: Mortgage Machine Services launches loan origination system built for the digital mortgage era | CitizenWire
ADDISON, Texas /CitizenWire/ — Mortgage Machine Services, an industry leader in digital origination technology to residential mortgage lenders, announced the launch of its namesake platform Mortgage Machine™, an out-of-the-box, all-in-one loan origination system (LOS) designed to accelerate lenders’ operational velocity and support an end-to-end digital origination process.
News: Dark Matter Technologies launches to revolutionize mortgage origination with cutting-edge tech, unparalleled automation and relentless innovation | CitizenWire
JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies LLC, formerly Black Knight Origination Technologies LLC, was rebranded after it was acquired into the Perseus Operating Group (Perseus) of Constellation Software Inc. (Constellation). According to Rich Gagliano, Dark Matter Technologies’ chief executive officer, the organization is on a mission to revolutionize the mortgage origination business by supporting, […]
News: Toyota and Hang Media Partner to Offer a Grand New and Connected Way to Watch The HBCU NY Classic From MetLife Stadium | CitizenWire
NEW YORK, N.Y /CitizenWire/ — Toyota, whose first‐ever 2024 Grand Highlander SUV touts “the best views from every row,” will be offering fans the best viewing experience when Morehouse College faces Albany State University in the 2nd annual HBCU NY Classic football game at MetLife Stadium on Saturday, September 16. Teaming with HANG, the leading […]
News: Strategic Benefits Advisors Principal Mindy Zatto honored with EBN’s 2023 Excellence in Benefits Award | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Strategic Benefits Advisors (SBA) today announced that Founding Principal Mindy Zatto is a recipient of the 2023 Excellence in Benefits Award. Presented by Employee Benefit News (EBN), the Excellence in Benefits Awards honor the human resources leaders, tech innovators, brokers and advisors driving change in the employee benefits space.
News: Flanagan State Bank selects Dovenmuehle for its mortgage subservicing needs | CitizenWire
LAKE ZURICH, Ill. /CitizenWire/ — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Flanagan State Bank, a community bank headquartered in central Illinois, has selected Dovenmuehle to subservice its mortgage loan portfolio and deliver enhanced service to the bank’s mortgage customers.
News: ACES Quality Management and ActiveComply Partner to Help Financial Services Firms Address Social Media Compliance and Quality Control Needs | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has expanded its partnership program with ActiveComply, a leader in social media monitoring and website archival for the financial industry.
News: ACES Quality Management and ActiveComply Partner to Help Financial Services Firms Address Social Media Compliance and Quality Control Needs | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has expanded its partnership program with ActiveComply, a leader in social media monitoring and website archival for the financial industry.
News: LenderLogix integrates LiteSpeed mortgage point of sale system with Encompass by ICE Mortgage Technology | CitizenWire
BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced the completion of the integration between LiteSpeed, a streamlined point-of-sale (POS) system designed for mortgage lenders and Encompass® by ICE Mortgage Technology, part of ICE (NYSE: ICE) and a global […]
News: Mortgage Lock Volume Dips Slightly in Response to Rising Rates in September MCT Indices Report | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — SAN DIEGO, Calif., Sept. 5, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a slight 4.76% decline in mortgage lock volume over the prior month. The slight dip in mortgage lock volume is likely attributed to an […]
News: MMI ranks No. 15 on Utah Fast 50 list of fastest-growing companies | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 15 on the 2023 Utah Business list of fastest-growing companies in the state. This marks MMI’s second consecutive appearance on the list and in […]
News: Celebrating Growth and Expertise: Matthew Weber Promoted to Principal at KROST | CitizenWire
LOS ANGELES, Calif. /CitizenWire/ — KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew’s dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization.
News: Matrix Announces the Successful Sale of Mystic Oil Company, Inc. | CitizenWire
RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Mystic Oil Company, Inc. and its affiliates (“Mystic Oil” or the “Company”) on its sale to Petroleum Marketing Group, Inc. The Company sells fuels on a consignment and wholesale basis to approximately 150 Gulf, Citgo, […]
News: FormFree joins ACUMA as an affiliate member | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, FormFree aims to help credit unions provide more inclusive pathways to homeownership by introducing them to residual income analytics, a methodology for gaining enhanced insight into borrowers’ ability to repay loans.
News: Heidi Iverson named Vice President of Strategic Partnerships at MMI | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced that Heidi Iverson has been promoted to Vice President of Strategic Partnerships. In this role, Iverson will lead sales and customer success efforts focused on strategic relationships in […]
News: Matrix Announces the Successful Sale of H.A. Mapes, Inc. | CitizenWire
RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised H.A. Mapes, Inc. (“H.A. Mapes” or the “Company”) on its sale to Nouria Energy Retail, Inc., a subsidiary of Nouria Energy Corporation (“Nouria”).
News: ACES Quality Management Execs Sharon Reichhardt and Phil McCall to Speak at 2023 MBA Compliance and Risk Management Conference | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced two of its top executives, Executive Vice President of Operations Sharon Reichhardt and President and COO Phil McCall, will be speaking at the 2023 Mortgage Bankers Association (MBA) Compliance and Risk […]
News: For the Second Year, PitBullTax Named to the 2023 Inc. 5000 List of Fastest Growing Private Companies in America | CitizenWire
CORAL SPRINGS, Fla. /CitizenWire/ — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.
News: MMI on Inc 5000 list for second consecutive year, ranking No. 1971 in 2023 | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1971 on the 2023 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful […]
News: Down Payment Resource debuts on the Inc. 5000 list of America’s fastest-growing companies | CitizenWire
ATLANTA, Ga. /CitizenWire/ — 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 2023 Inc. 5000 list of the nation’s fastest-growing private companies. This marks DPR’s inaugural year on the list.
News: MMI provides access to loan originator production data with LO Quick Profiles | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its new LO Quick Profile search tool, which provides a summary view of a loan originator’s (LO) production and top referral partners.
News: MCT Appoints Steve Pawlowski Head of Technology Solutions to Continue Industry-Changing Innovation | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT’s proven record of driving efficiency and liquidity in the secondary market. He […]
News: July’s Mortgage Lock Volume Flat Amongst Rising Rates in Latest MCT Indices Report | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT’s site to download the full report.
News: Palisade Capital Management Named a Top RIA by FA Magazine | CitizenWire
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.
News: MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO […]
News: Northwest Bank Collects Fees within Minutes with LenderLogix FeeChaser | CitizenWire
BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.
News: Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
News: Christopher Henderson joins Palisade Capital Management | CitizenWire
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business.
News: LenderLogix Q2 2023 Homebuyer Intelligence Report Data Shows Slight Increase in Homebuying Activity Despite Affordability and Inventory Challenges | CitizenWire
BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest 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 […]
News: TrustEngine releases Q2 2023 Mortgage Market Opportunities Report | CitizenWire
ELLICOTT CITY, Md. /CitizenWire/ — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.
News: Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract | CitizenWire
OXNARD, Calif. /CitizenWire/ — Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.
News: Down Payment Resource Issues Q2 2023 Homeownership Program Index Report | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm’s analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number […]
News: Matrix Announces the Successful Sale of Vital Plastics, Inc. | CitizenWire
BALTIMORE, Md. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. (“Vital Plastics” or the “Company”), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners (“Wolverine Capital”).
News: Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services | CitizenWire
BOCA RATON, Fla. /CitizenWire/ — Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.