Finance
Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025
WARRENVILLE, Ill. — Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking….
Optimal Blue Launches New Lead Generation Tool for Originators
PLANO, Texas — Optimal Blue today announced a new product that helps originators efficiently track and identify refinance opportunities so they can reengage borrowers with eligible refinance options at the right time. Available to Optimal Blue PPE users, Capture for Originators dramatically reduces the manual effort loan officers currently spend evaluating refinance potential by automatically analyzing entire portfolios each month and putting recapture opportunities directly into originators’ hands….
Yiftee Enables Contactless ‘Tap & Go’ Payments, Teaming Up with Mastercard and Silicon Valley Bank, a division of First Citizens Bank
MENLO PARK, Calif. — Yiftee, a leading provider of Community Cards that “Keep Local Dollars Local,” announced the launch of contactless Tap & Go capabilities for their virtual Community Cards that support over 700 communities and over 20,000 local businesses. Developed with Mastercard and Silicon Valley Bank, a division of First Citizens Bank, this latest innovation is expected to help drive spending to local shops and restaurants across the country, fueling the “shop local” movement….
ACES Quality Management Champions Commitment to Lending Excellence at ACES ENGAGE 2025
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced official launch of its “I Stand for Quality” movement during its annual ACES ENGAGE conference, held May 18-20, 2025 at The Broadmoor Hotel in Colorado Springs….
Dark Matter Technologies announces comprehensive eClosing integration for its NOVA LOS platform
JACKSONVILLE, Fla. — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, announced today that the NOVA loan origination system (LOS) platform now features a comprehensive integration to the eClosing capabilities powered by the Wolters Kluwer eOriginal® ClosingCenter. Designed to improve the mortgage closing process, eClose will help lenders reduce time-to-close, realize cost savings and provide a better borrower experience while also enabling secondary market activities….
HousingWire selects Depth EVP Lindsey Neal as 2025 Marketing Leader
ATLANTA, Ga. — Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, financial technology (fintech) and regulatory technology (regtech) industries, today announced that Executive Vice President Lindsey Neal has been named a recipient of HousingWire’s 2025 Marketing Leaders Award….
Click n’ Close Appoints Mortgage Wholesale Veteran Tony Catanese as Regional Sales Manager to Lead East Coast Expansion
ADDISON, Texas — Click n’ Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company’s wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team….
Friday Harbor unveils AI-powered condition engine to deliver faster, cleaner, audit-ready mortgage files
SEATTLE, Wash. — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the launch of a retooled condition engine that automatically generates actionable underwriting conditions based on borrower source documents and loan guidelines….
The Big Picture’s June conversations go deep on homeownership access, growth and market risk
CLEVELAND, Ohio — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its June guest lineup featuring four standout leaders whose insights are redefining housing access, real estate strategy and economic understanding. 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….
Secured Signing Gains Official Approval as Registered Remote Notary Technology Vendor in Indiana
MOUNTAIN VIEW, Calif. — Secured Signing, a leading provider of secure digital signing and online notarization solutions, announced its official registration as a Remote Notary Technology Vendor in the state of Indiana. This significant milestone allows Indiana notaries public to leverage Secured Signing’s robust and user-friendly Remote Online Notarization (RON) platform to conduct secure and legally compliant online notarizations for individuals and businesses across the state….