Tag: Finance
Local Business Owners of Herbert Insights and Innovations LLC Named to NSBA Leadership Council
eNewsChannels NEWS: -- Marty and Jessica Herbert, Herbert Insights & Innovations LLC (HI&I), Shepherdstown, West Virginia, were recently named to the National Small Business Association (NSBA) Leadership Council. NSBA is the nation's oldest small-business advocacy organization, and operates on a staunchly nonpartisan basis. Marty and Jessica, recognized leaders in the small-business community, join the NSBA Leadership Council alongside other small-business advocates from across the country as they work to promote the interests of small business to policymakers in Washington, D.C.
ACES Quality Management named a Colorado Top Workplaces 2024 Award winner
eNewsChannels NEWS: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has been awarded a Top Workplaces 2024 honor by Denver Post Top Workplaces. The Top Workplaces list is based solely on employee feedback gathered through a third-party survey.
Truity Credit Union to implement the Empower Loan Origination System from Dark Matter Technologies
eNewsChannels NEWS: -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today welcomed Truity Credit Union (Truity) as the latest financial institution to select the Empower® loan origination system. A member-owned credit union with locations in Oklahoma, Kansas and Texas, Truity will leverage the Empower LOS to provide loan officers and members a modern, mobile-friendly experience.
KROST CPAs Acts as Exclusive Financial Advisor to United Filters International in its Sale to ENPRESS LLC
eNewsChannels NEWS: -- United Filters International (UFI), a recognized leader in the design and manufacture of an expansive range of liquid filtration solutions, was recently sold to ENPRESS LLC, a leading manufacturer of composite pressure vessels and water filtration technologies. KROST was the exclusive financial advisor, and the terms of the transaction were not disclosed.
Optimal Blue Announces OPTIMIZE YOUR ADVANTAGE Campaign That Helps Clients Operate Profitably Regardless of Market Conditions
eNewsChannels NEWS: -- Optimal Blue announced the launch of its Optimize Your Advantage campaign in advance of the MBA Secondary and Capital Markets Conference. This comprehensive brand initiative highlights the value and innovation the company delivers to clients. Through Optimal Blue's position as the housing industry's only end-to-end capital markets platform, lenders and other market participants have greater control of their profit margins, giving them distinct advantages, regardless of market conditions.
Matrix Capital Leads Capital Raise for G&M Oil Company
eNewsChannels NEWS: -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it served as lead advisor on G&M Oil Company's ("G&M" or the "Company") syndicated debt financing. Founded in 1988, Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank.
Empowering Women in Finance: Financial Women of San Francisco Announces Scholarship Winners for 2024
eNewsChannels NEWS: -- Financial Women of San Francisco (FWSF), an organization dedicated for more than 60 years to advancing the careers of women, names ten students from Bay Area colleges and universities as its 2024 scholarship recipients. FWSF has awarded over $3 million in scholarships over the past 35 years to more than 325 Bay Area women.
LenderLogix’s Fee Chaser selected by OneTrust Home Loans to Eliminate Manual Processes
eNewsChannels NEWS: -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced OneTrust Home Loans as its newest Fee Chaser client. Using Fee Chaser, OneTrust Home Loans can streamline its operations and compliantly collect upfront fees from its borrowers.
Dark Matter Technologies appoints former Ellie Mae executive Vikas Rao as deputy chief product officer
eNewsChannels NEWS: -- Dark Matter Technologies (Dark Matter) today announced the appointment of Vikas Rao as deputy chief product officer. Reporting directly to Chief Product Officer Stephanie Durflinger, Rao is charged with overseeing enhancements to the Empower® loan origination system (LOS) and establishing Dark Matter's developer community, which will help lenders embed automation deeper in their origination workflows and more tightly integrate their systems using open application programming interfaces (APIs) and widgets.
Formerly a director of sales at nCino, Jason Mapes joins Floify
eNewsChannels NEWS: -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Jason Mapes as head of sales. Mapes, who previously served as director of sales for nCino's Mortgage Suite, brings a wealth of experience to spearhead Floify's national sales initiatives.
Fintech Innovator ACES Quality Management Named a 2024 Best Places to Work
eNewsChannels NEWS: -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been named one of the 2024 Best Places to Work in Financial Technology. The awards program was created in 2017 and is an Arizent and Best Companies Group project.
Finance News for Housing Market: Optimal Blue Issues April 2024 Originations Market Monitor
eNewsChannels NEWS: -- Optimal Blue today released its April 2024 Originations Market Monitor report, which reveals the first year-over-year increase in purchase mortgage lock counts since the Federal Reserve initiated rate hikes in March 2022.
