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Tag Archives | Finance

EPIC Announces Nationwide Leadership Structure Realignment

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come. Originally published on CaliforniaNewswire.com — EPIC Announces Nationwide Leadership Structure Realignment

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MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion

WASHINGTON, D.C., Feb. 17, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

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Top of Mind Elevates Nick Belenky to Chief Revenue Officer

ATLANTA, Ga., Feb. 16, 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 the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer […]

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SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards

LEHI, Utah, Feb. 16, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.

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Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer

DANBURY, Conn., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its […]

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KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit Services

PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services. Originally published on CaliforniaNewswire.com — KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit […]

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LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni

MACON, Ga., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research […]

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Los Angeles Based KROST CPAs Announces New Principal, Stacey R. Korman, CPA, MST

PASADENA, Calif. /California Newswire/ — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments. Originally published on CaliforniaNewswire.com — Los Angeles […]

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EPIC Insurance Brokers Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Pharmaceutical Strategies […]

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EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.

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CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property, Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. /California Newswire/ — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, […]

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CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a […]

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Policy Inspector Partners with FIMC

STOWE, Vt., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.

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EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability. Originally published on […]

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EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

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Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios

WASHINGTON, D.C., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of ‘smart’ loan scenarios designed to identify the ideal loan for each borrower.

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Fairway America, LLC selects Pereview as its new asset management platform

PORTLAND, Ore., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) — Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client’s data across the entire asset lifecycle from acquisition to disposition.

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LBA Ware Issues Q4 2020 Loan Compensation Report, Includes Summary of 2020 Loan Originator Commission Trends

MACON, Ga., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a […]

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Paramount Property Tax Appeal Offering Free New Year’s Evaluation for Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws’

SAN DIEGO, Calif. /California Newswire/ — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners […]

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Paramount Property Tax Appeal Offering a Free New Years Evaluation for Affluent Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws & Tax-Reduction Solutions’

SAN DIEGO, Calif., Jan. 26, 2021 (SEND2PRESS NEWSWIRE) — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of […]

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Mid America Mortgage Hires Katherine Carlsen as Underwriting Manager

ADDISON, Texas, Jan. 25, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. announced today that mortgage industry veteran Katherine Carlsen has joined the company as underwriting manager. In her new role, Carlsen will utilize her more than 30 years of mortgage industry experience to lead underwriting for Mid America, enabling the company to sustain its […]

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IDS Inks Preferred Partnership Agreement with Promontory MortgagePath

SALT LAKE CITY, Utah, Jan. 22, 2021 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it is fully integrated with Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, as part of a preferred partnership agreement signed with Promontory MortgagePath earlier this year.

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Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Expand Their Marketing Abilities

ATLANTA, Ga., Jan. 21, 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 Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next […]

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Beyond Benign Launches Its Green Chemistry Commitment 25×25 Initiative

WILMINGTON, Mass., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) — Beyond Benign, a green chemistry education nonprofit, today announced the launch of its Green Chemistry Commitment (GCC) 25×25 Initiative, working to ensure that 25 percent of graduating chemists in the US have a background in green chemistry by 2025 with the support of Beyond Benign partner Dow […]

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MCT Hires David Burruss to Address Demand for its MSR Services

SAN DIEGO, Calif. /California Newswire/ — MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT’s MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients. Originally published on CaliforniaNewswire.com — MCT […]

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SimpleShowing Inks Partnership with Expetitle to Create a Fully Digital Home Purchase Experience

MIAMI, Fla., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) — SimpleShowing, an online real estate startup disrupting the traditional real estate brokerage by changing the way buyers and sellers use real estate services, is pleased to announce its partnership with Expetitle, a Wynwood-based technology-driven startup, to bring a fully digital-first closing solution to reality.

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ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Tech Plans

SAN DIEGO, Calif. /California Newswire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders’ entry into reverse lending and support their success. Originally published on CaliforniaNewswire.com — ReverseVision Lowers Lenders’ […]

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UniversalCIS Announces Acquisition of SharperLending

PHILADELPHIA, Pa., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.

