SEATTLE, Wash. /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that its CEO Laird Nossuli will present at Seattle’s inaugural Black Homeownership Symposium on January 26. Dr. Courtney Johnson Rose, president of the National Association of Real Estate Brokers (NAREB), one of the […]
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: Realfinity Launches Dual-License Program for Real Estate Agents | CitizenWire
MIAMI, Fla. /CitizenWire/ — Real-Finity, Inc. (“Realfinity”) is excited to announce the availability of its Dual-License Program enabling the integration of mortgage services for real estate agents. In the dynamic and increasingly challenging environment of real estate, agents are now able to take advantage of this innovative solution to combat pressure on their commissions and […]
News: Quadro Acquisition One Corp. to Merge with Group of Greg Lindberg’s Companies with an Estimated Pro Forma Enterprise Value of $3 Billion | CitizenWire
LOS ANGELES, Calif. /CitizenWire/ — Quadro Acquisition One Corp., a NASDAQ-listed Special Purpose Acquisition Company (“Quadro SPAC”) has agreed to acquire a group of seven companies in the sports collectibles, software, cloud-based IT and healthcare services segments with an estimated pro-forma enterprise value of $3 billion (referred to as the “Global Growth Companies”). These companies […]
News: Seasonal Lows Contribute to 13.71% Drop In Mortgage Volume | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, revealed today a 13.71% decline 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.
News: Avenu Insights & Analytics Announces the Acquisition of Finvi’s State and Local Government Division | CitizenWire
CENTREVILLE, Va. /CitizenWire/ — Avenu Insights & Analytics (“Avenu”), the global leader in revenue recovery and administrative solutions for state and local governments, is proud to announce the acquisition of Finvi’s State and Local Government (“Finvi SLG”) Division. This strategic move marks a significant expansion of Avenu’s offerings and capabilities in serving state and local […]
News: ACES Audit Volume Increases 24%, Hits Record High in 2023 | 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, despite challenging mortgage market conditions, the company maintained a record growth path achieved over the last few years by adding more than a dozen of the leading lenders in the […]
News: Optimal Blue PPE Now Available in Native Mobile App for Android and iOS, Gives Loan Officers ‘Pricing in Their Pocket’ With Full Product and Search Capabilities | CitizenWire
PLANO, Texas /CitizenWire/ — Today, Optimal Blue announced releases related to its publicly listed, native mobile app for the Optimal Blue PPE – the industry’s most widely used product, pricing, and eligibility engine. The releases consist of a new mobile app for Android, as well as enhancements to the company’s mobile offering for iOS.
News: Optimal Blue Originations Market Monitor: December Brought Significant Growth in Rate/Term Refinance Volume as Falling Rates Created Favorable Tailwinds | CitizenWire
PLANO, Texas /CitizenWire/ — Today, Optimal Blue announced the release of its Originations Market Monitor report, looking at mortgage origination data through December month-end. Leveraging daily rate lock data from the Optimal Blue PPE – the industry’s most widely used product, pricing, and eligibility engine – the Originations Market Monitor provides a comprehensive and timely […]
News: Matrix Advises on the Sale of Bobby Taylor Oil Company, Inc. & T&S Transport, Inc. to Parker Oil Company | CitizenWire
RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces the successful closing on the sale of Bobby Taylor Oil Company, Inc. and T&S Transport, Inc. (“BTOC” or the “Company”) to Parker Oil Company Incorporated. Based in Fayetteville, North Carolina, BTOC is a leading supplier of retail propane, commercial […]
News: Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list | CitizenWire
WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
News: Leading Travel Insurance Comparison Site TravelInsurance.com Has Surpassed 100,000 Customer Reviews on Shopper Approved | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — TravelInsurance.com today announced surpassing 100,000 customer reviews on Shopper Approved, a rapidly growing review platform in the United States. The verified reviews led to a 4.9 out of 5 stars rating, with over 96,000 perfect 5-star ratings. TravelInsurance.com has the highest third-party reviews in the travel insurance industry.
