CA Finance

CA Finance

CA Finance

CA Finance
CapitalW Collective

CapitalW Collective Announces Katten as Corp. Sponsor, Supporting Women in Mortgage Capital Markets

SAN DIEGO, Calif. /CALIFORNIA NEWSWIRE/ -- CapitalW Collective, the glass shattering 501(c)(3) benefiting women and their allies in mortgage capital markets, today announced Katten Muchin Rosenman LLP as a new corporate sponsor. This strategic collaboration marks a significant step forward in CapitalW Collective's mission "to create more inclusive mortgage capital markets, one woman and ally at a time."
Secured Signing Launches Integration with Okta

Secured Signing Launches Integration with Okta for Enhanced Single Sign-On Experience (SSO)

MOUNTAIN VIEW, Calif. /CALIFORNIA NEWSWIRE/ -- Secured Signing is excited to announce its official integration with Okta, a leading identity management solution, to deliver seamless and secure Single Sign-On (SSO) capabilities. This integration enhances user experience and security for employees, contractors, and business partners, ensuring they have quick, reliable access to the tools they need to perform at their best.
MCT - Mortgage Capital Trading

MCT Expands MSR Valuation Options with AD&Co Prepayment Model: Precision and Confidence for MSR Managers

SAN DIEGO, Calif. /CALIFORNIA NEWSWIRE/ -- Mortgage Capital Trading, Inc. (MCT), the de facto leader in innovative mortgage capital markets technology, today announced the integration of the LoanDynamics Model (LDM) from Andrew Davidson & Co. (AD&Co) into their mortgage servicing rights (MSR) valuation software. LDM is a well-respected prepayment model for residential mortgages that will complement MCT's proprietary prepayment model in MSRlive!
MCT Reports 3% Increase in Mortgage Lock Volume

MCT Reports 3% Increase in Mortgage Lock Volume, Refinance Activity Buoys Market in Q3/24

SAN DIEGO, Calif. /CALIFORNIA NEWSWIRE/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a 3.17% increase in mortgage lock volume compared to the previous month. The report highlights key market dynamics, offering industry professionals valuable insights. Industry professionals and enthusiasts are invited to download the complete report for comprehensive insights into the market dynamics.
IRS Solutions Software

IRS Advance Notice by IRS Solutions Software Named as a 2024 Tax and Technology Innovation Award Finalist

VALENCIA, Calif. /CALIFORNIA NEWSWIRE/ -- IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and offering steady, year-round income for tax professionals.
MCT Reports 3% Increase in Mortgage Lock Volume

MCT Reports 3% Increase in Mortgage Lock Volume Backed by Increased Refinance Activity

SAN DIEGO, Calif., /CALIFORNIA NEWSWIRE/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a 3.33% increase in mortgage lock volume compared to the previous month. Despite a larger increase in rate/term volume, total mortgage volume remains relatively flat.
Senator Caroline Menjivar

Calif. Legislature Approves Landmark IVF Bill to Require Insurance Coverage for Fertility Healthcare, Sending Measure to Gov. Newsom

SACRAMENTO, Calif. /CALIFORNIA NEWSWIRE/ -- The California State Legislature approved Senate Bill 729, authored by State Senator Caroline Menjivar (D-San Fernando Valley) and sponsored by California State Insurance Commissioner Ricardo Lara, with bipartisan support today sending the measure to Governor Newsom's desk with votes of 55-0 in the Assembly and 30-8 in the Senate.
Secured Signing Notary Community

Secured Signing Notary Community enables notaries to connect with clients online, receive jobs, and chat directly

MOUNTAIN VIEW, Calif. /California Newswire/ -- Secured Signing, a frontrunner in the realm of digital signature and remote online notarization solutions, is thrilled to unveil a series of substantial upgrades to its Notary Community platform. These enhancements are meticulously crafted to empower notaries to broaden their client base, attract many business opportunities, and optimize their workflow efficiency.
MCT Marketplace

Patented Fintech Allows Mortgage Buyers to Transact with Any Seller on MCT Marketplace

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced that the company has been awarded a patent for the security spread commitment used in the industry's largest mortgage asset exchange: MCT Marketplace. The security spread commitment transforms loan auctions, turning shadow bids into executable prices.
MCT: Lock Volume for July by Transaction Type

MCT Reports a 6% Mortgage Lock Volume Decrease in Latest July 2024 Report

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today a decrease of 5.67% in mortgage lock volume compared to the previous month. Industry professionals and enthusiasts are invited to download the complete report for comprehensive insights into the market dynamics.
Informative Research

