LEHI, Utah, July 30, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced company Founder Matt Hansen has been named a finalist for the Entrepreneur Of The Year(r) Utah Region by Ernst & Young LLP (EY US).
Tag Archives | Finance
Fanplayr Receives SOC 2 Type 2 Certification for Data Security Processes
PALO ALTO, Calif. /California Newswire/ — Fanplayr, a global leader in online behavioral personalization, artificial intelligence and user privacy, announces it has successfully achieved the Service Organization Control (SOC) 2 Type 2 certification. Originally published on CaliforniaNewswire.com — Fanplayr Receives SOC 2 Type 2 Certification for Data Security Processes
Fanplayr Receives SOC 2 Type 2 Certification for Data Security Processes from American Institute of CPAs
PALO ALTO, Calif., July 29, 2021 (SEND2PRESS NEWSWIRE) — Fanplayr, a global leader in online behavioral personalization, artificial intelligence and user privacy, announces it has successfully achieved the Service Organization Control (SOC) 2 Type 2 certification.
LBA Ware Founder and CEO Lori Brewer Designated a 2021 Powerful Women in Mortgage Banking by Mortgage Banker Magazine
MACON, Ga., July 28, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced company Founder and CEO Lori Brewer has been named to Mortgage Banker’s 2021 list of Powerful Women in Mortgage Banking.
U.S. Properties Group Brings Chase Bank to The Streets of Indian Lake, Hendersonville, Tennessee
HENDERSONVILLE, Tenn., July 28, 2021 (SEND2PRESS NEWSWIRE) — U.S. Properties Group (USPG), owner of The Streets of Indian Lake lifestyle center in Hendersonville, Tennessee, announces the opening of the Chase Bank (Chase). Chase offers more than 4,700 branches and 16,000 ATMs nationwide.
Mortgage Banker names SimpleNexus CEO Cathleen Schreiner Gates to list of 2021 Powerful Women of Mortgage Banking
LEHI, Utah, July 27, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced Mortgage Banker has recognized company CEO Cathleen Schreiner Gates as a 2021 Powerful Women of Mortgage Banking honoree.
LBA Ware’s Q2 2021 Mortgage Loan Compensation Report shows decline in individual LO commission and volume
MACON, Ga., July 27, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry loan compensation in the second quarter of 2021. The firm’s analysis of data from its CompenSafe™ ICM […]
NotaryCam Partners with Mortgage Law Firm, RUTH RUHL, P.C., to Add RON to Firm’s Loss Mitigation Services
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 it has partnered with RUTH RUHL, P.C., a Texas-based law firm, to add security and automation to the firm’s loss mitigation services through […]
NotaryCam Partners with Texas Mortgage Law Firm, RUTH RUHL, P.C., to Add RON to Firm’s Loss Mitigation Services
NEWPORT BEACH, Calif., July 22, 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 it has partnered with RUTH RUHL, P.C., a Texas-based law firm, to add security and automation to the firm’s loss […]
Sales Boomerang releases Q2 2021 Mortgage Market Opportunities Report
WASHINGTON, D.C., July 21, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its inaugural Mortgage Market Opportunities Report. According to the report, refinance opportunities continue to dominate the market, but a promising uptick in new listings was also evident in the Q2 data. Mortgage servicers […]
SimpleNexus expands C-suite under leadership of Cathleen Schreiner Gates
LEHI, Utah, July 20, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced new executive appointments in operations, revenue generation and customer success.
Oklahoma Bankers Association Endorses Promontory MortgagePath’s Mortgage Fulfillment Services and POS Technology
DANBURY, Conn., July 15, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the Oklahoma Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
NAMMBA Announces Partnership with MCT
ORLANDO, Fla., July 14, 2021 (SEND2PRESS NEWSWIRE) — The National Association of Minority Mortgage Bankers of America (NAMMBA) announced today a partnership with San Diego based Mortgage Capital Trading (MCT®). The relationship is an important step in both company’s efforts to affect positive change – addressing the housing needs of underserved communities as well as […]
Chelsea Groton Bank Proudly Offers Homebuyer Assistance Program for Persons with Documented Disabilities
GROTON, Conn., July 12, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank is pleased to partner with the Connecticut Housing Finance Authority (CHFA) to help borrowers with documented disabilities to purchase their first home, through the Home of Your Own Program.
