Finance

Mortgage and Finance News: (DENVER, Colo.) ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has sought to support its customers through turbulent market conditions by providing critical technology innovations to its quality control audit suite.

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today released its December 2024 Market Advantage mortgage data report, showcasing year-over-year (YoY) growth in mortgage activity, even as seasonal trends led to a month-over-month (MoM) decline in rate lock volumes. Overall, December mortgage lock volume was up 26% YoY, driven by an 18% increase in purchase locks, a 43% rise in cash-out refinances, and an 82% jump in rate-and-term refinances.

Mortgage and Finance News: (DALLAS, Texas) In the wake of devastating wildfires, ProNotary, a leading remote online notarization (RON) software provider, is stepping up to empower businesses with the tools needed to integrate RON into their operations. By partnering with ProNotary, organizations can help communities impacted by these natural disasters access essential services like notarizing insurance claims, property agreements, and legal documents - all from a secure, remote platform.

Mortgage and Finance News: (SAN DIEGO, Calif.) CapitalW Collective, a trailblazing non-profit dedicated to advancing women and their allies in mortgage capital markets, proudly announces Polly as its first product and pricing engine (PPE) Diamond-level corporate sponsor. This alliance underscores CapitalW Collective's mission "to create more inclusive and dynamic mortgage capital markets, one woman and ally at a time."

Mortgage and Finance News: (NEW YORK, N.Y.) TravelInsurance.com, the leading platform for comparing and purchasing travel insurance from global providers, reports that travel insurance is more critical in 2025 as disruptions and rising travel costs persist. With trip costs and demand surging in 2025, the importance of safeguarding travel investments is clear.

Mortgage and Finance News: (ADDISON, Texas) Mortgage Machine Services (Mortgage Machine), an industry leader in digital origination technology to residential mortgage lenders, announced that it now offers an artificial intelligence (AI)-powered pricing engine. The pricing engine ingests and updates pricing for a lender's investors and aggregators automatically.

Mortgage and Finance News: (CLEVELAND, Ohio) Top mortgage industry podcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features technology executive Sofia Rossato, president and general manager of Floify, a leading mortgage point-of-sale solution and subsidiary of Porch Group, Inc. A respected proptech and fintech executive with more than 20 years' experience growing companies in startup and large corporate environments, Rossato brings a market-tested perspective to the challenges and opportunities mortgage lenders contend with during the U.S. housing industry's fluctuations.

Mortgage and Finance News: (JACKSONVILLE, Fla.) Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the appointment of Brad Vasto as Chief Revenue Officer (CRO). Vasto steps into the role as Sean Dugan, the outgoing CRO, prepares to assume the position of CEO in April 2025, succeeding current CEO Rich Gagliano.

Mortgage and Finance News: (BOULDER, Colo.) Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Sales, Jason Mapes, has been named a 2024 Thought Leader by PROGRESS in Lending (PIL). Now in its fourth year, PIL's Thought Leader award recognizes industry thought leaders who are not afraid to "step forward and blaze a new trail."

Mortgage and Finance News: (RICHMOND, Va.) Matrix Capital Markets Group, Inc. is pleased to announce the sale of Clearfield MMG, LLC, a Virginia-based company renowned for its expertise in innovative, specialized treatment and waste disposal solutions, to VLS Environmental Solutions, LLC, a leader in sustainable waste management and environmental solutions and a portfolio company of I Squared Capital.

Mortgage and Finance News: (HOUSTON, Texas) A troubling reality in the healthcare industry has come to light: health care insurance companies are being allowed to prioritize profits over people, causing a devastating ripple effect that results in nearly 50% of home care agencies closing their doors within five years, says Ace Compliance Consulting. As the baby boomers retire, this systemic failure threatens the very fabric of our healthcare ecosystem and leaves vulnerable populations without essential care.

Mortgage and Finance News: (LAWRENCEVILLE, Ga.) Alliance Group is proud to announce the eighth annual Living Benefits Awareness Month (LBAM), kicking off this January with the theme, Get the Most Out of Life. The month-long campaign aims to educate consumers about the transformative value of Living Benefits life insurance, which ensures policyholders get more value from their life insurance premiums by offering powerful, free features that traditional policies lack.

Mortgage and Finance News: (RICHMOND, Va.) Matrix Capital Markets Group, Inc. announces the successful sale of certain assets of Atlantic States Lubricants Corp. ("ASL") to Moove, formerly known as PetroChoice. Atlantic States Lubricants, based in Farmingdale, New York, is an authorized distributor of Mobil-branded lubricants and related products.

