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

News: Down Payment Resource announces strategic partnership with FirstHome IQ to expand access to homebuyer assistance programs | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced a strategic partnership with FirstHome IQ, a nonprofit empowering the next generation of homeowners through modern, accessible financial education and tools for industry partners.

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News: Informative Research Expands Verification Platform with Halcyon Integration | CitizenWire

GARDEN GROVE, Calif. /CitizenWire/ — Informative Research (IR), a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced the availability of Halcyon’s IRS tax transcript service within the IR Verification Platform. This enhancement expands Informative Research’s suite of verification of income and employment (VOI/E) options.

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News: MMI Strengthens Unified Mortgage Tech Solution with Major Q2 Enhancements | CitizenWire

SALT LAKE CITY, Utah /CitizenWire/ — Mobility Market Intelligence (MMI), the industry’s sole provider of a unified mortgage technology solution, today announced a series of major platform enhancements and strategic product upgrades delivered in Q2 2025. These developments reinforce MMI’s leadership as the only cohesive system delivering market intelligence, predictive borrower alerts, conversation-driven CRM, and […]

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News: Click n’ Close Honored as Top USDA Wholesale Mortgage Lender Award for Second Consecutive Year | CitizenWire

ADDISON, Texas /CitizenWire/ — Click n’ Close, a multi-state mortgage lender, today announced it has been honored for the second year in a row as a 2025 Top Wholesale Lender Champion by the United States Department of Agriculture. This recognition underscores Click n’ Close’s continued commitment to fostering homeownership and supporting community development through innovative […]

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News: 25 Mortgage Executives Bridge Local Advocacy and National Innovation Through Dual Roles with TMC and State MBAs | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Twenty-five executive leaders from The Mortgage Collaborative (TMC) have been identified as holding current leadership positions in their respective state Mortgage Bankers Associations (MBAs), showcasing a growing alignment between grassroots industry advocacy and national operational collaboration.

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News: Floify’s head of product Sydney Barber receives 2025 Mortgage Star Award | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Sydney Barber, head of product, has received a 2025 Mortgage Star Award. The Mortgage Star awards honor exceptional women in the mortgage and housing finance industry who demonstrate leadership, innovation and a commitment to advancing the profession.

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News: Argyle wins 2025 Game Changer award for redefining how lenders verify income and employment | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a service provider automating income, employment and asset verifications for some of the largest lenders in the United States, has been honored with PROGRESS in Lending’s inaugural Game Changer award. The recognition celebrates technology providers whose products solve real industry challenges and improve the mortgage lending process.

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News: Arcasa introduces nationwide Energy-Smart DPA Program to Down Payment Resource platform | CitizenWire

SALT LAKE CITY, Utah and ATLANTA, Ga. /CitizenWire/ — Arcasa, a provider of solar-integrated mortgage solutions, and Down Payment Resource, the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced that Arcasa’s Energy-Smart DPA program is now listed nationwide in Down Payment Resource’s DPA Directory. Energy-Smart DPA combines a market-rate home […]

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News: Floify receives inaugural Game Changer award from PROGRESS in Lending | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, announced today that its no-code Dynamic Apps engine has been selected as the first-ever Game Changer Award recipient by PROGRESS in Lending. The technology tailors every loan application to a borrower’s exact purpose while ensuring airtight compliance.

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News: ACES Quality Management strengthens executive team with key promotions in compliance leadership | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance.

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News: Refis, Product Shifts and Strong Agency Participation Define June Market Advantage Report | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today released its June 2025 Market Advantage mortgage data report showing total lock volume rose 1.95% month-over-month (MoM), driven by increased refinance activity. Refinance share climbed from 16% to 18% of all locks as rate-and-term refinances jumped 17.4% MoM and 18.4% year-over-year (YoY). Cash-out refinances rose 8.1% from May […]

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News: New Book Explores Public Support for the Replacement of the Current Income Tax System | CitizenWire

SEATTLE, Wash. /CitizenWire/ — It’s been 250 years since the first tax revolution. Media Arts Institute, a Seattle-based media company, has just released a new book, “Tax Revolution 2.0, Let’s Get Rid of the Income Tax” (ISBN: 979-8288643385; paper) by media consultant and researcher Rich Germaine.

