Finance

May 30, 2024

ACES Quality Management Partners with Digilytics, Provider of AI-Powered Document Indexing, Categorization for QC Reviews

DENVER, Colo. — 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 Digilytics to provide ACES users access to Revel, an advanced optical character recognition (OCR) technology powered by artificial intelligence (AI) and machine learning (ML)….

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Dark Matter Technologies enhances the Empower LOS with native support for mortgage assumptions

JACKSONVILLE, Fla. — Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced enhancements to the Loan Assumptions feature in the Empower® loan origination system (LOS) that make it easier for mortgage lenders and servicers to transfer assumable mortgages to new homebuyers. The Empower LOS is the first mortgage loan origination system to announce native support for loan assumptions….

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May 29, 2024

Local West Virginia Business Owners Jessica and Martin Herbert Named to NSBA Leadership Council

SHEPHERDSTOWN, W.Va. — 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….

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May 23, 2024

Denver Post Names ACES Quality Management a Recipient of Colorado Top Workplaces 2024 Award

DENVER, Colo. — 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….

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Truity Credit Union inks deal to implement the Empower LOS from Dark Matter Technologies

JACKSONVILLE, Fla. — 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….

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KROST Acts as the Exclusive Financial Advisor to United Filters International in its Sale to ENPRESS LLC

LOS ANGELES, Calif. — 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….

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May 16, 2024

Optimal Blue Announces ‘Optimize Your Advantage’ to Showcase How Its Capital Markets Platform Puts Lenders in Control of Their Margins

PLANO, Texas — 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….

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May 15, 2024

Matrix Leads Capital Raise for G&M Oil Company

RICHMOND, Va. — 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….

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Empowering Women in Finance: Financial Women of San Francisco Announces Scholarship Winners

SAN FRANCISCO, Calif. — 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….

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OneTrust Home Loans Selects LenderLogix’s Fee Chaser to Eliminate Manual Processes

BUFFALO, N.Y. — 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….

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