Tag Archives: FinTech

ACES Quality Management launches ACES Population Testing

New technology applies lender-defined policies at scale across a predetermined loan population for greater risk identification

DENVER, Colo., Sept. 21, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management®, the leading provider of enterprise quality management and control software for the financial services industry, announced today the launch of ACES Population Testing™, which evaluates a financial institution’s loan origination pipelines and servicing portfolios against its defined policies and identifies the records that warrant a reviewer’s attention. The platform is built on data quality technology ACES obtained through its acquisition of BaseCap Analytics and already in production at financial institutions.

Image caption: ACES Quality Management launches ACES Population Testing.

A lender selects the population it wants examined and the policies it wants applied, covering its own compliance, operational and data quality requirements across pre-funding, post-closing and servicing reviews and beyond. Lenders can author the policies themselves or draw from ACES Managed Policies, an expanding library of ACES-authored, compliance-vetted policy content. ACES Population Testing runs those policies against every record in that population, reports a pass or fail on each policy for each record and rolls the results into an overall quality score on the dashboard.

“Compliance and quality programs are under constant pressure to extend their reach without expanding their teams, and ACES Population Testing gives those departments at lenders, servicers, banks, credit unions and other financial institutions the ability to evaluate loan portfolios at the population level, identifying risk that would otherwise go unreviewed,” said Trevor Gauthier, chief executive officer of ACES Quality Management. “The engine underneath ACES Population Testing has been running in production at financial institutions for years, and by bringing it under the ACES umbrella, it now becomes the natural complement to our audit technology, directing our clients’ teams to the records that matter most for targeted, human-driven investigation.”

ACES Population Testing operates alongside traditional sampling methodologies by directing auditors to records that a sample may not reach. From there, auditors can use ACES Quality Management & Control® software to examine the flagged records, determine if they are defects, report findings and remediate.

To learn more, visit https://www.acesquality.com/products/population-testing.

About ACES Quality Management

ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry. The nation’s most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control® Software to improve audit throughput and quality while controlling costs, including:

Over 70% of the top 20 independent mortgage lenders;
8 of the top 10 loan servicers;
14 of the top 30 banks; and
7 of the top 15 credit unions in the United States.

ACES also supports multiple state housing authorities and mortgage insurers, a government-sponsored enterprise (GSE) and dozens of third-party QC service providers that collectively serve hundreds of financial institutions.

Unlike other quality control platforms, ACES Flexible Audit Technology® enables independent mortgage lenders and financial institutions to easily manage and customize the system to their specific needs, including the ability to evaluate loan risk at scale without relying on IT or outside resources. With ACES’ AI-powered capabilities, audit teams can translate complexity into clear insights and accelerate performance.

Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit https://www.acesquality.com/ or call 1-800-858-1598.

LOGO link for media (SVG): https://www.acesquality.com/assets/images/aces-logo.svg

NEWS SOURCE: ACES Quality Management

This press release was issued on behalf of the news source (ACES Quality Management), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/aces-quality-management-launches-aces-population-testing/

FirstClose introduces Lender Portal to manage home equity borrower leads in one workspace

AUSTIN, Texas, Sept. 17, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for home equity and mortgage lenders nationwide, announced today the launch of Lender Portal, a new workspace that lets loan officers manage borrower leads in one place, from initial contact through submission.

Image caption: FirstClose logo.

Available to lenders using FirstClose’s XpressEquity digital application and borrower portal, Lender Portal covers lead intake, eligibility evaluation and borrower engagement tracking. Loan officers can create leads directly in Lender Portal when taking applications by phone or in-branch. Applications that borrowers start on their own also flow directly into the same pipeline. If the borrower used an application link associated with a specific loan officer, Lender Portal automatically assigns the lead to that individual. Unassigned leads can be claimed by another loan officer or reassigned by a manager.

Lender Portal also verifies borrower eligibility before an application reaches underwriting by comparing a soft-pull credit score against the lender’s configured minimum and measuring the borrower’s home equity against the lender’s limits. From there, the portal presents applicants with eligible loan programs to select from. This early check is designed to reduce application fallout, counteroffers and rework in underwriting.

Within the workspace, a loan officer can check a lead’s status and when the borrower last engaged to time follow-up calls or messages accordingly. Lender Portal also identifies stalled applications and can send automatic reminders to the borrower. Once the borrower re-engages, the loan officer can resume the application from the last completed milestone rather than starting over.

“Loan officers spend a lot of their day hunting for information instead of talking to borrowers, which is both inefficient and costly because that’s how applications stall and borrowers slip away,” said Tedd Smith, chief executive officer of FirstClose. “Lender Portal addresses that challenge head-on so that loan officers can spend more time assisting borrowers and moving applications forward rather than searching between systems.”

Lender Portal is part of FirstClose’s broader platform for mortgage and home equity lenders, which also includes XpressEquity. To learn more about Lender Portal, visit https://www.firstclose.com/lp-lender-portal/.

About FirstClose

Headquartered in Austin, Texas, FirstClose, Inc. provides fintech solutions to home equity and mortgage lenders nationwide. The company’s mission is to increase profitability and reduce costs for mortgage lenders. FirstClose makes this possible through offering systems and relationships that enable lenders to assist their borrowers more effectively, reduce closing costs and ultimately shorten closing times. For more information, visit firstclose.com.

NEWS SOURCE: FirstClose

This press release was issued on behalf of the news source (FirstClose), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/firstclose-introduces-lender-portal-to-manage-home-equity-borrower-leads-in-one-workspace/

Tim Cox rejoins Informative Research to lead the company’s business process automation efforts

GARDEN GROVE, Calif., Sept. 17, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced that Tim Cox has rejoined the IR leadership team as executive vice president of business process automation. In this role, Tim will apply his industry expertise to support the company and help its clients work more efficiently and intelligently.

Image caption: Tim Cox of Informative Research.

“As Informative Research continues to invest in intelligent automation, we needed someone who could bridge deep mortgage industry expertise with operational execution,” said IR President Matt Orlando. “Tim knows this organization from the inside out, and that perspective is invaluable as we scale our automation strategy. His return gives us a leader who understands both where we’ve been and where we need to go.”

Cox brings more than two decades of experience in mortgage technology, client experience and operational strategy to his new role. His career includes leadership positions across lending, data solutions and client success, most recently as SVP of strategic solutions and client success at Xactus, where he drove client experience initiatives, AI enablement and operational scalability. Cox has also worked with IR previously, a tenure that included time as SVP of operations, SVP of sales operations and head of client experience.

“Having spent time with this team before, I know firsthand the high caliber of work Informative Research delivers,” said Cox. “I’m looking forward to building on that momentum to help drive the next phase of automation and efficiency for our clients.”

Previously, Cox also held senior leadership roles at LoanBeam, Mortgage Quality Management & Research, Lenders One and Citi. Throughout his career, Cox has built a consistent track record of developing scalable systems, driving measurable business outcomes and elevating the client experience at every stage.

About Informative Research

Informative Research, a Stewart company, is a premier technology provider delivering data-driven credit and verification solutions to the lending community. The solutions provider currently serves mortgage companies, banks and lenders throughout the United States. The company is recognized for streamlining the loan process with its straightforward service model, progressive solutions and cutting-edge technology. To learn more, visit https://www.informativeresearch.com.

NEWS SOURCE: Informative Research

This press release was issued on behalf of the news source (Informative Research), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/tim-cox-rejoins-informative-research-to-lead-the-companys-business-process-automation-efforts/

Argyle extends its mortgage verification experience to the wholesale channel with the launch of a broker-branded borrower experience

Brokers can now offer proven direct-source income, employment and asset verification under their own name

NEW YORK CITY, N.Y., Sept. 16, 2026 (SEND2PRESS NEWSWIRE) — Argyle, the leading consumer-permissioned verification platform, today announced the launch of a new solution that enables wholesale mortgage lenders to extend income, employment, and asset verification across their broker networks with a broker-branded borrower experience. The solution is available through Argyle’s Verification API as well as through Encompass® TPO Connect from ICE Mortgage Technology®.

Image caption: Argyle logo.

Argyle’s verification experience is already used by retail mortgage lenders to move borrowers through income, employment and asset verification in minutes. Extending that same experience to wholesale requires accounting for a different relationship: the broker, not the lender, is the borrower’s primary point of contact. Argyle’s new solution preserves that relationship by including the broker’s name and contact information in verification invites, so borrowers recognize who the request came from and know exactly who to contact with questions.

While the experience reflects the broker relationship, the process behind it is unchanged. Borrowers share their income, employment and asset data straight from the payroll or bank source, and the lender receives GSE-approved direct-source documentation to underwrite the file. Where payroll and banking connectivity isn’t available, brokers can offer document-based income verification within the same flow.

For wholesale lenders using Argyle’s Verification API or Encompass TPO Connect, the new solution delivers:

Faster turn times to clear to close: Standardized, direct-source documentation supports cleaner files, reducing underwriting follow-up and back-and-forth with brokers and borrowers.
One setup across the broker channel: A single configuration generates broker-specific invites, eliminating the need to build or maintain a separate setup for each broker.
A more competitive offering for brokers — Lenders can offer brokers a lower-cost verification option than they absorb today, with document-based income verification available as a fallback.

For brokers, it delivers:

Broker-branded borrower communications: Verification invites include the broker’s name and contact information, so the broker remains the borrower’s point of contact throughout the process.
Lower verification costs: Brokers can access consumer-permissioned verification at a lower price point than traditional verification options.
Less back-and-forth: Direct-source verification can reduce document collection and follow-up, helping brokers move loans forward faster.

“Wholesale is a part of the mortgage market we’ve wanted to serve well for a long time,” said John Hardesty, chief revenue officer at Argyle. “Brokers have earned the trust and relationships they build with borrowers, and now they can offer the same fast, direct-source verification experience under their own name while wholesale lenders extend Argyle across their broker networks.”

“Consistency creates a smoother path from application to closing,” said Rebecca Erb, AVP product manager at PwrTPO. “When income, employment, and asset documentation comes back the same way every time, our underwriters spend less time on follow-up requests and more time clearing loans. Giving our TPO partners a streamlined validation experience that includes their name in borrower communications, reduces documentation, and comes at a lower cost creates real value for both our partners and their borrowers.”

The broker-branded borrower experience is available now to wholesale mortgage lenders through Argyle’s Verification API or through Encompass TPO Connect. Wholesale lenders can learn more or contact us to get started at argyle.com/contact-sales.

About Argyle

Argyle is the leading consumer-permissioned verification platform empowering consumers to share their income, employment, and asset data through consumer-directed payroll and bank connections. With Argyle, lenders automate verification workflows to save time, reduce fraud and compliance risks, lower costs and build better product experiences. As an authorized supplier for Fannie Mae’s Desktop Underwriter® validation service and an approved service provider supporting Freddie Mac’s Loan Product Advisor® asset and income modeler (AIM), Argyle empowers mortgage lenders to receive the paystubs and W-2s applicants share, understand applicants’ ability to pay and improve loan quality—all at up to 80% less cost. Argyle’s commitment to innovation is backed by investors including Bain Capital Ventures, Checkr, Mastercard and SignalFire.

For more information on Argyle’s industry-leading verification platform, visit https://www.argyle.com/.

Tags: @withArgyle

Logo link for media: https://res.cloudinary.com/argyle-media/image/upload/fl_preserve_transparency/v1769090922/Argyle%20Logo/Argyle%20Logo%202026/logo-white.jpg?_s=public-apps

NEWS SOURCE: Argyle

This press release was issued on behalf of the news source (Argyle), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/argyle-extends-its-mortgage-verification-experience-to-the-wholesale-channel-with-the-launch-of-a-broker-branded-borrower-experience/

Vesta Customers Gain Access to Mezzo’s One-to-Many Operating Architecture

Lenders can leverage an unlimited ecosystem of verification providers from one orchestration gateway

RANCHO SANTA MARGARITA, Calif., Sept. 14, 2026 (SEND2PRESS NEWSWIRE) — Mezzo, creator of the mortgage industry’s first one-to-many operating architecture for third-party services, today announced an integration with Vesta, the AI-native loan origination system (LOS) and agent platform built to automate and accelerate mortgage operations.

Image caption: Mezzo LLC logo.

KEY TAKEAWAYS

Client usage and diversification of digital providers hailed as “best in class” by GSE
Lenders put loan-level strategy on autopilot, with intelligent routing and self-optimizing waterfalls continuously improving cost, performance, and profitability
Third-party service providers gain a near-immediate path to production, allowing their services to become part of lender workflows and execution strategies without waiting for lender integrations

The mortgage industry has long accepted that vendor choice comes at the cost of greater operational complexity and highly manual processes. Historically, every new provider has meant another integration, another workflow, and fragmented reporting.

