SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively. Originally published on CaliforniaNewswire.com — Mortgage Capital Trading, Inc Dives […]
Tag Archives | Finance
MCT Dives into Q2 with Two New Industry Leaders to Support Growth
SAN DIEGO, Calif., April 23, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.
ReverseVision’s CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors
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 company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors. Originally published on CaliforniaNewswire.com — ReverseVision’s CEO […]
ReverseVision President and CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors
SAN DIEGO, Calif., April 22, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.
SimpleNexus Founder and CEO Matt Hansen Lauded by Mortgage Bankers Association as 2021 Tech All-Star Award Recipient
LEHI, Utah, April 21, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.
Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology
ATLANTA, Ga., April 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 Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).
Mid America Mortgage Loan Officers Named Top Producers and Originators
ADDISON, Texas, April 21, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that four loan officers garnered spots on National Mortgage News’ Top Producers of 2021 list and nine loan officers were named a Top Originator by Scotsman Guide.
EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance
NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model […]
Rockfleet Announces Availability of CapRaize
NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) — Rockfleet Financial Services, Inc. (“Rockfleet”) announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.
Hottinger announces new, high performance weekly signals are now available for ETF future and option traders
JACKSONVILLE, Fla. /Florida Newswire/ — HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF’s: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures. The post Hottinger announces new, high performance weekly signals are now available for ETF future and option traders appeared first […]
New, high performance weekly signals are now available for ETF future and option traders
JACKSONVILLE, Fla., April 20, 2021 (SEND2PRESS NEWSWIRE) — HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF’s: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.
Oregon Bankers Association Subsidiary Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, Digital Mortgage Platform
DANBURY, Conn., April 19, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
Compleat Software Invited to Join the Information Technology Alliance (ITA) as an Alliance Partner
ATLANTA, Ga., April 15, 2021 (SEND2PRESS NEWSWIRE) — Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).
Digital Mortgage Platform Maxwell Announces Partnership with Mortgage Loan Origination System Byte Software
DENVER, Colo., April 15, 2021 (SEND2PRESS NEWSWIRE) — Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.
Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and Strategy
SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy. Originally published on CaliforniaNewswire.com — Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and […]
Proposed Legislation Would Make the 45L and 179D Energy Efficiency Tax Incentives More Lucrative
BLAINE, Minn., April 13, 2021 (SEND2PRESS NEWSWIRE) — The ‘Growing Renewable Energy and Efficiency Now’ (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, “If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L […]
Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy
ATLANTA, Ga., April 13, 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 it has added mortgage and marketing expert Rick Webster as VP of client strategy.
Nomis Solutions Appoints FinTech Veteran Joe Zeibert as Vice President, Head of Mortgage Product and Strategy
SAN FRANCISCO, Calif., April 13, 2021 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.
ReverseVision Selects AWS as Cloud Provider – Will Deliver World-Class Digital Reverse Mortgage Lending Experience
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 it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider. Originally published on CaliforniaNewswire.com — ReverseVision Selects AWS as Cloud Provider – Will Deliver World-Class Digital […]
ReverseVision Selects AWS as Cloud Provider to Deliver World-Class Digital Reverse Mortgage Lending Experience
SAN DIEGO, Calif., April 12, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider.
Provident Funding Partners with Lender Price – joins the Lender Price Marketplace
PASADENA, Calif. /California Newswire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more […]
Provident Funding Partners with Lender Price
PASADENA, Calif., April 8, 2021 (SEND2PRESS NEWSWIRE) — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 […]
Punchbowl News Founder and CEO Anna Palmer to Keynote #HousingDC21
WASHINGTON, D.C., April 8, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit […]
Sales Boomerang Becomes Affiliate Member of ACUMA, Bringing New Tools for Member Retention to Credit Unions
WASHINGTON, D.C., April 6, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.
Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM
ATLANTA, Ga., April 6, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world’s most popular enterprise CRM.
Los Angeles-Based CPA Firm KROST Receives High Praise from Accounting Today
PASADENA, Calif. /California Newswire/ — KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S. Originally published on CaliforniaNewswire.com — Los Angeles-Based CPA Firm KROST Receives High Praise from Accounting Today
Los Angeles-Based CPA Firm Receives High Praise from Accounting Today
PASADENA, Calif., April 5, 2021 (SEND2PRESS NEWSWIRE) — KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.
ABEP – Moving The CU Forward
MINNEAPOLIS, Minn., April 5, 2021 (SEND2PRESS NEWSWIRE) — The Association for Black Economic Power (ABEP) is reaffirming its commitment to bringing a black owned and operated Credit Union to North Minneapolis.
South Bay Credit Union announces Spring offer on their HELOC (home equity line of credit) Loan Product
LOS ANGELES, Calif. /California Newswire/ — South Bay Credit Union – Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area. Originally published on CaliforniaNewswire.com — South Bay Credit Union announces Spring offer on […]
South Bay Credit Union announces limited time offer on their HELOC (home equity line of credit) Loan Product
LOS ANGELES, Calif., April 2, 2021 (SEND2PRESS NEWSWIRE) — South Bay Credit Union – Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.