Jencap Announces Acquisition of U.K.-based Lloyd’s Coverholder
NEW YORK, N.Y., July 8, 2021 (SEND2PRESS NEWSWIRE) — Jencap Group, LLC (Jencap), the wholesale program management and binding authority business of Galway Insurance Holdings LP (Galway), has acquired London-based Worldwide Hole ‘N One Ltd. (WHNO).
FormFree integrates AccountChek 3n1 one-stop VOE/VOIE into Encompass®
ATHENS, Ga., July 8, 2021 (SEND2PRESS NEWSWIRE) — FormFree® has partnered with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure, to make its AccountChek 3n1 asset, income and employment verification service available in Encompass®, the mortgage industry’s leading cloud-based loan origination platform.
HousingWire selects DepthPR founder Kerri Milam as 2021 Marketing Leader
ATLANTA, Ga., July 2, 2021 (SEND2PRESS NEWSWIRE) — Depth Public Relations (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending fintech and residential finance industries since 2006, today announced company Founder and President Kerri Milam is a recipient of HousingWire’s inaugural Marketing Leaders award.
The IRS Collection is Back and Sending Final Intent to Levy Notices – Ace Plus Tax Resolution Offers Tax Relief Strategies
LOS ANGELES, Calif. /California Newswire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines that the IRS is starting its collection actions by sending Final Intent to Levy notices, and urges taxpayers to act with tax relief strategies. Originally published on CaliforniaNewswire.com — The IRS Collection is […]
The IRS Collection is Now Back and Sending Final Intent to Levy Notices – Ace Plus Tax Resolution Suggests Tax Relief Strategies
LOS ANGELES, Calif., June 30, 2021 (SEND2PRESS NEWSWIRE) — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines that the IRS is starting its collection actions by sending Final Intent to Levy notices, and urges taxpayers to act with tax relief strategies.
Travis Mlodzik Elected President of the American Society of Cost Segregation Professionals
SAVAGE, Minn., June 25, 2021 (SEND2PRESS NEWSWIRE) — Travis Mlodzik, Central Practice Leader for ICS Tax, LLC has been elected President of the American Society of Cost Segregation Professionals (ASCSP). Cost Segregation is a tremendously valuable tax planning strategy for real estate investors. The ASCSP provides education, credentialing, and a code of ethics for its […]
AmTrav and Emburse Automate Travel Expenses with AP and Expense Automation Solutions
AGOURA HILLS, Calif. /California Newswire/ — AmTrav, the one connected platform for business travel, and Emburse, a global leader in expense management and accounts payable automation, today announced the next evolution in their partnership with the launch of their automatic receipts integration. Originally published on CaliforniaNewswire.com — AmTrav and Emburse Automate Travel Expenses with AP […]
Say Goodbye to Receipt Headaches! AmTrav and Emburse Automate Travel Expenses
AGOURA HILLS, Calif., June 24, 2021 (SEND2PRESS NEWSWIRE) — AmTrav, the one connected platform for business travel, and Emburse, a global leader in expense management and accounts payable automation, today announced the next evolution in their partnership with the launch of their automatic receipts integration.
MobilityRE welcomes mortgage technology leader Jonas Kruckeberg as director of growth and client success
SALT LAKE CITY, Utah, June 23, 2021 (SEND2PRESS NEWSWIRE) — MobilityRE, a leader in real estate intelligence technologies for mortgage lenders and real estate agents, today announced it has appointed mortgage technology leader Jonas Kruckeberg as director of growth and client success.
Move For Hunger to Connect Food Donations with Local Distribution Centers in Partnership with Goldman Sachs Asset Management
NEW YORK, N.Y., June 23, 2021 (SEND2PRESS NEWSWIRE) — Move For Hunger, a national hunger relief non-profit organization, today announced that they will partner with the Private Real Estate business within Goldman Sachs Asset Management (Goldman Sachs) on a national program that leverages both organizations’ networks to create scalable social impact through community-based food distribution […]
SimpleNexus integrates with Finicity’s Mortgage Verification Service to give lenders a simpler, faster way to verify borrower assets, income and employment
LEHI, Utah, June 23, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced an integration with Finicity’s Mortgage Verification Service (MVS) that allows lenders to streamline the verification of applicants’ assets, income and employment using a single embedded service.
