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

News: Down Payment Resource’s Q4 2022 Homeownership Program Index shows homebuyer assistance programs have increased in number for fifth consecutive quarter | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to […]

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News: MMI names Don MacKillop Regional Director of Enterprise Sales | 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 it has hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI’s growing roster of mortgage enterprise clients, […]

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News: Valo Media and OptionsSwing Partner to Bring Innovative User-Generated Content Solutions to the Online Education Market | CitizenWire

WESTBOROUGH, Mass. /CitizenWire/ — Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global […]

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News: MCT First to Integrate with Freddie Mac’s Income Limits API | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits […]

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News: Leading Travel Insurance Comparison Site TravelInsurance.com Surpasses 90,000 Customer Reviews on Shopper Approved in U.S. | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently has the highest amount […]

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News: After, Inc. among 1,000 + exhibitors at the 2023 National Hardware Show (NHS) in Las Vegas | CitizenWire

NORWALK, Conn. /CitizenWire/ — After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 – February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during the show at Booth […]

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News: MMI appoints Rob Pommier as Regional Director of Enterprise Sales | 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 it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI’s growing roster of mortgage enterprise […]

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News: MMI Receives Growth Investment from WestView Capital Partners | 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 it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.

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News: Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List | CitizenWire

FREDERICK, Md. /CitizenWire/ — Money profiled 50 innovators shaping Americans’ finances, and included Kramer Wealth Managers’ CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David […]

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News: Sales Boomerang releases Q4 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: Nomis Solutions Elevates Johnathan Bant to Head of Client Relations for Financial Services Market in Canada | CitizenWire

TORONTO, Ontario /CitizenWire/ — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis’ client portfolio as well as non-customer financial institutions (FIs) across the country.

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News: ACES Quality Management expands client base by 22% in 2022 | 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 company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its […]

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News: Housing Finance Strategies Announces #HousingDC23 | CitizenWire

WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued delivery.

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News: Down Payment Resource presents Richmond Association of REALTORS® CEO Laura Lafayette with 2022 Beverly Faull Affordable Housing Leadership Award | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that it selected Laura Lafayette, CEO of the Richmond Association of REALTORS® (RAR), as the winner of its 2022 Beverly Faull Affordable Housing Leadership Award.

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News: Blaylock Van, LLC Shares its 2022 Year-End Report | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — In its year-end report spanning financials, deals, and community investment, Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment banking firm, reported 23 percent growth in notional deal volume year-over-year, with 67 debt capital markets new issues representing nearly $186 billion notional. From 2018 to 2022, Blaylock Van’s […]

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News: BlueStone Advisors Announces Launch of its Lithium-Ion Battery Insurance Captive | CitizenWire

CHICAGO, Ill. /CitizenWire/ — BlueStone Advisors, a specialty commercial insurance brokerage firm, announced today the launch of their BlueStone Lithium-Ion Battery Captive to help advanced battery companies manage their insurance costs and offer a broader policy with comprehensive and consistent coverage terms.

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News: Michigan Mortgage Lenders Association kicks off 2023 with new logo, branding | CitizenWire

SHELBY TOWNSHIP, Mich. /CitizenWire/ — The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization’s new purpose and direction as the connection point, legislative voice and educational resource for Michigan’s real estate […]

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News: TMC Emerging Technology Fund LP Invests in TRAiNED | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.

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News: California African American Women Partnership Sage Investment Club Celebrates 25 Years of Stock Market Education and Profits | CitizenWire

LOS ANGELES, Calif. /CitizenWire/ — Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities.

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News: Asset Defense Team and Vast Solutions Group Do Joint Venture | CitizenWire

SEATTLE, Wash. /CitizenWire/ — Asset Defense Team and Vast Solutions Group, Inc. are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called “Einstein” […]

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News: Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.