Promontory MortgagePath Named One of the Best Places to Work in Financial Technology
DANBURY, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which […]
Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Online Business Seminars for Local Entrepreneurs
GROTON, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank kicks off their 8-week “CU Grow: Online Small Business Bootcamp” on April 1, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) […]
Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination Process
ATLANTA, Ga., March 31, 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 an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).
Mid America Mortgage Receives ‘2021 Best Mortgage Companies to Work For’ Honors for Second Straight Year
ADDISON, Texas, March 30, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has been named one of the “2021 Best Mortgage Companies to Work For” for the second consecutive year by mortgage industry trade publication National Mortgage News.
SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services
LEHI, Utah, March 30, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.
The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, the nation’s largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP (“TMC Fund”). Originally published on CaliforniaNewswire.com — The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell
Sales Boomerang and Usherpa Expand Partnership to Set Mortgage Lenders Up for Success in 2021 Purchase Market
WASHINGTON, D.C., March 25, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders.
The Mortgage Collaborative’s Emerging Technology Fund Announces Investment in Maxwell
SAN DIEGO, Calif., March 25, 2021 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP (“TMC Fund”).
Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM
ATLANTA, Ga., March 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, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind’s award-winning Surefire CRM.
Embrace Home Loans Launching SimpleNexus Homeownership Platform for Its 300 Retail Mortgage Loan Officers in 2021
LEHI, Utah, March 25, 2021 (SEND2PRESS NEWSWIRE) — Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.
Michigan First Credit Union Implements CompenSafe by LBA Ware to Facilitate Mortgage Lending Division Growth
MACON, Ga., March 23, 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 that Michigan First Credit Union (Michigan First) has implemented LBA Ware’s ICM platform CompenSafe to automate incentive compensation for its mortgage division’s 40+ loan originators […]
DocMagic & Secure Insight Form Partnership to Create a National Database of Certified Remote Online Notarization Providers
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes. […]
DocMagic and Secure Insight Form Partnership, Creating a National Database of Certified Remote Online Notarization Providers
TORRANCE, Calif. and PARSIPPANY, N.J., March 18, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote […]
Q3 2020 Critical Defect Rate Hits Five-Year High, According to ACES Mortgage QC Industry Trends Report
DENVER, Colo., March 18, 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 third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control […]
Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds
ATLANTA, Ga., March 18, 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 Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, […]
SimpleNexus and Norcom Mortgage Partner to Develop New Customer Mobile App
LEHI, Utah, March 17, 2021 (SEND2PRESS NEWSWIRE) — Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.
FormFree Welcomes Paul Finch, Former Early Warning CEO, to Its Board of Directors
ATHENS, Ga., March 17, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).
2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by Ace Plus Tax Resolution
LOS ANGELES, Calif. /California Newswire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies. Originally published on CaliforniaNewswire.com — 2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by […]
Newly-Passed Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by Ace Plus Tax Resolution
LOS ANGELES, Calif., March 16, 2021 (SEND2PRESS NEWSWIRE) — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies.
Tapcheck Wins ‘Best Employee Benefits Solution’ in 2021 FinTech Breakthrough Awards Program
LOS ANGELES, Calif., March 16, 2021 (SEND2PRESS 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, today announced that it has been selected as winner of the “Best Employee Benefits Solution” award in the fifth annual FinTech Breakthrough Awards […]
Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office
COLORADO SPRINGS, Colo., March 12, 2021 (SEND2PRESS NEWSWIRE) — Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.
PR: HousingWire Honors DocMagic with Tech 100 Mortgage Award for the Eighth Year in a Row
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 again earned a spot on HousingWire’s 2021 Tech 100 list, recognizing the most innovative and impactful technology companies in the mortgage industry. Originally published on CaliforniaNewswire.com — PR: HousingWire Honors […]
TravelInsurance.com Recognized as One of the Best Travel Insurance Companies of 2021 by Money
NEW YORK, N.Y., March 12, 2021 (SEND2PRESS NEWSWIRE) — TravelInsurance.com has been named by Money as one of the “6 Best Travel Insurance Companies of 2021” and singled out for its fast and easy travel insurance quote comparison system.
HousingWire Honors DocMagic with Tech 100 Mortgage Award for the Eighth Year in a Row
TORRANCE, Calif., March 12, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it again earned a spot on HousingWire’s 2021 Tech 100 list, recognizing the most innovative and impactful technology companies in the mortgage industry.
Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group. Originally published on CaliforniaNewswire.com — Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas
Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Practice
SAN FRANCISCO, Calif. and AUSTIN, Texas, March 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.
Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors
ATLANTA, Ga., March 11, 2021 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series – and access […]
Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers
ATLANTA, Ga., March 11, 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 released a new feature designed to aid mortgage lenders with the recruiting process.