HWS Enters into An Exclusive Partnership with Mrs. LTC to Offer Long-Term Care Claim Processing for Household Employers
STERLING, Va., June 22, 2021 (SEND2PRESS NEWSWIRE) — HomeWork Solutions (HWS), the industry expert in household payroll and employment taxes, has entered into an exclusive partnership agreement with Mrs. LTC, a leading provider of Long-Term Care Claims processing.
Critical Defect Rate Moderates in Q4 but CY 2020 Defect Rate Remains High, Per ACES Mortgage QC Industry Trends Report
DENVER, Colo., June 22, 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 both the fourth quarter (Q4) and the 2020 calendar year (CY).
Maxwell Announces Launch of MaxDiligence, a Tech-Powered Due Diligence and Quality Control Service for Lenders
DENVER, Colo., June 15, 2021 (SEND2PRESS NEWSWIRE) — Today, leading digital mortgage platform Maxwell released MaxDiligence, a new offering that provides Due Diligence and Quality Control services for its clients. The latest feature in Maxwell’s suite of tools designed for community lenders, MaxDiligence is a new scalable way to gain efficiency and generate reliable results.
LBA Ware and Sales Boomerang showcase borrower and business intelligence strategies that help mortgage lenders win in a purchase market
MACON, Ga., June 15, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced a free webinar highlighting the data points mortgage lenders should focus on to propel business performance in a purchase market.
ICE Mortgage Acquires eVault Tech from DocMagic, Inc. for Encompass eClose
TORRANCE, Calif. /California Newswire/ — ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure, today announced it will deploy an eVault solution for secure storage of digital mortgages and notes, based upon technology acquired from DocMagic, Inc. Originally published on CaliforniaNewswire.com — ICE Mortgage […]
ICE Mortgage Technology Acquires eVault Technology from DocMagic for Encompass eClose
PLEASANTON and TORRANCE, Calif., June 11, 2021 (SEND2PRESS NEWSWIRE) — ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure, today announced it will deploy an eVault solution for secure storage of digital mortgages and notes, based upon technology acquired from DocMagic, Inc.
Chelsea Groton Bank Approves $244K in Grants During Spring Giving Cycle
GROTON, Conn., June 10, 2021 (SEND2PRESS NEWSWIRE) — This spring, the Chelsea Groton Foundation provided $244,319 to 67 non-profit organizations from Connecticut and Rhode Island. Over 60% of the Foundation’s approved funding went to organizations providing Health and Human Services, including critical needs such as healthcare, food, clothing and shelter.
Report: Over One Quarter of All Mileage Reimbursement Claims Are Overreported
ISSAQUAH, Wash., June 10, 2021 (SEND2PRESS NEWSWIRE) — According to internal data gathered by TripLog, a leading enterprise mileage and expense tracking solution, over 1/4 (nearly 30%) of all mileage is overreported, which could potentially cost businesses millions of dollars per year in fraudulent reimbursements.
Mid America Mortgage Securitizes Its First Ginnie Mae eNote with eCustodian Wilmington Trust
ADDISON, Texas, June 10, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that the company has completed its first Ginnie Mae eNote transaction with Wilmington Trust, an approved and active eCustodian under Ginnie Mae’s Digital Collateral Initiative. Having announced its first eNote transaction in August 2016, this represents the next step […]
Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on using home equity
CORONA, Calif. /California Newswire/ — Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity […]
AmeriSave Leverages DocMagic’s Fintech to Scale Operations, Elevate the Borrower Experience and Maximize Productivity
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that AmeriSave Mortgage Corporation, one of the fastest-growing privately-held mortgage lenders in the nation and a pioneer in digital origination, is utilizing its document preparation solution and Total eClose™ platform to drive […]
Digital Mortgage Platform Maxwell Adds Industry Veteran Sadie Gurley to its Leadership Team
DENVER, Colo., June 9, 2021 (SEND2PRESS NEWSWIRE) — Leading digital mortgage platform Maxwell just announced the addition of Sadie Gurley as Vice President to its leadership team. Sadie holds over 25 years of experience in the mortgage industry, most specifically in due diligence and quality control services. Her role at Maxwell will help the company […]
AmeriSave Leveraging DocMagic Technology to Scale Operations, Elevate the Borrower Experience and Maximize Productivity
TORRANCE, Calif., June 9, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that AmeriSave Mortgage Corporation, one of the fastest-growing privately-held mortgage lenders in the nation and a pioneer in digital origination, is utilizing its document preparation solution and Total eClose™ […]
Staff Retention Tops List of 2021 Mortgage Lender Concerns, Inaugural Survey from The Mortgage Collaborative Finds
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent mortgage industry cooperative network, has announced the results of its inaugural The Pulse of the Mortgage Industry survey ranking mortgage lenders’ top concerns based on 598 executive responses from the co-op’s 234 lender members. Originally published on CaliforniaNewswire.com — Staff Retention […]
Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on finance options using home equity
CORONA, Calif., June 8, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as […]
Staff Retention Tops List of Lender Concerns in 2021, Inaugural Survey from The Mortgage Collaborative Finds
SAN DIEGO, Calif., June 8, 2021 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent mortgage industry cooperative network, has announced the results of its inaugural The Pulse of the Mortgage Industry survey ranking mortgage lenders’ top concerns based on 598 executive responses from the co-op’s 234 lender members.
