Optimal Blue announced on Monday that it has promoted Lanny Rogers III to chief financial officer and Jeremy Moreno to chief revenue officer. Rogers, a certified public accountant, will oversee financial planning, forecasting and capital allocation as the company expands. He joined Optimal Blue in 2017 and most recently served as vice president of accounting. […]
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CMG Financial‘s reverse mortgage division has welcomed John-Robert Martinez as regional manager of reverse for the eastern U.S., effective Monday. The news was confirmed on LinkedIn by Sean Kirksey, CMG’s vice president of reverse mortgage. “Anyone who has worked with John knows how much this is earned,” Kirksey wrote. “He has been our top-producing reverse
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Tidalwave, an agentic AI mortgage technology startup integrated with Fannie Mae and Freddie Mac, recently announced the hiring of Jason Cao as chief operating officer. Cao, an early investor in Tidalwave two years ago, was most recently COO at CertiK, where he helped build it into a unicorn as the world’s largest blockchain security company.
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bevri.ai, a technology firm focused on applying artificial intelligence to the mortgage industry’s third-party origination (TPO) channel, announced on Monday that it has appointed Jonathon Haddad as CEO. The agentic AI company said in a press release that Haddad’s appointment marks a new phase in its efforts to expand end-to-end automation for brokers and non-delegated
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Top-producing mortgage originator Chris Planto has rejoined Rate as vice president of mortgage lending in the Houston market. Planto returns to Rate from CrossCountry Mortgage, where he most recently served as a senior loan officer. “We are absolutely thrilled to welcome back Chris Planto to our Rate family,” said Todd Heaton, an executive vice president
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SERHANT. is looking to bolster its new development division. On Friday, the Ryan Serhant-helmed brokerage announced two executive appointments to its new development team. The new leaders include Peter Rooney, who will serve as the head of new development, and Ben Nicholls, who was named as director of planning and design. “As SERHANT. continues to
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American Pacific Mortgage (APM) announced on Friday a leadership transition as longtime chairman and former president and CEO Bill Lowman prepares to retire later this month after more than two decades with the company. “Words cannot express how impactful Bill’s leadership, guidance, and commitment have been to this company for more than 20 years,” said
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New American Funding (NAF) on Wednesday named Nathan Ballentine as its new regional vice president for South Carolina. In this role, Ballentine will lead growth and development across the state, spearheading market expansion and sales initiatives. With more than 25 years of experience in the mortgage industry, Ballentine will focus on recruiting and onboarding top-performing
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Planet Home Lending on Thursday announced the appointment of John Adams as retail renovation leader as the company seeks to enhance its home renovation expertise and unlock more housing opportunities for borrowers. Adams will focus on training and supporting Planet’s distributed retail loan originators and educating real estate agents nationwide. He will also educate veterans
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Interlinc Mortgage announced Wednesday that Gary Royal has joined the company as its Southeast regional sales manager. Royal has nearly 40 years of mortgage industry experience and “brings a proven track record of leadership, growth, and team development across multiple markets,” Interlinc said in a press release. Royal, who is based in Georgia, will lead
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