Mezzo launches with a single gateway across verification providers and will expand to include fees, credit, and automated underwriting, including GSE engines. Intelligent, AI-native orchestration dynamically executes loan-level strategy, optimizing provider selection, cost, performance, and profitability on every loan.

“A Top 10 IMB client had its usage and diversification of digital verification providers described as ‘best in class’ by a GSE,” commented Jina Choi, Mezzo’s President. “Most lenders default to just one verification provider to avoid adding to the complexity and cost of managing more. Our client’s results demonstrate that AI-driven, loan-level orchestration across multiple vendors drives incremental profitability, without asking lenders to sacrifice execution to get it.”

For third-party service providers, the value extends beyond faster integration. Providers become embedded in lenders’ loan-level workflows, where lender strategy, not manual intervention, determines when and how their services are used.

“Vesta has always believed lenders should have the freedom to build the technology stack and vendor ecosystem that’s right for their business,” said Mike Yu, CEO of Vesta. “Mezzo lets lenders take full advantage of that freedom across multiple verification vendors at once, with sophisticated routing and waterfalls, and no development burden.”

ABOUT MEZZO

Mezzo builds the operational layer that unifies and standardizes a lender’s fragmented third-party services ecosystem. Accessible through the LOS, AI-native technology executes a lender’s own rules and strategy through dynamic waterfalls, appends verified data, and triggers cross-service actions in real time to fine-tune cost and performance across verifications, credit, fees, and automated underwriting technology, including DU & LP. Every run is transparent and self-optimizing, providing a complete audit trail of every decision while continuously improving execution and reporting ROI on every loan. Learn more at: https://teammezzo.com/.

ABOUT VESTA

Vesta is the loan origination system (LOS) where people and AI agents work together. It streamlines and automates operations to cut the time and cost of origination. Vesta has helped lenders cut operational costs by as much as 25 percent. Founded in 2020, Vesta is backed by Andreessen Horowitz, Bain Capital Ventures, and Conversion Capital. Learn more at: https://www.vesta.com/.

LOGO link for media: https://www.Send2Press.com/300dpi/26-0914-s2p-mezzo-300dpi.webp

NEWS SOURCE: Mezzo

This press release was issued on behalf of the news source (Mezzo), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/vesta-customers-gain-access-to-mezzos-one-to-many-operating-architecture/

Vice Capital Markets expands bid tape capabilities to include VantageScore data

New capability comes as FHFA directs Fannie Mae and Freddie Mac to approve VantageScore 4.0 for all lenders

NOVI, Mich., Sept. 10, 2026 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, today announced that its capital markets platform now supports the inclusion of VantageScore® credit scores on mortgage bid tapes, providing lenders and investors with greater visibility into loan-level credit characteristics during the secondary market execution process.

Image caption: Vice Capital Markets.

Lenders can now include VantageScore data, along with other loan-level characteristics, in the bid packages they provide investors. The score moves through the existing bid-tape process, so no separate submission is required. Lenders can also compare completed bid results against the credit profile of the loans they sold.

The announcement comes as the mortgage industry enters a new era of credit scoring competition. On Sept. 4, Federal Housing Finance Agency (FHFA) Director Bill Pulte announced that Fannie Mae and Freddie Mac would immediately approve all lenders to use VantageScore 4.0, following what Pulte described as a successful initial rollout in which 50 lenders had already delivered loans using VantageScore.

“Bill Pulte’s announcement is a significant moment for the mortgage industry,” said Chris Bennett, chairman of Vice Capital Markets. “If a lender is going to originate with VantageScore, the score shouldn’t disappear the moment the loan goes out for bid. We’ve been focused on ensuring our clients have the data and tools they need to make better secondary market decisions. Putting the score on the tape keeps it in front of the people pricing the loan.”

Vice Capital Markets continues to invest in technology and data integrations designed to help mortgage lenders improve their secondary market execution, manage interest rate risk and gain greater visibility into the factors driving investor valuations. Learn more at www.vicecapitalmarkets.com.

About Vice Capital Markets

Since 2001, Vice Capital Markets has expertly navigated interest rate risk and driven profitability on over $1 trillion in MBS trades and mortgage-related transactions for a diverse range of financial institutions. Utilizing proprietary risk-management models and an advanced investor and agency platform, Vice Capital has enabled clients to enhance their secondary market strategies and achieve optimal sales gains.

The company’s Vice Execution Portal™ (ViceEx) is an all-inclusive, whole-loan trading platform that enables lenders and secondary market managers to seamlessly send and receive aggregator bulk bids, compare agency executions with customizable retained or co-issue servicing values while guaranteeing the best execution that might otherwise be missed in a manual process.

With traders averaging over a decade of experience, Vice Capital brings the expertise necessary to tackle market challenges and consistently deliver secure and effective profit growth for its clients. For further information, visit www.vicecapitalmarkets.com or call 248-869-8100.

NEWS SOURCE: Vice Capital Markets

This press release was issued on behalf of the news source (Vice Capital Markets), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/vice-capital-markets-expands-bid-tape-capabilities-to-include-vantagescore-data/

Friday Harbor’s AI pre-underwriting platform integrates to the Freddie Mac Income Calculator API

Lenders can now calculate qualifying income for wage earners with variable income more efficiently

SEATTLE, Wash., Sept. 10, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced its integration to the Freddie Mac Income Calculator API. Lenders can now determine calculated monthly income for wage earners, including borrowers with variable income, in minutes while helping preserve eligibility for certain representation and warranty (R&W) relief tied to the income calculation.

Image caption: Friday Harbor.

The Friday Harbor product, which automatically digitizes borrower paystubs and W-2s from loan origination system (LOS) integrations or direct upload, generates and updates loan conditions as new documents are added and attaches them to the loan file through its dynamic needs list and Income & Asset Sandbox. Using the digitized borrower paystub and W-2 data, Freddie Mac’s Income Calculator API determines a calculated monthly income while Friday Harbor flags potential issues and provides findings tied to Freddie Mac Single-Family Seller/Servicer Guide requirements. The Freddie Mac Income Calculator Certificate is retained with the loan file to help preserve eligibility for applicable R&W relief.

“Having the Freddie Mac Income Calculator available inside Friday Harbor changes the conversation with borrowers,” said Rob Jewett, chief operating officer at NewFed Mortgage Corp. “We can give borrowers a straight answer sooner, keep files moving and avoid surprises later in the process.”

“Variable wage income remains one of the more complicated income scenarios loan production teams face,” said Theo Ellis, CEO and Founder of Friday Harbor. “We’re proud to bring the new Freddie Mac Income Calculator API to pre-underwriting, giving originators reliable qualifying income calculations earlier in the origination process. That means fewer surprises later, cleaner files for underwriting and greater confidence that loans are ready for sale.”

The Freddie Mac Income Calculator API uses borrower paystubs and W-2s to determine calculated monthly income for wage-earning borrowers, including borrowers with variable income. The resulting income calculation can be submitted through Loan Product Advisor® (LPA®), Freddie Mac’s automated underwriting system (AUS), to support eligibility for R&W relief related to the income calculation.

Friday Harbor now supports automated calculated monthly income assessments for loans delivered to both Freddie Mac and Fannie Mae. Lenders can learn more about Friday Harbor’s integrations or request a demo at https://fridayharbor.ai.

About Friday Harbor

Friday Harbor is an AI pre-underwriting platform that helps lenders identify and resolve potential issues earlier in the origination process. By analyzing borrower documents, appraisals and income calculations against investor guidelines and lender overlays, the platform helps teams deliver cleaner files, achieve fewer underwriting touches and improve individual productivity. For more information, visit https://fridayharbor.ai/.

Tags: #mortgagetech #AI #fintech @FreddieMac

NEWS SOURCE: Friday Harbor

This press release was issued on behalf of the news source (Friday Harbor), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/friday-harbors-ai-pre-underwriting-platform-integrates-to-the-freddie-mac-income-calculator-api/

Friday Harbor adds USDA loans to its AI pre-underwriting platform

Lenders can identify USDA eligibility issues and GUS evaluation requirements before files reach underwriting

SEATTLE, Wash., July 21, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced support for USDA loans. The new capability enables lenders to identify documentation gaps, eligibility issues and changes that require updated Guaranteed Underwriting System (GUS) findings before loan files reach underwriting, helping reduce rework and deliver a more predictable path to closing for both lending teams and borrowers.

Image caption: Friday Harbor.

“USDA loans have always required a level of expertise that many production teams simply don’t encounter every day,” said Theo Ellis, co-founder and CEO of Friday Harbor. “We’ve built that expertise directly into the hands of loan officers, so they know when a file needs attention before it reaches underwriting. That means underwriters spend less time working through preventable conditions, production teams keep loans moving and borrowers get to closing with fewer surprises.”

Friday Harbor continuously evaluates USDA loan files as they evolve, identifying documentation gaps, eligibility issues and changes that require updated GUS findings as new information is added to the file. Instead of relying on manual judgment or institutional knowledge, production teams receive real-time guidance that helps resolve issues before the loan reaches underwriting. The result is cleaner loan files, fewer underwriting touches and more predictable production timelines, while borrowers benefit from fewer avoidable delays and clearer expectations throughout the mortgage process.

Backed by the U.S. Department of Agriculture’s Rural Development program, USDA loans expand access to homeownership by allowing eligible borrowers to purchase homes with no down payment. Because the program has unique eligibility and documentation requirements, lenders rely on GUS, an automated underwriting system (AUS), to evaluate borrower qualifications and program eligibility before returning underwriting findings.

Those findings can change throughout the origination process. Updates to borrower information, income, assets or property details may require another GUS evaluation, yet it is not always clear when one is needed. Loan officers often rerun files unnecessarily or risk delaying underwriting when required evaluations are overlooked. Friday Harbor helps production teams determine when updated GUS findings are needed, reducing unnecessary reruns while helping ensure required evaluations aren’t missed.

Lenders can learn more about USDA loan support in Friday Harbor or request a demo at https://fridayharbor.ai.

About Friday Harbor

Tags: #mortgagetech #AI #fintech #USDA

NEWS SOURCE: Friday Harbor

To view the original story, visit: https://www.send2press.com/wire/friday-harbor-adds-usda-loans-to-its-ai-pre-underwriting-platform/

LodeStar Integrates with Dark Matter Technologies’ Empower® LOS Platform

CONSHOHOCKEN, Pa., July 14, 2026 (SEND2PRESS NEWSWIRE) — LodeStar Software Solutions (LodeStar), the leading provider of mortgage closing cost and fee data, today announced that it is integrated with Dark Matter Technologies (Dark Matter®). LodeStar’s Closing Cost Calculator is now available in Empower® loan origination system (Empower), developed in conjunction with the Dark Matter Developer Platform.

Image caption: LodeStar Integrates with Dark Matter Technologies’ Empower LOS Platform.

The Dark Matter Developer Platform enables third-party technology providers to connect their solutions to the Empower® ecosystem, expanding the capabilities available to lenders across the mortgage lifecycle. Through the Developer Platform, LodeStar will deliver fully integrated fee reliance and fee-related compliance tools to lenders using Dark Matter’s technology ecosystem.

Founded in 2013 and utilized by thousands of originators nationwide, LodeStar helps mortgage originators effectively manage their third-party closing costs to save both time and money as well as maintaining TRID (TILA-RESPA Integrated Disclosure Rule) compliance.

“LodeStar is proud to be the first integration partner to use the new Dark Matter Developer Platform,” said LodeStar CEO and Co-Founder, Jim Paolino. “Connectivity is one of our core values, and we’re excited to launch this new partnership.”

“At Dark Matter, we are focused on delivering intelligent, configurable technology that strengthens lenders across the mortgage lifecycle,” said Sean Dugan, CEO of Dark Matter Technologies. “By welcoming LodeStar to the Dark Matter Developer Platform, we’re expanding the range of capabilities available to lenders seeking to strengthen risk management and compliance across the loan origination process.”

For more information about LodeStar or Dark Matter Technologies, please visit their websites.

ABOUT LODESTAR SOFTWARE SOLUTIONS

Founded by Jim Paolino and David Spektor in 2013 in response to the complexities of closing cost disclosures, LodeStar is a privately held firm specializing exclusively in mortgage closing costs. From statewide transfer taxes to granular township-level fees, LodeStar ensures accurate, compliant fee disclosures for every loan, serving as a trusted partner in fee management. Driven by its core values of clarity, community and connectivity, the company helps mortgage lenders across the country drive down mortgage production costs through precise disclosures and reliable services. Learn more at https://www.lodestarss.com/.

