Tag: Finance

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine's 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets.

eNewsChannels NEWS: -- Chief Investment Officer of COTE 100 and respected financial columnist Philippe Le Blanc has officially released "Advantage Equities: Invest Between the Lines and Win" (ISBN: 978-0228818939; released June 2025 by Tellwell Publishing), an insightful new book offering investors a fresh, accessible perspective on the world of stock market investing.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- CFD Companies' efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a part of providing exceptional service to CFD affiliated financial professionals.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- How would you like to take home 100% of your paycheck and never pay income tax again? To learn more, get a free copy of the new book by Rich Germaine, "Tax Revolution 2.0, Let's Get Rid of the Income Tax."

eNewsChannels NEWS: -- Mobility Market Intelligence (MMI), the industry's sole provider of a unified mortgage technology solution, today announced a series of major platform enhancements and strategic product upgrades delivered in Q2 2025. These developments reinforce MMI's leadership as the only cohesive system delivering market intelligence, predictive borrower alerts, conversation-driven CRM, and a homeowner engagement platform in one high-impact solution.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- 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.

eNewsChannels NEWS: -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced it has established an integration with Uniform Collateral Data Portal® (UCDP®), a single portal jointly maintained by Fannie Mae and Freddie Mac (the GSEs). This expansion positions Dark Matter as an early adopter of the technology needed to support the Uniform Appraisal Dataset (UAD) 3.6 and Forms Redesign initiative.

eNewsChannels NEWS: -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced its CEO, Sean Dugan, has been named to Inman's 2025 Best of Finance list. Now in its third year, the award is a prestigious industry recognition honoring professionals in the mortgage and financial services sectors who demonstrate exceptional innovation, influence and impact on the residential real estate ecosystem.

eNewsChannels NEWS: -- Argyle, a service provider automating income, employment and asset verifications for some of the largest lenders in the United States, today announced that its founder and CEO Shmulik Fishman has been named one of Inman's 2025 Best of Finance, his second consecutive appearance on the list. Inman's editorial team hand-selects distinguished professionals for their role in driving the mortgage and financial services industries forward through leadership, exceptional service and commitment to innovation.

eNewsChannels NEWS: -- Cloudvirga, a leading provider of digital mortgage point-of-sale platforms, today announced that CEO Maria Moskver has been named to Inman's 2025 Best of Finance list. Moskver has earned a place on the list every year since its creation in 2023, making this her third consecutive recognition.