topbar

Tag Archives | Finance

EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp

WEST DES MOINES, Iowa and SAN FRANCISCO, Calif., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge […]

Continue Reading

After, Inc. Announces the Launch of QuickClaim® – Its Best-in-Class Claims and Returns Management System

NORWALK, Conn., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®.

Continue Reading

MMI welcomes Justin Bird as Creative Director

SALT LAKE CITY, Utah, Sept. 26, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director […]

Continue Reading

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022

NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms […]

Continue Reading

Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado

PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that […]

Continue Reading

San Antonio Board of REALTORS® implements Down Payment Resource to raise Realtor and homebuyer awareness of down payment assistance programs

ATLANTA, Ga., Sept. 15, 2022 (SEND2PRESS NEWSWIRE) — The San Antonio Board of REALTORS® (SABOR) today announced that it has partnered with Down Payment Resource (DPR) to provide its approximately 16,000 multiple listing service (MLS) subscribers with access to DPR’s toolset that helps real estate agents connect clients with programs that can help save on […]

Continue Reading

After, Inc.’s QuickSuite® Receives the TWICE VIP 2022 Award

NORWALK, Conn., Sept. 14, 2022 (SEND2PRESS NEWSWIRE) — After, Inc. announced today that it received the TWICE VIP Award 2022 for its QuickSuite® post-sale customer experience technology. The TWICE VIP Awards are the only awards voted on exclusively by TWICE’s audience of top consumer technology retailers and distributors, celebrating the best features, design, and value […]

Continue Reading

Critical Defect Rate Declined in Q1 2022 Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., Sept. 12, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management(r) (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the first quarter (Q1) of 2022. The latest report analyzes post-closing quality control data derived […]

Continue Reading

Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer

OWINGS MILLS, Md., and IRVINE, Calif., Sept. 8, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Rich LaBarca to the role of Chief Product and Technology […]

Continue Reading

#HousingDC22 Annual Housing Champion: Frank Nothaft

WASHINGTON, D.C., Sept. 8, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced this year’s Housing Champion Award recipient is the late Frank Nothaft. Each year Housing Finance Strategies reviews a short list of candidates for the prestigious Housing Champion award and announces the winner at the #HousingDC conference.

Continue Reading

MCT releases MCTlive! Lock Volume Indices for August 2022

SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]

Continue Reading

MCTlive! Lock Volume Indices: August 2022 Data

SAN DIEGO, Calif., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders […]

Continue Reading

Financial Center First Credit Union Selects ACES Quality Management & Control to Improve Consumer Loan Quality

DENVER, Colo., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Financial Center First Credit Union (FCFCU) has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support quality control (QC) audits for FCFCU’s […]

Continue Reading

MMI announces its newest Regional Director of Growth, Heidi Iverson

SALT LAKE CITY, Utah, Sept. 7, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI’s […]

Continue Reading

INC. 5000 Ranks Mortgage Capital Trading, Inc. (MCT®) On Its 2022 Fastest Growing Private Companies List For 11th Time

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation’s fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is the second year […]

Continue Reading

INC. 5000 Ranks MCT® On Its 2022 Fastest Growing Private Companies List For 11th Time

SAN DIEGO, Calif., Sept. 2, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation’s fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is […]

Continue Reading

Paragon Insurance Holdings Announces Acquisition of Reel Media, Further Expanding Firm’s Reach into Global Specialty Marketplace

AVON, Conn., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets, today announces the acquisition of Reel Media, LLC, a leading provider of insurance solutions for the broader entertainment and sports industries.

Continue Reading

Sales Boomerang and Mortgage Coach’s Rachel Cunningham and Jacob Gibbs named 2022 HW Insiders by HousingWire Magazine

OWINGS MILLS, Md. and IRVINE, Calif., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced two of its employees – Director of Customer Success Rachel Cunningham and VP […]

Continue Reading

ACES Quality Management’s Sharon Reichhardt selected as a 2022 Insider by HousingWire Magazine

DENVER, Colo., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Operations Sharon Reichhardt has been honored by HousingWire magazine in its annual Insiders awards program.

