Finance

April 5, 2024

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois

WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms….

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April 4, 2024

ACES Q3 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Fourth Consecutive Quarter

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the third quarter (Q3) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software….

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April 2, 2024

MMI Welcomes Ryan Minard as Senior Sales Engineer

SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ryan Minard is its newest senior sales engineer. With more than 17 years of collective experience in mortgage and creative marketing, Minard’s expertise lies in applying an empathetic approach to address mortgage lenders’ marketing and business challenges….

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Informative Research Announces Manual VOI Integration with Veri-Tax to Improve Mortgage Verification Services

GARDEN GROVE, Calif. — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the integration of Veri-Tax, the market leader in delivering the industry’s fastest verifications, into its proprietary Verification Platform. The integration merges Informative Research’s platform with Veri-Tax’s verification services so lenders can access advanced validation tools that elevate the accuracy and reliability of borrower information….

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April 1, 2024

Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors

BOULDER, Colo. — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent mortgage broker community….

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March 27, 2024

TravelInsurance.com Recognized As The Best For Comparing Travel Insurance Quotes By Money.com For Fourth Consecutive Year

NEW YORK, N.Y. — TravelInsurance.com, a leading travel insurance comparison marketplace, was recognized by Money.com as one of the “9 Best Travel Insurance Companies of 2024” for the fourth consecutive year. TravelInsurance.com garnered recognition as the leading platform for comparing travel insurance quotes. Additionally, its price guarantee and insurance terms glossary were noted by the media outlet….

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Moody’s Investors Service affirms Dovenmuehle’s overall rating as an ‘above average’ residential mortgage loan servicer

LAKE ZURICH, Ill. — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced today that Moody’s Investors Service (“Moody’s”) has affirmed its servicer quality (SQ) assessment as a servicer of prime residential mortgage loans at SQ2-. Moody’s assessment underscores Dovenmuehle’s exceptional capabilities across various key areas of mortgage servicing….

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March 26, 2024

Bill Warden of Dark Matter Technologies recognized among The Top 25 CFOs of Jacksonville

JACKSONVILLE, Fla. — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced that its Chief Financial Officer (CFO) Bill Warden has been recognized on the 2024 list of The Top 25 CFOs of Jacksonville. The Top CFOs awards program honors highly respected CFOs who have driven growth in their companies and the city’s business community, solidifying Jacksonville as an economic giant….

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March 25, 2024

PROGRESS in Lending recognizes Argyle as a leader in mortgage industry innovation

NEW YORK CITY, N.Y. — Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, is a 2024 recipient of the PROGRESS in Lending Association’s 2024 Innovations Award honoring the most innovative companies in the U.S. mortgage industry. Argyle was recognized for its revolutionary approach to verification of income and employment (VOIE) that delivers meaningful cost savings for lenders and a superior experience for customers….

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March 22, 2024

Blue Sage Solutions and The Mortgage Collaborative Partner to Bring Interim Servicing to their Members

ENGLEWOOD CLIFFS, N.J. — The Mortgage Collaborative, the nation’s largest independent mortgage cooperative, announced the addition of Blue Sage Solutions, an industry leader in innovative cloud-based technology providers, to bring interim servicing to the mortgage industry. The partnership makes the Blue Sage Digital Servicing Platform (DSP), a cloud-based system that provides all necessary functions to perform interim servicing, available to TMC members at preferred rates….

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