Home News Topic DepthPR

Tag: DepthPR

News: Floify named NMP Originator Choice winner for 2025

Mortgage and Finance News: (BOULDER, Colo.) Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced it has been named as an NMP Originator Choice Winner for 2025, achieving silver in its category.

News: Down Payment Resource named to 2025 Inc. 5000 after 130% three-year growth

Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2025 Inc. 5000 list of the nation's fastest-growing privately owned companies after achieving 130% revenue growth from 2021 to 2024. DPR was also honored on the 2023 Inc. 5000 list.

News: Refinances tick up and non-QM hits record high as purchase activity falls nearly 5% in July

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today released its July 2025 Market Advantage mortgage data report, which found a 3% month-over-month (MoM) drop in overall rate lock volume, led by a nearly 5% drop in purchase activity as affordability remained strained.

News: Optimal Blue’s New Brand Reflects Its Modern Technology and Proven Expertise and Leadership

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today launched a new brand that emphasizes the company's market leadership in delivering modern innovation backed by decades of proven, trusted performance. "Optimal Blue is operating in an era defined by accuracy, scale, speed and artificial intelligence - and our new brand embodies that," said Joe Tyrrell, CEO of Optimal Blue.

News: Informative Research Enhances Mortgage Prequalification Insight with The Work Number® Report Indicator from Equifax

Mortgage and Finance News: (GARDEN GROVE, Calif.) Informative Research, a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced the addition of The Work Number® Report Indicator from Equifax to its integrated suite of mortgage credit and verification tools.

News: Argyle and LenderLogix partner to embed automated income, employment, and asset verification at the start of the loan process

Mortgage and Finance News: (NEW YORK CITY, N.Y.) Argyle, a service provider automating income, employment and asset verifications for some of the largest lenders in the United States, today announced its integration with LenderLogix, a leading provider of mortgage point-of-sale (POS) and automation software for banks, credit unions, independent mortgage banks and brokers.

News: LenderLogix Q2 2025 Homebuyer Intelligence Report Shows Increased Loan Quantities as Borrower Activity Holds Steady

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, today announced the release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home-buying process based on data collected by the LenderLogix suite of tools.

News: The Big Picture webcast’s August lineup features experts on mortgage broker advocacy, construction finance, mortgage advice innovation and housing public...

Mortgage and Finance News: (CLEVELAND, Ohio) Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its August guest lineup featuring four accomplished leaders who will explore diverse topics including mortgage broker advocacy, the future of mortgage advice and technology, construction finance and how emerging housing public policies are shaping the mortgage industry.

News: Optimal Blue Fully Automates Best Efforts Locking Directly with Investors

Mortgage and Finance News: (PLANO, Texas) Optimal Blue today announced a new capability in its industry-leading product, pricing and eligibility (PPE) engine that fully automates the process for a lock desk user to execute best efforts locks directly with participating investors via API. By eliminating the last remaining manual step in the locking life cycle, Optimal Blue is delivering innovations and enhancements that will help significantly increase a lender's efficiency and profitability.

News: 45 new assistance programs launched during Q2 2025, bringing the total number of nationwide programs to a record-breaking 2,554

Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, today released its Q2 2025 Homeownership Program Index (HPI) report. The report finds 45 new programs launched in Q2, traditionally the busiest homebuying season, bringing the total number of available programs to 2,554 - a new record - and the number of program providers to 1,340.

News: Class Valuation’s Elite Appraiser Panel opens new business opportunities for the nation’s top appraisers

Mortgage and Finance News: (TROY, Mich.) Class Valuation, a leading real estate appraisal management company (AMC), announced today that its Elite Appraiser Panel, a groundbreaking program, has doubled in size during the past 12 months and is setting new standards for professional excellence. Class Valuation's exclusive, invitation-only Elite Panel now comprises hundreds of high-performing appraisers nationwide.

News: TMC July 2025 Pulse of the Network survey finds mortgage lenders leaning into automation, leadership development, and product innovation to...