News: Down Payment Resource’s Executive Vice President Sean Moss honored in National Mortgage Professional’s 2024 Industry Titans awards 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 its Executive Vice President of Product and Operations Sean Moss has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. The award recognizes experienced professionals who show exceptional dedication, […]
News: Floify joins ACUMA to help credit unions elevate the member homebuying experience | CitizenWire
BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, Floify aims to help credit unions engage their members with an elevated home financing experience while supporting streamlined loan production with cost-saving tools.
News: The Mortgage Collaborative closes 2023 with record-breaking ’12 Days of TMC’ in time for holiday congratulations | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, has wrapped up its fourth annual 12 Days of TMC, a virtual conference running from November 30 to December 15, 2023. The online event, spread over three weeks, featured several keynote speakers.
News: Alliance Group and Four-Time Olympian Chaunté Lowe Join Forces for 2024 Living Benefits Awareness Month, National Life Group Joins as Co-Sponsor | CitizenWire
LAWRENCEVILLE, Ga. /CitizenWire/ — Alliance Group, a leading IMO in the insurance industry, is thrilled to announce an exciting partnership with four-time Olympian and American high jump record holder, Chaunté Lowe, for Living Benefits Awareness Month (LBAM) in January 2024. In a demonstration of their shared commitment to spreading consumer awareness about Living Benefits, National […]
News: Argyle’s investments in innovation spur over 50 lenders to switch to the mortgage industry’s highest-converting VOI/E platform | 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, closed a banner year of mortgage growth with 50 new IMB, credit union and bank customers. The payroll connectivity leader more than doubled the annual volume of income and employment […]
News: NotaryCam to Provide Remote Online Notarization Services for California Transactions in 2024 | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced today it will support remote online notarial acts in California beginning in 2024 following the passage of CA Senate Bill 696, which was signed into law by California Governor Gavin Newsom on […]
News: Monthly Mortgage Volume Decreases 10.7% In Latest MCT Indices Report | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, today announced a 10.7% decrease in mortgage lock volume in November compared to the previous month. This revelation comes as part of MCT’s monthly Lock Volume Indices report, offering valuable insights into the dynamic landscape […]
News: Matrix Announces the Sale of Santmyer Companies, Inc.’s Convenience Retail and Branded Dealer Wholesale Businesses | CitizenWire
RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Santmyer Companies, Inc. (“Santmyer” or the “Company”) on the sale of its Red Rover convenience retail stores to Par Mar Oil Company and its branded dealer wholesale business to Countywide Petroleum Company (subsidiaries of Croton […]
News: Legacy Mutual Selects LenderLogix’s QuickQual to Improve Transparency and Responsiveness During Mortgage Borrowers’ Home Search | 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 that Legacy Mutual Mortgage has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.
News: Down Payment Resource donates $10,000 to help an Atlantan buy a home this holiday season | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced a $10,000 donation to the Atlanta Neighborhood Development Partnership to be used as a grant to help an eligible homebuyer working with the local nonprofit housing agency.
News: ACES Q2 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Third 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 second quarter (Q2) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management […]
News: Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification | CitizenWire
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
News: Wells Fargo Partners with Award-Winning Online Fan-Athlete Community, HANG, to Connect HBCU Fans and Stars for The Celebration Bowl | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — Wells Fargo, in partnership with the award-winning fan-athlete community, HANG, will bring a one-of-a-kind watch-party game experience to HBCU fans for the storied match-up between Howard University and Florida A&M at the Celebration Bowl on December 14, 2023. Actor and former NFL linebacker Isaac Keys (Morehouse); NFL Hall of Famer […]
News: FormFree president Eric Lapin to speak on artificial intelligence at MISMO Winter Summit | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree® today announced its President Eric Lapin has been selected to speak at the MISMO Winter Summit taking place January 8-11, 2024, at The Woodlands Resort just outside of Houston, Texas. Lapin will speak on a panel titled “Demystifying Artificial Intelligence, Digital Identity and Blockchain” during a brown-bag lunch session on […]
News: Argyle partners with Dark Matter to bring seamless direct-source income and employment verifications to Empower LOS customers | 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, announced today its integration with the Exchange, an interconnected network of mortgage-specific service providers available to customers of the Empower® loan origination system (LOS) from Dark Matter Technologies. This collaboration […]
News: EnergyCAP Recognized as a Leader in Energy Management Software by Independent Research Firm | CitizenWire
BOALSBURG, Pa. /CitizenWire/ — EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, proudly announces its prestigious placement in the top right leader quadrant of the Verdantix Green Quadrant: Energy Management Software 2023. This accolade underscores EnergyCAP’s commitment to delivering innovative and effective solutions in the energy & sustainability management sector.
