Finance

Mortgage and Finance News: (ST. LOUIS, Mo.) OptiFunder, the mortgage industry pioneer in warehouse management automation, has partnered with Vesta, the AI-native loan origination system and agent platform, to connect loan origination and warehouse funding workflows. The integration links origination, funding, and sale to the capital markets, eliminating fragmented systems and manual handoffs that have historically slowed execution and increased risk.

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today released its April 2026 Market Advantage mortgage data report, which found that mortgage lock activity pulled back after a strong first quarter. Total rate-lock volume declined 9% month over month (MoM) but remained 11% higher year over year (YoY). Purchase lock volume declined just under 2% from March but increased more than 9% from April 2025, continuing to lead production as refinance activity cooled.

Mortgage and Finance News: (AUSTIN, Texas) FirstClose, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced SmartDocs, a new disclosure intelligence capability available through its XpressEquity point-of-sale platform. SmartDocs functions as the intelligence layer that determines when disclosure obligations begin and initiates the appropriate workflow based on lender-configured rules, helping standardize timing and delivery across programs and jurisdictions.

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc. (DocMagic®) announced today that it has received two new certifications from MISMO®, the Mortgage Industry Standards Maintenance Organization. MISMO's eVault System Certification covers SmartSAFE®, DocMagic's core eVault for managing eNote workflows and MERS® eRegistry activity, and SmartSAFE XL™, an API-first eVault designed for enterprise environments that require flexible deployments and support for a broader range of digital assets.

Mortgage and Finance News: (NOVI, Mich.) Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, today announced the public release of the Vice Capital Par Note Rate, a proprietary daily mortgage rate benchmark designed to provide a distinct, market-based view of mortgage pricing. Available via an online tracker, the benchmark provides lenders, analysts and other market participants with daily data, long-term trend analysis and custom charting dating back to 2008.

Mortgage and Finance News: (DENVER, Colo.) ACES Quality Management® (ACES), a leading provider of enterprise quality management and control software for the financial services industry, announced today that Romina Cusenza, vice president of marketing, has been named a 2026 Trailblazers in Sales, Marketing and PR award winner by Progress in Lending. The award recognizes mortgage industry professionals who have made a meaningful positive impact on their company and the broader industry through sales, marketing and public relations initiatives.

Mortgage and Finance News: (ADDISON, Texas) Click n' Close, a multi-state mortgage lender, today announced the appointment of Amy Azorandia as chief compliance officer. In this role, Azorandia will lead the company's compliance strategy, governance framework and risk management infrastructure as Click n' Close continues to scale its national platform and expand its lending programs.

Mortgage and Finance News: (DENVER, Colo.) DealCycl, Inc. today announced the general availability of DealCycl Company, the cap table management and corporate governance platform for private companies. DealCycl Company is available immediately across four pricing tiers - Free, Starter, Growth, and Scale - with no waitlist, no sales calls, and no per-stakeholder pricing.

Mortgage and Finance News: (MOUNTAIN VIEW, Calif.) Secured Signing, a global leader in Digital Signature and Remote Online Notarization (RON) technology, recently sat down with industry innovators Tall Poppy Real Estate to discuss the successful, large-scale integration of the Secured Signing API into their core proprietary platform. By embedding high-security digital signatures directly into its internal workflows, Tall Poppy is effectively redefining the benchmarks for transparency, efficiency, and trust within the international real estate market.

Mortgage and Finance News: (DES MOINES, Iowa) iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, has released its analysis of 2025 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. Presented by iEmergent CEO Laird Nossuli, the findings point to a market that is regaining momentum after a prolonged downturn.

Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry authority on homeownership program data and solutions, today released its Q1 2026 Homeownership Program Index (HPI) report, identifying 2,679 programs nationwide. This represents a 2% increase from the previous quarter (2,619 programs), reflecting continued expansion of resources designed to improve affordability and access to homeownership.

Mortgage and Finance News: (TROY, Mich.) Class Valuation, a leading real estate appraisal management company (AMC), today announced the official launch of Class Valuation Underwriting Engine (CVUE), an underwriting and appraisal assurance program designed to reduce lender risk, lower operational costs and accelerate loan closings.

Mortgage and Finance News: (CORPUS CHRISTI, Texas) BoomTax reports that, as the IRS targets retirement of the Filing Information Returns Electronically (FIRE) system at the end of 2026 and continues developing a process for corrections to original FIRE submissions, payroll, accounting, and enterprise filing teams face an unresolved 2027 transition question.

Mortgage and Finance News: (MOUNTAIN VIEW, Calif.) A widespread shift in business technology is driving organizations across legal, financial services, staffing, governments, life science, and corporate sectors to rethink how they manage data, workflows, and document execution, says Secured Signing. As companies migrate from legacy systems, integrated all-in-one e-Signature and online notary solutions are emerging as a critical component of modern operations.