Informative Research’s Kelly Richards Receives 2024 MPA Elite Women Award

IRVINE, Calif. /California Newswire/ -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced today that Kelly Richards, Head of Sales Support, has been named a winner of the MPA Elite Women 2024 by Mortgage Professional America (MPA). This award recognizes exceptional female leaders who have significantly contributed to the mortgage industry.
Informative Research

Informative Research Enhances Verification Platform through Expanded Integration with The Work Number from Equifax

GARDEN GROVE, Calif. /California Newswire/ -- Informative Research, a leading technology platform delivering data-driven solutions to the lending community, today announced the expansion of its verification platform through the integration of additional Equifax solutions that leverage The Work Number®, the industry-leading commercial source of consolidated income and employment information.
Brandon Hall of Informative Research

Informative Research Adds Process Transformation Expert, Brandon Hall as New EVP of Operations

GARDEN GROVE, Calif. /California Newswire/ -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, has named Brandon Hall as its new executive vice president (EVP) of operations. Hall brings over 20 years of experience driving operational excellence within the financial services sector and is known for implementing innovative process improvements, fostering cross-functional collaboration and leading through change.
MCT - Mortgage Capital Trading

MCT Integrates with Fannie Mae’s Mission Score API and New Product Grids to Empower Originators to Take Advantage of Market Incentives

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced the launch of new integrations with Fannie Mae's Mission Score application programming interface (API) and Mission Score 2 and 3 product grids that provide better transparency and pricing for mortgages aligned with Fannie Mae's mission objectives.
Secured Signing Scales Up

Remote Online Notarization Innovator, Secured Signing, Scales Up with Strategic Leadership & Global Expansion

MOUNTAIN VIEW, Calif. /California Newswire/ -- Secured Signing, a leading provider of secure Digital Signatures and Remote Online Notarization platform, today announced a significant growth, fueled by a visionary leadership change and strategic team expansion.
Mortgage Capital Trading (MCT) and Lender Price

MCT and Lender Price announce partnership to Improve Mortgage Pricing with Loan-Level MSR Values

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), the de facto leader in innovative mortgage capital markets technology, and Lender Price, the first cloud-native provider of mortgage pricing technology, have partnered to provide mortgage lenders using the Lender Price product and pricing engine (PPE) with loan-level MCT MSR values. MCT's industry-leading mortgage servicing rights (MSR) grids allow Lender Price PPE clients to be more granular, profitable, and efficient when generating their front-end borrower pricing and managing their MSR portfolio.
MCT: Lock Volume for May by Transaction Type

MCT Reports A 7% Mortgage Lock Volume Increase In Latest May 2024 Indices Report

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 6.78% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.
CapitalW Collective

Newly Launched CapitalW Collective is Educating, Elevating, and Empowering Women in Mortgage

SAN DIEGO, Calif. /California Newswire/ -- CapitalW Collective (CapitalW), the glass shattering non-profit benefiting women and their allies in mortgage capital markets, today announced its successful debut within the mortgage industry. Officially launched on May 1, 2024, CapitalW made its first appearance at the Mortgage Bankers Association Secondary and Capital Markets Conference in New York May 19-21, 2024.
Online notarization is streamlined with Secured Signing

Remote notarization is streamlined with Secured Signing’s new features

MOUNTAIN VIEW, Calif. /California Newswire/ -- Secured Signing, a leader in remote online notarization (RON) solutions, announces a suite of innovative features designed to streamline the online document signing and notarization process. These enhancements empower both notaries and singers to experience a smoother, more secure, and efficient experience.
MCT - Mortgage Capital Trading

New Fintech Solution Connects API-Driven Back-End to Front-End Pricing with Industry-First Features

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the release of the Base Rate Generator, an industry-changing solution that allows mortgage lenders to directly inform their front-end rate sheet pricing with their back-end capital markets executions. By combining live agency API connections, co-issue executions, aggregator pricing, and custom TBA indications, the MCT Base Rate Generator allows mortgage lenders to improve margin management and competitive performance.
MCT Lock Volume for April

Mortgage Capital Trading, Inc. Reports A 2% Lock Volume Increase Despite Rising Rates

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today reported a 1.87% increase in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.
Mortgage Finance Expert Kurt Raymond CMB

Informative Research Adds Mortgage Finance Expert Kurt Raymond CMB as SVP

GARDEN GROVE, Calif. /California Newswire/ -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced it has expanded its team to add mortgage industry veteran Kurt Raymond, CMB as Senior Vice President and Borrower Journey Engineer. The move reflects Informative Research's commitment to helping lenders streamline origination costs and enhance the borrower experience.
MCT Launches Complete Best Execution

