Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
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.
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.
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 […]
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.
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, […]
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 […]
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.
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.
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.
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 […]
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 […]
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 […]
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.
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, […]
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.
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 […]
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”).
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 […]
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.
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 […]
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.
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.
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 […]
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.
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.
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 […]
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.
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.
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.
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 […]
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.
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.
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 […]
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”).
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.
RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised BeWell Network, LLC (“BeWell” or the “Company”) on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.
DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine’s 2023 list of Elite Women in Mortgage.
COLORADO SPRINGS, Colo. /CitizenWire/ — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.
ATLANTA, Ga. /CitizenWire/ — In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus […]
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT’s website to download the full report. The increase in June’s lock volume activity, which is based on actual locked loans, comes after a […]
