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

News: Sydney Barber, Floify’s head of product, named to HousingWire’s 2024 Rising Stars List | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its Head of Product Sydney Barber, has been honored by HousingWire with its 2024 Rising Stars award. Since Barber joined Floify in 2019, she’s spearheaded dozens of product enhancements to help its customers operate more efficiently in a volatile market.

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News: Argyle’s Anaid Chacón honored as HousingWire Rising Star | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced its Senior Vice President of Product Anaid Chacón has been recognized as a HousingWire Rising Star. The award recognizes leaders in real estate and mortgage under the age […]

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News: Optimal Blue Director of Data Solutions Brennan O’Connell Named a 2024 HousingWire Rising Star | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today announced that Brennan O’Connell, director of data solutions, has been honored with the 2024 HousingWire Rising Stars award. The award program celebrates emerging leaders in real estate and mortgage who have demonstrated rapid career growth and an ability to lead, achieving remarkable milestones before the age of 40.

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News: Down Payment Resource reports highest annual down payment assistance program count growth on record | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q1 2024 Homeownership Program Index (HPI) report. In a quarter where year-over-year (YoY) home prices jumped 6%, the YoY national down payment assistance count increased by 204, the largest annual jump since DPR […]

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News: Dark Matter and Total Expert partner to boost lender revenue through best-in-class mortgage automation and customer engagement | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter) today announced a new strategic partnership with Total Expert, the customer engagement platform purpose-built for modern financial institutions. A forthcoming bi-directional integration between Total Expert and the Empower® loan origination system (LOS) from Dark Matter will empower mortgage lenders to generate more leads, improve sales productivity […]

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News: Informative Research Adds Mortgage Finance Expert Kurt Raymond, CMB as Senior Vice President | CitizenWire

GARDEN GROVE, Calif. /CitizenWire/ — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced it has expanded its team to add mortgage industry veteran Kurt Raymond, CMB as Senior Vice President and Borrower Journey Engineer. The move reflects Informative Research’s commitment to helping lenders streamline origination costs and enhance […]

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News: EnergyCAP earns 2024 Environment+Energy Leader Top Product Award | CitizenWire

STATE COLLEGE, Pa. /CitizenWire/ — EnergyCAP proudly announces that it has been awarded a coveted Top Product of the Year Award in the Environment+Energy Leader Awards program. This year marks a milestone as the program divides accolades into six innovative categories, tailoring recognition to specific sustainability and energy management excellence sectors. EnergyCAP’s suite of solutions, […]

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News: Concordia Announces Strategic Partnership with the Fund for Nature Centered Around the Concordia Amazonas Initiative | CitizenWire

MIAMI, Fla. /CitizenWire/ — This morning at its 2024 Americas Summit, Concordia – the leading public-private sector convener – announced a partnership with CrossBoundary Group’s Fund for Nature (FFN). The announcement was made publicly during the session Expanding Access to Capital for Nature-Based Carbon Projects featuring H.E. Iván Duque, Former President of the Republic of […]

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News: FormFree upgrades Passport Wallet with simpler UI, VantageScore integration and streamlined asset validation | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree®, a leader in financial technology since 2007, today announced significant enhancements to Passport Wallet®, an innovative app that transforms how everyday people access loans. Available now in the Apple App Store and Google Play, the latest version of Passport Wallet is designed to make it easier than ever for consumers […]

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News: Patelco Credit Union selects the Empower LOS to streamline and bolster home loan and home-equity origination | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the implementation of the Empower® loan origination system (LOS) by Patelco Credit Union (Patelco), a Bay Area-based credit union dedicated to the financial wellness of its team, members and […]

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News: Alliance Group Promotes Travis Grenier to Vice President of Marketing | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Alliance Group, a leader in the life insurance and annuity sectors, is thrilled to announce the promotion of Travis Grenier to Vice President of Marketing. Grenier, a ten-year veteran at Alliance Group, has been instrumental in developing the company’s internal video marketing production studio and program, setting a new standard in […]