FormFree and MX receive 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership
ATHENS, Ga., June 7, 2021 (SEND2PRESS NEWSWIRE) — FormFree has been named a recipient of the 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership. FormFree was recognized for collaborating with financial data firm MX to improve its customer experience through the implementation of API and token-based connections that speed data retrieval and eliminate vexing […]
EPIC Adds William Schoenbach as Managing Principal
SAN FRANCISCO, Calif. and HARTFORD, Conn., June 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.
Sales Boomerang’s Rusty Barnes Honored for Innovative Contributions to Mortgage Customer Retention
WASHINGTON, D.C., June 2, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced that Rusty Barnes, senior product manager, has been named a 2021 Rising Star by housing finance trade publication HousingWire as part of its eighth annual Rising Stars awards program recognizing the leaders under the […]
Top of Mind Networks Director of Customer Growth Ryan Minard honored as 2021 HousingWire Rising Star
ATLANTA, Ga., June 2, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its Director of Customer Growth Ryan Minard has been named a 2021 Rising Star by HousingWire. Now in its eighth year, the HousingWire […]
The Premier Agency is Recruiting New Insurance Agents in Arizona and Utah, and Matching Their Marketing Budget Dollar-For-Dollar
PHOENIX, Ariz. and SALT LAKE CITY, Utah, June 2, 2021 (SEND2PRESS NEWSWIRE) — The Premier Agency, founded in 2017, has begun recruiting top insurance agents throughout Arizona and Utah. The company specializes in Medicare, health, life, and long term care insurance. By working with the Premier Agency, new agents will represent most Major Medicare Advantage […]
HousingWire honors FormFree director of marketing Sarah Crossley as 2021 Rising Star
ATHENS, Ga., June 2, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced that HousingWire (HW), a leading publication in the mortgage and financial technology industries, has selected Director of Marketing Sarah Crossley as a 2021 HW Rising Star. Now in its eighth year, the HW Rising Stars award program recognizes industry professionals who are helping move […]
SimpleNexus Founder Matt Hansen to lead new skunkworks unit, names Cathleen Schreiner Gates CEO
LEHI, Utah, June 2, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer […]
LBA Ware welcomes former State Bank vice president Georgia Capalbo to client success team
MACON, Ga., June 1, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.
Promontory MortgagePath Adds Industrial Bank, Optus Bank as First MDIs, CDFIs in Its Minority-Owned Financial Institution Initiative
DANBURY, Conn., June 1, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced Industrial Bank and Optus Bank as the first participants in its initiative to support community development financial institutions (CDFIs) and minority depository institutions (MDIs).
Heath Spivey Named New President of DELTA |v| Forensic Engineering, Inc.
CHARLOTTE, N.C., May 27, 2021 (SEND2PRESS NEWSWIRE) — DELTA |v| Forensic Engineering, Inc.™ announced today that they have appointed Heath Spivey, Manager of the Nashville Regional Office, as the new President of DELTA |v| Forensic Engineering, Inc.™, effective January 1, 2022.