Continue Reading

TMC Emerging Technology Fund LP invests in Willow Servicing, participates in a $6 million seed round

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”) recently participated in a $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, […]

Continue Reading

TMC Emerging Technology Fund LP Invests in Willow Servicing

SAN DIEGO, Calif., Aug. 31, 2022 (SEND2PRESS 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”) recently participated in a $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from […]

Continue Reading

Matthew Weber and Jonathan Louie Appointed to LA-based KROST Principal in Development Program

Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development ProgramLOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST’s Principal in Development (PID) program. Originally published on CaliforniaNewswire.com — Matthew Weber and Jonathan Louie Appointed to […]

Continue Reading

FormFree integrates with Docutech to streamline loan production with VOA and VOI/E capture

ATHENS, Ga., Aug. 29, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced the integration of AccountChek®, a service that allows lenders to verify borrowers’ assets, income, employment and rent payment history, with Solex®, a comprehensive eDelivery, eSign, eClose and eVault platform from Docutech®, a First American company.

Continue Reading

For 2022, DocMagic Earns a Second Consecutive Spot on the Inc. 5000 List of Fastest-Growing Private Companies

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that it again made Inc. 5000’s list of fastest-growing private companies for 2022. Originally published on CaliforniaNewswire.com — For 2022, DocMagic Earns a Second Consecutive Spot on the Inc. 5000 List of Fastest-Growing […]

Continue Reading

Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC

ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm’s Greyling division as Senior Vice President, Risk Management.

Continue Reading

Blaylock Van Partners to Support 2nd Annual United Diversity Business Summit

PHOENIX, Ariz., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment bank, will serve as a sponsorship partner for the 2nd annual United Diversity Business Summit, Presented by Thinkzilla Consulting Group & The City of Scottsdale. The Sept. 14 summit will convene diverse business leaders and entrepreneurs across […]

Continue Reading

FormFree and Finastra partnership streamlines borrower verification for improved mortgage loan processing

ATHENS, Ga. and LONDON, U.K., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) — Finastra and FormFree®, a market-leading fintech company that enables lenders to understand people’s true ability to pay (ATP®), have partnered to further streamline electronic borrower verification for mortgage lenders.

Continue Reading

MCTlive! Platform Becomes First to Integrate with Freddie Mac Cash Settlement Purchase Statement API

SAN DIEGO, Calif. /California Newswire/ — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Cash Settlement Purchase Statement API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System […]

Continue Reading

Vice Capital Markets Releases API for Freddie Mac Cash Purchase Statement

NOVI, Mich., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac’s Cash Settlement Purchase Statement application programming interface (API).

Continue Reading

New Energy Risk Announces Milestone as Clients Raise $3B in Capital, Also Announce Senior Promotions

AVON, Conn., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.

Continue Reading

MCTlive! Capital Markets Platform Becomes First to Integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through […]

Continue Reading

DaVinci Capital Partners Craft Customized Financial Solutions Throughout Ventura County

WESTLAKE VILLAGE, Calif. /California Newswire/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County. Originally published on CaliforniaNewswire.com — DaVinci Capital Partners Craft Customized […]

Continue Reading

DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County

WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Continue Reading

Sales Boomerang named to Inc. 5000 list for second consecutive year

OWINGS MILLS, Md. and IRVINE, Calif., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Sales Boomerang borrower intelligence solution made its second consecutive appearance on […]

Continue Reading

Promontory MortgagePath adds John Gust as Director of Product Management

DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, […]

Continue Reading

Natalie Arshakian named a 2022 Mortgage Star by Mortgage Women Magazine

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional’s Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards. Originally published on CaliforniaNewswire.com — Natalie […]

Continue Reading

Mortgage Women Magazine Names Natalie Arshakian as a 2022 Mortgage Star

SAN DIEGO, Calif., Aug. 12, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional’s Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.

Continue Reading

ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference

DENVER, Colo., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association’s (MBA) […]

Continue Reading

After, Inc. Announces the Launch of QuickInsight® – Its Powerful Post-Sale Customer Data Enrichment Platform

NORWALK, Conn., Aug. 9, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for […]

Continue Reading

Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 […]

Continue Reading

MPA Magazine Names MCT’s Natalie Arshakian to List of Elite Women For 2022

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who […]

Continue Reading

Mortgage Professional America Magazine Names Natalie Arshakian to List of Elite Women For 2022

SAN DIEGO, Calif., Aug. 5, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 […]

Continue Reading

MCT Releases MCTlive! Lock Volume Indices for July 2022, Covering Mortgage Lender Activity

SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]

Continue Reading

MCTlive! Lock Volume Indices: July 2022 Data

SAN DIEGO, Calif., Aug. 4, 2022 (SEND2PRESS NEWSWIRE) — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders […]

Continue Reading

COVERGENCE – the research institution tech and startup gap fund and startup accelerator summit

SALT LAKE CITY, Utah, Aug. 2, 2022 (SEND2PRESS NEWSWIRE) — COVERGENCE, co-hosted by innovosource and the University of Utah’s PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential […]

Continue Reading

KROST CPAs in Los Angeles Announce Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax

LOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion. Originally published on CaliforniaNewswire.com — KROST CPAs in Los […]

Continue Reading

KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax

LOS ANGELES, Calif., July 29, 2022 (SEND2PRESS NESWSWIRE) — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.

Continue Reading

Mortgage Banker Magazine Names Curtis Richins of MCT on 2022 Legends of Lending List

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine’s inaugural “Legends of Lending” list. The magazine’s inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who […]

Continue Reading

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management.

Continue Reading

Mortgage Banker Magazine Names Curtis Richins on Legends of Lending List

SAN DIEGO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine’s inaugural “Legends of Lending” list. The magazine’s inaugural class was compiled to highlight the most talented, ambitious, and […]

Continue Reading

After, Inc.’s QuickSuite® Named ‘Product of the Year’ in the 2022 Sales and Marketing Technology Awards

NORWALK, Conn., July 27, 2022 (SEND2PRESS NEWSWIRE) — After, Inc. announced today that it received “Product of the Year” in the 2022 Sales and Marketing Technology Awards program (The Sammys) for its QuickSuite® post-sale customer experience technology. The Sammys honors organizations and products helping to solve the challenges businesses have connecting and collaborating with prospects […]

Continue Reading

IRS Releases Updated Practice Unit for Auditing the 179D Energy Efficient Commercial Buildings Deduction

EGAN, Minn., June 27, 2022 (SEND2PRESS NEWSWIRE) — The IRS Large Business and International (LB&I) Division released an updated Practice Unit for its agents to audit the 179D Energy Efficient Commercial Buildings Deduction (179D Deduction), ICS Tax, LLC announced today. It confirms that taxpayers can use the ASHRAE Standard 90.1-2007 rather than newer, more strict […]

Continue Reading

ACES Quality Management Updates Reporting Library to Incorporate Recent Guidance by Fannie Mae

DENVER, Colo., July 27, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that it has enhanced its reporting library within its flagship audit platform ACES Quality Management & Control® Software to help align with recent mortgage quality control (QC) […]

Continue Reading

Sales Boomerang named Organization of the Year in the 2022 Sales and Marketing Technology Awards

OWINGS MILLS, Md., and IRVINE, Calif., July 26, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it was selected Organization of the Year in the Business Intelligence Group’s 2022 Sales and Marketing Technology Awards program, also known as The Sammys.

Continue Reading

Keller Mortgage deploys Mortgage Coach enterprise-wide to support borrowers with modern mortgage advice and education

OWINGS MILLS, Md., and IRVINE, Calif., July 26, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.

Continue Reading

National Mortgage Professional (NMP) Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company’s chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022. Originally published […]

Continue Reading

NMP Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award

TORRANCE, Calif., July 22, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company’s chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for […]

Continue Reading

National Mortgage Professional names Dave Savage to list of Most Connected Mortgage Professionals

OWINGS MILLS, Md., and IRVINE, Calif., July 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Chief Innovation Officer Dave Savage was named to National Mortgage Professional’s (NMP) […]

Continue Reading

innovosource summit to connect early-stage investors with university-managed tech and startup funds and accelerator programs

MINNEAPOLIS, Minn., July 20, 2022 (SEND2PRESS NEWSWIRE) — innovosource will host its fifth annual COVERGENCE Summit from Oct. 20-21, 2022, at the University of Utah Rice-Eccles Stadium Club. The event gathers more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners to discuss best practices and review portfolios and investable projects […]

Continue Reading

Sales Boomerang Q2 2022 Mortgage Market Opportunities Report

OWINGS MILLS, Md., and IRVINE, Calif., July 20, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage […]

Continue Reading

Down Payment Resource releases Q2 2022 Homeownership Program Index

ATLANTA, Ga., July 19, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,273 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by […]

Continue Reading

DocMagic CEO Dominic Iannitti honored with 2022 Legends of Lending Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its president and CEO, Dominic Iannitti, has been selected by Mortgage Banker magazine as a 2022 Legends of Lending award recipient. Originally published on CaliforniaNewswire.com — DocMagic CEO Dominic Iannitti honored with […]

Continue Reading

Mortgage Banker Magazine Honors DocMagic’s Dominic Iannitti with Inaugural Legends of Lending Award

TORRANCE, Calif., July 14, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its president and CEO, Dominic Iannitti, has been selected by Mortgage Banker magazine as a 2022 Legends of Lending award recipient.

