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

News: MMI increases platform’s business intelligence and expands mortgage and real estate data analytics capabilities with its Custom Dashboard Hub | 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 launched its new Custom Dashboard Hub and expanded the business intelligence (BI) tools available on its platform, increasing users’ ability and ease in developing strategy, […]

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News: SOC 1 and 2 reports affirm Dovenmuehle’s stable and secure mortgage subservicing operations | CitizenWire

LAKE ZURICH, Ill. /CitizenWire/ — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that public accounting and business advisory firm Plante Moran, PLLC has completed an annual review of Dovenmuehle’s subservicing operations and published its findings via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 reports.

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News: iEmergent shares top takeaways from 2022 HMDA data | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the immediate availability of 2022 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. To celebrate providing lenders with early access to HMDA reporting, iEmergent CEO Laird Nossuli shared summary observations drawn […]

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News: MCTlive! Lock Volume Indices: March 2023 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 March 2023. MCT Data represents a balanced cross section of several hundred lenders […]

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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 sixth 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! 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: National Buyers Agents Association Announces Surprising Survey Results for 2023 Homebuyer Concerns | CitizenWire

EVERGREEN, Colo. /CitizenWire/ — A National Buyers Agents Association (NBAA) survey of its members reveals surprising homebuyer concerns. Detailed results of the national survey are included in the association’s blog section of its website. Some agents responded in the survey that their markets are not declining.

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News: Rob Chrane of Down Payment Resource honored as a 2023 Tech All-Star by Mortgage Bankers Association | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, announced today that its founder and CEO Rob Chrane has been named a 2023 MBA NewsLink Tech All-Star by the Mortgage Bankers Association (MBA). The MBA is the leading professional group for the mortgage industry […]

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News: TRUSTSTAR – POWERED BY SENSA AI – AI Driven INSIGHTS for Realty and Mortgage | CitizenWire

AUSTIN, Texas /CitizenWire/ — In the fall of 2022, TecnoTree acquired TrustStar, a SaaS application using proprietary artificial intelligence designed to provide mortgage loan officers with a simple way to access relevant market data to grow their businesses. TrustStar delivers a robust set of features that include loan officer insights, listing trends, realtor match, intelligent […]

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News: IndiSoft partners with FormFree to streamline the delivery of housing counseling services to underserved consumers | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced that developer of collaborative solutions for the housing finance industry, IndiSoft, is leveraging FormFree’s Passport® to enable HUD-approved housing counseling agencies (HCAs) to provide more effective and expeditious consumer counseling.

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News: MMI Announces Small and Mid-Size Business Channel and New Account Executive, Heath Liles | 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, today announced it has expanded access to its platform with a new user tier for small and mid-size (SMB) independent mortgage lenders and brokers. Previously focused on enterprise accounts, […]

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News: Dovenmuehle adds Anna Krogh as Vice President of Business Development to expand mortgage subservicer’s footprint | CitizenWire

LAKE ZURICH, Ill. /CitizenWire/ — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Anna Krogh has been hired as the company’s vice president of business development. In this role, her responsibilities will include growing Dovenmuehle’s client list by sourcing new prospects and fostering and developing long-term relationships and clients.

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News: Strategic Capital Becomes a Texas Trial Lawyers Association Sustaining Partner | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — For years, Strategic Capital has worked closely as a partner of the Texas Trial Lawyers Association (TTLA), sponsoring events and working alongside TTLA attorneys to help clients best manage their settlements. Now, though, this relationship takes a step forward. Strategic Capital is officially a Texas Trial Lawyers Association Sustaining Partner, […]

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News: MMI welcomes Shayna Wilmet as its newest Regional Director of Growth | 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, today announced Shayna Wilmet as its newest regional director of growth. Wilmet’s responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients, which includes 20 […]

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News: Critical Defect Rate Reaches Report-High in Q3 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 third quarter (Q3) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management […]

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News: SocialCoach Taps Fintech Exec Andria Lightfoot and Launches AI Driven Social Media Marketing Solution | CitizenWire

SAN CLEMENTE, Calif. /CitizenWire/ — SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

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News: Armadillo x Beycome: Expanding the real-estate ecosystem | CitizenWire

MIAMI, Fla. /CitizenWire/ — Pioneering homeowner-centric tech startups Armadillo, a modern tech-enabled home warranty platform, and beycome, a leading tech-enabled digital real estate platform, have launched a partnership to provide homeowners and soon-to-be homeowners with an additional tool to facilitate the home selling experience.