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ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Technology Plans and Pricing

SAN DIEGO, Calif., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders’ entry into reverse lending and support their success.

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Mid America Mortgage Expands Access to Down Payment Assistance Program to Its Correspondent Partners

ADDISON, Texas, Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with […]

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Samuel Howe Tapped as New Alliance Group CMO

ATLANTA, Ga., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

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Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan

TAIPEI and ATLANTA, Ga., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both […]

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Chelsea Groton Bank and Foundation Together Gave Record $1 Million this Year

GROTON, Conn., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) — This year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year’s giving total above the $1 Million mark […]

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Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform

ATLANTA, Ga., Jan. 12, 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, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.

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DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role

NEW YORK, N.Y., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) — DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK’s Audit department, helping clients grow and improve their businesses, and developing DDK’s next generation.

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EnergyCAP’s Energy Information Management System Earns FedRAMP Authorization

STATE COLLEGE, Pa., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) — EnergyCAP, Inc. (ECI) is pleased to announce that its EnergyCAP® energy management information solution (EMIS) has been granted an Authorization to Operate (ATO) under the U.S. Government’s FedRAMP program and is now an authorized participant in the FedRAMP Marketplace. The U.S. Department of State granted the […]

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Agent Review Announces Technology Awareness Series for Insurance Agents – Leonardo247 Leads Launch

BELLEVUE, Wash., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review’s Operations Manager.

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SimpleNexus Secures $108M in Series B Funding to Transform the Homeownership Journey into a Seamlessly Connected Experience

LEHI, Utah, Jan. 5, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform connecting loan officers, borrowers, real estate agents and settlement agents, has received a follow-on investment of $108 million in Series B funding led by global venture-capital and private-equity firm Insight Partners.

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ReverseVision Announces Joe Langner New CEO

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 the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision’s mission to empower America’s seniors to use home […]

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ReverseVision Announces New CEO Joe Langner

SAN DIEGO, Calif., Jan. 4, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision’s mission to empower America’s seniors […]

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SimpleNexus’ Suzy Djilas Wins 2021 Utah Business SAMY Award for Sales Professional of the Year

LEHI, Utah, Jan. 1, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced enterprise account executive Suzy Djilas earned a 2021 Utah Business Magazine SAMY Award for Sales Professional of the Year.

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FormFree Launches Rebrand, New Website Aligned with Mission to Expand Financial Inclusivity

ATHENS, Ga., Jan. 1, 2021 (SEND2PRESS NEWSWIRE) — FormFree today launched a new visual identity designed to reflect its mission of empowering consumers and lenders with a transparent view of borrower financial DNA. In tandem with the brand launch, FormFree unveiled a new website that speaks to both consumer and lender audiences about how its […]

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Alliance Group Announces Launch of 4th Annual Living Benefits Awareness Month

ATLANTA, Ga., Dec. 29, 2020 (SEND2PRESS NEWSWIRE) — Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth 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 2021.

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Sarah Hellman of MCT Selected as Finalist for San Diego Business Journal 2020 Business Women of The Year

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Senior Trader, Sarah Hellman, was selected as one of the finalists for San Diego Business Journal’s 2020 Business Women of the Year. Originally published on CaliforniaNewswire.com — Sarah Hellman of MCT Selected […]

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ReverseVision’s Wendy Peel Named a 2020 PROGRESS in Lending Trailblazers Award Recipient

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 PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award. Originally published on CaliforniaNewswire.com — ReverseVision’s Wendy Peel Named […]

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MCT’s Sarah Hellman Selected as Finalist for San Diego Business Journal’s 2020 Business Women of The Year

SAN DIEGO, Calif., Dec. 21, 2020 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Senior Trader, Sarah Hellman, was selected as one of the finalists for San Diego Business Journal’s 2020 Business Women of the Year.