NotaryCam’s ‘Help a Hero’ Initiative Offers Free RON Services for Current, Retired Military Members over Memorial Day Weekend
NEWPORT BEACH, Calif., May 27, 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 […]
While More and More Tampa Bay-Based Organizations Focus On Mental Health and Wellness, GTE Financial Has Been On Board For Years
TAMPA, Fla., May 27, 2021 (SEND2PRESS NEWSWIRE) — GTE Financial recognizes Mental Health Awareness Month by celebrating the importance of access to mental health services. Mental Health has been an important topic for GTE Financial for several years and during the pandemic, this important initiative proved to be an essential benefit.
Atlantic Bay Mortgage Group Surpasses 10,000 Paperless eClosings with DocMagic Total eClose Solution
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Atlantic Bay Mortgage Group®, a national independent mortgage banker, has successfully processed more than 10,000 paperless eClosings. Originally published on CaliforniaNewswire.com — Atlantic Bay Mortgage Group Surpasses 10,000 Paperless eClosings with […]
Atlantic Bay Mortgage Group® Surpasses 10,000 Paperless eClosings with DocMagic’s Total eClose™ Solution
TORRANCE, Calif., May 25, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Atlantic Bay Mortgage Group®, a national independent mortgage banker, has successfully processed more than 10,000 paperless eClosings.
Top of Mind makes Surefire Creative content available as a standalone marketing resource for mortgage lenders
ATLANTA, Ga., May 25, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders’ prospect, client and partner marketing […]
FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors
ATHENS, Ga., May 25, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.
5X Solutions LLC Adds Compensation Analysis to Mortgage Business Intelligence Platform
SAN DIEGO, Calif. /California Newswire/ — 5X Solutions, LLC, a mortgage business intelligence and data analytics company, has announced the addition of loan agent compensation analysis to its automated financial reporting and mortgage business intelligence software. Originally published on CaliforniaNewswire.com — 5X Solutions LLC Adds Compensation Analysis to Mortgage Business Intelligence Platform
MCT Launches BAM Marketplace, the First Truly Open Mortgage Loan Exchange
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the public introduction of BAM Marketplace™. Originally launched to support existing MCT sellers during the 2020 pandemic liquidity crisis, BAM Marketplace now welcomes new buyers and sellers as the world’s first truly open […]
MCT Introduces BAM Marketplace, the First Truly Open Mortgage Loan Exchange
SAN DIEGO, Calif., May. 20, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the public introduction of BAM Marketplace™. Originally launched to support existing MCT sellers during the 2020 pandemic liquidity crisis, BAM Marketplace now welcomes new buyers and sellers as the world’s […]
5X Solutions Adds Compensation Analysis to their Mortgage Business Intelligence Platform
SAN DIEGO, Calif., May 20, 2021 (SEND2PRESS NEWSWIRE) — 5X Solutions, LLC, a mortgage business intelligence and data analytics company, has announced the addition of loan agent compensation analysis to its automated financial reporting and mortgage business intelligence software.
After, Inc. publishes a ‘Risk Management 101’ guide that gives Warranty Leaders a first-hand look at this complex discipline
NORWALK, Conn., May 20, 2021 (SEND2PRESS NEWSWIRE) — After, Inc. a pioneer in the Warranty Services industry, has provided innovative warranty marketing, analytics, and program management solutions to top-tier manufacturing clients since 2005. In delivering program management solutions, After, Inc. found that few manufacturers understand Risk Management.
Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
ATLANTA, Ga., May 19, 2021 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.
ACES Quality Management Launches ACES CONNECT While Also Integrating 30 New Vendors to Its Core Platform
DENVER, Colo., May 18, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the launch of ACES CONNECT™, as well as the addition of 30 integrated vendor partners into ACES Quality Management & Control™ software as part of its […]
Luma Wealth Has Formed an Advisory Council
CLEVELAND, Ohio, May 17, 2021 (SEND2PRESS NEWSWIRE) — Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.
Expetitle and Nada Partner to Create a Next Generation Real Estate Experience
MIAMI, Fla. and DALLAS, Texas, May 12, 2021 (SEND2PRESS NEWSWIRE) — Today, Expetitle announces a service expansion into Texas via a strategic partnership with Nada to offer a streamlined and centralized home closing transaction.
Sales Boomerang integration with Volly enables lightning-fast lead response for increased mortgage loan volume and customer retention
WASHINGTON, D.C., May 12, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Volly, an industry-leading provider of SaaS-based fintech and creative marketing services to the financial services industry.