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News: 78.9% of metro Atlanta residential housing inventory is eligible for down payment assistance – offsetting price and interest rate impact for aspiring homeowners | CitizenWire

ATLANTA, Ga. /CitizenWire/ — As metro Atlanta homebuyers encounter the challenging trifecta of sharply rising home prices, elevated interest rates and institutional investor depletion of starter home inventory, Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, released a comprehensive report on the 46 active metro Atlanta […]

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News: S&P Global Ratings affirms Dovenmuehle’s Above Average rating and stable outlook | CitizenWire

LAKE ZURICH, Ill. /CitizenWire/ — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Standard & Poor’s Global Ratings (S&P) has affirmed its Above Average rating of Dovenmuehle as a residential mortgage loan primary servicer with a stable outlook. Dovenmuehle has been ranked as Above Average by S&P for the past 12 […]

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News: The Mortgage Firm selects LiteSpeed from LenderLogix as its POS Platform | CitizenWire

BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced The Mortgage Firm, a Florida-based independent retail mortgage lender with branches located throughout the U.S., has selected its streamlined point-of-sale (POS) platform LiteSpeed to power its application process and deliver a superior borrower experience at the […]

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News: Nomis Solutions Featured in Tech Demo Super Session at Consumer Bankers Association Live Conference in Las Vegas March 27-29 | CitizenWire

SAN FRANCISCO, Calif. /CitizenWire/ — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the Consumer Bankers Association (CBA) annual conference, ‘LIVE.’ In addition to the sponsorship, Nomis will be one of 10 companies featured in CBA Live’s Tech Demo Super Session. The session explores innovations from top […]

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News: TravelInsurance.com is Named One of the Best Travel Insurance Companies of 2023 by Money.com | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — TravelInsurance.com, a leading travel insurance comparison site, has been named one of the “Best Travel Insurance Companies of 2023” by Money.com. The recognition follows TravelInsurance.com‘s previous designation in 2021 and 2022 as the “Best for Comparing Travel Insurance Quotes” by Money.com.

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News: Tax Court Case: Engineering Firm Overstated §179D Energy Efficient Commercial Building Property Deduction | CitizenWire

COLUMBUS, Ohio /CitizenWire/ — In a recent case, Michael Johnson, et ux. v. Commissioner, the tax court denied the majority of a taxpayer’s Energy Efficient Commercial Building Deduction under IRC §179D since it claimed a §179D Deduction exceeding the cost of the Energy Efficient Commercial Building Property (EECBP), says ICS Tax, LLC.

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News: LenderLogix increased organic growth by 150% amongst its client base of independent mortgage lenders, banks and credit unions in 2022 | CitizenWire

BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced significant growth within its client base in 2022, increasing its number of partnered lending institutions by 150%. The company also maintained a net promoter score (NPS) of 86 based on feedback from the thousands of lenders […]

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News: GreenLyne adopts FormFree’s Residual Income Knowledge Index to unlock greater inclusivity in mortgage lending | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced that Inclusive-Finance-as-a-Service platform GreenLyne has enhanced its ability to help lenders identify home financing opportunities for underserved consumers with its adoption of FormFree’s Residual Income Knowledge Index™ (RIKI™).

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News: BSI Financial Joins MCT’s Co-Issue Marketplace | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT’s new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT’s whole loan trading platform and improves price […]

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News: Percy announces agenda for fifth annual National Home Valuation Week | CitizenWire

NASHVILLE, Tenn. /CitizenWire/ — Percy, maker of pre-mover data intelligence-driven client engagement and retention tools for real estate brokers and mortgage lenders, today announced the agenda for its annual National Home Valuation Week (NHVW) event, which will be held virtually on April 3-7, 2023.