Mortgage and Finance News: (SAN DIEGO, Calif.) Amid one of the mortgage industry's most prolonged stretches of cost pressure and market uncertainty, the latest Pulse of the Network survey from The Mortgage Collaborative (TMC) reports that lenders are responding with creativity and nimble thinking, anchored by a clear commitment to long-term resilience.

News: Friday Harbor adds Chris Simms, Gregory Buehler to leadership team to accelerate AI-powered mortgage origination

Mortgage and Finance News: (SEATTLE, Wash.) Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation.

News: Informative Research’s Shannon Santos Named MPA Elite Woman Award Honoree

Mortgage and Finance News: (GARDEN GROVE, Calif.) Informative Research Data Solutions, a division of Informative Research and a leading provider of data-powered borrower intelligence and analytics tools for the financial services industry, announced today that its executive vice president, Shannon Santos, has been named a 2025 Mortgage Professional America (MPA) Elite Woman Award recipient.

News: Strategic Benefits Advisors outlines what plan sponsors need to know about the One Big Beautiful Bill

Mortgage and Finance News: (ATLANTA, Ga.) Strategic Benefits Advisors, Inc. (SBA) today released a practical summary of the employee benefits provisions contained in the newly enacted One Big Beautiful Bill Act (OBBB), signed into law by President Trump on July 4, 2025. While the legislation spans a wide range of tax and policy changes, SBA's summary highlights the bill's most significant impacts on employer-sponsored retirement plans, health and welfare benefits and payroll operations.

News: Dovenmuehle’s 2024 SOC 1 and SOC 2 Type 2 Reports Validate Robust Internal Controls and Data Security Standards

Mortgage and Finance News: (LAKE ZURICH, Ill.) Dovenmuehle Mortgage, Inc., a leading mortgage subservicer, today announced the successful completion of its 2024 Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 audits. These independent audits, conducted by the public accounting and business advisory firm Plante Moran, PLLC, affirm Dovenmuehle's adherence to the highest standards for internal controls, data security, and operational effectiveness.

News: Friday Harbor launches open APIs to give mortgage lenders and vendors more integration flexibility

Mortgage and Finance News: (SEATTLE, Wash.) Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the availability of open APIs, giving lenders and vendors a new level of flexibility in how they integrate Friday Harbor into their mortgage tech stack.

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

Mortgage and Finance News: (ATLANTA, Ga.) 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.

News: Informative Research Expands Verification Platform with Halcyon Integration

Mortgage and Finance News: (GARDEN GROVE, Calif.) 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.

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

Mortgage and Finance News: (ADDISON, Texas) 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 lending programs.

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

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

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

Mortgage and Finance News: (BOULDER, Colo.) 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.

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

Mortgage and Finance News: (NEW YORK CITY, N.Y.) 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.

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

Mortgage and Finance News: (SALT LAKE CITY, Utah and ATLANTA, Ga.) 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 loan with energy-efficient upgrades, giving homebuyers a single, streamlined path to both homeownership and long-term utility savings.

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

Mortgage and Finance News: (BOULDER, Colo.) 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.

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

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, 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.

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

Mortgage and Finance News: (PLANO, Texas) 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 and nearly 28% YoY.

News: FirstClose’s SVP of HR Katie Smith named 2025 HousingWire Woman of Influence

Mortgage and Finance News: (AUSTIN, Texas) FirstClose™, Inc., a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced its Senior Vice President of Human Resources Katie Smith has been named a 2025 HousingWire Woman of Influence. The national award recognizes her exceptional leadership, commitment to company culture and impact on the fintech and mortgage lending industry.

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

Mortgage and Finance News: (CLEVELAND, Ohio) 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 business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman, author of the widely read Chrisman Commentary newsletter, the webcast delivers timely, thought-provoking conversations with mortgage professionals, innovators and thought leaders.

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

Mortgage and Finance News: (TROY, Mich.) 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 and the industry at large, with a specific focus on contributions during the most recent 12 months.