ABOUT DARK MATTER TECHNOLOGIES

Operating with the nimble nature of a startup and the disciplined maturity of one of the industry’s leading providers, Dark Matter Technologies delivers powerful technology with unparalleled automation and relentless innovation to leading mortgage lenders, servicers and companies nationwide. For more information, visit https://www.dmatter.com.

X: @dmattertech #fintech #mortgage #HousingWire #HWAwards

NEWS SOURCE: LodeStar Software Solutions

This press release was issued on behalf of the news source (LodeStar Software Solutions), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/lodestar-integrates-with-dark-matter-technologies-empower-los-platform/

Class Valuation verified by Fannie Mae and Freddie Mac to support new Uniform Property Data Report specification

Leading appraisal management company verified to support next-generation property data report standard

TROY, Mich., July 9, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), has been verified by Fannie Mae® and Freddie Mac (the government-sponsored enterprises, or GSEs) to support the Uniform Property Data Report (UPDR) specification under Uniform Property Dataset (UPD) Version 1.0. Use of the UPDR is mandatory for mortgages with applications received on or after June 30, 2026.

Class Valuation logo.

The UPDR is a standardized report template introduced jointly by the GSEs as part of the Uniform Mortgage Data Program (UMDP) to bring greater efficiency and consistency to the underwriting and review process. The GSEs developed the report in direct response to industry feedback about the challenges of working with varying property data output formats. The standardized format is designed to streamline review processes, simplify training across the industry and enable automated data validation while delivering a cleaner, more consistent data delivery mechanism for underwriters and operations teams.

Class Valuation has provided property data collection services to clients delivering loans to the GSEs for more than 16 years. This verification reflects the company’s ongoing commitment to meeting evolving GSE requirements and positions its clients for a smooth transition to the new standardized report format.

“This verification reflects our team’s ongoing commitment to staying ahead of industry modernization rather than catching up to it,” said Chris Flynn, chief operating officer of Class Valuation. “As property data collection continues to evolve and UAD 3.6 approaches, the industry can count on Class Valuation to be ready with solutions that meet Fannie Mae and Freddie Mac’s new data standards and help clients move forward with confidence.”

ABOUT CLASS VALUATION:

Class Valuation is a leading nationwide appraisal management company (AMC) renowned for its commitment to fast turn times, exceptional quality and unparalleled client service. The company leverages a powerful combination of skilled professionals, innovative products, optimized processes and advanced technology to empower lenders in fulfilling homeownership dreams. Consistently recognized by top mortgage lenders for its outstanding performance, Class Valuation has also earned accolades as a top workplace and received numerous industry awards. Founded in 2009, Class Valuation is headquartered in Troy, Michigan. For more information, please visit https://www.classvaluation.com.

X: @ClassValuation #appraisal #valuation #lending

NEWS SOURCE: Class Valuation

This press release was issued on behalf of the news source (Class Valuation), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/class-valuation-verified-by-fannie-mae-and-freddie-mac-to-support-new-uniform-property-data-report-specification/

Dovenmuehle launches Diagnostic Process to streamline mortgage subservicing onboarding

LAKE ZURICH, Ill., June 23, 2026 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (DMI), a leading mortgage subservicing company, announced today that it is improving onboarding with its new Diagnostic Process. This approach helps DMI subservicing clients identify and evaluate organizational complexity, resource constraints and team readiness earlier in servicing transfer workflows. Early preparation using the Diagnostic Process improves servicing transfer outcomes and increases onboarding efficiency.

Image caption: Dovenmuehle Mortgage, Inc.

Traditional onboarding focuses on gathering technical data about loan portfolios and current operations, often leaving critical context undiscovered until it creates friction mid-implementation. Common examples include concurrent operational initiatives that can sap resources, inconsistent internal terminology that creates confusion, and loan portfolios in flux at the time of conversion.

The Diagnostic Process addresses these challenges through a three-part approach. First, a structured survey uncovers valuable insights into loan portfolio complexity, organizational structure, resource allocation, current technology use and operational pace. Next, the results are evaluated by experienced onboarding and technology specialists. Finally, the findings are used to tailor implementation workflows to address each lender’s priorities and areas of risk.

“The initial steps of onboarding are an opportunity to prime teams with deeper clarity before jumping into implementation,” said Head of Innovation Culture Jonas Brickus, who led development of the Diagnostic Process. “The survey questions are designed to characterize the client and the conditions they are in at the moment of transfer. That allows us to address concerns up front, surface hidden complexity and eliminate delays and rework down the line.”

Developed in collaboration with clients who had recently completed servicing transfers, the Diagnostic Process reflects factors identified as most consequential to onboarding outcomes. DMI clients report that completing the diagnostic early helps establish more realistic timelines and increased internal alignment. DMI will continue refining the Diagnostic Process based on client input and implementation experience.

“Better preparation at the start of a servicing relationship changes what the rest of onboarding looks like,” said Senior Vice President Matt Budy. “The Diagnostic Process reflects a straightforward idea: that asking the right questions early, and acting on the answers, leads to better outcomes for lenders and their borrowers.”

Learn more about DMI’s onboarding process and servicing support for commercial banks, credit unions, IMBs, MSR investors and housing finance agencies: https://www.dovenmuehle.com/.

About Dovenmuehle

Founded in 1844, Dovenmuehle (Lake Zurich, Ill.) is a mortgage subservicer for commercial banks, credit unions, independent mortgage lenders, MSR investors and state housing finance agencies nationwide. The company subservices portfolio loans, as well as loans sold to Fannie Mae, Freddie Mac, Ginnie Mae and the Federal Home Loan Bank with servicing retained. Using a combination of best-in-class and proprietary technology, Dovenmuehle helps lenders reduce servicing costs and deliver consistently high levels of service to homeowners while maintaining compliance with investor and regulatory requirements. Learn more at https://dovenmuehle.com.

NEWS SOURCE: Dovenmuehle

This press release was issued on behalf of the news source (Dovenmuehle), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/dovenmuehle-launches-diagnostic-process-to-streamline-mortgage-subservicing-onboarding/

Friday Harbor announces integration with MeridianLink Mortgage

AI pre-underwriting allows origination teams to identify and resolve file issues before underwriting

SEATTLE, Wash., June 9, 2026 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI pre-underwriting platform that helps loan officers assemble complete and compliant loan files in real time, today announced its integration with MeridianLink®. The integration equips origination teams using MeridianLink® Mortgage to build clean, complete and compliant loan files up front that move through underwriting with fewer touches.

Image caption: Friday Harbor announces integration with MeridianLink Mortgage.

Friday Harbor is an AI pre-underwriting platform that helps lenders identify and resolve loan file issues before they reach underwriting. By analyzing borrower documents, appraisals, income calculations and other loan data against investor guidelines and lender overlays, the tool enables loan officers and fulfillment staff to catch missing documentation, discrepancies and guideline conflicts early enough to fix them before they become conditions. This allows lenders to compress cycle times, handle higher loan volumes without expanding headcount and move capital off the balance sheet faster.

MeridianLink Mortgage is a cloud-based loan origination system that helps banks, credit unions and independent mortgage banks manage the mortgage lending process from application through closing. The platform provides workflow automation, configurable processes and integrations with industry partners to help lenders originate, sell and purchase mortgage loans, HELOCs and home equity loans more efficiently.

The integration between Friday Harbor and MeridianLink Mortgage keeps loan data synchronized between the two systems, eliminating manual rework and giving teams clearer visibility into file readiness as loans move through origination. When files arrive at underwriting already vetted for common issues, underwriters spend less time clearing avoidable conditions and more time evaluating actual credit risk.

“Much of the friction in processing a loan comes from discovering problems too late,” said Theo Ellis, CEO of Friday Harbor. “When you catch a missing tax return or an income calculation error during file prep instead of three days into underwriting, you save time and money while keeping borrowers informed. This partnership puts that capability where MeridianLink Mortgage users are already working.”

About Friday Harbor

Tags: #mortgagetech #AI #fintech @meridianlink

NEWS SOURCE: Friday Harbor

To view the original story, visit: https://www.send2press.com/wire/friday-harbor-announces-integration-with-meridianlink-mortgage/

NewFed Mortgage leverages Friday Harbor to boost fulfillment productivity by 35%

Independent mortgage bank uses AI pre-underwriting to scale production without adding fulfillment staff

SEATTLE, Wash., May 14, 2026 (SEND2PRESS NEWSWIRE) — NewFed Mortgage Corp., a full-service residential mortgage lender operating across more than 20 states, today announced the companywide rollout of Friday Harbor’s AI pre-underwriting platform following a successful pilot program that demonstrated measurable gains in fulfillment productivity and underwriting throughput. Since implementing Friday Harbor, NewFed processors handle 36% more files per month while underwriters review 35% more loans. Those productivity gains enabled the company to fund nearly $170 million more in loan volume in 2025 than in 2024 without expanding its fulfillment team.

Image caption: NewFed Mortgage leverages Friday Harbor to boost fulfillment productivity by 35%.

“Removing low-value, repetitive work is what allows people to focus on the decisions that actually matter,” said Rob Jewett, chief operating officer at NewFed Mortgage. “I have seen so much technology in this industry, and to me, this is the single best piece of tech I’ve ever worked with.”

Friday Harbor reviews loan files as they’re being built, catching missing documentation and income discrepancies before they become underwriting conditions. By applying investor requirements and lender-specific overlays during file assembly rather than at the underwriting desk, the platform helps teams correct issues when they’re still manageable instead of costly.

“When Rob and I first met, he was looking to grow NewFed’s capacity for a predicted increase in volume without over-hiring or draining his people,” said Friday Harbor Founder and CEO Theo Ellis. “Friday Harbor removes the burden of sit-and-stare tasks by flagging potential issues, so teams can focus on the work that actually requires judgment instead of just hunting for missing documents.”

The operational impact has extended across multiple areas of NewFed’s business. Application-to-funded cycle times compressed from 32 days to 26 days. Funded-to-purchase timelines dropped from 23 days to 18 days, moving capital off the balance sheet faster after closing. Friday Harbor has also proven valuable for training, helping new processors learn from actual loan files rather than relying solely on classroom scenarios.

NewFed uses Friday Harbor through its integration with the Encompass® loan origination system from ICE Mortgage Technology, allowing loan data, documents and conditions to remain synchronized throughout the origination process. As an early design partner, NewFed worked closely with Friday Harbor to help shape the platform around real-world fulfillment workflows, operational realities and production-scale lending environments. That collaboration helped Friday Harbor refine how the platform surfaces underwriting issues earlier, supports fulfillment staff productivity and fits into existing lender operations without disrupting established processes.

To learn more about how NewFed and Friday Harbor are working together, download the case study: https://fridayharbor.ai/fh-newfed-case-study-2026-02-25.pdf

About Friday Harbor

Friday Harbor is an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time. The company combines deep fintech expertise with cutting-edge artificial intelligence to remove complexity, slash origination costs and deliver a better borrower experience. For more information, visit https://fridayharbor.ai/.

Tags: #mortgagetech #AI #fintech @newfedmtg

NEWS SOURCE: Friday Harbor

To view the original story, visit: https://www.send2press.com/wire/newfed-mortgage-leverages-friday-harbor-to-boost-fulfillment-productivity-by-35/

The Mortgage Collaborative launches Mortgage AI Council to advance responsible AI adoption for community and mid-sized lenders

SAN DIEGO, Calif., May 14, 2026 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network for mortgage lenders, announced the formation of the Mortgage AI Council, a standing committee under TMC’s lender member board of directors. The council will give community banks, credit unions and independent mortgage bankers the governance frameworks, peer intelligence and collective voice needed to adopt artificial intelligence responsibly as the technology reshapes how lenders originate loans, assess risk and serve borrowers.

Image caption: TMC – The Mortgage Collaborative.

“The largest institutions have dedicated AI teams and resources that most community lenders simply cannot match,” said Jodi Hall, president and CEO of The Mortgage Collaborative. “The Mortgage AI Council exists to change that equation. We are not here to observe the AI conversation in this industry. We are here to lead it.”

The council will be co-led by Amy Azorandia, chief compliance officer at Click n’ Close, and Erin Dee, chief operating officer at InterLinc Mortgage, who developed the council’s charter and governance structure in partnership with TMC leadership. The council’s work will focus on consolidating fragmented AI governance frameworks into a standard that lenders can implement, facilitating peer knowledge exchange, vetting AI vendors based on member-identified needs, and monitoring regulatory developments in fair lending, model explainability, and data privacy.