Commercial Loan Corp is Offering Free Calif. ‘Property Tax Savings Estimate & Consultation’
NEWPORT BEACH, Calif. /California Newswire/ — Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 – popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation & Estimate of […]
Commercial Loan Corp – Offering Free ‘Property Tax Savings Estimate & Consultation’ for Beneficiaries Inheriting a Home – Keeping Parent’s Low Property Tax Base
NEWPORT BEACH, Calif., March 10, 2021 (SEND2PRESS NEWSWIRE) — Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 – popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation […]
Brew Up Tax Savings with the R&D Tax Credit
BOSTON, Mass., March 10, 2021 (SEND2PRESS NEWSWIRE) — While the trendy term “Microbrewery” may have been the proper terminology for new craft beer breweries and startups, they no longer remain “micro” in revenue, says ICS Tax, LLC (ICS). Growth in the craft beer industry in the U.S. has steadily grown to almost $30 billion.
IDS and eNotaryLog Ink Partnership to Support Remote Online Notarization
SALT LAKE CITY, Utah, March 10, 2021 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has entered into an partnership agreement with eNotaryLog, a leading remote online notarization (RON) company.
FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors
ATHENS, Ga., March 10, 2021 (SEND2PRESS NEWSWIRE) — FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks […]
Florida’s Best Reverse Mortgage Company Announces Launch of Interactive Website Promising to Give Senior Homeowners Instant Answers
CLEARWATER, Fla., March 9, 2021 (SEND2PRESS NEWSWIRE) — Florida’s Best Reverse Mortgage Company, a Clearwater based reverse mortgage firm, has announced the launch of a new interactive website. The website’s centerpiece is an interactive qualifier that can calculate a homeowner’s available equity.
AmCap Home Loans Selects LimeGear by LBA Ware to Fuel Productivity with Turnkey Business Intelligence (BI)
MACON, Ga., March 9, 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 that AmCap Home Loans (AmCap) has implemented LBA Ware’s LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware’s ICM platform CompenSafe™ […]
Mid America Mortgage Launches Click n’ Close Title to Provide Digitally-Driven Real Estate Closing Services Powered by RON
ADDISON, Texas, March 4, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has launched Click n’ Close Title, a digital-first residential title insurance company, to deliver more comprehensive digital mortgage closing services to the residential real estate market.
Chelsea Groton Bank Introduces Local Chelsea|LIVE Video Banking Team and New Ways to Connect
GROTON, Conn., March 4, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank is pleased to introduce Chelsea|LIVE Video Banking, a new digital personal experience that gives members the flexibility to bank when, where and how it’s most convenient.
Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage Technology
ATLANTA, Ga., March 3, 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, has been named to HousingWire’s 2021 Tech100 list of the most innovative technology companies serving the mortgage and real estate industries.
FormFree Makes Seventh Appearance on HousingWire’s Tech100 List of Most Innovative Companies in Mortgage Technology
ATHENS, Ga., March 3, 2021 (SEND2PRESS NEWSWIRE) — FormFree™ today announced its inclusion in HousingWire’s annual Tech100 list for the seventh time. The award recognizes companies and solutions that are revolutionizing the mortgage process.
SimpleNexus Announces Inaugural Nexus Award Winners at 2021 SimpleNexus User Group, Opens Early Access Sign-up for Remote Online Notarization
LEHI, Utah, March 3, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).
NotaryCam Highlighted in HousingWire’s Tech100 List of Innovative Real Estate Technology Companies
NEWPORT BEACH, Calif., March 3, 2021 (SEND2PRESS NEWSWIRE) — NotaryCam™, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today announced it has been named to the HousingWire Tech100 Real Estate list.
ACES Quality Management Makes HousingWire Tech100 List of Most Innovative Mortgage Technology Companies for Seventh Consecutive Year
DENVER, Colo., March 3, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has been included in the 2021 HousingWire Tech100 Mortgage list.
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois
WARRENVILLE, Ill., Feb. 26, 2021 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!
Fairport Wealth Announces 2021 Community Beacon Recipient
CLEVELAND, Ohio, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient.
KBKG Welcomes Two New Directors to Atlanta-Based Operation
ATLANTA, Ga., Feb. 24, 2021 (SEND2PRESS NEWSWIRE) — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm […]
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
EPIC Announces Leadership Structure Realignment
ATLANTA, Ga. and SAN FRANCISCO, Calif., Feb. 23, 2021 (SEND2PRESS 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.
EPIC Adds Allen Baker as Senior Risk Consultant
BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Feb. 19, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.
FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans
ATHENS, Ga., Feb. 18, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
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.
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 […]
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.
Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process
ATLANTA, Ga., Feb. 11, 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 integration with digital lending platform Blend.
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 […]
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 […]
KBKG Welcomes Three New Principals to Their Cost Segregation and Research & Development Tax Credit Services
PASADENA, Calif., Feb. 9, 2021 (SEND2PRESS 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.
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 […]
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 […]
Los Angeles Based CPA Firm Announces New Principal, Stacey R. Korman, CPA, MST
PASADENA, Calif., Feb. 8, 2021 (SEND2PRESS 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.
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 […]
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.
SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform
LEHI, Utah, Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.
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, […]
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 […]
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.
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 […]
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.
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.
Taylor Wilshire and the Wilshire Foundation Receive Global Excellence Award While Spearheading International Change During Pandemic
NEW YORK, N.Y., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation’s outstanding achievements, advancements, and innovations in international business and global affairs.
ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President
DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.