Finance

Finance

Finance news from Mortgage & Finance News magazine

Finance

Finance
Finance news from Mortgage & Finance News magazine

News: EnergyCAP Named Market Leader in the Summer 2024 Energy Management Software Customer Success Report

Mortgage and Finance News: (STATE COLLEGE, Pa.) EnergyCAP has been named a Market Leader in the Energy Management Software category for the Summer 2024 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software & services helping potential B2B buyers make informed purchasing decisions through vendor validated customer success content.

News: Optimal Blue Launches Competitive Data License to Help Lenders Optimize Margins With Competitive Loan Pricing Data

Mortgage and Finance News: (PLANO, Texas) Optimal Blue announced the release of Competitive Data License, a collection of key national mortgage pricing data that enables lenders to price products competitively, operate more profitably, and react swiftly to changing market conditions. Competitive Data License draws upon direct-source loan data from the Optimal Blue PPE, which is used to price and lock over 35% of loans in the United States.

News: New Book by Helen Braswell Kakouris Teaches Financial Literacy to Kids

Mortgage and Finance News: (MIAMI, Fla.) Helen Braswell Kakouris, CPA, an award-winning financial expert and entrepreneur, proudly announces the upcoming release of her new children's book, "A Dollar Is Magic" (ISBN: 979-8218428693), scheduled for publication in September 2024. In "A Dollar Is Magic," Braswell Kakouris merges her professional knowledge and personal experiences as a mother of three to simplify complex financial concepts for young readers.

News: Dark Matter Technologies’ Richard Gagliano honored with the 2024 Inman Best of Finance award

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 Inman has recognized its CEO Richard Gagliano with the 2024 Best of Finance award. Now in its second year, the award celebrates 150 innovative professionals demonstrating exceptional leadership and impact in the real estate, mortgage and finance sectors. Honorees are hand-selected by Inman's editorial team.

News: Floify brings its industry-leading point-of-sale technology to The Mortgage Collaborative as a preferred partner

Mortgage and Finance News: (BOULDER, Colo.) Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that it has joined The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry. As a member of TMC's Preferred Partner Network, Floify will provide its intuitive lending platform for mortgage lenders at a discounted rate to TMC members.

News: Critical Defect Rate Declines Five Straight Quarters, Ending 2023 at 1.53%, Per ACES Mortgage QC Industry Trends Report

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, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the fourth quarter (Q4) and calendar year (CY) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

News: Argyle’s Shmulik Fishman named an Inman Best of Finance award honoree

Mortgage and Finance News: (NEW YORK CITY, N.Y.) Shmulik Fishman, CEO of Argyle, a platform providing real-time income and employment verifications for some of the largest lenders in the United States, has been named to Inman's 2024 Best in Finance list. Now in its second year, the award honors professionals hand-selected by Inman's editorial team for their role in shaping the mortgage and financial services industries through leadership and commitment to innovation.

News: Secured Signing Scales Up with Strategic Leadership and Global Expansion

Mortgage and Finance News: (MOUNTAIN VIEW, Calif.) Secured Signing, a leading provider of secure Digital Signatures and Remote Online Notarization platform, today announced a significant growth, fueled by a visionary leadership change and strategic team expansion.

News: Dovenmuehle’s Above Average Residential Mortgage Loan Primary Servicer Ranking Affirmed by S&P Global Rankings

Mortgage and Finance News: (LAKE ZURICH, Ill.) Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Standard & Poor's Global Ratings (S&P) has affirmed its Above Average ranking of Dovenmuehle as a residential mortgage loan primary servicer with a stable outlook. For 13 consecutive years, Dovenmuehle has consistently received an Above Average ranking from S&P.

