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

News: Maxwell CPA Review provides online CPA courses to prepare students for the U.S. CPA exams | CitizenWire

ORLANDO, Fla. /CitizenWire/ — A new exam-prep company is helping students to pass the U.S. CPA exams in droves. Maxwell CPA Review was founded by Kyle Ashcraft, CPA and provides online CPA courses to prepare students for the U.S. CPA exams. Kyle passed all four CPA exams with a 90 and above, in only six […]

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News: MCT Launches BAMCO: Co-issue Loan Sale Marketplace for Shadow Pricing and Unique Executions | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one […]

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News: MCT Launches BAMCO: Co-issue Loan Sale Marketplace for Shadow Pricing and Unique Executions | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one […]

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News: Southstate|Duncanwilliams Securities Corp Joins Agile’s Broker-Dealer Network | CitizenWire

PHILADELPHIA, Pa. /CitizenWire/ — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A, has joined Agile’s broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute at competitive pricing via […]

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News: Southstate|Duncanwilliams Securities Corp Joins Agile’s Broker-Dealer Network | CitizenWire

PHILADELPHIA, Pa. /CitizenWire/ — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A., has joined Agile’s broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute at competitive pricing via […]

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News: Sales Boomerang Ranked Number 162 Fastest-Growing Company in North America on the 2022 Deloitte Technology Fast 500™ | CitizenWire

OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Sales Boomerang ranked No. 162 on the 2022 Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, […]

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News: New Energy Risk Publishes Sustainability Report, Adds Two Key Hires | CitizenWire

AVON, Conn. /CitizenWire/ — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of “Underwriting a Greener Future.” The report details the climate, sustainability, and environmental impacts of NER’s client portfolio.

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News: NotaryCam’s ‘Help a Hero’ initiative returns with complimentary online notarization for active duty and retired service members | CitizenWire

NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification / authentication technology for real estate and legal transactions, today announced its semi-annual “Help a Hero” initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer free remote online notarization […]

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News: MCT Expands Investor Services Team by Appointing Jennifer Kennelly as Senior Director | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT’s quickly expanding Investor Services team.

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News: MCT Expands Investor Services Team by Appointing Jennifer Kennelly as Senior Director | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT’s quickly expanding Investor Services team.

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News: Technology Association of Iowa selects iEmergent as a 2022 Prometheus Award winner | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that it has been named the 2022 FinTech & InsurTech Company of the Year in the Technology Association of Iowa’s (TAI’s) annual Prometheus Awards program.

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News: EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency | CitizenWire

CHICAGO, Ill. /CitizenWire/ — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired Larry Gordon Agency (“LGA”). The acquisition continues the strategic expansion of EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

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News: MCTlive! Lock Volume Indices: October 2022 Data | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, […]

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News: Click n’ Close launches proprietary SmartBuy loan suite to provide low- and moderate-income homebuyers with more affordable mortgage options | CitizenWire

ADDISON, Texas /CitizenWire/ — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announces it has launched SmartBuy, a suite of loan programs designed to give low and moderate-income (LMI) homebuyers an advantage in today’s heightened mortgage interest rate environment.

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News: FormFree expands its verification of income and employment network through partnership with Truv | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® announced that it has partnered with Truv to enhance AccountChek®’s verification of income and employment (VOI/E) reporting capabilities with Truv’s payroll provider network, expanding the modern convenience of electronically sharing payroll data with mortgage lenders to 120 million workers.

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News: Polly’s PPE integration with Mortgage Coach embeds dynamic product and pricing data into interactive home loan presentations that drive borrower conversion | CitizenWire

OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets […]

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News: Depth Public Relations highlights 16 years of client success with new website unveiled at Mortgage Bankers Association’s 2022 annual conference | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured […]

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News: Depth Public Relations highlights 16 years of client success with new website unveiled at Mortgage Bankers Association’s 2022 annual conference | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured […]

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News: MMI appoints Jordan Woodard as Director of Product Analytics | 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 it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI’s business intelligence platform, which provides clients with […]

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News: FormFree supports Freddie Mac’s launch of innovative underwriting enhancement that uses cash flow analysis to help increase home financing access | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced that mortgage lenders will be able to use AccountChek® to help more lenders qualify more borrowers for home financing as a result of a recently announced Freddie Mac initiative that analyzes loan applicants’ account transaction data as part of its automated underwriting system, Loan Product Advisor® (LPA℠).

