SAN DIEGO, Calif., Jan. 25, 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 $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation […]
Tag Archives | Finance
KROST CPAs in Los Angeles Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022
LOS ANGELES, Calif. /California Newswire/ — KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. “We were involved in 21 buy-side and sell-side transactions in 2021,” said Paren Knadjian, Head of M&A and Capital Markets at KROST. Originally published on CaliforniaNewswire.com — […]
KROST Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022
LOS ANGELES, Calif., Jan. 24, 2022 (SEND2PRESS NEWSWIRE) — KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. “We were involved in 21 buy-side and sell-side transactions in 2021,” said Paren Knadjian, Head of M&A and Capital Markets at KROST.
ReverseVision Announces Hiring of Mortgage Industry Veteran Steve Butler as Director of Business Development
SAN DIEGO, Calif. /California Newswire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company’s sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources […]
Nomis Solutions Names Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy
SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals. Originally published on CaliforniaNewswire.com — Nomis Solutions […]
Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships
SAN FRANCISCO, Calif., Jan. 20, 2022 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.
ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development
SAN DIEGO, Calif., Jan. 20, 2022 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company’s sales team, who brings more than 35 years of experience to the company. ReverseVision has […]
EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability
STATE COLLEGE, Pa., Jan. 19, 2022 (SEND2PRESS NEWSWIRE) — EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.
ACES Quality Management software analyzes more than 4.5 million audits, while company achieves record new client growth in 2021
DENVER, Colo., Jan. 13, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it processed more than 4.5 million audits through its ACES Quality Management & Control® software in 2021.
Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts
ADDISON, Texas, Jan. 12, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America’s reverse mortgage presence in the Western U.S.
Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability
NOVI, Mich., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that the company set a new internal trade volume record last year, trading more than $202 billion on behalf of its full service clients. Using an advantageous mix of […]
Housing Finance Strategies Announces #HousingDC22
WASHINGTON, D.C., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that the firm will host its annual housing policy and technology event on September 26-27, 2022. The returning support of #HousingDC22 sponsors is notable and a testament to the quality of the event.
KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice in California
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice. Originally published on CaliforniaNewswire.com — KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice […]
KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice
SAN FRANCISCO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.
Trust Lending Leverages ReverseVision Fintech Platform to Grow Reverse Mortgage Wholesale Business
SAN DIEGO, Calif. /California Newswire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that Trust Lending, a national mortgage banker, has gone live with ReverseVision’s Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel […]
IRS Mandates Additional Requirements for R&D Tax Credit Refund Claims
SAVAGE, Minn., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — In 2007, the IRS made the Research & Development (R&D) tax credit a Tier 1 issue, says ICS Tax, LLC (ICS). Tier 1 issues were those of high strategic importance that had a significant impact on one or more industries, essentially meaning that the IRS would audit […]
Trust Lending Leveraging ReverseVision Platform to Grow Reverse Mortgage Wholesale Business
SAN DIEGO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that Trust Lending, a national mortgage banker, has gone live with ReverseVision’s Exchange (RVX) platform for its wholesale lending channel.
Wall Street’s Oldest Continually Expands Partnerships and Push to Increase Women Investment Leaders through Corporate DE&I Goals
NEW YORK CITY, N.Y., Jan. 6, 2022 (SEND2PRESS NEWSWIRE) — Thinkzilla Consulting Group announced today: As the nation’s longest continuously operating Black-owned investment firm, Blaylock Van, LLC recognizes and embodies the power of diverse, equitable and inclusive leadership. To further expand its commitment to DE&I and employee success, the firm aims to increase the number […]
Alliance Group and Living Benefits Awareness Month
LAWRENCEVILLE, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays […]
After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers
NORWALK, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., the leading customer experience technology company providing software and services to the world’s top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®.
Promontory MortgagePath promotes Kevin Wheeler to managing director
DANBURY, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.
BankSouth Mortgage’s Shannon K. Bradshaw named 2022 Five Star Mortgage Professional
ATLANTA, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — BankSouth Mortgage today announced that Senior Mortgage Banker Shannon K. Bradshaw has been recognized as a 2022 Five Star Mortgage Professional award winner. Each year, Five Star Professional honors outstanding real estate agents and mortgage professionals across the country, recognizing no more than 7% of all agents […]
Mid America Mortgage announces completion of new funding source for its down payment assistance program through J.V.B. Financial Group, LLC
ADDISON, Texas, Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has secured an additional line of liquidity from J.V.B. Financial Group, LLC (member of FINRA and SIPC) (“JVB”), an indirect controlled subsidiary of Cohen & Company Inc. (NYSE American: COHN), through the company’s Agency MBS & Gestation Repo […]
EPIC has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance – Continues Expansion of its Specialty Offerings
SAN FRANCISCO, Calif. /California Newswire/ — Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL. Originally published on CaliforniaNewswire.com — EPIC has acquired Oversea Insurance Agency trading […]
Mortgage Coach promotes Jacob Gibbs to VP of Technology and Shannon Baldwin to VP of Marketing
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was […]
EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings
SAN FRANCISCO and SAN DIEGO, Calif. and FORT LAUDERDALE, Fla., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.