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News: Beth A. Wilson Named New President of Excelas, LLC | CitizenWire

CLEVELAND, Ohio /CitizenWire/ — Beth A. Wilson has been named President of Excelas, LLC, a national provider of medical record organization, retrieval, and analysis, helping healthcare organizations respond to claims – and litigation – brought against them. Excelas, LLC’s announcement today says Ms. Wilson’s tenure begins April 17, 2023.

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News: MMI Announces Launch of ‘Mortgage Industry Benchmarks’ Report | 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 the launch of the “Mortgage Industry Benchmarks” report, a monthly newsletter compiling lender and loan officer (LO) production data and trends to facilitate peer-to-peer comparison.

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News: MCTlive! Lock Volume Indices: February 2023 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 February 2023. MCT Data represents a balanced cross section of several hundred lenders […]

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News: Mytc.ai Launches Innovative Subscription-Based AI-Powered Transaction Coordination Service for Real Estate Agents | CitizenWire

SAN FRANCISCO, Calif. /CitizenWire/ — Mytc.ai™ has officially launched its revolutionary subscription-based transaction coordination service for real estate agents in California. By blending expert licensed transaction coordinators with cutting-edge artificial intelligence (AI) technology, Mytc.ai offers a cost-effective solution that saves agents up to 60% on transaction coordination costs.

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News: iEmergent’s Laird Nossuli honored with National Mortgage Professional Magazine’s 2023 Women of Inspiration award | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that its CEO Laird Nossuli was recognized by National Mortgage Professional (NMP) as one of its 2023 Women of Inspiration. The awards program highlights female visionaries who are paving the way for […]

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News: Avenu Insights & Analytics Selected as Administrator for the City and County of Honolulu’s Transient Accommodations Tax | CitizenWire

HONOLULU, Hawaii /CitizenWire/ — Avenu Insights & Analytics (Avenu) is pleased to announce that it has been awarded a contract by the City and County of Honolulu to provide tax administration for transient accommodations tax (TAT), an important revenue source for the agency and its citizens.

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News: Percy honored as a 2023 HW Tech100 company for innovation in real estate and mortgage technology | CitizenWire

NASHVILLE, Tenn. /CitizenWire/ — Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that HousingWire has named it as a 2023 HW Tech100 honoree. The HW Tech100 awards program recognizes the most innovative technology companies reshaping the mortgage and real estate industries.

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News: MMI recognized as one of HousingWire’s Tech100 innovative mortgage technology companies | 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 been named to the 2023 HousingWire Tech100 Mortgage list. This is MMI’s first appearance on the HW Tech100 list.

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News: NotaryCam makes its 5th appearance on HousingWire’s annual Tech100 list of innovative technology | 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 it has been selected by the publication HousingWire for its annual Tech100 awards program.

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News: TrustEngine named to HousingWire’s 2023 Tech100 Mortgage list | CitizenWire

OWINGS MILLS, Md. /CitizenWire/ — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, has been selected as a HousingWire (HW) 2023 Tech100 Mortgage Award winner. For 11 years, the HW Tech100 Awards have recognized the most innovative technology companies in the housing economy.

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News: LenderLogix makes Second Appearance on HousingWire’s annual Tech100 list of Innovative Mortgage Technology Firms | CitizenWire

BUFFALO, N.Y. /CitizenWire/ — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced it has been named to HousingWire magazine’s annual Tech100 list. HousingWire’s Tech100 award seeks to highlight the most innovative technology companies across the housing sector.

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News: ACES Quality Management Makes Ninth Appearance on HousingWire Tech100 List of Top Mortgage Tech Companies | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been selected for the ninth consecutive year by HousingWire magazine for its annual Tech100 awards program. The magazine chose ACES for the continual innovation of its flagship quality control (QC) auditing […]

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