SimpleNexus applauds Mortgage Bankers Association (MBA) for targeting federal Remote Online Notarization (RON) legislation as National Advocacy Conference priority
LEHI, Utah, May 12, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today praised the Mortgage Bankers Association (MBA) for naming federal Remote Online Notarization (RON) legislation as a core issue of its National Advocacy Conference.
EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm. Originally published on CaliforniaNewswire.com — EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region
DocMagic to Give Away its Popular Bunny Slippers to Donors at 2021 Los Angeles-Area Blood Drive
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, announced that it will be offering its signature pink bunny slippers to each person that donates blood at an upcoming mobile blood drive on Sunday, May 16, in downtown Los Angeles. Originally published […]
EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region
SAN FRANCISCO, Calif., May 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.
DocMagic to Give Away its Popular Bunny Slippers to Donors at Upcoming Los Angeles-Area Blood Drive
TORRANCE, Calif., May 11, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, announced that it will be offering its signature pink bunny slippers to each person that donates blood at an upcoming mobile blood drive on Sunday, May 16, in downtown Los […]
MCT’s Enhanced Best Execution (EBX) Tech Automates MSR Retain-Release Decisions
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), the leading mortgage hedge advisory and secondary marketing software firm, announced today their Enhanced Best-Execution (EBX) tool used for MSR retain-release decisions has now automated the function of pulling comprehensive data from MCTlive!® and MSRlive!®. Originally published on CaliforniaNewswire.com — MCT’s Enhanced Best Execution […]
MCT’s Enhanced Best Execution (EBX) Technology Automates MSR Retain-Release Decisions
SAN DIEGO, Calif., May 7, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading®, Inc. (MCT), the leading mortgage hedge advisory and secondary marketing software firm, announced today their Enhanced Best-Execution (EBX) tool used for MSR retain-release decisions has now automated the function of pulling comprehensive data from MCTlive!® and MSRlive!®.
Tapcheck announces new website design improving user experience and expands financial wellness resources
LOS ANGELES, Calif. /California Newswire/ — Tapcheck, a leading financial service provider that offers an innovative and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced the launch of its new website. Originally published on CaliforniaNewswire.com — Tapcheck announces new website design improving […]
Top of Mind launches ‘Retention Center’ to help loan originators foster customer loyalty
ATLANTA, Ga., May 6, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.
Tapcheck Announces New Website Launch
LOS ANGELES, Calif., May 6, 2021 (SEND2PRESS NEWSWIRE) — Tapcheck, a leading financial service provider that offers an innovative and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced the launch of its new website.
FormFree’s Christy Moss Lauded as 2021 Mortgage Star by Mortgage Women Magazine
ATHENS, Ga., May 6, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced Christy Moss, head of sales and marketing at FormFree, has been named a Mortgage Star by Mortgage Women Magazine for her trailblazing 30-year career in the mortgage industry.
NotaryCam’s Expanded Remote Notarization Receives Honorable Mention In Pandemic Response Category for Fast Company’s 2021 World Changing Ideas Awards
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, announced today that its remote ink notarization (RIN) functionality and remote online notarization (RON) expansion has been included in the 2021 Fast Company World Changing Ideas Awards. […]
ReverseVision’s Wendy Peel honored as a 2021 Mortgage Star for bringing reverse mortgage loans into the mainstream mortgage market
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 Vice President of Sales and Marketing Wendy Peel has been named a Mortgage Star award recipient by Mortgage Women Magazine. Originally published on CaliforniaNewswire.com — ReverseVision’s Wendy Peel honored […]
SimpleNexus President Cathleen Schreiner Gates Named 2021 Mortgage Star by Mortgage Women Magazine
LEHI, Utah, May 5, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced Mortgage Women Magazine has recognized Cathleen Schreiner Gates as a Mortgage Star.
LBA Ware’s Q1 2021 Mortgage Loan Compensation Report shows slight decrease in basis points paid
MACON, Ga., May 5, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry loan compensation in the first quarter of 2021.
Mid America Mortgage CFO Michael Kennemer Receives HousingWire’s Inaugural 2021 Finance Leaders Award
ADDISON, Texas, May 5, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that its Chief Financial Officer (CFO) Michael Kennemer has been named to HousingWire’s inaugural 2021 Finance Leaders awards, recognizing the top finance executives driving financial performance, expanding margins, improving liquidity and helping their businesses access capital markets.
