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

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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News: MCTlive! Lock Volume Indices: November 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 November 2022. MCT Data represents a balanced cross section of several hundred lenders […]

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News: After, Inc. Outlines its Commitment to Sustainability | CitizenWire

NORWALK, Conn. /CitizenWire/ — After, Inc. announced today its ongoing commitment to a sustainable future, detailing its multi-year strategy and initiatives on its website. Given its history as a post-sale technology and solutions partner to the world’s top manufacturers and retailers – and its recent purchase of Accentf(x) Marketing with its Lettershop facility – After […]

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News: MMI named 2022 Inc Power Partner in Real Estate and Proptech | 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 been named a 2022 Inc. Power Partner in Real Estate and Proptech. The inaugural list recognizes more than 250 business-to-business companies in 22 categories.

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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: 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: 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: 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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