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network for mortgage lenders, will host its act Tech Summit on Aug. 12-13, bringing together mortgage industry leaders, technology providers and decision-makers for an affordable, high-value opportunity to evaluate technology partners and solutions in a single setting. The event will be held at The Highland Dallas, Curio Collection by Hilton in Dallas, Texas.

Mortgage and Finance News: (MOUNTAIN VIEW, Calif.) Secured Signing, a global leader in Digital Signing and Remote Online Notarization (RON), announced a 45% month-on-month increase in adoption of Realify, its AI-powered deepfake detection feature, among independent and in-house notaries. The surge reflects growing awareness among legal and notarial professionals of the escalating threat posed by AI-generated synthetic media in video-based identity verification and online meetings.

Mortgage and Finance News: (DALLAS, Texas and BURLINGTON, Ontario) HostPapa, Inc., a leading global web hosting and cloud service provider, today announced that it has completed the acquisition of Tailor Made Servers ("TMS"), a Dallas, Texas-based dedicated server hosting provider that has been serving businesses and resellers since 2003.

Mortgage and Finance News: (JACKSONVILLE, Fla.) Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced the appointment of Vikas Rao as chief executive officer. Rao, who has served as chief technology officer since 2025, succeeds Sean Dugan and will lead the company's next phase with a focus on translating its technology leadership into stronger growth.

Mortgage and Finance News: (TROY, Mich.) Class Valuation, a leading real estate appraisal management company (AMC), announced today that it has acquired Lauritano Appraisal Services (LAS), a highly respected New York-based residential appraisal firm with more than 30 years of experience delivering high-quality valuation services.

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today released its March 2026 Market Advantage mortgage data report, reflecting resilient mortgage activity as purchase demand strengthened despite higher rates. Total rate-lock volume rose 13% month over month (MoM) and 26% year over year (YoY). Purchase activity led the month, with purchase lock volume up 38% from February and 20% from March 2025. Cash-out refinance volume increased 9% MoM and 21% YoY, while rate-and-term refinance volume declined 34% from February but remained more than 66% higher YoY.

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's largest independent cooperative network for mortgage lenders, will engage with members and industry partners across a series of key mortgage conferences and events nationwide throughout the second quarter.

Mortgage and Finance News: (NOVI, Mich.) Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it now supports new 30-year fixed-rate specified-cash payup commitment grids from Fannie Mae, which became effective April 9, 2026.

Mortgage and Finance News: (ADDISON, Texas) Click n' Close, a multi-state mortgage lender, today announced the appointment of Delores Lopez as chief operating officer, effective April 6. In this role, Lopez will lead operations, drive scalable growth initiatives and implement operational strategy across the organization, reporting to Ian Kimball, president.

Mortgage and Finance News: (NOVI, Mich.) Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that two new Freddie Mac Cash-Specified Payup Types (CSPTs) for 30-year fixed-rate mortgages are now available through Vice Capital for both mandatory and best-efforts executions. The new payup types became effective in production on April 6, 2026.

Mortgage and Finance News: (AUSTIN, Texas) FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that Kitsap Credit Union has selected FirstClose to support its home equity lending operations with a bundled, end-to-end digital tool.

Mortgage and Finance News: (NEW YORK CITY, N.Y.) Argyle, the leading provider of direct-source income, employment and asset verifications, today announced that its Director of Sales Thomas Rasmuson has been named a 2026 Rising Star by HousingWire. The annual HousingWire Rising Stars award recognizes standout professionals under 40 who are making a significant impact on the housing industry through leadership, innovation and measurable business results.

Mortgage and Finance News: (TROY, Mich.) Class Valuation, a leading real estate appraisal management company (AMC), today announced that Amanda Standley, vice president of business development for Bluebird Valuation, a Class Valuation company, has been named a 2026 HousingWire Rising Star. The HousingWire Rising Stars award recognizes emerging leaders under 40 in mortgage and real estate who are leading change and making a meaningful impact on their organizations. This year, 75 young professionals were named to the list.

Mortgage and Finance News: (BOULDER, Colo.) Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that Sydney Barber, 33, head of product, has been named a 2026 HousingWire Rising Star. Barber joins 74 other young professionals on this year's list.

Mortgage and Finance News: (JACKSONVILLE, Fla.) Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced Ask Aiva®, a conversational AI assistant natively embedded within the Empower® loan origination system (LOS) that allows lenders to query their origination environment in plain language, receive instant answers to see how those answers were derived.

Mortgage and Finance News: (SEATTLE, Wash.) Friday Harbor today announced a new integration with the Calyx Path Platform that brings AI-powered pre-underwriting directly into the flow of the loan. Instead of waiting until underwriting to uncover issues, lenders can now review borrower documents, surface potential problems and resolve them earlier while maintaining consistent, reliable loan data throughout the lifecycle.