News: Klingenstein Fields Advisors Adds Senior Planner to its Team

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

News: Matrix Advises Land O’Sun Management on its Sale to Anabi/Rebel

Mortgage and Finance News: (RICHMOND, Va.) Matrix Capital Markets Group, Inc., a leading, independent investment bank, has advised Land O'Sun Management Corporation d/b/a Fast Track on the sale of its petroleum marketing, convenience retail and quick-service restaurant businesses to Anabi Real Estate Development, LLC and its affiliates d/b/a Anabi/Rebel. Headquartered in Gainesville, Florida, Fast Track is a leading petroleum marketing, convenience retail and QSR company, operating 17 convenience stores, 10 co-located QSRs, and two stand-alone QSRs in Northern Florida.

News: MCT and Lender Price Join Forces to Improve Mortgage Pricing with Loan-Level MSR Values

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), the de facto leader in innovative mortgage capital markets technology, and Lender Price, the first cloud-native provider of mortgage pricing technology, have partnered to provide mortgage lenders using the Lender Price product and pricing engine (PPE) with loan-level MCT MSR values. MCT's industry-leading mortgage servicing rights (MSR) grids allow Lender Price PPE clients to be more granular, profitable, and efficient when generating their front-end borrower pricing and managing their MSR portfolio.

News: Avenu Insights & Analytics Unveils Groundbreaking Short-Term Rental Compliance Solution: Avenu | STR

Mortgage and Finance News: (CENTREVILLE, Va.) Avenu Insights & Analytics, a leading provider of revenue recovery and software solutions for state and local governments, proudly announces the launch of Avenu | STR, an innovative SaaS solution designed to streamline short-term rental (STR) compliance and enhance local government revenue management.

News: Mortgage Interest Rate Sensitivity Triggers 25% Spike in May Rate-and-Term Refinance Activity

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today released its May 2024 Market Advantage mortgage data report, which revealed a 25.6% month-over-month (MoM) spike in rate-and-term mortgage refinances. The spike was a response to a modest drop in the Optimal Blue Mortgage Market Indices (OBMMI) 30-year conforming rate, which ended the month at 7.02%.

News: MCT Reports A 7% Mortgage Lock Volume Increase In Latest Indices Report

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 6.78% 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: Optimal Blue Names Joe Tyrrell Chief Executive Officer

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today announced the appointment of Joe Tyrrell as CEO. Tyrrell succeeds interim CEO Scott Smith of Optimal Blue's parent company, Constellation Software Inc. Tyrrell brings over 25 years of experience in the mortgage, finance, and technology industries to Optimal Blue.

News: Garden Studios Bills Tenants and Identifies Energy Waste with EnergyCAP

Mortgage and Finance News: (STATE COLLEGE, Pa.) Garden Studios, an innovative film studio based in London, has transformed its utility management and billing processes by implementing EnergyCAP's leading energy management platform. This move aligns with Garden Studio's commitment to sustainability as a certified B Corporation, dedicated to responsible business practices.

News: CapitalW Collective: Educating, Elevating, and Empowering Women in Mortgage Capital Markets

Mortgage and Finance News: (SAN DIEGO, Calif.) CapitalW Collective (CapitalW), the glass shattering non-profit benefiting women and their allies in mortgage capital markets, today announced its successful debut within the mortgage industry. Officially launched on May 1, 2024, CapitalW made its first appearance at the Mortgage Bankers Association Secondary and Capital Markets Conference in New York May 19-21.

News: ProNotary Enhances Business Efficiency with Advanced Remote Online Notarization Solutions

Mortgage and Finance News: (DALLAS, Texas) ProNotary, a pioneering force in the remote online notarization industry, is proud to announce its continued commitment to transforming the landscape of notary services through cutting-edge remote online notarization (RON) solutions. Founded in 2018, ProNotary has been at the forefront of innovation, providing businesses with a comprehensive suite of notarization software designed to meet the evolving needs of the digital age.

News: Click n’ Close to Receive Top Lender Award at USDA’s Single Family Housing Guaranteed Loan Program Ceremony

Mortgage and Finance News: (ADDISON, Texas) Click n' Close, a multi-state mortgage lender, today announced that it will be honored with a top lender award at the United States Department of Agriculture's Single Family Housing Guaranteed Loan Program ceremony. This recognition underscores Click n' Close's commitment to fostering homeownership and supporting community development through innovative loan programs.