“Lenders are being asked to evaluate and implement AI solutions faster than any governance guardrails can keep up with,” said Dee. “This council gives members a structured way to do that work together, so no one is starting from scratch or making the same expensive mistakes alone.”

Inaugural programming will include virtual webinars, member roundtables and dedicated sessions at TMC conferences. The council will also publish an annual state of mortgage AI report, benchmarking adoption and governance maturity across the lender community. Participation is open to all TMC members in good standing at no additional cost.

“Asif Alam, CEO of ActiveComply, saw this need before most of us did, and TMC is exactly the place to bring it to life,” said Jodi Hall, president and CEO of The Mortgage Collaborative. “That is what this network was built for, and the Mortgage AI Council is proof of it.”

Members interested in joining may contact TMC leadership for enrollment information.

For more information, visit mortgagecollaborative.com or contact TMC at TheMortgageCollaborative@mtgcoop.com.

ABOUT THE MORTGAGE COLLABORATIVE

The Mortgage Collaborative (TMC) is a membership-driven organization that empowers mortgage lenders across the United States through networking, education and advocacy. TMC fosters an environment of collaboration and innovation, ensuring its members succeed regardless of market conditions. For more information, visit mortgagecollaborative.com.

LOGO link for media: https://mortgagecollaborative.com/wp-content/uploads/2025/12/Color-Logo-The-Mortgage-Collaborative-scaled-1.png

NEWS SOURCE: The Mortgage Collaborative

This press release was issued on behalf of the news source (The Mortgage Collaborative), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/the-mortgage-collaborative-launches-mortgage-ai-council-to-advance-responsible-ai-adoption-for-community-and-mid-sized-lenders/

OptiFunder Connects LendingPad LOS to Genesis to Link Origination and Warehouse Funding

ST. LOUIS, Mo., May 14, 2026 (SEND2PRESS NEWSWIRE) — OptiFunder®, the mortgage industry leader in warehouse management automation, announced a new integration with LendingPad, the award‑winning, cloud‑native loan origination system. The integration brings LendingPad and Genesis by OptiFunder together, creating a direct connection between loan origination and warehouse funding operations. The platforms align the loan lifecycle from origination through funding, reconciliation, and execution in the capital markets.

Image caption: OptiFunder Connects LendingPad LOS to Genesis to Link Origination and Warehouse Funding.

With LendingPad now connected to Genesis, mortgage bankers can carry loans from origination into warehouse finance without leaving the LOS or duplicating data. The integration blends real‑time loan and funding information from LendingPad with Genesis’ warehouse intelligence spanning more than 60 warehouse lenders, allowing originators to plan funding strategy, manage line utilization, and automate post‑closing activity within a single, coordinated workflow. By removing manual handoffs and disconnected tools, lenders gain lower financing costs, improved funding precision, and greater efficiency across the entire warehouse process—supported by a single, dependable system of record.

“Warehouse funding has long been managed outside the LOS, creating unnecessary friction at a critical point in the lending lifecycle,” said Brian Abbott, Chief Operating Officer of OptiFunder. “Connecting LendingPad and Genesis brings origination and warehouse execution together. Originators gain clearer visibility and stronger control, LOS platforms expand into warehouse finance without added complexity, and warehouse lenders benefit from consistent, scalable connectivity across their customer base.”

The integration also strengthens the broader warehouse ecosystem. For LOS platforms like LendingPad, Genesis extends the origination workflow into warehouse finance without the burden of building and maintaining individual integrations for each warehouse lender. For warehouse lenders, Genesis delivers greater transparency, consistency, and operational efficiency through a single, bi‑directional connection that supports multiple originators.

Built on an API‑driven architecture, the integration improves reliability and security throughout the funding lifecycle. Direct system‑to‑system connectivity reduces reliance on spreadsheets, emails, and lender portals, lowering the risk of data errors and operational bottlenecks. Secure data exchange, role‑based permissions, and complete audit trails enhance oversight and compliance, while automated workflows ensure funding, collateral handling, reconciliation, and paydowns are executed accurately and consistently.

“From the beginning, LendingPad has been focused on helping mortgage professionals lend better, together,” said Wes Yuan, Chief Executive Officer of LendingPad. “Integrating with OptiFunder extends that philosophy into warehouse finance, giving our customers better visibility, fewer touchpoints, and more confidence as loans move from origination to funding and beyond.”

For more information about Genesis by OptiFunder, visit: https://www.optifunder.com/.

To learn more about LendingPad, visit: https://lendingpad.com/.

ABOUT OPTIFUNDER

Founded by mortgage lenders to modernize post‑closing and secondary market operations, OptiFunder is a mortgage technology company delivering transparent, efficient warehouse management solutions for mortgage originators and warehouse lenders. Its Genesis and Greyhound platforms connect funding, post‑closing, and loan repayment into a unified lifecycle that reduces friction, improves visibility, and supports scalable operations. OptiFunder has been recognized for innovation and growth, earning honors including Inc. 5000’s Fastest Growing Private Companies, HousingWire’s Tech100 Mortgage award, and Progress in Lending’s Innovation Award.

ABOUT LENDINGPAD

LendingPad is a modern and innovative Loan Origination System (LOS) serving lenders, brokers, bankers, credit unions, and wholesalers with centralized and compliant automated technology tailored to the mortgage industry. Recognized for excellence with the HousingWire’s Tech100 award, LendingPad streamlines the entire mortgage lending process while reducing operational costs. The National Association of Mortgage Brokers (NAMB) platform endorses the platform. LendingPad is a proud member of the Mortgage Bankers Association (MBA), ACUMA, and the MISMO organization.

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/26-0514-s2p-OptiFunder-LPG-300dpi.webp

Image caption: OptiFunder Connects LendingPad LOS to Genesis to Link Origination and Warehouse Funding

NEWS SOURCE: OptiFunder

This press release was issued on behalf of the news source (OptiFunder), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/optifunder-connects-lendingpad-los-to-genesis-to-link-origination-and-warehouse-funding/

Vesta Partners with OptiFunder to Bring Loan Origination and Warehouse Funding Together

ST. LOUIS, Mo., May 12, 2026 (SEND2PRESS NEWSWIRE) — OptiFunder®, the mortgage industry pioneer in warehouse management automation, has partnered with Vesta, the AI-native loan origination system and agent platform, to connect loan origination and warehouse funding workflows. The integration links origination, funding, and sale to the capital markets, eliminating fragmented systems and manual handoffs that have historically slowed execution and increased risk.

Image caption: Vesta Partners with OptiFunder to bring loan origination and warehouse funding together.

That fragmentation ends with Genesis by OptiFunder, a Warehouse Management System for mortgage originators, embedded directly inside Vesta’s LOS. Mortgage bankers can now manage warehouse funding strategy, optimize line utilization, and automate post-closing workflows without switching systems or rekeying data. The integration combines real-time origination data with intelligent decisioning across OptiFunder’s network of 60+ warehouse lenders, cutting financing costs and improving funding accuracy across origination, reconciliation, and paydown — all from a single system of record.

“Warehouse management has traditionally operated outside the LOS, creating unnecessary friction and risk,” said Brian Abbott, Chief Operating Officer of OptiFunder. “By connecting the LOS and Genesis, we’re aligning origination and warehouse workflows into a single, intelligent process. Originators gain a seamless, end-to-end funding experience, Vesta extends its operational reach, and warehouse lenders benefit from standardized, system-driven connectivity that scales across multiple originators and environments.”

Beyond originators, the integration delivers meaningful value across the broader warehouse ecosystem. Together, Vesta and OptiFunder extend the origination workflow into warehouse finance—one of the most capital-intensive and operationally complex stages of mortgage lending—without requiring custom, one-off integrations for each warehouse lender. For warehouse lenders, Genesis provides a single, bi-directional integration that supports dozens of originators, improving consistency, visibility, and operational efficiency.

The API-based integration also enhances reliability and security throughout the funding lifecycle. System-to-system connectivity reduces reliance on spreadsheets, emails, and manual portal activity, minimizing data errors and operational risk. Secure data transmission, role-based access controls, and complete audit trails improve transparency and support compliance requirements, while automated workflows ensure funding, collateral, reconciliation, and paydowns are executed consistently and predictably.

“We’re proud to partner with the OptiFunder team to bring Genesis closer to the loan origination workflow,” said Monica Raciti, Head of Operations and Partnerships at Vesta. “Warehouse finance is one of the most operationally complex parts of mortgage lending, and tighter integration between origination and funding makes life easier for the lenders we both serve.”

For more information about Genesis by OptiFunder, visit: https://www.optifunder.com/

To learn more about Vesta, visit: https://www.vesta.com/

About OptiFunder

Founded by mortgage lenders to modernize post-closing and secondary market operations, OptiFunder is a mortgage technology company delivering transparent, efficient warehouse management solutions for mortgage originators and warehouse lenders. Its Genesis and Greyhound platforms seamlessly connect funding, post-closing, and loan repayment, creating a unified lifecycle that reduces friction, improves visibility, and supports scalable operations. OptiFunder has been recognized for its innovation and growth, earning honors including Inc. 5000’s Fastest Growing Private Companies, HousingWire’s Tech100 Mortgage award, and Progress in Lending’s Innovation Award.

About Vesta

Vesta is the AI-native loan origination system and agent platform for mortgage, powering banks, independent mortgage banks, and fintech lenders. Built on a modern, cloud-native system of record, Vesta gives lenders a single source of truth—every loan, borrower, property, and document is versioned, auditable, and accessible via API—so teams and agents operate from the same trusted context. Vesta blends deterministic rules and configurable workflows with autonomous agents that can interpret documents, call domain tools (e.g., income and asset calculators, conditions, disclosures, pricing and fee workflows), and orchestrate work across teams and third parties with traceable outcomes and human oversight. The result is faster cycle times, lower cost per loan, and a scalable “agent factory” operating model. Founded in 2020, Vesta is backed by Andreessen Horowitz, Bain Capital Ventures, Conversion Capital, Index Ventures, and Zigg Capital. Learn more at https://www.vesta.com/.

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/26-0512-s2p-optifndvesta-300dpi.webp

Image caption: Vesta Partners with OptiFunder to bring loan origination and warehouse funding together.

NEWS SOURCE: OptiFunder

To view the original story, visit: https://www.send2press.com/wire/vesta-partners-with-optifunder-to-bring-loan-origination-and-warehouse-funding-together/

FirstClose introduces SmartDocs disclosure automation through its point-of-sale platform

AUSTIN, Texas, May 11, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced SmartDocs, a new disclosure intelligence capability available through its XpressEquity point-of-sale platform. SmartDocs functions as the intelligence layer that determines when disclosure obligations begin and initiates the appropriate workflow based on lender-configured rules, helping standardize timing and delivery across programs and jurisdictions.

Image caption: FirstClose, a leading fintech provider of data and workflow solutions.

“Initial disclosures are some of the most critical and operationally complex steps in the home equity process,” said Tedd Smith, chief executive officer of FirstClose. “SmartDocs enables lenders to deliver disclosures faster, reduce operational burden and help mitigate compliance risk, while giving borrowers a smoother experience from application to decision.”

MeridianLink Consumer is among the first loan origination systems integrated with SmartDocs. Through the integration, lenders using MeridianLink Consumer and MeridianLink Document Mapping can automate the generation and delivery of initial disclosures and adverse action notices based on lender-defined rules tied to application status, product type and property location.

In addition to automating disclosure delivery, the feature automatically provides applicants with a HUD-approved list of housing counselors relevant to the property’s ZIP code, helping lenders meet regulatory requirements without requiring loan officers or processors to generate or manage counselor lists manually. By reducing manual monitoring and standardizing disclosure triggers earlier in the lifecycle, SmartDocs is designed to help lenders create a more consistent experience across teams while keeping borrower communications moving on schedule.

“Making MeridianLink one of the first systems supported was a natural step, because it allows lenders to carry consistent disclosure logic from application intake into early borrower communications,” Smith added. “The goal is fewer manual checks, fewer delays and a more predictable process for both staff and borrowers.”

About FirstClose

Headquartered in Austin, Texas, FirstClose, Inc. provides fintech solutions to HELOC and mortgage lenders nationwide. The company’s mission is to increase profitability and reduce costs for mortgage lenders. FirstClose makes this possible through offering systems and relationships that enable lenders to assist their borrowers more effectively, reduce closing costs, and ultimately shorten closing times. For more information, visit firstclose.com.