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News: The Big Picture July conversations engage experts in mortgage market analytics, housing finance public policy, home ownership growth strategies and capital markets | CitizenWire

CLEVELAND, Ohio /CitizenWire/ — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its July guest lineup featuring five impressive leaders who will explore the power of analytics, interpret public policy signals, unpack the barriers to home ownership and deliver pragmatic capital markets perspective. Co-hosted by mortgage […]

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News: Class Valuation’s Melinda Lesinski named to HousingWire’s 2025 Women of Influence list | CitizenWire

TROY, Mich. /CitizenWire/ — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Executive Vice President, Head of Operations Melinda (Mindy) Lesinski has been named to HousingWire’s 2025 Women of Influence list. HousingWire’s Women of Influence program was launched in 2010 to recognize women making notable contributions to both their businesses […]

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News: Dark Matter Technologies achieves UCDP integration, driving appraisal innovation | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced it has established an integration with Uniform Collateral Data Portal® (UCDP®), a single portal jointly maintained by Fannie Mae and Freddie Mac (the GSEs). This expansion positions Dark Matter as an early adopter of the technology needed to […]

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News: Dark Matter CEO Sean Dugan named to Inman’s 2025 Best of Finance list | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced its CEO, Sean Dugan, has been named to Inman’s 2025 Best of Finance list. Now in its third year, the award is a prestigious industry recognition honoring professionals in the mortgage and financial services sectors who demonstrate exceptional […]

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News: Argyle CEO Shmulik Fishman named to Inman’s 2025 Best of Finance list for second consecutive year | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a service provider automating income, employment and asset verifications for some of the largest lenders in the United States, today announced that its founder and CEO Shmulik Fishman has been named one of Inman’s 2025 Best of Finance, his second consecutive appearance on the list. Inman’s editorial team […]

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News: Inman honors Cloudvirga CEO Maria Moskver with third consecutive Best of Finance award | CitizenWire

IRVINE, Calif. /CitizenWire/ — Cloudvirga, a leading provider of digital mortgage point-of-sale platforms, today announced that CEO Maria Moskver has been named to Inman’s 2025 Best of Finance list. Moskver has earned a place on the list every year since its creation in 2023, making this her third consecutive recognition.

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News: Argyle expands verification platform to include verification of assets powered by Mastercard open finance technology | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a service provider automating income and employment verifications for some of the largest lenders and tenant screening platforms in the United States, today announced the availability of verification of assets powered by Mastercard’s open finance technology. The expanded offering enables lenders to confirm borrowers’ balances, cash-to-close and cash-flow […]

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News: Floify’s Sofia Rossato named to Inman’s Best of Finance list for 2025 | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Sofia Rossato, its president and general manager, has been named a recipient of Inman’s 2025 Best of Finance award. Unlike many awards where leaders are nominated by their companies, this award is managed entirely by the Inman editorial team to […]

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News: MMI’s Kortney Lane-Schafers Named a 2025 Most Powerful Woman in Fintech by PROGRESS in Lending | CitizenWire

SALT LAKE CITY, Utah /CitizenWire/ — MMI (Mobility Market Intelligence), the sole provider of a unified mortgage technology solution for the lending and real estate finance industry, proudly announces that Kortney Lane-Schafers, Vice President of Growth & Client Advocacy, has been recognized as a 2025 Most Powerful Woman in Fintech by PROGRESS in Lending.

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News: Class Valuation launches next-generation appraisal review solution designed to enhance compliance and reduce repurchase risk | CitizenWire

TROY, Mich. /CitizenWire/ — Class Valuation, a leading real estate appraisal management company (AMC), announced today the launch of Class Valuation Analysis (CVA), a next-generation appraisal review solution engineered to bring greater transparency, compliance and confidence to residential property valuations.

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News: MMI’s Melissa Sike named a 2025 Mortgage Star by Mortgage Women Magazine | CitizenWire

SALT LAKE CITY, Utah /CitizenWire/ — MMI (Mobility Market Intelligence), the sole provider of a unified mortgage technology solution for the lending and real estate finance industry, is proud to share that Melissa Sike, Vice President of Enterprise Sales, has been named a 2025 Mortgage Star by Mortgage Women Magazine.

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News: Strategic Benefits Advisors welcomes Andy Clonts as director and senior benefits consultant | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA’s expanding roster […]

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News: Matrix Advises TBC Corporation on the Sale of Midas International to Mavis Tire | CitizenWire

RICHMOND, Va. /CitizenWire/ — Matrix Capital Markets Group, Inc. has advised TBC Corporation on the sale of Midas International, LLC, a franchisor of automotive repair and maintenance services, to Mavis Tire Express Services Corp., a leading provider of automotive repair and maintenance services and one of the largest independent tire and service providers in North […]

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News: The Mortgage Collaborative’s ‘The Sip’ Podcast Delivers Industry Insights and Peer Collaboration | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced the launch of its new weekly podcast, “The Sip,” designed to give mortgage professionals direct access to peers solving the same challenges they face every day. From tech adoption and compliance pressure to margin management, […]

