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Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.

News: Atlantic Bay helps Roc Solid Foundation pack 16,000 Ready Bags for families facing childhood cancer | CitizenWire

VIRGINIA BEACH, Va. /CitizenWire/ — Atlantic Bay Mortgage Group LLC (Atlantic Bay) joined nearly 1,800 volunteers at Norfolk Scope Arena on September 18 for Roc Solid Foundation’s inaugural Ready Bag Rally. In less than two hours, volunteers packed 16,000 Ready Bags to support families navigating a childhood cancer diagnosis. The rally was Roc Solid’s first […]

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News: Strategic Benefits Advisors holds steady as Atlanta’s benefits consultant market shrinks 17% | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Strategic Benefits Advisors, Inc. (SBA) has been recognized by the Atlanta Business Chronicle as one of Atlanta’s largest employee benefits and compensation companies of 2026. This is the eighth consecutive year SBA has made the Chronicle’s annual list highlighting benefits consultants and brokers. Even as the number of benefits consultants and […]

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News: ACES Quality Management launches ACES Population Testing | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management®, the leading provider of enterprise quality management and control software for the financial services industry, announced today the launch of ACES Population Testing™, which evaluates a financial institution’s loan origination pipelines and servicing portfolios against its defined policies and identifies the records that warrant a reviewer’s attention.

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News: FirstClose introduces Lender Portal to manage home equity borrower leads in one workspace | CitizenWire

AUSTIN, Texas /CitizenWire/ — FirstClose, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today the launch of Lender Portal, a new workspace that lets loan officers manage borrower leads in one place, from initial contact through submission.

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News: Tim Cox rejoins Informative Research to lead the company’s business process automation efforts | CitizenWire

GARDEN GROVE, Calif., /CitizenWire/ — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Tim Cox has rejoined the IR leadership team as executive vice president of business process automation. In this role, Tim will apply his industry expertise to support the company and […]

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News: Analysis: iEmergent’s 2025 U.S. mortgage forecasts closely track HMDA actuals | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today released a new analysis validating its 2025 forecasts against actual Home Mortgage Disclosure Act (HMDA) data. The analysis, which uses final 2025 HMDA data released by the Federal Financial Institutions Examination Council on […]

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News: Argyle extends its mortgage verification experience to the wholesale channel with the launch of a broker-branded borrower experience | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, the leading consumer-permissioned verification platform, today announced the launch of a new solution that enables wholesale mortgage lenders to extend income, employment, and asset verification across their broker networks with a broker-branded borrower experience. The solution is available through Argyle’s Verification API as well as through Encompass® TPO […]

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News: Atlantic Bay builds on Southern growth with expansion into Louisiana | CitizenWire

BATON ROUGE, La. and VIRGINIA BEACH, Va. /CitizenWire/ — Atlantic Bay Mortgage Group LLC (Atlantic Bay) today announced the opening of its first Louisiana branch in Baton Rouge, extending its’ presence across the South and giving Louisiana homebuyers access to a wide range of mortgage options, local expertise, and the technology and resources of an […]

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News: EnergyCAP Adds Insights to its Energy Management Platform as Customers Report 3x More Value Than They Pay | CitizenWire

ORLANDO, Fla. /CitizenWire/ — EnergyCAP®, the leading utility and energy management platform for public and private sector organizations, announced Insights, a new capability to their energy and utility management platform, that brings reporting, alerting and prioritization together so energy teams can focus on what’s most important. The announcement came at Catalyst Converge, the company’s 20th […]

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News: Vesta Customers Gain Access to Mezzo’s One-to-Many Operating Architecture | CitizenWire

RANCHO SANTA MARGARITA, Calif. /CitizenWire/ — Mezzo, creator of the mortgage industry’s first one-to-many operating architecture for third-party services, today announced an integration with Vesta, the AI-native loan origination system (LOS) and agent platform built to automate and accelerate mortgage operations. Mezzo launches with a single gateway across verification providers.

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News: Vice Capital Markets expands bid tape capabilities to include VantageScore data | CitizenWire

NOVI, Mich. /CitizenWire/ — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, today announced that its capital markets platform now supports the inclusion of VantageScore™ credit scores on mortgage bid tapes, providing lenders and investors with greater visibility into loan-level credit characteristics during the secondary market execution […]

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News: Friday Harbor’s AI pre-underwriting platform integrates to the Freddie Mac Income Calculator API | CitizenWire

SEATTLE, Wash. /CitizenWire/ — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced its integration to the Freddie Mac Income Calculator API. Lenders can now determine calculated monthly income for wage earners, including borrowers with variable income, in minutes while helping preserve eligibility […]