Logo link for media: https://www.firstclose.com/wp-content/uploads/FirstClose-Logo.svg

NEWS SOURCE: FirstClose

To view the original story, visit: https://www.send2press.com/wire/firstclose-introduces-smartdocs-disclosure-automation-through-its-point-of-sale-platform/

MISMO awards eVault System Certification to DocMagic’s SmartSAFE eVaults

DocMagic also earns a separate MISMO SMART Doc Validation Rules Certification

TORRANCE, Calif., May 7, 2026 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. (DocMagic®) announced today that it has received two new certifications from MISMO®, the Mortgage Industry Standards Maintenance Organization. MISMO’s eVault System Certification covers SmartSAFE®, DocMagic’s core eVault for managing eNote workflows and MERS® eRegistry activity, and SmartSAFE XL™, an API-first eVault designed for enterprise environments that require flexible deployments and support for a broader range of digital assets. MISMO’s SMART Doc® Validation Rules Certification confirms that DocMagic’s technology can verify conformance to MISMO SMART Doc V1.02 standards prior to vaulting and across integrated workflows.

Image caption: DocMagic, Inc. logo.

MISMO’s technology certifications signify that providers meet rigorous criteria for data exchange, transaction reliability and interoperability across the mortgage ecosystem. DocMagic’s SmartSAFE and SmartSAFE XL eVaults underwent comprehensive testing, with 192 interdependent test cases and supporting compliance artifacts evaluated for each solution.

“With MISMO’s eVault certifications, DocMagic can help lenders accelerate integration timelines, reduce testing cycles and bring eNote capabilities to market with greater speed and certainty,” said MISMO Vice President of Programs and Operations Jonathan Kearns. “At MISMO, we recognize that trust in both the integration and ongoing use of an eVault is critical to advancing the digital mortgage ecosystem. Our eVault certification program is designed to remove uncertainty by validating that providers are implementing MISMO standards correctly, giving lenders confidence in how electronic notes are stored, managed and transferred.”

“We chose to put both our SmartSAFE eVaults through MISMO’s rigorous certification process because we know how important it is for eNote interoperability to extend across different architectures and operating models,” said DocMagic Chief eServices Executive Brian D. Pannell. A Certified MISMO Standards Professional (CMSP®), Pannell is a member of MISMO’s Residential Standards governance committee and vice chair of its Digital Interoperability community of practice. “Whether workflows are UI-guided or API-driven, consistent validation and management of digital assets enables lenders, investors and partners to transact with speed, efficiency and confidence.”

DocMagic previously received MISMO’s eClosing System Certification for its Total eClose™ solution and MISMO’s Remote Online Notarization (RON) Certification for its proprietary RON technology, both in 2022. Together with its newly earned eVault System and SMART Doc Validation Rules certifications, these achievements reflect DocMagic’s continued alignment with MISMO standards across the digital mortgage lifecycle.

For a list of DocMagic’s current MISMO certifications, visit https://www.mismo.org/detail-pages/vendor/docmagic. For more information about DocMagic’s SmartSAFE eVault technology and full suite of eClosing solutions, visit www.docmagic.com.

About DocMagic:

DocMagic® provides a complete digital mortgage platform for the mortgage industry, delivering proprietary document generation, automated compliance, eSignature, eClosing, eNotarization, eNote and eVault technology in one unified solution. Built on nearly 40 years of innovation, DocMagic helps lenders, settlement service providers and investors move loans from application through post-closing with greater speed, accuracy and confidence. AI deepens that foundation through the company’s Intelligent Agentic Network. For more information, visit www.docmagic.com.

About MISMO:

MISMO® is the standards development body for the mortgage industry. MISMO developed a common language for exchanging information for the mortgage finance industry. Today, MISMO standards are accepted and deployed by every type of entity involved in creating mortgages, and they are required by most regulators, housing agencies and the GSEs that participate in the industry. MISMO’s work to solve key industry challenges is made possible through the support of its members, champions, sponsors and lenders (via the Innovation Investment Fund). To learn more about MISMO and opportunities to participate, visit MISMO.org.

Logo link for media:
https://www.docmagic.com/sites/default/files/img/logo/docmagic-logo-reg.png

NEWS SOURCE: DocMagic, Inc.

This press release was issued on behalf of the news source (DocMagic, Inc.), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/mismo-awards-evault-system-certification-to-docmagics-smartsafe-evaults/

MISMO awards eVault System Certification to DocMagic’s SmartSAFE eVaults

DocMagic also earns a separate MISMO SMART Doc Validation Rules Certification

Image caption: DocMagic, Inc. logo.

About DocMagic:

About MISMO:

Logo link for media:
https://www.docmagic.com/sites/default/files/img/logo/docmagic-logo-reg.png

NEWS SOURCE: DocMagic, Inc.

To view the original story, visit: https://www.send2press.com/wire/mismo-awards-evault-system-certification-to-docmagics-smartsafe-evaults/

The Smartest Move of 2026: Switching to a Feature-Rich, Affordable e-Signature and Online Notary System

MOUNTAIN VIEW, Calif., April 23, 2026 (SEND2PRESS NEWSWIRE) — A widespread shift in business technology is driving organizations across legal, financial services, staffing, governments, life science, and corporate sectors to rethink how they manage data, workflows, and document execution, says Secured Signing. As companies migrate from legacy systems, integrated all-in-one e-Signature and online notary solutions are emerging as a critical component of modern operations.

Image caption: The Smartest Move of 2026: Switching to a Feature-Rich, Affordable e-Signature and Online Notary System.

This “Great Migration” is redefining the way organizations operate, pushing leaders to look beyond where their data is stored and focus on how powerfully, and seamlessly, their systems can work together.

WHAT’S DRIVING THE SHIFT

Despite already having systems in place, organizations are increasingly making the decision to switch platforms. The reasons are consistent across industries:

Rising frustration with legacy systems Outdated platforms can’t keep up with modern workflow demands, slowing teams down and creating unnecessary friction.
Demand for seamless integration Organizations want tools that talk to each other — not isolated systems that create data silos.
Pressure to reduce operational costs Feature‑rich, affordable solutions are replacing expensive, rigid technologies that no longer justify their price.
Need for faster, more secure document execution e‑Signature platforms have become essential for speed, compliance, and risk reduction.
Remote and hybrid work becoming the norm Distributed teams require digital‑first processes that work anywhere, anytime.
Customer and client expectations are higher than ever People expect instant, digital interactions — not slow, paper‑based workflows.
Scalability and future‑readiness Companies want systems that grow with them, not ones that hold them back.
Data governance and compliance pressures Integrated platforms make it easier to maintain control, visibility, and auditability across the entire document lifecycle.
Evolving Compliance Requirements: Businesses must meet increasingly strict standards for data security and privacy, making outdated platforms a liability.
Demand for All-in-One Efficiency: Teams are seeking streamlined, end-to-end workflows rather than juggling multiple tools to complete a single task.

E-SIGNATURES: A CRITICAL PIECE OF THE PUZZLE

As organizations transition to new systems, ensuring continuity in document workflows is essential. e-Signature platforms are no longer standalone tools, they are central to automation, compliance, and operational efficiency.

Modern businesses require Advanced Electronic Signature solutions that integrate directly with their CRM, ATS, LOS, Documents Management, or practice management systems while maintaining the highest standards of security, trust and reliability.

SECURED SIGNING ACCELERATES AS THE LEADING ALTERNATIVE IN THE E‑SIGNATURE AND ONLINE NOTARY MARKET

During system transition, Secured Signing is increasingly being selected as an alternative e-Signature platform due to its comprehensive feature set and flexible pricing model.

KEY ADVANTAGES DRIVING SECURED SIGNING’S MOMENTUM

All‑in‑One Digital Execution Powerhouse Advanced e‑Signatures, Online Notary (RON, IPEN), workflow automation, and built‑in identity verification come standard, eliminating the need to juggle multiple tools or vendors.
Next‑Generation Security & Fraud Protection Video Signing enhanced by Realify’s deepfake‑detection technology delivers an extra layer of identity assurance, helping organizations stay ahead of emerging digital fraud threats.
Global‑Grade Compliance Built In Engineered to meet stringent international standards, including ISO 27001, SOC 2 (Type 1 & 2), HIPAA, GDPR, FAA, FDA, MISMO, and more giving organizations confidence in every transaction.
Editable, Adaptive Signing Workflows Users can adjust documents and workflows mid‑process without restarting, dramatically reducing delays and keeping business moving.
Flexible, Usage‑Based Pricing A scalable model that aligns costs with actual usage, avoiding the heavy, inflexible contracts common in legacy systems.

BUILT FOR SEAMLESS INTEGRATION

One of the biggest advantages for organizations transitioning to new systems is the ability to plug in tools that fit effortlessly into their existing tech ecosystem. Secured Signing is engineered with integration at its core, supporting a wide range of industry‑specific and enterprise‑grade platforms, including:

Legal
Deep integrations with Actionstep, Clio, and NetDocuments enable smooth, matter‑based workflows and streamlined document execution.
Recruitment & Staffing
Compatible with leading ATS platforms such as Bullhorn, JobAdder, FastTrack360, Tracker, and more — ensuring recruiters can manage candidate documentation without disruption.
Corporate
Robust connectivity with Microsoft 365, Salesforce, Zapier, and major SSO providers including Okta, Entra ID, and Cisco Duo, supporting secure and scalable enterprise environments.
Finance
Custom integrations and LOS and LMS connectivity designed to support high‑compliance, high‑volume financial operations.
Real Estate
Tailored CRM integrations that simplify transactions, accelerate deal cycles, and enhance the client experience.

These integrations enable organizations to automate end-to-end document signing workflows, reducing manual work, minimizing errors, and improving turnaround times.

CUSTOMER FEEDBACK HIGHLIGHTS REAL-WORLD IMPACT

Organizations using Secured Signing report on measurable gains in productivity, citing seamless CRM integration, automated document tracking, and reduced administrative overhead as key benefits.

TURNING SYSTEM SWITCHING INTO STRATEGIC ADVANTAGE

While switching systems can be complex, it also presents a valuable opportunity for organizations to modernize their entire workflow. By adopting integrated, secure e-Signature and Online Notary solutions, businesses can ensure their document processes remain seamless, compliant, and future-ready, no matter how their technology stack evolves.

ABOUT SECURED SIGNING

Secured Signing is a global provider of digital document signing offering Advanced e-Signatures and Remote Online Notarization solutions, trusted by legal professionals, financial institutions, healthcare providers, government agencies, and businesses worldwide. Its platform combines compliance-grade security with an intuitive user experience, enabling organizations to execute documents with confidence — wherever their signers are located.

For more information, visit https://www.securedsigning.com/

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/26-0423-s2p-secsign-300dpi.webp

NEWS SOURCE: Secured Signing

This press release was issued on behalf of the news source (Secured Signing), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/the-smartest-move-of-2026-switching-to-a-feature-rich-affordable-e-signature-and-online-notary-system/

Secured Signing Reports 45% Month-on-Month Growth in Notary Adoption of Deepfake Detection Feature

Realify, Secured Signing's real-time deepfake detection technology, sees rapid uptake among independents and inhouse notaries as identity fraud threats intensify across digital signing and Remote Online Notarization workflows

MOUNTAIN VIEW, Calif., April 17, 2026 (SEND2PRESS NEWSWIRE) — Secured Signing, a global leader in Digital Signing and Remote Online Notarization (RON), announced a 45% month-on-month increase in adoption of Realify, its AI-powered deepfake detection feature, among independent and in-house notaries. The surge reflects growing awareness among legal and notarial professionals of the escalating threat posed by AI-generated synthetic media in video-based identity verification and online meetings.

Image caption: Secured Signing Reports 45% Month-on-Month Growth in Notary Adoption of Deepfake Detection Feature.

Realify is built directly into Secured Signing’s Video Signing, video confirmation, and RON platform, analyzing signer video and audio feeds in real time to detect deepfakes, injection attacks, and replay fraud before any document is executed. Unlike bolt-on third-party tools, Realify operates seamlessly in the background of a signing session, surfacing results to notaries without adding friction to the signer experience.

THE THREAT IS REAL — AND GROWING

Deepfake technology has fundamentally changed the nature of identity fraud. Where fraudsters once relied on stolen documents or forged signatures, today’s bad actors can deploy AI-generated faces and voices capable of passing casual visual inspection and, in some cases, fooling trained human observers. For industries that depend on video-verified identity, including legal, financial services, healthcare, real estate, and government, the stakes have never been higher.

Traditional verification methods were not designed to account for synthetic media. Secured Signing developed Realify to close that gap — pairing human-led sessions with an impartial AI layer that detects what the human eye cannot.