News: Enhanced integration between the Empower LOS and DocMagic adds support for home equity, wholesale channels | 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 significant enhancements to the integration between the comprehensive Empower® loan origination system (LOS) and DocMagic’s document generation solution.
News: FormFree appoints Solvent CEO DIVINE as head of culture | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree® today announced the appointment of former hip-hop/rap recording artist-turned-techpreneur Victor D. Lombard, professionally known as DIVINE, as head of culture. DIVINE is the CEO and founder of Solvent, a fintech focused on financial empowerment for marginalized groups.
News: Floify launches comprehensive lending platform for mortgage brokers | CitizenWire
BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS), today announced the launch of Floify Broker Edition, an easy-to-use, one-stop lending platform for mortgage brokers. Built on the foundation of the classic Floify POS platform, Broker Edition has been thoughtfully configured to make managing loans simpler at an accessible price point.
News: Argyle CEO Shmulik Fishman named a 2023 HousingWire Tech Trendsetter | 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, announced today that CEO Shmulik Fishman has been named to HousingWire’s list of 2023 Tech Trendsetters. Now in its fifth year, the Tech Trendsetters award honors the 50 most impactful […]
News: LenderLogix Co-Founder and Chief Technology Officer Scott Falbo named a 2023 HousingWire Tech Trendsetter | 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 Co-founder and Chief Technology Officer Scott Falbo has been selected by HousingWire as a 2023 Tech Trendsetter Award winner. In its fifth year, HousingWire’s Tech Trendsetters award recognizes the most […]
News: Strategic Benefits Advisors hires industry veteran Michael Yaschik as a senior benefits consultant | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant. In this role, Yaschik will counsel SBA’s clients as they navigate both strategic benefits initiatives and everyday administration of their pension, 401(k) and health and welfare (H&W) plans.
News: The Mortgage Collaborative Adds Four Mortgage Industry Luminaries to 2024 Management Board of Directors | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, today announced four additions to its 2024 Management Board of Directors.
News: Encompass Lending Group Adds LiteSpeed and QuickQual from LenderLogix to Its Digital Mortgage Tech Stack | 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 that Encompass Lending Group, a wholly owned subsidiary of Fathom Holdings Inc. (Nasdaq: FTHM), has selected its streamlined point-of-sale (POS) platform LiteSpeed and QuickQual, a loan origination system (LOS) add-on […]
News: Publix Employees Federal Credit Union inks contract with Dark Matter Technologies to modernize mortgage operations | 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 a contract with Lakeland, Florida-based Publix Employees Federal Credit Union (PEFCU). The signing is the first under Dark Matter’s new corporate structure and reflects the growing footprint of the […]
News: FormFree welcomes MX Founder and Executive Chair Ryan Caldwell to its board of directors | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree® today announced the appointment of MX Technologies, Inc. (MX) Founder and Executive Chair Ryan Caldwell to its board of directors. Caldwell brings more than 20 years of experience in financial services and fintech, helping organizations around the world harness the power of financial data to improve business and consumer outcomes.
News: Floify taps Courtney Dodd as head of marketing to reinvigorate brand presence | CitizenWire
BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale solution, today announced that Courtney Dodd has joined its team as head of marketing. With 12 years of experience in the mortgage sector, Dodd is set to spearhead Floify’s marketing initiatives and reinforce its position as an innovator in the field.
News: Baird 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, is excited to announce that Baird, an international financial services firm, has joined Agile’s broker-dealer network.
News: 3D Chess Media Unveils the Latest Analysis of the Evolving Car Extended Warranty Landscape in the Age of Electric and Autonomous Vehicles | CitizenWire
LAS VEGAS, Nev. /CitizenWire/ — In a comprehensive industry analysis, 3D Chess Media has released a detailed report on the significant shifts occurring in the car extended warranty market, driven by the rapid evolution of electric and autonomous vehicles. This in-depth exploration sheds light on the changing dynamics of automotive warranties in response to new […]