Down Payment Resource integration with ICE Mortgage Technology embeds down payment assistance program support into origination software
eNewsChannels NEWS: -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, today announced a new integration using the latest API framework from Intercontinental Exchange (ICE) for mortgage technology. Available via the Encompass Partner Connect™ API Platform, the integration makes it easier for lenders to support homebuyers with the nation's 2,300-plus down payment assistance (DPA) programs.
New MCT Solution Connects API-Driven Back-End Execution to Front-End Pricing with Industry-First Features
eNewsChannels NEWS: -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the release of the Base Rate Generator, an industry-changing solution that allows mortgage lenders to directly inform their front-end rate sheet pricing with their back-end capital markets executions. By combining live agency API connections, co-issue executions, aggregator pricing, and custom TBA indications, the MCT Base Rate Generator allows mortgage lenders to improve margin management and competitive performance.
ACES Quality Management and Infrrd partner to Provide AI-Powered Intelligent Mortgage Document Processing
eNewsChannels NEWS: -- 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 Infrrd to provide ACES users access to intelligent document processing. When used in conjunction with ACES Quality Management & Control software, Infrrd's technology helps lenders improve the efficiency of their quality control (QC) reviews by indexing, categorizing and reviewing the accuracy of loan file documents prior to review.
Mortgage Capital Trading (MCT) Reports A 2% Lock Volume Increase Despite Rising Rates
eNewsChannels NEWS: -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today reported a 1.87% increase 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.
TravelInsurance.com adds IMG Travel Protection Plans in Time for Summer 2024 Travel Season
eNewsChannels NEWS: -- TravelInsurance.com welcomes IMG (International Medical Group), an award-winning global insurance benefits and assistance services company, to its leading travel insurance comparison marketplace. TravelInsurance.com provides the simplest method to compare and purchase travel insurance from global travel insurers. The iTravelInsured Travel Lite, SE, and LX comprehensive travel protection plans from IMG are a highly regarded addition to TravelInsurance.com's roster.
Insurerants combines the expertise of two industry veterans, JT Images and PL Communications, to Boost Online Insurance Lead Generation
eNewsChannels NEWS: -- Insurerants (Insurerants.com) combines the expertise of two industry veterans, JT Images and PL Communications, known for web design, SEO services, and content optimization tailored for insurance lead generation. With over two decades of joint experience, the partnership provides insurance professionals with the tools and strategies needed to increase sales in niche markets.
Mortgage Ready Millennials: MMI Webinar with MBA Focuses on Using Data, Technology to Reach Growing Market
eNewsChannels NEWS: -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its Vice President of Strategic Partnerships, Heidi Iverson, will be participating in the Mortgage Bankers Association's upcoming webinar "Using Data and Technology to Connect with Today's Buyers to Increase Homeownership," on May 14 at 3 p.m. ET.
Monterra Credit Union elevates its member’s experience with the Dark Matter Technologies Empower LOS
eNewsChannels NEWS: -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that Monterra Credit Union (Monterra CU), a full-service financial institution serving members throughout San Mateo County, California, the City of Palo Alto and the San Francisco Bay Area, has selected the Empower® loan origination system (LOS) for mortgage loan, home-equity loan and home-equity line of credit (HELOC) originations.
WellVisor and FlexCare Digital Health Partner to Expand Services for Clients
eNewsChannels NEWS: -- WellVisor, a nationwide leader in Integrated Health & Wellbeing, announced today its partnership with FlexCare, LLC, to provide employers and benefit plans the most comprehensive, integrated health and wellness solution available. This partnership allows WellVisor's employers and their members to benefit from FlexCare's comprehensive solution. WellVisor and FlexCare will start their partnership immediately to further simplify the delivery of employee benefit tools for improving lives and lowering costs.
Mobility Market Intelligence (MMI) adds Ron Ross as CFO to fuel the growth of its mortgage data intelligence platform
eNewsChannels NEWS: -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ron Ross, an established senior executive, will fill the role of chief financial officer.
EnergyCAP inaugural Eco Champion Award Winners Announced
eNewsChannels NEWS: -- In the inaugural EnergyCAP Eco Champion Awards, leaders in sustainability and energy efficiency were celebrated across a diverse range of industries and use cases. All awards are based on submissions from the 2023 calendar year. EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP) solutions.
Joe Moore Appointed Head of Keel Point Family Office in Tysons, VA
eNewsChannels NEWS: -- Keel Point, LLC ("Keel Point") is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm's Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel.
KROST CPAs in Los Angeles Named Top 100 Firm and Regional Leader 2024 by Accounting Today
eNewsChannels NEWS: -- For the fourth year in a row, Accounting Today has named KROST a Top 100 Firm. The firm ranked 82nd on the list by continuing to expand its services. In addition, KROST has once again earned the title of Regional Leader for the second year in a row, marking its third recognition in this category. From receiving these accolades to celebrating its 85th anniversary this year, KROST has reached another milestone in 2024.
