WHAT NOTARIES ARE SAYING

The rapid adoption of Realify among notaries reflects a fundamental shift in how professionals approach identity verification in remote settings. Michelle, a Notary Public and early Realify adopter, described the impact on her practice:

“Since I adopted this feature in my remote online notarizations, my clients and I feel more confident that we are dealing with who we say we are. This feature has changed the way I authenticate my clients’ true identity.”

STATEMENT FROM MIKE EYAL, CEO, SECURED SIGNING

“The 45% month-on-month growth we’re seeing with Realify isn’t just a product milestone — it’s a reflection of a profession waking up to a threat that is evolving faster than traditional safeguards can keep pace with. Notaries are on the front line of identity verification, and they are telling us clearly that they need more than a camera and a checklist to do their jobs with confidence.

“At Secured Signing, we believe that trust in a digital transaction must be built on certainty. Realify gives notaries, legal professionals, and businesses the ability to verify not just who someone claims to be, but whether the person on screen is genuinely present and real, and not a deepfake impersonation.

“We built Realify because the tools to commit deepfake fraud are already in the hands of bad actors. Our responsibility is to make sure the tools to detect deepfakes are just as accessible to the professionals defending against them — and the response we’re seeing tells us we got that right.”

A MULTI-LAYERED DEFENSE

Secured Signing delivers a multilayered protection framework powered by Realify and real-time ID Verification with Biometric Facial matching. This advanced system uses biometric facial matching and 3D liveness detection to instantly identify deepfakes, masks, and replay attacks before the signing process even begins.

Every verification session is fully recorded, with the encrypted audio video call securely attached to the finalized document as a tamper evident audit trail.

Combined, these layers form a verification chain engineered to be extraordinarily difficult to compromise, even with today’s most sophisticated AI generated fraud tools.

ABOUT SECURED SIGNING

For more information, visit https://www.securedsigning.com/.

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/26-0417-s2p-secsign-300dpi.webp

NEWS SOURCE: Secured Signing

To view the original story, visit: https://www.send2press.com/wire/secured-signing-reports-45-month-on-month-growth-in-notary-adoption-of-deepfake-detection-feature/

Vice Capital Markets Now Supports New Freddie Mac Cash-Specified Payup Types for 30-Year Fixed-Rate Mortgages

NOVI, Mich., April 6, 2026 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that two new Freddie Mac Cash-Specified Payup Types (CSPTs) for 30-year fixed-rate mortgages are now available through Vice Capital for both mandatory and best-efforts executions. The new payup types became effective in production on April 6, 2026.

Image caption: Vice Capital Markets.

The new Cash-Specified Payup Types apply to 30-year fixed-rate mortgages in two maximum low loan balance (LLB) categories: loans with balances of $425,000 or less and $450,000 or less. With this update, Vice Capital clients can now incorporate the new CSPTs into their secondary marketing execution workflows as they evaluate pricing and commit eligible loans to Freddie Mac.

“Speed to market matters in secondary, especially when new execution options become available,” said Shawn Ansley, Chief Information Officer at Vice Capital Markets. “Our priority is to ensure clients can take advantage of investor and agency updates the moment they become available. By supporting these new Freddie Mac Cash-Specified Payup Types at launch, we’re enabling lenders to respond quickly to market changes and immediately incorporate new execution opportunities into their decision-making.”

As a long-standing Freddie Mac Secondary Market Advisor, Vice Capital continues to expand and enhance its execution capabilities, helping lenders navigate agency pricing, commitments and delivery strategies with greater efficiency and confidence. For more information, visit www.vicecapitalmarkets.com.

About Vice Capital Markets

LOGO Link for media: https://vicecapitalmarkets.com/wp-content/uploads/2020/05/VCMlogo.png

NEWS SOURCE: Vice Capital Markets

To view the original story, visit: https://www.send2press.com/wire/vice-capital-markets-now-supports-new-freddie-mac-cash-specified-payup-types-for-30-year-fixed-rate-mortgages/

Kitsap Credit Union selects FirstClose’s home equity lending platform

AUSTIN, Texas, April 2, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today that Kitsap Credit Union has selected FirstClose to support its home equity lending operations with a bundled, end-to-end digital tool.

Image caption: FirstClose.

With the implementation of FirstClose’s bundled home equity platform, Kitsap Credit Union is continuing its focus on making banking easier, faster, and more reliable for its members. The platform will enable the credit union to streamline and manage critical valuation, verification and settlement-related services through a single workflow. By reducing manual touchpoints and consolidating third-party services, the platform is designed to help accelerate turn times, improve consistency and deliver a more efficient and seamless experience for both staff and members.

Kitsap Credit Union, a $2.5 billion-asset institution headquartered in Bremerton, Washington, will leverage a bundled suite of services that includes flood certification, automated valuation models, desktop and hybrid appraisal products, property condition reports and integrated title services. The platform provides greater visibility across the lending process while supporting faster application-to-order timelines.

“Kitsap Credit Union’s decision reflects a growing need among credit unions to move faster without compromising service,” said Tedd Smith, CEO of FirstClose. “Our platform brings multiple services together into a single, orchestrated workflow, helping lenders reduce complexity and deliver a more consistent, member-friendly home equity experience.”

The agreement supports Kitsap Credit Union’s operational goals around efficiency, scalability, and member experience, while providing a technology foundation that adapts as lending volumes and market conditions evolve. FirstClose’s home equity tools are part of the company’s broader platform designed to help lenders reduce costs, improve operational consistency and shorten closing timelines.

About FirstClose

About Kitsap Credit Union

Kitsap Credit Union is a member-owned financial cooperative with 14 branches and over 325 employees serving communities across Washington state. As a not-for-profit organization, we put people over profit, focusing on our members’ financial well-being and the prosperity of the communities where we live and work. We offer a full range of modern banking services, but our foundation is built on trust-based relationships and personalized service.

Our mission is simple: to empower members and strengthen communities through trusted, personalized financial support. By powering life’s opportunities, we help our members move forward with confidence. Guided by trust, service, and community, we work together to build stronger financial futures because empowering our members means uplifting the entire community, today and for generations to come.

NEWS SOURCE: FirstClose

To view the original story, visit: https://www.send2press.com/wire/kitsap-credit-union-selects-firstcloses-home-equity-lending-platform/

Argyle announces integration with Vesta to embed direct-source verifications within the loan origination system

New platform capabilities bring income, employment and asset verification together in a single consumer-permissioned workflow

NEW YORK CITY, N.Y., March 30, 2026 (SEND2PRESS NEWSWIRE) — Argyle, a leading provider of direct-source, consumer-permissioned income, employment and asset verifications, today announced a new integration with Vesta, an AI-native loan origination system (LOS) and agent platform built to automate and accelerate mortgage operations.

Image caption: Argyle.

The integration allows lenders to order, view and refresh Argyle’s verification of income, employment and assets directly within the Vesta LOS. By embedding direct-source verifications inside the core origination workflow, lenders can reduce manual processes, eliminate system toggling and streamline file management from application through underwriting.

With real-time payroll and banking connections available natively within Vesta, lenders can increase automation rates, lower verification costs and improve operational efficiency, all without introducing additional vendor complexity.

“Verification is one of the most operationally intensive parts of the mortgage process,” said John Hardesty, senior vice president of revenue at Argyle. “By integrating directly into Vesta’s LOS, we’re helping lenders automate more of their pipeline within the systems they already use every day.”

“We’re excited to partner with Argyle to bring embedded, direct-source verification capabilities to our mutual customers,” said Mike Yu, CEO of Vesta. “With verification costs top of mind for many lenders,this integration highlights Vesta’s commitment to providing a flexible, interoperable platform that meets the evolving needs of the industry.”

The integration will be available beginning March 30, 2026. Argyle and Vesta are already launching with their first mutual customers and look forward to expanding access in the coming months.

To learn more about Argyle’s verification platform, visit https://www.argyle.com/.

About Argyle:

Argyle is the leading provider of direct-source, consumer-permissioned income, employment and asset verifications, making it fast and easy to gain secure and reliable access to the most complete real-time datasets stored in consumers’ payroll and bank accounts. With Argyle, lenders automate verification workflows to save time, reduce fraud and compliance risks, lower costs and build better product experiences. As an authorized report supplier for Fannie Mae’s Desktop Underwriter® validation service and an approved service provider supporting Freddie Mac’s Loan Product Advisor® asset and income modeler (AIM), Argyle empowers mortgage lenders to auto-retrieve paystubs and W-2s, understand consumers’ ability to pay and improve loan quality—all at up to 80% less cost. Argyle’s commitment to innovation is backed by investors including Bain Capital Ventures, Checkr, Mastercard and SignalFire.

For more information on Argyle’s industry-leading verification platform, visit https://www.argyle.com/.

About Vesta:

Tags: @withArgyle

NEWS SOURCE: Argyle

To view the original story, visit: https://www.send2press.com/wire/argyle-announces-integration-with-vesta-to-embed-direct-source-verifications-within-the-loan-origination-system/

Secured Signing Achieves Approval for RON and IPEN in Rhode Island and South Carolina

MOUNTAIN VIEW, Calif., March 25, 2026 (SEND2PRESS NEWSWIRE) — Secured Signing, a leading provider of tamperproof Digital Signatures and Online Notary solutions, is proud to announce its official approval as a trusted provider for Remote Online Notarization (RON) and In Person Electronic Notarization (IPEN) in nearly 40 U.S. states.

Image caption: Secured Signing Achieves Approval for RON and IPEN in Rhode Island and South Carolina.

The latest states to grant approval include:

South Carolina – approved for IPEN
Rhode Island – approved for both RON and IPEN

These additions mark a significant milestone in Secured Signing’s mission to equip independent notaries, enterprise notary teams, and organizations with the most secure, compliant, and future ready notarization tools available.

With approval in both states, more than 200,000 notaries now have access to the Secured Signing Notary solution.

Rhode Island, a major regional banking center, and South Carolina, known for its strong financial services presence, represent strategically important markets. As the banking and legal sectors continue their rapid transition toward digital workflows, Secured Signing’s expansion into these states underscores its commitment to supporting the nationwide shift toward secure, efficient, and fully compliant online notarization.

MEETING THE NATIONWIDE DEMAND FOR SECURE ONLINE NOTARIZATION

As of 2026, most states accepting RON and IPEN notarizations. While specific identity proofing and security protocols vary by jurisdiction, the shift toward a digital-first notarization process is nationwide in the banking and real estate industries. Secured Signing’s expansion ensures that more notaries can meet this demand using a platform built on cryptographic security and user-centric design.

At the same time, recent federal policy developments, most notably the Promoting Access to Mortgage Credit Executive Order; are accelerating digital transformation across the U.S. housing finance ecosystem. The Order emphasizes reducing regulatory friction and modernizing mortgage processes, creating a powerful tailwind for secure digital notarization solutions.

ENABLING THE DIGITAL MORTGAGE TRANSFORMATION

The Executive Order represents one of the most significant shifts toward a fully digital mortgage ecosystem in decades. Secured Signing is uniquely positioned to help financial institutions align with these new mandates:

Eliminating “Wet-Signature” Barriers
The Order calls for removing unnecessary paper-based signature requirements. Secured Signing’s PKI-based digital signatures provide a seamless transition to fully digital workflows without compromising legal enforceability or long-term document integrity.
Advanced Fraud Prevention Through Identity Verification
As digital adoption increases, so does the need for secure identity verification. Secured Signing integrates biometric face matching, 3D liveness detection, and deepfake detection technology to deliver a multi-layered defense against fraud.
Modernizing In-Person Closings with IPEN
For institutions that value face-to-face interaction, IPEN offers a fully digital, paperless notarization process while preserving in-person verification—bridging traditional practices with modern efficiency.
Standardizing Remote Online Notarization (RON)
The push for standardized acceptance of eSignatures and RON aligns directly with Secured Signing’s all-in-one platform, enabling remote closings that reduce costs and increase accessibility.
Secure Digital Audit Trails and Compliance
With automated time-stamping and comprehensive audit trails, Secured Signing supports secure execution of time-sensitive documents such as rescission notices while minimizing compliance risks.
Accelerating Document Workflows and Integration
Through API integrations and Smart Tagging, Secured Signing enables faster collateral processing and seamless document flow into downstream systems, reducing manual workloads and delays.

LAYERS OF FRAUD PROTECTION: THE SECURED SIGNING ADVANTAGE

Secured Signing prioritizes authentication at every stage. Built-in real-time identity verification, biometric face matching, and deepfake detection ensure that every signer is verified with confidence.

With its all-inclusive annual subscription, notaries and organizations gain access to robust fraud protection embedded across the entire signing experience.