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News: Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez’s transition to a full-time role as Marketing Coordinator within the company’s esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents […]

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News: Chrissy Disco Promoted to Alliance Group VP of Agent Experience | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Alliance Group, a leading national IMO in the life insurance industry, recently announced the promotion of Chrissy Disco to Vice President of Agent Experience. Having dedicated nine years to the company, Disco has been a cornerstone in establishing a cohesive style and brand identity for Alliance Group in her previous role […]

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News: Floify supports Truv’s verification of borrower income and employment service via new integration | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced an integration with Truv, a consumer-permissioned data platform. The integration enables borrowers to electronically verify their income and employment as they apply for a mortgage loan.

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News: Dark Matter Technologies’ Michael Housch named one of North America’s preeminent CISOs | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that its Chief Risk and Information Security Officer Michael Housch has been named to CISOs Connect(tm)’s 2024 list of the top 100 CISOs in North America. Housch was recognized […]

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News: LenderLogix Q1 2024 Homebuyer Intelligence Report Data Shows Increase in Home Buying Activity and Fees Collected by Fee Chaser | 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 […]

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News: Realfinity and OnCourse Learning to Make Dual-Licensing a Reality for Real Estate Professionals | CitizenWire

MIAMI, Fla. /CitizenWire/ — Realfinity, a platform that facilitates dual-licensing for real estate agents, and OnCourse Learning, a comprehensive financial services education provider, are excited to unveil a strategic partnership to redefine mortgage education, training, and testing. This alliance presents a career opportunity for real estate agents to become dual-licensed mortgage loan originators. The combination […]

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News: Click n’ Close Expands DPA Mortgage Product Suite to Include Option for Shared Appreciation | 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 expanded its suite of down payment assistance (DPA) loan products to include a shared appreciation option to help address the affordability challenges facing homebuyers.

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News: Foster Group Recognized as a 2024 Gallup Exceptional Workplace Award Winner | CitizenWire

WEST DES MOINES, Iowa /CitizenWire/ — On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and remain dedicated to a […]

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News: Secured Signing for Bullhorn now uses AI to automatically send documents for signatures! | CitizenWire

MOUNTAIN VIEW, Calif. /CitizenWire/ — Secured Signing, a pioneer in digital signatures and remote online notarization solutions, is thrilled to announce the release of a revolutionary new feature designed exclusively for Bullhorn users. Secured Signing integrates with Bullhorn and provides a one stop Digital Signature solution that delivers a full range of form completion and […]

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News: Floify prepopulates loan applications for borrowers using data on file in Total Expert | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced an enhanced integration with customer engagement platform Total Expert. This collaboration enables loan originators to effortlessly send pre-populated loan applications to borrowers, leveraging the existing data within Total Expert. This feature is designed to streamline the loan origination process for lenders […]

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News: Optimal Blue Announces Promotion of Rick Allen to Chief Operating Officer | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today announced that it has elevated Rick Allen to chief operating officer (COO). Most recently serving as Optimal Blue’s chief administrative officer, Allen brings more than 35 years of experience in the housing industry to his senior leadership role. Throughout his tenure at Optimal Blue, Allen has played an […]

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News: Heartland Multiple Listing Service implements Down Payment Resource to raise homebuyer awareness about down payment assistance programs in the Greater Kansas City community | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced that Heartland Multiple Listing Service (MLS) has implemented its tools to notify real estate agents when homebuyers may be eligible for down payment assistance. According to a DPR analysis, 87% of Heartland MLS’s […]

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News: Average Homebuyer Credit Score Hits the Highest Mark in Years | CitizenWire

PLANO, Texas /CitizenWire/ — Today, Optimal Blue released its March 2024 Originations Market Monitor report, which reveals the average homebuyer credit score has reached 737 – an all-time high since the company began tracking this data in January 2018. Despite the potential buyer pool being somewhat limited to borrowers with higher credit, rate lock volume […]

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News: MCT Reports A 15% Lock Volume Increase Heading Into Buying Season | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 15.36% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.

