Expansion

ACES Quality Management (ACES), a provider of enterprise quality management and control software for the financial services industry, has sought to support its customers through turbulent market conditions by providing critical technology innovations to its quality control audit suite. The critical enhancements ACES made throughout the year helped support a 15% year-over-year increase in quality control audits conducted across its customer base and achieved 66% growth in new client acquisition.

Williston Financial Group (WFG), a full-service provider of title insurance and real estate settlement services for commercial and residential transactions nationwide, announced that its subsidiary Volly has released a new marketing automation suite to support one of the mortgage industry’s most essential collaborations: the partnership between loan officers and real estate professionals.

Home Value Lock, a market value insurance product for homebuyers, is now available through Century 21’s Select Real Estate. The Sacramento-area real estate group announced that it will provide clients the option to benefit from market value protection for their new home at no additional cost.

A&D Mortgage, a Non-QM lender; Atlas Merchant Capital; and Imperial Fund Asset Management, have successfully priced its latest securitization, A&D Mortgage Trust 2024-NQM6 (ADMT 2024-NQM6). This $303.9 million transaction, backed by 872 newly originated non-prime residential mortgages, reflects the success of this joint venture in addressing the evolving needs of borrowers and investors.

ACES Quality Management® (ACES), a provider of enterprise quality management and control software for the financial services industry, announced the addition of 10 credit unions to its growing customer base. These organizations leverage ACES Quality Management & Control Software® to improve quality and mitigate risk across multiple internal areas, including mortgage lending, consumer lending, deposit accounts and more.

Argyle, a service provider automating income and employment verifications for some of the largest mortgage lenders in the United States, has eclipsed its full-year 2023 growth through just the first nine months of 2024.

During the third quarter of 2024, Planet Financial Group, LLC, parent of national mortgage lender and servicer Planet Home Lending, LLC and  asset manager Planet Management Group, LLC, demonstrated the strength of its multichannel business model. The company delivered stable performance across all divisions, positioning itself for accelerated growth in 2025.

Optimal Blue announced three major product releases: the expansion of its AI assistant suite, the introduction of Scenario Optimizer, and the free availability of Investor Pricing Insight to investor clients. These product updates build on the company’s commitment to rapidly delivering high-impact solutions that tackle real-world challenges while helping clients maximize profitability.

A&D Mortgage has successfully executed its fourth non-QM securitization of the year, valued at US$331.5 million. The centerpiece of this transaction is a US$209.6 million two-year senior note, which secured a Triple A rating and was priced at 145 basis points over Treasuries.

LERETA, a national provider of real estate tax and flood services for mortgage servicers, announced a strategic relationship with CMG Financial (CMG), a privately-held mortgage banking firm based in San Ramon, CA, to manage real estate taxes and flood insurance for CMG’s servicing portfolio.