Finance
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….
Free Book Available July 11 – 13 on Amazon/Kindle on How to Get Rid of the Income Tax and Abolish the IRS
SEATTLE, Wash. — 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.”…
MMI Strengthens Unified Mortgage Tech Solution with Major Q2 Enhancements
SALT LAKE CITY, Utah — 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….
Click n’ Close Honored as Top USDA Wholesale Mortgage Lender Award for Second Consecutive Year
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….
25 Mortgage Executives Bridge Local Advocacy and National Innovation Through Dual Roles with TMC and State MBAs
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….
Floify’s head of product Sydney Barber receives 2025 Mortgage Star Award
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….
Argyle wins 2025 Game Changer award for redefining how lenders verify income and employment
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….