“With Secured Signing, you’re not just notarizing documents online. You’re using a fraud-proof, legally binding, and highly reliable platform built for today’s digital world,” said Mike Eyal, CEO of Secured Signing. “As the industry moves toward digital mortgages and modernized workflows, trust, compliance, and security have never been more critical.”

WHY NOTARIES AND FINANCIAL INSTITUTIONS ARE CHOOSING SECURED SIGNING

Recognized in recent industry evaluations as a “Best Value” and features rich platform, Secured Signing stands apart from one-size-fits-all solutions. It is designed to serve diverse sectors, including real estate, legal, finance, and government, while remaining accessible to independent notaries.

EMPOWERING THE MODERN NOTARY AND ENTERPRISE

Whether expanding beyond local markets or streamlining enterprise workflows, Secured Signing delivers a ready-to-use digital environment. Features include a comprehensive digital journal, unlimited video recording storage, and an intuitive interface that significantly reduces signing time.

ABOUT SECURED SIGNING

Secured Signing (https://www.securedsigning.com/ ) provides a comprehensive and secure SaaS platform that unifies eSignatures, digital signatures, Remote Online Notarization (RON), IPEN, and advanced video-based signing solutions. With built-in real-time identity verification and deepfake detection technology, the platform ensures that every signer is authenticated with confidence. Designed for organizations with strict security and legal compliance requirements, Secured Signing empowers businesses worldwide to sign, verify, and notarize documents through one trusted, all-in-one digital signing experience.

MULTIMEDIA

Image link for media: https://www.Send2Press.com/300dpi/26-0325-s2p-secsigning-300dpi.webp

Image caption: Secured Signing Achieves Approval for RON and IPEN in Rohde Island and South Carolina.

NEWS SOURCE: Secured Signing

To view the original story, visit: https://www.send2press.com/wire/secured-signing-achieves-approval-for-ron-and-ipen-in-rhode-island-and-south-carolina/

Dark Matter Technologies integrates Snapdocs with its Empower LOS to power seamless digital closings

Empower LOS clients gain an enhanced eClosing workflow that accelerates funding and improves the borrower experience

JACKSONVILLE, Fla., March 24, 2026 (SEND3PRESS NEWSWIRE) — Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced a new integration between its Empower® loan origination system (LOS) and Snapdocs, the mortgage industry’s leading digital closing platform. Through the seamless, two-way integration, closing teams can generate orders, track transaction progress with real-time status updates and automate key closing and funding workflows, all without leaving their system of record.

Image caption: Dark Matter Technologies integrates Snapdocs with its Empower LOS to power seamless digital closings.

By eliminating the need to toggle between platforms, lenders gain operational efficiency while maintaining full visibility into the closing process. Borrowers benefit from the ability to preview closing documents before signing—across wet, hybrid, and full eClosing transactions. This helps identify and resolve potential issues early and reduces funding delays. The centralized workflow supports automated quality control checks and a streamlined signing experience, resulting in shorter appointments and more predictable closings.

The integration is available to Empower LOS clients regardless of document provider, providing flexibility as lenders continue to evolve their technology stacks.

“This integration reflects our commitment to delivering a modern, connected mortgage ecosystem,” said Sean Dugan, CEO of Dark Matter Technologies. “By embedding Snapdocs’ digital closing capabilities directly within Empower, lenders can simplify operations, reduce errors and provide a more seamless experience for their borrowers.”

“At Snapdocs, we believe lenders should have the flexibility to connect best-in-class solutions across their technology ecosystem,” said Michael Sachdev, CEO of Snapdocs. “With so many lenders already using Empower and Snapdocs, this integration creates a natural bridge between the systems, empowering lenders to automate critical closing workflows, reduce manual effort and errors, and scale digital adoption with confidence.”

Empower LOS clients interested in activating the Snapdocs integration can contact their Dark Matter account manager for more information.

ABOUT DARK MATTER TECHNOLOGIES:

ABOUT SNAPDOCS:

Snapdocs is the leading digital closing provider, connecting the people, processes, and technologies that power mortgage closings. Its patented AI-driven platform automates the critical interactions between lenders, title companies, and secondary market participants from pre-closing through the sale of the loan. Paired with white-glove customer service and connectivity to the industry’s largest settlement and notary networks, Snapdocs makes mortgage closings fast, accurate, and efficient. This approach gives customers a competitive advantage by saving them time and money. For more information, visit https://www.snapdocs.com.

LOGO link for media: https://dmatter.com/wp-content/uploads/dark-matter-logo.svg

X: @dmattertech @snapdocs #fintech #mortgage

NEWS SOURCE: Dark Matter Technologies

This press release was issued on behalf of the news source (Dark Matter Technologies), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/dark-matter-technologies-integrates-snapdocs-with-its-empower-los-to-power-seamless-digital-closings/

Vertyx Introduces Homeowner Navigator, Delivering Personalized Intelligent Insights and Omnichannel Engagement for Modern Homeownership

NEW YORK, N.Y., March 24, 2026 (SEND2PRESS NEWSWIRE) — Vertyx, a provider of intelligent mortgage servicing technology built for enhanced portfolio performance, today announced Homeowner Navigator, a platform providing AI-driven homeowner insights and omnichannel engagement with borrowers. The platform is designed to help mortgage servicers maintain visibility into borrower needs after closing, when opportunities to support retention, recapture and broader relationship growth are often harder to identify.

Image caption: Vertyx, Inc.

Homeowner Navigator provides homeowners a centralized platform for managing all aspects of homeownership, from maintaining their property and monitoring its value to staying on top of important financial decisions. Designed to operate across any interface, the platform delivers guidance through text and voice, online banking portals or any channel the servicer chooses to enable, seamlessly integrating into existing servicing ecosystems without disrupting the homeowner experience.

For servicers, Homeowner Navigator extends borrower engagement beyond origination and routine servicing events by delivering valuable insights from homeowner interactions to improve relationship management, identify refinancing or cross-selling opportunities and inform retention strategies. The platform can integrate data from a variety of systems, including the point-of-sale (POS), product and pricing engine (PPE), loan origination system (LOS) and customer relationship management (CRM). It is also designed to ingest servicing data in both self-serviced and subserviced environments.

“Homeownership doesn’t stop at the closing table. With Homeowner Navigator, we’re giving financial institutions a way to stay meaningfully connected with their customers long after the mortgage is originated,” said Vertyx Co-founder Ayo Opeyemi. “By delivering personalized intelligent insights about home value, equity and maintenance through channels homeowners already use, lenders can provide real value to their borrowers while strengthening long-term relationships and improving portfolio retention.”

About Vertyx

Vertyx delivers intelligent servicing with proven results. Designed to transform loan servicing from a cost center into a profit engine, the Vertyx platform streamlines servicing operations through intelligent workflow automation while converting portfolio data into actionable retention and cross-sell opportunities. With intelligence embedded directly into the servicing lifecycle, Vertyx reduces manual work and delays common in legacy environments, lowering cost-to-serve and operational risk. Vertyx also helps teams move faster with confidence by embedding compliance into everyday workflows—supporting stronger outcomes for homeowners, servicers, and investors across the mortgage lifecycle. Visit https://vertyx.io/ to learn more.

NEWS SOURCE: Vertyx

This press release was issued on behalf of the news source (Vertyx), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/vertyx-introduces-homeowner-navigator-delivering-personalized-intelligent-insights-and-omnichannel-engagement-for-modern-homeownership/

Argyle launches unified 3-in-1 Verification Suite for mortgage lenders

New verification product brings income, employment and asset verification together in a single, consumer-permissioned workflow

NEW YORK CITY, N.Y., March 16, 2026 (SEND2PRESS NEWSWIRE) — Argyle today announced the launch of its 3-in-1 Verification Suite, a unified verification product that brings verification of income (VOI), verification of employment (VOE) and verification of assets (VOA) together in a single, consumer-permissioned workflow. The consolidated Verification Suite enables mortgage lenders to manage multiple verification types through one interface, reducing the operational complexity of working across multiple vendors, integrations and contracts.

Image caption: Argyle.

The 3-in-1 Verification Suite includes direct source payroll, direct source banking and DOC VOI, which extends automation to document-based income verification when direct-source payroll connections are unavailable. Doc VOI automatically extracts and analyzes data from borrower-uploaded paystubs and W-2s, reducing manual document review while keeping loan files moving forward.

The Verification Suite is designed to streamline pre-approval, processing and underwriting workflows across the mortgage lifecycle. Along with creating a better experience for lending teams, it simplifies the verification experience for borrowers through a combined journey. Argyle is also introducing two-way communication between the point of sale (POS) and loan origination system (LOS), meaning that verifications started in the POS can be viewed and refreshed downstream without the need to toggle between systems.

“In mortgage origination, lenders typically rely on a combination of verification methods to support different borrower scenarios,” said John Hardesty, senior vice president of revenue at Argyle. “Our 3-in-1 Verification Suite brings income, employment and asset verification together into one experience, helping lenders automate more of their pipeline, reduce manual touchpoints and qualify borrowers faster.”

“It’s a really exciting development, and we’re grateful for the folks at Argyle acting on our feedback,” said Chris Sutherland, director of production strategy at American Pacific Mortgage. “With the success we’ve seen using Argyle for income and employment, adding assets was the obvious next step, and they’ve done some serious development to create continuity between the POS and LOS. The result is an intuitive borrower experience, and makes for a streamlined one-stop-shop for our branches.”

For more information about Argyle’s 3-in-1 Verification Suite, visit https://www.argyle.com/.

About Argyle:

For more information on Argyle’s industry-leading verification platform, visit https://www.argyle.com/.

Tags: @withArgyle #mortgagelending #lending #underwriting #digitalmortgage #mortgagetech

NEWS SOURCE: Argyle

To view the original story, visit: https://www.send2press.com/wire/argyle-launches-unified-3-in-1-verification-suite-for-mortgage-lenders/

Floify powers launch of Timberline Mortgage

Community bank selects scalable point-of-sale platform to support growth across Colorado markets

BOULDER, Colo., March 16, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Timberline Bank has selected its platform to power its recently launched mortgage division. Founded in 2004, Timberline Bank is a Colorado-based community bank serving customers across western Colorado with locations in Grand Junction, Montrose and Aspen, delivering relationship-focused banking tailored to the needs of its local communities.

Image caption: Floify powers launch of Timberline Mortgage.

Launched in December 2025, Timberline Mortgage delivers personalized, competitive home financing solutions to local borrowers at each branch, backed by the strength and local commitment of its parent company.

As part of standing up the mortgage division, the six-person lending team conducted a comprehensive review of loan origination systems (LOS) and POS providers. “What became clear through the process was that Floify was offering a true partnership,” said Justin Harris, president of Timberline Mortgage. “As a newly launched mortgage division, it was critical for us to have a team that would support us as we grow. Floify’s onboarding and ongoing support gave us confidence that they’ll evolve alongside us.”

Timberline Mortgage worked closely with Floify’s implementation and training teams through twice-weekly working sessions tailored to the bank’s specific needs. Rather than requiring dedicated internal staff to manage the technology stack, Timberline has relied on Floify’s support team to configure workflows, milestones, and integrations with its LOS and pricing engine.

“We’re proud to support Timberline Bank as they launch Timberline Mortgage and deepen their commitment to community lending,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “Community banks excel at relationship-driven service, and our role is to equip them with intuitive, scalable technology that strengthens that advantage. Floify will enable Timberline to grow confidently while delivering the seamless, high-touch experience their customers expect.”

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify

This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-powers-launch-of-timberline-mortgage/

The Mortgage Collaborative launches enhanced benchmarking platform under new TMC Insight brand

SAN DIEGO, Calif., March 12, 2026 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network for mortgage lenders, announced enhancements to its benchmarking platform and a rebrand from Benchmark to TMC Insight, delivering expanded dashboards and peer performance analysis for mortgage lenders.

Image caption: The Mortgage Collaborative.

TMC Insight provides participating lenders with benchmarking across operational, financial and production metrics through interactive dashboards and monthly executive summaries. The platform offers a 13-month rolling view of performance data, allowing lenders to compare current results with the previous 12 months and identify trends in their business.

The enhanced platform consolidates several reporting views into a unified dashboard where lenders can evaluate performance against peer averages across metrics, including technology costs, gain or loss on sale, loan officer compensation, warehouse operations and loan production trends.

Data can be submitted manually or integrated directly with loan origination systems to automate reporting and improve consistency.

“TMC Insight is designed to give our members a meaningful report card for their business each month,” said Jodi Hall, CEO of The Mortgage Collaborative. “When lenders can benchmark operational and financial performance against their peers, they gain insights that help them identify opportunities and make better strategic decisions.”