MCT Launches Complete Best Execution with Fully Integrated Retain vs. Release MSR Decisioning

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, proudly introduces a game-changing advancement: a Best Ex for Released and Retained all in one platform!
Secured Signing

Secured Signing for Bullhorn now uses AI to automatically send documents for digital signatures

MOUNTAIN VIEW, Calif. /California Newswire/ -- Secured Signing, a pioneer in digital signatures and remote online notarization solutions, is thrilled to announce the release of a revolutionary new feature designed exclusively for Bullhorn users. Secured Signing integrates with Bullhorn and provides a one stop Digital Signature solution that delivers a full range of form completion and eSigning capabilities.
MCT: Lock Volume for March by Transaction Type

MCT Reports A 15% Lock Volume Increase Heading Into 2024 Home Buying Season

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 15.36% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.
Informative Research

Informative Research Announces Manual VOI Integration with Veri-Tax

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

Tax Relief CPA James M. Cha Alerts Delinquent Taxpayers as IRS Intensifies 2024 Collection Efforts

LOS ANGELES, Calif. /California Newswire/ -- James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, alerts that the IRS is ramping up collections and tax audits in 2024, and urges taxpayers to act with tax relief strategies. If you haven't received IRS notices recently about unfiled returns or unpaid taxes, expect that to change. The IRS is hiring more auditors and resuming collection notices aggressively. Be prepared for stepped-up IRS collections efforts in 2024.
MCT Reports a 20.9% Increase In Mortgage Lock Volume Amidst Rising Rates

MCT Reports a 20.9% Increase In Mortgage Lock Volume Amidst Rising Rates for March 2024

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, has reported a 20.9% increase in mortgage lock volume in February compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.
Informative Research

Informative Research Announces Mortgage Lenders Using Fannie Mae Desktop Underwriter Can Now Validate Income & Employment with AccountChek

GARDEN GROVE, Calif. /California Newswire/ -- GARDEN GROVE, Calif., March 7, 2024 (SEND2PRESS NEWSWIRE) -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced that lenders using Fannie Mae's Desktop Underwriter® (DU®) can now leverage a 12-month asset verification report to validate income and employment in addition to assets with a single asset report. By using direct deposit banking data to evaluate income and employment, lenders can streamline processes and improve the borrower experience.
MCT - Mortgage Capital Trading

Mortgage Capital Markets Tech Leader MCT Releases Custom TBA Indications to Provide Price Discovery for Illiquid Coupons

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the release of pricing indications for the to-be-announced mortgage-backed securities (TBAs) used by mortgage lenders to hedge their open mortgage pipelines. TBA indications improve transparency in illiquid market segments and act as a key reference point on lenders' unique executions - critical data for generating accurate front-end borrower pricing.
IRS Solutions Software

IRS Solutions Software Announces Release of IRS Advance Notice: Tracks and Alerts Users to IRS Transcript Changes

VALENCIA, Calif. /California Newswire/ -- IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry's favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax specialists can work less, earn more, and enjoy steady year-round income with IAN.
Feb. 2024 MCT Indices Report

Monthly Mortgage Volume Increases 13.96% In Latest Feb. 2024 MCT Indices Report

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 13.96% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.
MCT: Lock Volume for December by Transaction Type

MCT FINANCE NEWS: Seasonal Lows Contribute to 13.71% Drop In Mortgage Volume

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, revealed today a 13.71% decline in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report.
The Mortgage Collaborative

The Mortgage Collaborative (TMC) closes out 2023 with record-breaking ’12 Days of TMC’ in time for holiday congratulations

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, has wrapped up its fourth annual 12 Days of TMC, a virtual conference running from November 30 to December 15, 2023. The online event, spread over three weeks, featured several keynote speakers.
MCT - Mortgage Capital Trading

Monthly Mortgage Volume Decreases 10.7% In Latest MCT Indices Report for 2023/November

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, today announced a 10.7% decrease in mortgage lock volume in November compared to the previous month. This revelation comes as part of MCT's monthly Lock Volume Indices report, offering valuable insights into the dynamic landscape of the residential mortgage industry.
NotaryCam

NotaryCam Approved to Provide Remote Online Notarization Services in 2024 for California Transactions

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced today it will support remote online notarial acts in California beginning in 2024 following the passage of CA Senate Bill 696, which was signed into law by California Governor Gavin Newsom on September 30, 2023. Stage 1 of the bill takes effect on January 1, 2024.
NotaryCam