Promontory MortgagePath Chief Compliance Officer Elisha Werner makes Mortgage Professional America’s list of 2021 Elite Women
DANBURY, Conn., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced its Chief Compliance Officer Elisha Werner has been named one of Mortgage Professional America’s (MPA) Elite Women 2021. The MPA Elite Women award seeks to honor women in the mortgage sector who are pushing boundaries to […]
Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing
IRVINE, Calif., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and […]
EPIC Insurance Brokers and DIATOMS Create Exclusive Partnership
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS). Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers and DIATOMS Create Exclusive Partnership
EPIC and DIATOMS, Inc. Create Exclusive Partnership
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Dec. 29, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).
DocMagic Launches eDecision Fintech Solution Fully Automating and Perfecting Digital Closing Eligibility
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings. Originally published on CaliforniaNewswire.com — DocMagic Launches eDecision Fintech Solution Fully […]
DocMagic Officially Launches eDecision™, Fully Automating and Perfecting Digital Closing Eligibility
TORRANCE, Calif., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings.
Galway Holdings acquires Simatree, adding transformational digital and analytics solutions
SAN FRANCISCO, Calif. /California Newswire/ — Galway Holdings (“Galway”) today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA […]
PROGRESS in Lending Recognizes DocMagic’s Michael Morford with 2021 Tech Thought Leader Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association. Originally published on CaliforniaNewswire.com — PROGRESS in Lending Recognizes DocMagic’s Michael Morford with […]
PROGRESS in Lending Recognizes DocMagic’s Director of Product Development Michael Morford with 2021 Tech Thought Leader Award
TORRANCE, Calif., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association.
HomeBinder and Own Up announce strategic partnership to strengthen borrower relationships with lenders, real estate agents and home pros
BOSTON, Mass., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced a strategic partnership with Boston-based Own Up to support homeowners who receive HomeBinder from a non-mortgage industry business, such as a home inspector or insurance […]
Galway Holdings Acquires Simatree
SAN FRANCISCO, Calif. and WASHINGTON, D.C., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — Galway Holdings (“Galway”) today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes […]
MPA Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA). Originally published on CaliforniaNewswire.com — MPA Honors Lori Johnson of DocMagic […]
Lender Price and Blend Launch Integration to Enhance User Experience for Digital Lending Processes
PASADENA, Calif. /California Newswire/ — Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price’s FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate. Originally […]
Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program
DENVER, Colo., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite […]
Mid America Mortgage COO Jemma Pachiano selected by Mortgage Professional America in its 2021 Elite Women Awards Program
ADDISON, Texas, Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today Jemma Pachiano has been honored as an Elite Woman by industry publication, Mortgage Professional America (MPA). The MPA 2021 Elite Women Award seeks to honor outstanding women in the mortgage and housing industry.
Mortgage Professional America Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award
TORRANCE, Calif., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA).
Lender Price and Blend Integrate to Enhance User Experience for Digital Lending Processes
PASADENA, Calif., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price’s FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program […]
After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022
NORWALK, Conn., Dec. 15, 2021 (SEND2PRESS NEWSWIRE) — After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 – 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies […]
DocMagic’s Gavin T. Ales Wins Top 40 Under 40 Most Influential Mortgage Professionals Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award. Originally published on CaliforniaNewswire.com — DocMagic’s Gavin T. […]
Mortgage Coach president Joe Puthur lauded as NMP 2021 40 Under 40 honoree
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine. Originally published on CaliforniaNewswire.com — Mortgage Coach […]
DocMagic’s Chief Compliance Officer Wins Top 40 Under 40 Most Influential Mortgage Professionals Award
TORRANCE, Calif., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.
Sales Boomerang named to Inc.’s 2021 Best in Business list in ‘On the Rise’ category
WASHINGTON, D.C., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang has been named to the Inc. 2021 Best in Business list in the On the Rise category for businesses 0-4 years old. Inc.’s Best in Business Awards honor companies that have gone above and beyond to make a positive impact.
Critical defect rate increases 13% Q2 2021, according to ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (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 Trends Report covering the second quarter (Q2) of 2021.
Mortgage Coach president Joe Puthur lauded as National Mortgage Professional 2021 40 Under 40 honoree
IRVINE, Calif., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine.