Mortgage and Finance News: (LAKE ZURICH, Ill.) Dovenmuehle Mortgage, Inc., a leader in mortgage subservicing, announced today that it received a Tier 1 Rating from the U.S. Department of Housing and Urban Development (HUD). This rating was awarded for Dovenmuehle's Federal Housing Administration (FHA) servicing performance under HUD's Tier Ranking System II (TRS II).

Mortgage and Finance News: (IRVINE, Calif.) Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, announced that Ryan Kaufman, IT Manager of Integrations, has been named to the National Mortgage Professional (NMP) 40 Under 40 list. This honor recognizes exceptional professionals who are influencing the future of the mortgage industry.

Mortgage and Finance News: (JACKSONVILLE, Fla.) Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that Stephanie Durflinger, its chief product officer, has been named a HousingWire Tech Trendsetter, and Bethany Williams-Woodward, its data solutions product manager, has been named to National Mortgage Professional Magazine's 40 Under 40 list.

Mortgage and Finance News: (RICHMOND, Va., and BALTIMORE, Md.) Matrix Capital Markets Group, Inc. announces that it has advised Jolley Associates, LLC and S.B. Collins, Inc. (collectively, "SBC") on the sale of its convenience retail, wholesale dealer, and residential heating oil (d/b/a as Clarence Brown) businesses to Stewart's Shops Corp.

Mortgage and Finance News: (ADDISON, Texas) Click n' Close (CNC), a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Jeff Raich has joined the organization as a national sales director in correspondent lending.

Mortgage and Finance News: (BUENA VISTA, Colo.) Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, has announced a 15.12% decrease in mortgage lock volume compared to the previous month. The data, reflecting current market dynamics, is available in MCT's latest report, which offers in-depth analysis and insights for industry professionals and stakeholders.

Mortgage and Finance News: (DALLAS, Texas) ProNotary, a pioneering force in the remote online notarization (RON) industry, today announced its expansion into Montana, Iowa, and Missouri. This milestone marks a significant step in ProNotary's mission to provide seamless and secure notarization solutions across the United States, enabling notaries and businesses in these states to connect with clients anywhere in the world.

Mortgage and Finance News: (NOVI, Mich.) Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today the addition of its 50th investor to its all-inclusive whole loan trading platform Vice Execution Portal™ (ViceEx™). This addition enhances the platform's ability to deliver unmatched market access and execution flexibility for clients selling mandatory, including all agency executions.

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today released its November 2024 Market Advantage mortgage data report, highlighting a 25% decrease in month-over-month (MoM) lock volume as interest rates hit their highest levels since early July, creating headwinds for affordability.

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today announced the speaker lineup for its inaugural user conference, the Optimal Blue Summit 2025. Legendary skateboarder and entrepreneur Tony Hawk will headline the event. The conference will also feature sessions led by Mortgage Bankers Association (MBA) Chief Economist and Senior Vice President of Research and Business Development Michael Fratantoni, Ph.D., MBA Associate Vice President of Secondary and Capital Markets Sasha Hewlett, AMP, HousingWire Editor in Chief Sarah Wheeler, and representatives from Microsoft.

Mortgage and Finance News: (MOUNTAIN VIEW, Calif.) Secured Signing, a leading provider of digital signing and Remote Online Notarization (RON) solutions, is excited to unveil a series of powerful enhancements to its platform. These updates solidify its leadership in the digital notarization industry by optimizing workflow efficiency, increasing transparency, and enhancing user control.

Mortgage and Finance News: (KOKOMO, Ind.) CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 million in assets under advisement (AUA) to the CFD Companies.

Mortgage and Finance News: (LONDON, U.K.) SureShotFX, a renown forex signals and tools provider , is excited to announce its exclusive Black Friday promotion. The highly anticipated Black Friday offers, which were originally slated for November 26 to November 30, 2024, have been unveiled early, giving traders a head start on incredible savings. Whether you're just starting out or a seasoned pro, this early access is the perfect opportunity to level up your trading game and take advantage of unbeatable deals.

Mortgage and Finance News: (LONDON, U.K.) Telegram Signal Copier, the best signal copier in the trading industry, prepares for one of the biggest shopping days of the year. So, it has announced its Black Friday offers, initially set to run from November 26 to November 30, are now live, giving traders an exclusive early chance to take advantage of substantial savings. These offers are designed for traders of all levels who are looking to enhance their trading performance.

Mortgage and Finance News: (JACKSONVILLE, Fla.) Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, announced today that Shore United Bank (Shore United), a community bank founded in 1876, has selected the Empower® LOS and select AIVA® AI virtual assistants from Dark Matter to streamline its mortgage lending operations and offer additional support for integrations.

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI) today announced it ranked No. 418 on the Deloitte Technology Fast 500™, an annual ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 30th year. MMI grew 260 % from 2020 through 2023.