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News: Optimal Blue announces initial speaker lineup for 2027 Summit | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today announced its initial speaker lineup for its 2027 Optimal Blue Summit, including Analyst, ESPN Monday Night Football, 3-Time Super Bowl-Winning Quarterback, Pro Football Hall of Famer Troy Aikman. The third annual event shaping what’s next in mortgage will take place February 1-3, 2027 at the JW Marriott Phoenix […]

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News: ACES Quality Management subject matter experts to address AI, mortgage quality at leading mortgage and credit union industry conferences | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management®, the leading provider of enterprise quality management and control software for the financial services industry, announced today that three senior professionals will speak at two fall industry conferences including MBA’s Compliance and Risk Management Conference, Sept. 27-29 at the Grand Hyatt Washington in Washington, D.C., and the America’s […]

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News: Fairway Home Mortgage Announces Opening of New Phoenix Branch | CitizenWire

PHOENIX, Ariz. /CitizenWire/ — Fairway Home Mortgage and the Kanyur Reverse Team are proud to announce the opening of a new branch location in Phoenix, Arizona. The new office, located at 11811 N. Tatum Blvd., Suite 1002, Phoenix, AZ 85028, represents an exciting milestone in the team’s continued commitment to serving homeowners throughout Arizona with […]

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News: Argyle expands Tidalwave integration to unify income, employment and asset verification with real-time operability to Encompass | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, the leading consumer-permissioned verification platform, today announced an expanded integration with Tidalwave, an agentic AI platform that automates the full U.S. mortgage lifecycle from application through closing. Argyle and Tidalwave partnered in 2025 to embed Argyle’s verification of income and employment (VOIE) solution into Tidalwave’s borrower workflow through […]

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News: Click n’ Close names Blake Priest director of whole loan trading | CitizenWire

ADDISON, Texas /CitizenWire/ — Click n’ Close, a multi-state mortgage lender, today announced that mortgage industry veteran Blake Priest has joined the company as director of whole loan trading. In this role, Priest will lead the company’s scratch and dent purchasing, giving correspondent partners another outlet for loans that fall outside traditional investor guidelines.

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News: Optimal Blue report: Mortgage demand slips below year-ago levels as rate-and-term refi activity plunges | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today released its August 2026 Market Advantage mortgage data report, which found that mortgage activity continued to soften in August even as rates leveled off. Total rate-lock volume declined 9% month over month (MoM) and slipped 3% below August 2025 levels. Purchase lock volume fell 10% from July but […]

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News: Dark Matter names Salvatore Piccola and Gil Valera to product strategy, professional services leadership roles | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology, today announced it has expanded its leadership team with two experienced executives: Salvatore Piccola as senior vice president of product strategy and Gil Valera as vice president of professional services. The additions strengthen two areas central to Dark Matter’s growth […]

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News: FirstClose Chief Revenue Officer John Aslanian named a 2026 HousingWire Vanguard | CitizenWire

AUSTIN, Texas /CitizenWire/ — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today that John Aslanian, chief revenue officer, has been named a 2026 HousingWire Vanguard. The award recognizes C-level executives across mortgage, real estate and homebuilding for leadership that has driven measurable impact on […]

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News: Dark Matter CEO Vikas Rao named a 2026 HousingWire Vanguard | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology, today announced that Vikas Rao, chief executive officer, has been named a 2026 HousingWire Vanguard. Rao recognized for transforming Dark Matter and opening new ways for lenders to build, integrate and deploy AI.

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News: Secured Signing Launches Outsource Notary Queue, Enabling Seamless Signing Services Management | CitizenWire

MOUNTAIN VIEW, Calif. /CitizenWire/ — Secured Signing, a global leader in electronic signature and Remote Online Notarization (RON) technology, announced the launch of Outsource Notary Queue, a new feature that lets business, delegate overflow signings jobs to trusted signing services partners while staying fully in the loop from start to finish.

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News: Advisory List Publishes Exit Preparation Guidance for Business Owners Considering a Sale | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Advisory List, a directory and professional community for the small and middle-market M&A ecosystem, has published new guidance for business owners considering a future sale, highlighting issues transaction professionals say should be addressed years before a company goes to market.