SimpleNexus Chief Customer Officer Andria Lightfoot earns a spot on National Mortgage Professional’s 40 Under 40 lineup
LEHI, Utah, Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Andria Lightfoot, chief customer officer, was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP).
Certa Partners with Comply Exchange to Digitize Third Party Tax Journey
SARATOGA, Calif. /California Newswire/ — Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups. Originally published on CaliforniaNewswire.com — […]
Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance
ATLANTA, Ga., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) — Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.
Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey
SARATOGA, Calif., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) — Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.
MCT Trading Launches Dynamic Learning Center to Empower Lender Growth and Profitability
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage lender in the […]
MCT Launches Dynamic Learning Center to Empower Lender Growth and Profitability
SAN DIEGO, Calif., Dec. 9, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage […]
OpenClose Launches Mobile Assist™ Native Mobile App Platform
WEST PALM BEACH, Fla., Dec. 8, 2021 (SEND2PRESS NEWSWIRE) — OpenClose, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist which adds features and functionality to make originators more successful with a real-time omnichannel device platform.
Fintech Company, Mortgage Coach, integrates with ICE Mortgage Technology enabling accurate loan comparisons
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure. Originally published […]
Mortgage Coach announces integration with ICE Mortgage Technology enabling lenders to deliver accurate loan comparisons
IRVINE, Calif., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market […]
SimpleNexus’ Shane Westra and Suzy Djilas recognized for outstanding leadership in mortgage technology
LEHI, Utah, Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that two staff members were honored by housing finance media organizations for their respective contributions to the mortgage industry.
Sales Boomerang adds ‘Previous Alerts’ to facilitate better-informed conversations between mortgage advisors and prospects
WASHINGTON, D.C., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the availability of a new feature that lets lenders view a history of Sales Boomerang alerts that have previously triggered for each contact in their monitored database.
ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions
DENVER, Colo., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®.
Mortgage Coach COO Kelli Hodges honored with National Mortgage Pro’s 2021 Mortgage Lending’s Women of Inspiration award
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending’s Women of Inspiration award recipient by National Mortgage Professional Magazine. Originally published […]
Mortgage Coach executive Kelli Hodges honored with National Mortgage Professional’s 2021 Mortgage Lending’s Women of Inspiration award
IRVINE, Calif., Dec. 1, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending’s Women of Inspiration award recipient by National Mortgage Professional […]
SimpleNexus makes third consecutive appearance on Deloitte Technology Fast 500™, ranking number 292
LEHI, Utah, Dec. 2, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it earned the number 292 spot on the Deloitte Technology Fast 500™.
HousingWire recognizes Sales Boomerang’s Mike Spotten for innovations in mortgage technology
WASHINGTON, D.C., Dec. 1, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that Mike Spotten, vice president of product, was named a 2021 HW Tech Trendsetter by HousingWire Magazine. Now in its third year, the HW Tech Trendsetters award program highlights the leading players in […]
Choyce Peterson Hires Scott J. Lipow as Senior Associate
NORWALK, Conn., Nov. 29, 2021 (SEND2PRESS NEWSWIRE) — Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson’s Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.
Mortgage Coach integrates with First American Title, empowering consumers greater insight into title fees during loan selection
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation […]
Sales Boomerang named 49th fastest-growing company in North America on the 2021 Deloitte Technology Fast 500
WASHINGTON, D.C., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang today announced it ranked 49 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year. Sales Boomerang grew 3,882% during this period.
The Chelsea Groton Foundation Passes $5 Million in Giving Since Founding – Following Approval of $255K in Grants During Fall Giving Cycle
GROTON, Conn., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) — This fall, the Chelsea Groton Foundation provided $255,827 to 45 non-profit organizations from Connecticut and Rhode Island. The Foundation has given over $500,000 in grants in 2021 alone, and over $5 million to the community since its founding.
Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process
IRVINE, Calif., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First […]
Promontory MortgagePath Founder and CEO Eugene Ludwig honored as top technology executive by Northern Virginia Technology Council
DANBURY, Conn., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today its Founder and CEO Gene Ludwig was named one of the top technology executives by the Northern Virginia Technology Council (NVTC) as part of its annual NVTC Tech 100 awards.
2021 Deloitte Technology Fast 500™ Ranks FormFree 379th Fastest-Growing Company in North America
ATHENS, Ga., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) — FormFree today announced it ranked 379 on the Deloitte Technology Fast 500, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year.