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

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (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 December 2022. MCT Data represents a balanced cross section of several hundred lenders […]

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News: Down Payment Resource’s Rob Chrane honored by National Mortgage Professional’s inaugural Industry Titans award program | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that National Mortgage Professional (NMP) selected its Founder and CEO Rob Chrane to its first cohort of Industry Titans honorees. The 2023 Industry Titans award program recognizes influential leaders that have made […]

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News: ACES Quality Management’s Trevor Gauthier selected as a 2023 Industry Titan by National Mortgage Professional Magazine | 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 CEO Trevor Gauthier has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. This award seeks to highlight the individuals that have dedicated their lives to the […]

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News: iEmergent CEO Laird Nossuli honored in National Mortgage Professional’s 2023 Industry Titans awards program | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that National Mortgage Professional (NMP) has selected Laird Nossuli to its inaugural list of 2023 Industry Titans – a new award program honoring housing leaders who represent the mortgage industry with professionalism […]

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News: Alliance Group Launches Living Benefits Awareness Month 2023 with Theme: GoFundYourself | CitizenWire

LAWRENCEVILLE, Ga. /CitizenWire/ — Alliance Group launched their sixth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2023. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families’ financial […]

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News: Docsnap Partners with FlexCare Digital Health to Expand Services to Members, Families, Employers, Veterans, Medicare, and Medicaid Patients | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Docsnap, the first nationwide Consumer Health Utility, supports consumers leveraging their HIPAA rights to take ownership of all their medical records. Docsnap announced today its partnership with FlexCare Digital Health to expand access to quality healthcare services for members, families, employees, veterans, Medicare, and Medicaid Patient services.

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News: Shelli Holland joins Sales Boomerang and Mortgage Coach as Chief People Officer | 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 appointment of Shelli Holland to the role of Chief People Officer.

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News: Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team as part of their upcoming sixth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns and work alongside Alliance Group to spread education and awareness for Living Benefits Awareness Month in January 2023.

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News: Eric Ojeda joins Alliance Group staff | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a fast-growing organization.

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News: Critical Defect Rates Rose 6% in Q2 2022 Per ACES Quality Management Mortgage QC Industry Trends Report | 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 second quarter (Q2) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management […]

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News: Multi-Bank Securities, Inc. Joins Agile’s Growing 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 Multi-Bank Securities, Inc. (MBS), a veteran-owned, fixed-income securities broker-dealer, has joined Agile’s broker-dealer network. The addition of MBS gives lenders on Agile’s growing network expanded access to competitive trades and simpler trade reconciliation across […]

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News: OneKey® MLS introduces resource to help New Yorkers find homebuyer assistance programs | CitizenWire

FARMINGDALE, N.Y. /CitizenWire/ — OneKey® MLS, the largest multiple listing service (MLS) in New York, has enhanced its consumer-facing listing site to help New Yorkers find homebuyer assistance programs they may be eligible for, such as down payment and closing cost assistance. This functionality is made possible through a partnership with Down Payment Resource, a […]

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News: ACES Quality Management Upgrades ACES CONNECT® to Enhance Communication, Collaboration on Quality Control Findings | 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 enhanced its proprietary ACES CONNECT portal to extend its flexibility and user control capabilities. This enhancement allows ACES administrators to create custom user roles and assign permissions for those […]

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News: Alliance Group Expands Video Marketing Department with Hire of Assistant D/E | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Alliance Group, an Atlanta-based insurance marketing organization, announced the hire of Josh Thompson as Assistant Director / Assistant Editor. The move comes as part of a recent series of personnel moves to reflect the company’s growing needs as they continue to expand.

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News: Sales Boomerang and Mortgage Coach’s Jacob Gibbs and Kassy Scarcia recognized for achievements in mortgage technology | 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 celebrated two of its team members for earning recognition for their respective contributions to the mortgage industry. Senior Director of Integrations […]

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News: Sales Boomerang and Mortgage Coach add Casey Martin to the executive team as chief revenue officer | CitizenWire

IRVINE, Calif. /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 appointment of Casey Martin as chief revenue officer.

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News: HousingWire Magazine selects MMI Founder, Ben Teerlink, as a 2022 Tech Trendsetter | 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, announces its founder and CEO Ben Teerlink has been selected by housing industry publication HousingWire in its annual Tech Trendsetters award program. This award honors leaders that have played […]

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