Continue Reading

Sales Boomerang’s New Life Event Alerts Help Lenders Grow Pipelines While Fostering Strong Financial Friendships

OWINGS MILLS, Md. and IRVINE, Calif., July 14, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of its newest automated alert offering, Life Event Alerts, which notify mortgage advisors when a borrower or a prospect in their customer database experiences a major life […]

Continue Reading

Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America

DANBURY, Conn., July 13, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America’s (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry.

Continue Reading

MCTlive! Lock Volume Indices: June 2022 Data – represents a balanced cross section of lenders among retail, correspondent, wholesale, and consumer direct channels

SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for June 2022. Originally published on CaliforniaNewswire.com — MCTlive! Lock Volume Indices: June 2022 Data – represents […]

Continue Reading

After, Inc.’s QuickCover Extension is Now Available on the Top Four eMarketplace App Stores – Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce

NORWALK, Conn., July 11, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., a pioneer in the Warranty Services industry, just announced that its QuickCover® product protection technology is officially available on Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce. QuickCover® is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.

Continue Reading

‘ALICE’ Families Focus of New Docudrama by Education Based Housing, Premieres July 21

HOUSTON, Texas, July 8, 2022 (SEND2PRESS NEWSWIRE) — A $500 or $1,000 unplanned expense is enough to send an ALICE (Asset Limited, Income Constrained, Employed) family spiraling according to a report by Bankrate. Education Based Housing, a Houston nonprofit that serves ALICE families and communities knows this to be true. It partnered with Cypress creative […]

Continue Reading

OpenClose’s Mitch Swanson Honored by PROGRESS in Lending with Next Gen Leader Award

WEST PALM BEACH, Fla., July 8, 2022 (SEND2PRESS NEWSWIRE) — OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its product delivery manager, Mitch Swanson, has been recognized as a Next Gen Leader within the industry by PROGRESS in Lending Association.

Continue Reading

DocMagic COO, Gavin T. Ales, Receives 2022 Next Gen Leader Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Gavin T. Ales, its chief compliance officer, has been named a Next Gen Leader for 2022 by PROGRESS in Lending. Originally published on CaliforniaNewswire.com — DocMagic COO, Gavin T. Ales, Receives 2022 […]

Continue Reading

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Continue Reading

PitBullTax Software Integrates with Major Tech Companies to Further Dominate The IRS Tax Resolution Industry

CORAL SPRINGS, Fla., July 6, 2022 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the Nation’s Leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys has announced the release of Version 7.0. PitBullTax Software has licensees in all 50 states that rely on their software to prepare their clients’ IRS resolution cases.

Continue Reading

FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters

ATHENS, Ga., June 30, 2022 (SEND2PRESS NEWSWIRE) — FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants’ 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers.

Continue Reading

iEmergent appoints Megan Horn as Chief Marketing Officer

DES MOINES, Iowa, June 30, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

Continue Reading

Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines

DENVER, Colo., June 29, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the […]

Continue Reading

Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y., June 28, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base […]

Continue Reading

Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

OWINGS MILLS, Md., and IRVINE, Calif., June 28, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO.

Continue Reading

Business and Economic Empowerment Leader Dr. Velma Trayham Announced as Keynote Speaker for Takeaway Tax Business Conference in Houston, TX

HOUSTON, Texas, June 28, 2022 (SEND2PRESS NEWSWIRE) — Highlighting the power of entrepreneurship to change the world and end poverty, award-winning B2B/diversity consultant and leader Dr. Velma Trayham (CEO of Thinkzilla Consulting Group) has been announced as the keynote speaker for TakeAway Tax’s upcoming Tax Business Conference in Houston on Aug. 4.

Continue Reading

Powered by WordPress. Designed by WooThemes