Finance
MMI Unveils ChatMMI: Mortgage Intelligence, One Question Away
SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), the original pioneer in mortgage market intelligence, today announced the launch of ChatMMI™ – the industry’s first conversational AI interface built specifically for lenders, recruiters, and mortgage professionals….
Klingenstein Fields Advisors named to America’s Top RIAs by Financial Advisor Magazine
NEW YORK, N.Y. — 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….
Philippe Le Blanc Publishes ‘Advantage Equities’: An Original Take on Stock Market Investing Inspired by the Game of Tennis
MONTREAL, Quebec — 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….
Informative Research’s Shannon Santos Named MPA Elite Woman Award Honoree
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….
Strategic Benefits Advisors outlines what plan sponsors need to know about the One Big Beautiful Bill
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….
Dovenmuehle’s 2024 SOC 1 and SOC 2 Type 2 Reports Validate Robust Internal Controls and Data Security Standards
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….
CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference
KOKOMO, Ind. — 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….
Friday Harbor launches open APIs to give mortgage lenders and vendors more integration flexibility
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….
Down Payment Resource announces strategic partnership with FirstHome IQ to expand access to homebuyer assistance programs
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….
Informative Research Expands Verification Platform with Halcyon Integration
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….