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News: Rowan Innovation Venture Fund Appoints Garden State Venture Partners to Lead Next Phase of Innovation | CitizenWire

GLASSBORO, N.J. /CitizenWire/ — Rowan Innovation Venture Fund (RIVF) today announced the appointment of Garden State Venture Partners (GSVP) as its new management team, marking a significant milestone in the fund’s evolution. This leadership expansion brings together a seasoned group of investment and institutional professionals to lead the fund into its next phase of innovation […]

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News: Argyle-nCino integration garners industry accolades for reshaping VOIE workflows | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Argyle, a service provider automating income and employment verifications for some of the largest lenders in the United States, today announced that its integration with nCino, a leading provider of intelligent, best-in-class banking and mortgage solutions, has been honored with PROGRESS in Lending’s 2025 Connections Award. The award celebrates […]

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News: Floify’s Sofia Rossato named to Progress in Lending’s 2025 most powerful women in fintech list | CitizenWire

BOULDER, Colo. /CitizenWire/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its president and general manager, Sofia Rossato, has received the 2025 Most Powerful Women in FinTech award from Progress in Lending (PIL). The PIL award is a prestigious, annual recognition celebrating professionals who are innovating, optimizing processes and shaping the […]

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News: Dark Matter Technologies adds side-by-side results comparison and automated, rules-based reviews to dual AUS feature in the Empower LOS | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced enhancements to the dual automated underwriting system (AUS) submission feature within the Empower® loan origination system (LOS). When users submit loan data simultaneously to the AUS for both Freddie Mac and Fannie Mae (the government-sponsored enterprises, or GSEs), […]

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News: Optimal Blue Releases May Data Findings, Announces Expansion of Monthly Report for More Comprehensive Lender Profitability Insights | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today released the May 2025 edition of its now-expanded Market Advantage mortgage data report, which features newly added borrower profile and capital market datasets for a more comprehensive picture of early-stage mortgage activity and loan profitability. The enhancements come at a critical time for mortgage lenders navigating heightened interest […]

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News: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025 | CitizenWire

WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking.

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News: Optimal Blue Launches New Lead Generation Tool for Originators | CitizenWire

PLANO, Texas /CitizenWire/ — Optimal Blue today announced a new product that helps originators efficiently track and identify refinance opportunities so they can reengage borrowers with eligible refinance options at the right time. Available to Optimal Blue PPE users, Capture for Originators dramatically reduces the manual effort loan officers currently spend evaluating refinance potential by […]

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News: Yiftee Enables Contactless ‘Tap & Go’ Payments, Teaming Up with Mastercard and Silicon Valley Bank, a division of First Citizens Bank | CitizenWire

MENLO PARK, Calif. /CitizenWire/ — Yiftee, a leading provider of Community Cards that “Keep Local Dollars Local,” announced the launch of contactless Tap & Go capabilities for their virtual Community Cards that support over 700 communities and over 20,000 local businesses. Developed with Mastercard and Silicon Valley Bank, a division of First Citizens Bank, this […]

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News: ACES Quality Management Champions Commitment to Lending Excellence at ACES ENGAGE 2025 | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced official launch of its “I Stand for Quality” movement during its annual ACES ENGAGE conference, held May 18-20, 2025 at The Broadmoor Hotel in Colorado Springs.

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News: Dark Matter Technologies announces comprehensive eClosing integration for its NOVA LOS platform | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, announced today that the NOVA loan origination system (LOS) platform now features a comprehensive integration to the eClosing capabilities powered by the Wolters Kluwer eOriginal® ClosingCenter. Designed to improve the mortgage closing process, eClose will help lenders reduce time-to-close, realize […]

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News: HousingWire selects Depth EVP Lindsey Neal as 2025 Marketing Leader | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, financial technology (fintech) and regulatory technology (regtech) industries, today announced that Executive Vice President Lindsey Neal has been named a recipient of HousingWire’s 2025 Marketing Leaders Award.

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News: Click n’ Close Appoints Mortgage Wholesale Veteran Tony Catanese as Regional Sales Manager to Lead East Coast Expansion | CitizenWire

ADDISON, Texas /CitizenWire/ — Click n’ Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company’s wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team.

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News: Friday Harbor unveils AI-powered condition engine to deliver faster, cleaner, audit-ready mortgage files | CitizenWire

SEATTLE, Wash. /CitizenWire/ — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the launch of a retooled condition engine that automatically generates actionable underwriting conditions based on borrower source documents and loan guidelines.

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