NotaryCam approved to provide RON and eNotary for Illinois notaries

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam®, a Stewart-owned company and a pioneer in providing remote online notarization and identity verification/authentication technology for real estate and legal transactions, announced today the Illinois Department of Secretary of State has approved the company to provide both eNotary and remote online notarization (RON) services to notaries public registered in the state.
MCT - Mortgage Capital Trading

Mortgage Volume Continues Downward Trend in Q4/2023 in Latest MCT November Indices Report

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a drop of 17.76% in mortgage lock volume over the prior month. Loan originations for October continued to dip as mortgage rates hovered around 8% and lack of housing supply continues to slow origination volume. While overall mortgage lock volume dropped more than 17% in October, cash out refinances did see a boost.
Teresa Bryce Bazemore and Nandita Bakhshi

Nandita Bakhshi to Join Teresa Bryce Bazemore in Conversation at Financial Women of San Francisco 2023 Annual

SAN FRANCISCO, Calif. /California Newswire/ -- Financial Women of San Francisco (FWSF) today announced that Nandita Bakhshi, Special Advisor and Board Member at BMO Financial Group and Former CEO of Bank of the West, will be the guest moderator as FWSF honors Teresa Bryce Bazemore, President and CEO of the Federal Home Loan Bank of San Francisco, at the 2023 Financial Woman of the Year luncheon in San Francisco, CA on Tuesday, November 7, 2023.
The Mortgage Collaborative

The Mortgage Collaborative Announces its Selected 2024 Board of Directors and Advisory Council

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, today announced its 2024 Board of Directors and Advisory Council.
TMC Emerging Technology Fund LP

TMC Emerging Technology Fund LP Invests in Halcyon to Better Serve Mortgage Industry

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") has made its latest investment in Halcyon. Halcyon's suite of services provides financial institutions with a 360-degree financial relationship with its customers by affordably expanding their offerings to include investment advisory, IRS transcripts and tax preparation services.
Month-over-month Change in Lock Volume for Sept. by Transaction Type

High Mortgage Rates & Low Supply Drag Down Mortgage Volume in MCT Oct. 2023 Indices Report

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a significant dip of 13.29% in mortgage lock volume over the prior month.
MCT - Mortgage Capital Trading

MCT (Mortgage Capital Trading) Named Best Place To Work 2023 By SDBJ

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced that it has been named one of the Best Places to Work 2023 by the San Diego Business Journal (SDBJ) in the medium-sized company category (50 - 249 U.S. employees).
The Biggest Leap: Building a Profitable Insurance Agency from the Ground Up

Inspirational entrepreneur Tim Gaspar, an insurance industry pioneer releases ‘The Biggest Leap’

LOS ANGELES, Calif. /California Newswire/ -- Inspirational entrepreneur Tim Gaspar has re-launched his debut book "The Biggest Leap: Building a Profitable Insurance Agency from the Ground Up" (ASIN: B0C3JGZZQR).
MCT - Mortgage Capital Trading

Mortgage Lock Volume Dips Slightly in Response to Rising Rates in Sept. 2023 MCT Indices Report

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a slight 4.76% decline in mortgage lock volume over the prior month. The slight dip in mortgage lock volume is likely attributed to an increase in mortgage rates through the last month.
Matthew Weber Promoted to Principal at KROST CPAs

Celebrating Growth & Expertise: Matthew Weber Promoted to Principal at KROST CPAs

LOS ANGELES, Calif. /California Newswire/ -- KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew's dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization.
Steve Pawlowski Managing Director, Head of Technology Solutions at MCT

MCT, the leader in innovative mortgage capital markets tech, appoints Steve Pawlowski as Head of Technology Solutions

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT's proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT's COO, Phil Rasori.
MCT Indices Report for Aug. 2023

July’s Mortgage Lock Volume Flat Amongst Rising Rates in MCT’s Latest Indices Report for Aug. 2023

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT's site to download the full report.
Monthly Lock Volume Increases 31% in Latest June MCT Indices Report

Monthly Lock Volume Increases 31% in Latest June MCT Indices Report for Mortgage Industry

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT's website to download the full report. The increase in June's lock volume activity, which is based on actual locked loans, comes after a 15% drop in May's total lock production.
Amy Chase of NOMIS SOLUTIONS

Nomis Solutions hires client success veteran Amy Chase as SVP of Services

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that client success veteran Amy Chase has been tapped as Senior Vice President of Services. Chase will be responsible for leading implementations of Nomis Solutions and delivering ongoing services to existing clients.

FEATURED STORIES