ReverseVision’s Wendy Peel honored as a Mortgage Women Magazine Mortgage Star for bringing reverse mortgage loans into the mainstream mortgage market
SAN DIEGO, Calif., May 5, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced Vice President of Sales and Marketing Wendy Peel has been named a Mortgage Star award recipient by Mortgage Women Magazine.
NotaryCam’s Expanded Remote Notarization Functionality Receives Honorable Mention In Pandemic Response Category for Fast Company’s 2021 World Changing Ideas Awards
NEWPORT BEACH, Calif., May 5, 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, announced today that its remote ink notarization (RIN) functionality and remote online notarization (RON) expansion has been included in the 2021 Fast Company World […]
MCM Capital and its affiliate, Temple View Capital, Select Libretto from Bizzy Labs for Compliance Monitoring on Loan Files
IRVING, Texas, May 4, 2021 (SEND2PRESS NEWSWIRE) — Bizzy Labs, a regtech company that uses a big data approach to perfect mortgage loan compliance during loan boarding and throughout the life of servicing, announces that MCM Capital and its affiliate, Temple View Capital, have selected Libretto from Bizzy Labs for compliance monitoring on their entire […]
Chelsea Groton Bank Marks Year Defined by Pandemic As ‘Record’ In Every Way
GROTON, Conn., May 4, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank reported impressive financial, educational, technical and community-based accomplishments at its 166th Annual Meeting which was conducted over Zoom on Tuesday, April 27, 2021. President and CEO Michael Rauh presented the Bank’s 2020 results to Bank officers, Board members and Corporators.
DocMagic’s Leah Sommerville Earns Inaugural NextGen Leader Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, one of its digital mortgage and eClosing subject matter experts, was honored with PROGRESS in Lending Association’s inaugural NextGen Leader Award. Originally published on CaliforniaNewswire.com — DocMagic’s Leah Sommerville […]
DocMagic’s Leah Sommerville Receives Inaugural NextGen Leader Award
TORRANCE, Calif., April 30, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, one of its digital mortgage and eClosing subject matter experts, was honored with PROGRESS in Lending Association’s inaugural NextGen Leader Award.
Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant
ATLANTA, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their […]
IDS Honored as Bronze Stevie® Award Winner In 2021 American Business Awards®
SALT LAKE CITY, Utah, April 30, 2021 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it was named the winner of a Bronze Stevie® Award in the Customer Service Department of the Year category in The 19th Annual American Business Awards®.
LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role
MACON, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant.
Nomis Builds First-String Team to Spearhead Mortgage Initiatives
SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology. Originally published on CaliforniaNewswire.com — Nomis Builds First-String Team to Spearhead Mortgage Initiatives
Nomis Solutions Builds First-String Team to Spearhead Mortgage Initiatives
SAN FRANCISCO, Calif., April 28, 2021 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology.
Alternative Finance Network Announces New Lending Partner, Providing Cannabis Real Estate Loans Starting at 5%
DENVER, Colo., April 28, 2021 (SEND2PRESS NEWSWIRE) — Alternative Finance Network (AFN), a leading provider of financing for the cannabis industry led by Marijuana Money Man, Scott Jordan, announces its new lending partner for single-digit real estate loans. The partnership will allow AFN to offer bank-like rates, resulting in real estate loans starting at five […]
Sales Boomerang and Insellerate combine real-time borrower intelligence and marketing automation to supercharge mortgage customer engagement
WASHINGTON, D.C., April 27, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate.
LBA Ware to host capital markets expert Rob Chrisman for webinar on today’s mortgage M&A market
MACON, Ga., April 27, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the second installment in its free, quarterly webinar series.
SimpleNexus enhances its eClose solution with remote online notarization (RON), enabling mortgage lenders to execute full eClosings
LEHI, Utah, April 27, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings.
Wells Fargo, CoreLogic and Volly Sponsor #HousingDC21 Virtual Housing Summit
WASHINGTON, D.C., April 27, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced three new sponsors have joined #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021. The new sponsors are Wells Fargo, Platinum, CoreLogic, Gold and Volly, Silver.
Paragon Insurance Names Christian Phillips as President of Contingency Practice
AVON, Conn., April 26, 2021 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.