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ReverseVision’s Wendy Peel Named a PROGRESS in Lending Trailblazers Award Recipient for Sales and Marketing Leadership

SAN DIEGO, Calif., Dec. 21, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award.

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Paramount Property Tax Appeal Offers Free Evaluation to Affluent California Homeowners and Business Property Owners

SAN DIEGO, Calif. /California Newswire/ — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or […]

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Paramount Property Tax Appeal Offers Free Evaluation to Affluent Homeowners and Business Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes to Tax Laws’

SAN DIEGO, Calif., Dec. 16, 2020 (SEND2PRESS NEWSWIRE) — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their […]

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Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers

ATLANTA, Ga., Dec. 15, 2020 (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, has partnered with Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly […]

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DocMagic’s Leah Sommerville Named to NMP 2020 Top 40 Under 40 Most Influential Mortgage Professionals List

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine. Originally published […]

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DocMagic’s Leah Sommerville Named to NMP’s 2020 Top 40 Under 40 Most Influential Mortgage Professionals List

TORRANCE, Calif., Dec. 11, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) […]

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Tapcheck joins the isolved Integration Marketplace to enhance human capital management

LOS ANGELES, Calif. /California Newswire/ — Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, announces today that it is now a partner on the isolved Integration Marketplace. Originally published on CaliforniaNewswire.com — Tapcheck joins the isolved Integration Marketplace to enhance […]

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ACES Quality Management Makes Key Loan Audit Platform Upgrades to Elevate User Experience for Lending Institutions

DENVER, Colo., Dec. 8, 2020 (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 several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and […]

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Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide

ATLANTA, Ga., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the […]

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LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature

MACON, Ga., Dec. 8, 2020 (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 updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before […]

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HousingWire Honors Brian D. Pannell of DocMagic with 2020 Tech Trendsetters 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 eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award. Originally published on CaliforniaNewswire.com — HousingWire Honors Brian D. Pannell of DocMagic with 2020 Tech Trendsetters Award

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PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

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MCTlive! Pool Optimizer Technology from Mortgage Capital Trading Sets New Bar for Best Execution Loan Sales

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than […]

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MCTlive! Pool Optimizer Technology Sets New Bar for Best Execution Loan Sales

SAN DIEGO, Calif., Dec. 3, 2020 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual […]

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SimpleNexus and Unify Integrate to Help Mortgage Lenders Streamline the Loan Process, Reduce Application Abandonment

LEHI, Utah, Dec. 3, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify’s Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment.

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Galway Insurance Holdings Secures Majority Interest from Harvest Partners with Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif. /California Newswire/ — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for […]

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NotaryCam’s Henry Smith Named 2020 HousingWire Tech Trendsetter

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program. Originally published […]

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Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its […]

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NotaryCam’s Henry Smith Named 2020 HW Tech Trendsetter

NEWPORT BEACH, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards […]

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Mortgage Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings

PALO ALTO, Calif. /California Newswire/ — Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans. Originally published on CaliforniaNewswire.com — Mortgage Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings

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LBA Ware’s Lori Brewer Named HousingWire Tech Trendsetter for Innovations in Compensation Management, Business Intelligence for Mortgage Lenders

MACON, Ga., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today that company Founder and CEO Lori Brewer has been named a 2020 HousingWire (HW) Tech Trendsetter.

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FormFree Founder Brent Chandler Named HousingWire Tech Trendsetter for Second Year

ATHENS, Ga., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — FormFree today announced that Founder and CEO Brent Chandler has been named a HousingWire Tech Trendsetter for a second consecutive year. The list honors executives, product leaders and technology professionals bringing the latest digital lending technology to market for their mortgage and real estate clients.

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Utah Business Magazine Names SimpleNexus Among Utah’s Best Companies to Work For

LEHI, Utah, Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has been recognized as a 2020 Best Company to Work For by Utah Business magazine. SimpleNexus earned recognition as one of the top employers in the state on the […]

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