ReverseVision Adds New Team Members to Support Expansion of Functional Areas and Corporate Infrastructure
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping […]
ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure
SAN DIEGO, Calif., Nov. 16, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal […]
Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division
ADDISON, Texas, Nov. 15, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company’s reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice […]
Nomis Announces Strategic Collaboration with J.D. Power to Deliver Enhanced B2B Automotive Finance Pricing Strategies
SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada. Originally published […]
EPIC’s David McNeil Receives 2021 Broker of the Year Award from CalMutuals-JPRIMA
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management […]
David McNeil Receives Broker of the Year Award
SAN FRANCISCO and ONTARIO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies – Joint […]
Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions
SAN FRANCISCO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and […]
Newport Beach-based NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for military members for Veterans Day
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification / authentication technology for real estate and legal transactions, today announced its semi-annual “Help a Hero” initiative will once again offer free remote online notarization (RON) sessions to United States veterans and current service […]
TMC Emerging Technology Fund LP Invests in Clever Real Estate, with Series B investment 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 Series B investment round for Clever Real Estate. Clever offers free educational resources – including expert advice, reviews and guides […]
Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer
DANBURY, Conn., Nov. 10, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).
TMC Emerging Technology Fund LP Invests in Clever Real Estate
SAN DIEGO, Calif., Nov. 10, 2021 (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 Series B investment round for Clever Real Estate. Clever offers free educational resources – including expert advice, […]
NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for current, retired military members for Veterans Day
NEWPORT BEACH, Calif., Nov. 10, 2021 (SEND2PRESS NEWSWIRE) — NotaryCam, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification / authentication technology for real estate and legal transactions, today announced its semi-annual “Help a Hero” initiative will once again offer free remote online notarization (RON) sessions to United States veterans […]
Mid America Mortgage Hires Gary D. McKiddy as Chief Risk Officer
ADDISON, Texas, Nov. 10, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America […]
ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO). Originally published on CaliforniaNewswire.com — ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer
Crawford McInnis Named Chief Sales Officer at EPIC to Lead Next Level of Sales Excellence
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer. Originally published on CaliforniaNewswire.com — Crawford McInnis Named Chief Sales Officer at EPIC to Lead […]
Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence
SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.
ReverseVision Appoints Industry Veteran Bill Mitchell Chief Revenue Officer
SAN DIEGO, Calif., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO).
FormFree raises over $57,000 for the American Red Cross of Northeast Georgia at second annual Heroes Golf Classic
ATHENS, Ga., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) — FormFree today announced that it raised $57,030 to benefit the Northeast Georgia chapter of the American Red Cross during this year’s Heroes Golf Classic charity tournament. Now in its second year, the 2021 Heroes Golf Classic brought together more than 100 golfers and volunteers at the Château […]
SimpleNexus helps lenders better serve Spanish-speaking borrowers with launch of Nexus Bilingual
LEHI, Utah, Nov. 8, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the release of Nexus Bilingual(tm), a new feature that makes the loan process more accessible to prospective homebuyers who prefer to communicate in Spanish by gathering initial loan […]
Sales Boomerang recognized as Baltimore’s second fastest-growing company
WASHINGTON, D.C., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced it has earned the No. 2 spot on the Baltimore Business Journal’s (BBJ) 2021 Fast 50, a list of the greater Baltimore region’s 50 fastest-growing private companies. Fast 50 rankings were unveiled by […]
Inspire Escrow Services Launches in the Inland Empire
ONTARIO, Calif. /California Newswire/ — Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client. Originally published on CaliforniaNewswire.com — Inspire Escrow Services Launches […]
Inspire Escrow Services Launches as All-New Trusted, Safe and Efficient Escrow Company in the Inland Empire
ONTARIO, Calif., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) — Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client.
Mortgage Professional America honors FormFree Account Manager Laura Graben with 2021 Rising Stars award
ATHENS, Ga., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) — FormFree today announced that Account Manager Laura Graben has been named a 2021 Rising Star by Mortgage Professional America (MPA) magazine. The MPA Rising Stars award program honors promising young professionals who are making an impact on the housing and mortgage industries.
EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer
BOALSBURG, Pa., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) — EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from […]
TMC Emerging Technology Fund LP will host TMC Mortgage Tech Day on March 19, 2022
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”) will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC’s Winter Conference at the Fontainebleau Miami Beach. Originally published on […]
Fintech provider Promontory MortgagePath’s digital mortgage and fulfillment solutions receive renewed ABA endorsement
DANBURY, Conn., Nov. 4, 2021 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced the renewal of its product endorsement by the American Bankers Association (ABA). Promontory MortgagePath combines extensive mortgage operations and compliance expertise with industry-leading mortgage technology to provide efficient, cost-effective mortgage processing and fulfillment services to lenders […]
TMC Emerging Technology Fund LP to Host TMC Mortgage Tech Day
SAN DIEGO, Calif., Nov. 4, 2021 (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”) will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC’s Winter Conference at the Fontainebleau Miami Beach.