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News: iEmergent’s Laird Nossuli recognized by Mortgage Banker Magazine as 2022 Powerful Women of Mortgage Banking honoree | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that CEO Laird Nossuli was recognized as a 2022 Powerful Women of Mortgage Banking honoree by Mortgage Banker Magazine. The annual award spotlights women who have made an indelible impact on the […]

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News: Sales Boomerang releases Q3 2022 Mortgage Market Opportunities Report | CitizenWire

OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang’s latest Mortgage Market Opportunities Report.

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News: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs | CitizenWire

WALNUT CREEK, Calif. /CitizenWire/ — Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors’ client services and relationships.

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News: NotaryCam’s Rick Triola earns third HousingWire Vanguard Award | CitizenWire

NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, announced today that its founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard.

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News: Down Payment Resource releases Q3 2022 Homeownership Program Index | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), a technology provider helping the housing industry connect homebuyers with homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,309 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased […]

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News: Anita Huang Joins EPIC’s Life and Executive Benefits Practice | CitizenWire

SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

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News: FormFree’s AccountChek can now be used by mortgage lenders to satisfy Freddie Mac’s assessment of income requirement for loan applicants paid through ADP | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced that mortgage lenders can now use AccountChek® to automate income assessment using Freddie Mac Loan Product Advisor® (LPA℠) asset and income modeler (AIM) for borrowers who are paid through ADP.

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News: The first in-state notary training course provider is approved in Maryland since education law mandate in 2021 | CitizenWire

BALTIMORE, Md. /CitizenWire/ — Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State’s office […]

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News: New ‘Ready Now’ Podcast Features Survivors, Experts | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer’s Disease. “Ready Now” explores the ways everyday consumers can take charge of becoming ready, now, for life’s most difficult scenarios.

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News: iEmergent’s Special Purpose Credit Programs (SPCP) workshop will prepare mortgage bankers to launch their own diverse lending initiatives | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a virtual workshop on Special Purpose Credit Programs (SPCPs) on Wednesday, November 9: “Tapping the Potential of SPCPs: A Hands-on Workshop for Mortgage Lenders.”

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News: KROST Acts as Exclusive Financial Advisor for American Range in Sale to Hatco | CitizenWire

LOS ANGELES, Calif. /CitizenWire/ — American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.

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News: Celink taps Gravicore to transform operational agility while reducing fulfillment times and tech infrastructure costs | CitizenWire

GREENWOOD VILLAGE, Colo. /CitizenWire/ — Gravicore, a technology company specializing in the deployment of cutting-edge cloud computing and data management solutions for financial services firms, today released a case study detailing its successful build-out and delivery of a cloud-based technology infrastructure for reverse mortgage subservicer Celink.

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News: Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice | CitizenWire

OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.

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News: San Diego Business Journal Again Names MCT® As Best Places To Work 2022 | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 – 249 U.S. employees). This award is designed to identify, […]

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News: 154 New Industrial Manufacturing Development Projects Showed Improved Performance in September 2022 | CitizenWire

JACKSONVILLE BEACH, Fla. /CitizenWire/ — IMI SalesLeads announced today the September 2022 results for the new planned capital project spending report for the Industrial Manufacturing industry. The 154 new projects increased from August 2022 140 manufacturing projects, however, down from 162 in September 2021.

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News: MCTlive! Lock Volume Indices: September 2022 Data | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, […]

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News: FormFree releases Residual Income Knowledge Index, an intelligent new system for assessing borrowers’ Ability to Pay, to lenders nationwide | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree today announced the general availability of its Residual Income Knowledge Index, or RIKI. RIKI is an innovative method for measuring consumers’ Ability-to-Pay (ATP) for mortgages and other loans based on monthly income and spending. When paired with traditional credit scoring models, RIKI offers lenders a more complete understanding of consumers’ […]

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News: Sales Boomerang and Mortgage Coach’s Dave Savage named 2022 HW Vanguard honoree | CitizenWire

OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire Vanguard award winner.

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News: Mortgage Servicing Start-Up Valon Selects ACES Quality Management & Control to Drive QC Operations | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that mortgage lending and servicing start-up Valon has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support the company’s mortgage servicing quality control (QC) audits, completing implementation […]

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