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News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois | CitizenWire

WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

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News: ACES Q3 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Fourth 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 third quarter (Q3) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management […]

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News: MMI Welcomes Ryan Minard as Senior Sales Engineer | 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 today that Ryan Minard is its newest senior sales engineer. With more than 17 years of collective experience in mortgage and creative marketing, Minard’s expertise lies in applying […]

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News: Informative Research Announces Manual VOI Integration with Veri-Tax to Improve Mortgage Verification Services | CitizenWire

GARDEN GROVE, Calif. /CitizenWire/ — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the integration of Veri-Tax, the market leader in delivering the industry’s fastest verifications, into its proprietary Verification Platform. The integration merges Informative Research’s platform with Veri-Tax’s verification services so lenders can access advanced validation tools […]

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News: Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent […]

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News: TravelInsurance.com Recognized As The Best For Comparing Travel Insurance Quotes By Money.com For Fourth Consecutive Year | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — TravelInsurance.com, a leading travel insurance comparison marketplace, was recognized by Money.com as one of the “9 Best Travel Insurance Companies of 2024” for the fourth consecutive year. TravelInsurance.com garnered recognition as the leading platform for comparing travel insurance quotes. Additionally, its price guarantee and insurance terms glossary were noted by […]

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News: Moody’s Investors Service affirms Dovenmuehle’s overall rating as an ‘above average’ residential mortgage loan servicer | CitizenWire

LAKE ZURICH, Ill. /CitizenWire/ — 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 underscores Dovenmuehle’s exceptional capabilities across various key areas of mortgage servicing.

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News: Bill Warden of Dark Matter Technologies recognized among The Top 25 CFOs of Jacksonville | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that its Chief Financial Officer (CFO) Bill Warden has been recognized on the 2024 list of The Top 25 CFOs of Jacksonville. The Top CFOs awards program honors highly […]

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News: PROGRESS in Lending recognizes Argyle as a leader in mortgage industry innovation | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, is a 2024 recipient of the PROGRESS in Lending Association’s 2024 Innovations Award honoring the most innovative companies in the U.S. mortgage industry. Argyle was recognized for its revolutionary approach […]

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News: Blue Sage Solutions and The Mortgage Collaborative Partner to Bring Interim Servicing to their Members | CitizenWire

ENGLEWOOD CLIFFS, N.J. /CitizenWire/ — The Mortgage Collaborative, the nation’s largest independent mortgage cooperative, announced the addition of Blue Sage Solutions, an industry leader in innovative cloud-based technology providers, to bring interim servicing to the mortgage industry. The partnership makes the Blue Sage Digital Servicing Platform (DSP), a cloud-based system that provides all necessary functions […]

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News: SmartBuy DPA Now Available to The Mortgage Collaborative’s Lender Members | CitizenWire

ADDISON, Texas /CitizenWire/ — Click n’ Close, a multi-state mortgage lender, today announced its Preferred Partner status with The Mortgage Collaborative (TMC), a leader in mortgage cooperatives dedicated to providing its members with cutting-edge technology and expert mortgage banking resources.

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News: Matrix Advises on the Sale of Andretti Petroleum Group to H&S Energy | CitizenWire

RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Andretti Petroleum Group (“Company”) on the sale of its convenience retail, fuels distribution, cardlock, fleet card, commercial fueling, car wash, lubricants and transportation businesses to H&S Energy, LLC and its affiliates (“H&S”). Andretti Petroleum Group […]

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News: Argyle welcomes former FHFA Chief Fintech Officer Jason Cave to board of advisors | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced the addition of Jason Cave, former chief fintech officer and deputy director of the Federal Housing Finance Agency’s Division of Conservatorship Oversight and Readiness, to its board of […]

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