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News: Washington state adds Argyle as an approved CBV provider for benefits agencies | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a consent-based verification (CBV) platform, today announced it has been added as an approved provider under a competitively solicited Washington State Department of Enterprise Services contract (No. 10925, Employment & Income Verification and Public Records Search Services), giving Washington agencies a pre-vetted path to consent-based income and employment […]

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News: FirstClose expands MeridianLink partnership to serve home equity lenders in mortgage divisions | CitizenWire

AUSTIN, Texas /CitizenWire/ — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today that it has launched an integration with MeridianLink to bring its home equity order management capabilities directly into the MeridianLink Mortgage loan origination system (LOS). The integration extends FirstClose’s existing MeridianLink partnership […]

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News: Dark Matter’s latest POS release brings real-time document validation to the point of sale | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced its latest point-of-sale (POS) release, bringing document validation powered by Aiva Intelligence to the earliest stage of the lending process. By validating borrower documents at upload instead of later in the review process, lenders can identify issues sooner, […]

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News: ACES Q1 2026 Mortgage QC Industry Trends Report shows critical defect rate reverses course as compliance defects reach record share | 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 Q1 of 2026. The report analyzes post-closing quality control data derived from the ACES Quality Management & Control® software.

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News: Class Valuation expands valuation capabilities with acquisition of Allstate Appraisal | CitizenWire

TROY, Mich. /CitizenWire/ — Class Valuation, a leading real estate appraisal management company (AMC), announced today that it has acquired Allstate Appraisal, one of the nation’s longest continuously operating valuation firms. Founded in 1959 in Chicago Heights, Illinois, Allstate Appraisal brings more than six decades of experience delivering credible, compliant and timely valuation and review […]

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News: The Mortgage Collaborative Names Down Payment Resource’s Brad Cardwell to Partner Advisory Council | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced that Brad Cardwell, vice president of sales and business development, has been named to The Mortgage Collaborative’s (TMC) Partner Advisory Council. The council brings together TMC’s preferred partners to promote fair, transparent and efficient practices through open dialogue […]

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News: Friday Harbor brings AI pre-underwriting to complex loans as non-QM volume reaches record highs | CitizenWire

SEATTLE, Wash. /CitizenWire/ — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced expanded support for non-qualified mortgage (non-QM) and other non-agency lending programs, enabling lenders to evaluate a broader range of complex borrower scenarios against investor-specific guidelines before underwriting.

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News: DocMagic named one of LA Business Journal’s Best Places to Work 2026 | CitizenWire

TORRANCE, Calif. /CitizenWire/ — DocMagic®, a leading provider of digital mortgage solutions, has been named one of the 2026 Best Places to Work in Los Angeles by the Los Angeles Business Journal. The annual program, now in its 20th year, recognizes companies that demonstrate a strong commitment to employee engagement.

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News: Down Payment Resource named to the 2026 Inc. 5000 list of fastest-growing private companies in America | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading affordability intelligence platform, today announced it has earned a spot on the 2026 Inc. 5000 list of the nation’s fastest-growing privately owned companies after achieving significant revenue growth from 2022 to 2025. DPR was also honored on the 2023 and 2025 Inc. 5000 […]

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News: Optimal Blue report: Rising rates cool July mortgage activity, but demand remains above year-ago levels | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today released its July 2026 Market Advantage mortgage data report, which found that mortgage activity softened as rising rates weighed on both purchase and refinance demand. Total rate-lock volume declined 11% month over month (MoM) but remained 5% above July 2025.

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News: Atlantic Bay Mortgage Group named a Hampton Roads Top Workplace | CitizenWire

VIRGINIA BEACH, Va. /CitizenWire/ — Atlantic Bay Mortgage Group LLC (Atlantic Bay) is proud to announce it has been recognized among Hampton Roads’ Top Workplaces by the Virginian-Pilot. The annual recognition honors employers that create exceptional workplace experiences, with recipients determined through confidential employee survey feedback.

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News: Optimal Blue Continues AI Innovation Leadership with Expanded Access to Virtual Economist and Launch of AI Labs | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today announced the general availability of Virtual Economist, the first on-demand forecasting tool for mortgage capital markets leaders powered by artificial intelligence and machine learning (AI/ML). Revealed in beta at the annual Optimal Blue Summit in February 2026, Virtual Economist is now available to all Optimal Blue Product, Pricing, […]

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News: Halo Programs Launches Self-Service CRM Registration While Preserving White-Glove Service | CitizenWire

COMMERCE TOWNSHIP, Mich. /CitizenWire/ — Halo Programs, formerly Continuity Programs, today announced the launch of self-service online registration across its industry-specific CRM and relationship marketing platforms serving mortgage lenders, real estate brokerages and residential contractors. Professionals can now activate an account in a few clicks, eliminating the wait for a sales call before getting started.

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News: Argyle names John Hardesty chief revenue officer, Daniel Esquibel vice president of mortgage | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, the leading consumer-permissioned verification platform, today announced two executive promotions-longstanding leaders stepping into expanded roles, backed by deep product knowledge built from growing within the company. John Hardesty has been named chief revenue officer and Daniel Esquibel has been promoted to vice president of mortgage.

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