News: American Pacific Mortgage Picks Fee Chaser by LenderLogix to Collect Upfront Borrower Fees

Mortgage and Finance News: (BUFFALO, N.Y.) LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, recently announced the addition of American Pacific Mortgage to its roster of clients utilizing Fee Chaser. Employing Fee Chaser enables American Pacific Mortgage to efficiently and compliantly collect initial mortgage-related fees from borrowers.

News: iEmergent’s 2024-2026 U.S. Mortgage Origination Forecast is now available in Mortgage MarketSmart

Mortgage and Finance News: (DES MOINES, Iowa) iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the availability of its 2024-2026 U.S. Mortgage Origination Forecast. Updated to reflect preliminary 2023 Home Mortgage Disclosure Act (HMDA) data released by the Federal Financial Institutions Examination Council in March, iEmergent's latest projections call for modest growth in purchase originations and a gradual increase in refinance loan units and dollars as a percentage of total originations.

News: Floify’s head of marketing Courtney Dodd named to HousingWire’s 2024 Marketing Leaders list

Mortgage and Finance News: (BOULDER, Colo.) Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry veteran Courtney Dodd, has been named to HousingWire's 2024 Marketing Leaders list. The award celebrates the industry's most creative and influential marketing minds who have demonstrated a track record of transforming brands, leading teams and driving business results.

News: Dark Matter Technologies VP of Marketing Wes Horbatuck honored as HousingWire Marketing Leader

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 its vice president of marketing, Wes Horbatuck, has been honored by HousingWire as one of its 2024 Marketing Leaders.

News: Dovenmuehle announces strategic business development promotions to support demand for its mortgage subservicing offerings

Mortgage and Finance News: (LAKE ZURICH, Ill.) Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced two promotions within its business development team - Anna Krogh to Senior Vice President and Director of Business Development and Chris Torres to Vice President of Business Development and Manager of the Western Region.

News: Leading Travel Insurance Comparison Website, TravelInsurance.com, Provides Critical Advice for Travelers During the Active 2024 Hurricane Season

Mortgage and Finance News: (NEW YORK, N.Y.) As the 2024 hurricane season kicks off, forecasts indicate this will be an above-normal season with potentially record-breaking activity. TravelInsurance.com underscores the importance of safeguarding travel investments against unforeseen disruptions. With predictions from Colorado State University's tropical meteorology project team forecasting 23 storms, 11 which could intensify into hurricanes, including five reaching Category 3 status or higher, travelers face heightened risks during this summer.

News: Depth promotes Johnna Szegda to vice president role

Mortgage and Finance News: (ATLANTA, Ga.) Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies within the residential mortgage finance, financial technology (fintech) and regulatory technology (regtech) industries, announced the promotion of Johnna Szegda to vice president.

News: Online notarization is streamlined with Secured Signing’s new features

Mortgage and Finance News: (MOUNTAIN VIEW, Calif.) Secured Signing, a leader in remote online notarization (RON) solutions, announces a suite of innovative features designed to streamline the online document signing and notarization process. These enhancements empower both notaries and singers to experience a smoother, more secure, and efficient experience.

News: ACES Quality Management Partners with Digilytics, Provider of AI-Powered Document Indexing, Categorization for QC Reviews

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 announced a new partnership with Digilytics to provide ACES users access to Revel, an advanced optical character recognition (OCR) technology powered by artificial intelligence (AI) and machine learning (ML).

News: Dark Matter Technologies enhances the Empower LOS with native support for mortgage assumptions

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 enhancements to the Loan Assumptions feature in the Empower® loan origination system (LOS) that make it easier for mortgage lenders and servicers to transfer assumable mortgages to new homebuyers. The Empower LOS is the first mortgage loan origination system to announce native support for loan assumptions.