Future enhancements will focus on expanding available datasets and additional dashboards based on participant feedback. A planned phase of development in partnership with iEmergent will incorporate public record data to provide broader market context, enable additional benchmarking insights and support preferred partner engagement.

TMC Insight is available to participating lender members of The Mortgage Collaborative, with benchmarking insights delivered through monthly dashboards and executive summaries. Non-member lenders will have the option to subscribe to the benchmarking data in the future.

Lenders interested in participating in TMC Insight can learn more at mortgagecollaborative.com or email info@themortgagecollaborative.com.

About The Mortgage Collaborative

The Mortgage Collaborative (TMC) is a membership-driven organization that empowers mortgage lenders across the United States through networking, education, and advocacy. TMC fosters an environment of collaboration and innovation, ensuring its members succeed regardless of market conditions. For more information, visit mortgagecollaborative.com.

NEWS SOURCE: The Mortgage Collaborative

To view the original story, visit: https://www.send2press.com/wire/the-mortgage-collaborative-launches-enhanced-benchmarking-platform-under-new-tmc-insight-brand/

The Mortgage Collaborative launches enhanced benchmarking platform under new TMC Insight brand

Image caption: The Mortgage Collaborative.

Data can be submitted manually or integrated directly with loan origination systems to automate reporting and improve consistency.

Lenders interested in participating in TMC Insight can learn more at mortgagecollaborative.com or email info@themortgagecollaborative.com.

About The Mortgage Collaborative

NEWS SOURCE: The Mortgage Collaborative

To view the original story, visit: https://www.send2press.com/wire/the-mortgage-collaborative-launches-enhanced-benchmarking-platform-under-new-tmc-insight-brand/

[RETRACTED] FirstClose Unveils XpressEquity with Enhanced Encompass Integration to Deliver an End-to-End Home Equity Platform Powered by Intelligent Automation

[RETRACTED] – The company issuing this announcement, FirstClose has retracted this news announcement issued March 12, 2026, and notes this content should not be used as provided.

******************************************************************

AUSTIN, Texas, March 12, 2026 (SEND2PRESS NEWSWIRE) — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the rebrand of its point-of-sale (POS) experience as XpressEquity, along with a refreshed Encompass® by ICE Mortgage Technology® integration that delivers a streamlined, end-to-end digital workflow for home equity originations. Together, the platform is designed to help Encompass lenders close home equity loans in as little as 5–10 days.

###

******* RETRACTED *************

NEWS SOURCE: FirstClose

To view the original story, visit: https://www.send2press.com/wire/firstclose-unveils-xpressequity-with-enhanced-encompass-integration-to-deliver-an-end-to-end-home-equity-platform-powered-by-intelligent-automation/

Floify launches Dynamic Apps 2.0, enabling lenders to create fully customizable loan applications

New capability allows mortgage teams to tailor borrower applications by loan purpose while embedded AI automates data capture and underwriting preparation

BOULDER, Colo., March 10, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the release of Dynamic Apps 2.0, a major platform enhancement that allows lenders to create fully customizable loan applications tailored to specific loan purposes, borrower scenarios and business workflows without relying on engineering resources or third-party integrations.

Image caption: Floify.

With Dynamic Apps 2.0, lenders can configure application experiences for loan types beyond traditional purchase and refinance mortgages, including HELOCs, construction loans, agricultural lending, non-QM products and other specialized financing options, without requiring custom development or separate application flows.

This new capability enables lenders to control which application sections and questions appear for each loan type and automate downstream processes such as document requests and disclosures, allowing them to expand into new lending categories while maintaining a single, scalable technology platform.

Dynamic Apps 2.0 works in sync with Floify’s previously embedded AI capabilities to extract borrower data from uploaded documents, auto-populate portions of the 1003 loan application, validate document uploads and assist with income calculations and underwriting preparation. By combining configurable workflows with automation, lenders can reduce manual data entry, improve application accuracy and accelerate file readiness earlier in the loan process.

“Dynamic Apps 2.0 allows lenders to design application experiences that match their workflows and product mix, whether that’s a traditional mortgage, a HELOC or a specialty lending program,” said Sydney Barber, head of product at Floify. “By tailoring the application structure to the loan purpose, lenders can capture the right information upfront and eliminate unnecessary friction for both borrowers and lending teams.”

“This is a major step forward in turning the POS into a configurable growth platform for lenders,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “By pairing configurable applications with embedded AI automation, lenders can streamline data capture, reduce manual work and move cleaner loan files through the process faster.”

Dynamic Apps 2.0 is available now. Learn more at booth 713 at ICE Experience, March 16–18 and request a demo at https://bit.ly/3NgpE5j

ABOUT FLOIFY:

X: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify

To view the original story, visit: https://www.send2press.com/wire/floify-launches-dynamic-apps-2-0-enabling-lenders-to-create-fully-customizable-loan-applications/

Informative Research appoints fintech veteran Mark Jones as senior vice president of partner success

GARDEN GROVE, Calif., March 3, 2026 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a leading technology provider of data-driven credit and verification solutions for the lending industry, today announced the appointment of Senior Vice President of Partner Success Mark Jones. In this role, Jones will develop and scale a strategy to expand IR’s market reach and strengthen partnerships across the mortgage and fintech ecosystem. Working with the product, marketing, finance and client success teams, Jones will lead efforts to formalize partner onboarding and performance standards to improve consistency and operational efficiency.

Image caption: Mark Jones, SVP of Partner Success at Informative Research.

“Mark’s experience building effective partnerships in complex, tech-forward environments makes him an ideal leader for this role,” said Executive Vice President and Head of Client Success and Sales James Boss. “His ability to align product, sales and partner strategy will be instrumental as we scale our channel program and deliver even greater value to our clients.”

Jones brings more than 20 years of experience in financial technology, strategic networking and product leadership. Throughout his career, Jones has focused on identifying client needs, creating innovative solutions and building long-term relationships that promote sustainable profitability. Known for his collaborative leadership style and executive presence, he has consistently paired technical acumen with measurable business outcomes.

“As the mortgage industry continues to evolve, stable business connections are essential to delivering seamless, secure and scalable solutions,” said Jones. “Informative Research has a long-standing reputation for operational excellence. I look forward to building a network that strengthens our value proposition and drives meaningful growth for IR, our partners and our clients.”

Most recently, Jones served as Partner Account Manager at Intercontinental Exchange (ICE) Mortgage Technology, where he managed large strategic partners and helped drive year-over-year revenue growth. Previously, Jones held leadership roles at Accenture, where he built strong cross-functional alignment across the sales, marketing and product teams and managed go-to-market strategies and product roadmaps. Earlier in his career, he was a vice president at Prime Alliance Solutions, helping scale the business and grow its customer base significantly.

About Informative Research

NEWS SOURCE: Informative Research

To view the original story, visit: https://www.send2press.com/wire/informative-research-appoints-fintech-veteran-mark-jones-as-senior-vice-president-of-partner-success/

Class Valuation among early AMCs to receive Collateral Underwriter access

Milestone removes friction from the appraisal review process, driving greater efficiency for lenders and clients

TROY, Mich., Feb. 26, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced that it is one of the first AMCs to receive access to Collateral Underwriter® (CU®), Fannie Mae’s proprietary appraisal risk assessment tool, marking a significant milestone for appraisal review and risk management.

Image caption: Class Valuation.

CU is used by lenders to assess appraisal quality and identify potential valuation risks earlier in the mortgage process. Now, lenders and AMCs can work from a common set of insights, reducing misalignment and unnecessary back-and-forth during appraisal review. This shared framework will lead to fewer surprise revisions and clearer expectations from the outset, creating a smoother, faster experience throughout the entire collateral review process. Earlier insight also supports a more streamlined appraisal review process, with fewer delays tied to appraisal revisions, ultimately reducing time and cost for both lenders and their teams.

Class Valuation expects to integrate CU insights into its overall appraisal review processes in a thoughtful, structured way. The company is reviewing best practices and plans to work closely with key lender clients to ensure alignment on how CU-driven findings are applied within appraisal review expectations, while maintaining strong appraisal quality standards. This shared access creates a new level of continuity between Class Valuation and Fannie Mae, ensuring that appraisal review decisions are informed by the same data and insights, and removing the friction that has historically slowed the process for lenders, appraisers and AMCs alike.

“Access to CU enables us to surface potential appraisal risks earlier, reduce revision cycles and work alongside lenders to drive a more consistent, efficient review process,” said John Fraas, CEO of Class Valuation. “This marks an important advancement for our clients and the industry, reinforcing alignment between Class Valuation and Fannie Mae.”

Class Valuation will continue to engage clients as implementation progresses and will provide additional guidance as best practices are finalized.

ABOUT CLASS VALUATION:

Class Valuation is a leading nationwide appraisal management company (AMC) renowned for its commitment to fast turn times, exceptional quality and unparalleled client service. The company leverages a powerful combination of skilled professionals, innovative products, streamlined processes and advanced technology to empower lenders in fulfilling homeownership dreams. Consistently recognized by top mortgage lenders for its outstanding performance, Class Valuation has also earned accolades as a top workplace and received numerous industry awards. Founded in 2009, Class Valuation is headquartered in Troy, Michigan. For more information, please visit https://www.classvaluation.com.

X: @ClassValuation #appraisal #valuation #lending @FannieMae

NEWS SOURCE: Class Valuation

To view the original story, visit: https://www.send2press.com/wire/class-valuation-among-early-amcs-to-receive-collateral-underwriter-access/

ScoopCloud

The affordable PR newswire service

Tag Archives: FinTech

ACES Quality Management launches ACES Population Testing

FirstClose introduces Lender Portal to manage home equity borrower leads in one workspace

Tim Cox rejoins Informative Research to lead the company’s business process automation efforts

Argyle extends its mortgage verification experience to the wholesale channel with the launch of a broker-branded borrower experience

Vesta Customers Gain Access to Mezzo’s One-to-Many Operating Architecture

Vice Capital Markets expands bid tape capabilities to include VantageScore data

Friday Harbor’s AI pre-underwriting platform integrates to the Freddie Mac Income Calculator API

Friday Harbor adds USDA loans to its AI pre-underwriting platform

LodeStar Integrates with Dark Matter Technologies’ Empower® LOS Platform

Class Valuation verified by Fannie Mae and Freddie Mac to support new Uniform Property Data Report specification

Dovenmuehle launches Diagnostic Process to streamline mortgage subservicing onboarding

Friday Harbor announces integration with MeridianLink Mortgage

NewFed Mortgage leverages Friday Harbor to boost fulfillment productivity by 35%

The Mortgage Collaborative launches Mortgage AI Council to advance responsible AI adoption for community and mid-sized lenders

OptiFunder Connects LendingPad LOS to Genesis to Link Origination and Warehouse Funding

Vesta Partners with OptiFunder to Bring Loan Origination and Warehouse Funding Together

FirstClose introduces SmartDocs disclosure automation through its point-of-sale platform

MISMO awards eVault System Certification to DocMagic’s SmartSAFE eVaults

MISMO awards eVault System Certification to DocMagic’s SmartSAFE eVaults

The Smartest Move of 2026: Switching to a Feature-Rich, Affordable e-Signature and Online Notary System

Secured Signing Reports 45% Month-on-Month Growth in Notary Adoption of Deepfake Detection Feature

Vice Capital Markets Now Supports New Freddie Mac Cash-Specified Payup Types for 30-Year Fixed-Rate Mortgages

Kitsap Credit Union selects FirstClose’s home equity lending platform

Argyle announces integration with Vesta to embed direct-source verifications within the loan origination system

Secured Signing Achieves Approval for RON and IPEN in Rhode Island and South Carolina

Dark Matter Technologies integrates Snapdocs with its Empower LOS to power seamless digital closings

Vertyx Introduces Homeowner Navigator, Delivering Personalized Intelligent Insights and Omnichannel Engagement for Modern Homeownership

Argyle launches unified 3-in-1 Verification Suite for mortgage lenders

Floify powers launch of Timberline Mortgage

The Mortgage Collaborative launches enhanced benchmarking platform under new TMC Insight brand

The Mortgage Collaborative launches enhanced benchmarking platform under new TMC Insight brand

[RETRACTED] FirstClose Unveils XpressEquity with Enhanced Encompass Integration to Deliver an End-to-End Home Equity Platform Powered by Intelligent Automation

Floify launches Dynamic Apps 2.0, enabling lenders to create fully customizable loan applications

Informative Research appoints fintech veteran Mark Jones as senior vice president of partner success

Class Valuation among early AMCs to receive Collateral Underwriter access