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Tag Archives | Finance

Blaylock Van Partners with Seaport Global to Expand Market Reach

NEW YORK CITY, N.Y., June 23, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased […]

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DocMagic’s eClosing team member Leah Sommerville Recognized with 2022 Trailblazer Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations […]

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DocMagic’s Leah Sommerville Recognized with 2022 Trailblazer Award

TORRANCE, Calif., June 22, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing […]

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TMC Emerging Technology Fund LP Invests in leadPops, a digital customer acquisition software and marketing innovation platform

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. […]

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Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel

ADDISON, Texas, June 21, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience […]

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TMC Emerging Technology Fund LP Invests in leadPops

SAN DIEGO, Calif., June 20, 2022 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and […]

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Financial Advisor Keith Eckhardt of Edward Jones Receives Certified Exit Planning Advisor® Designation

COLORADO SPRINGS, Colo., June 17, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

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New MSR Technology from MCT Empowers MSR Buyers with Live Loan-Level Pricing

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT’s state-of-the-art MSR valuation […]

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New MSR Technology Empowers MSR Buyers with Live Loan-Level Pricing

SAN DIEGO, Calif., June 16, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT’s […]

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Q4 2021 Critical Defect Rate Rose to 1.95%, Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., June 16, 2022 (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 Industry Trends Report covering the fourth quarter (Q4) and full calendar year (CY) of 2021. The latest report analyzes […]

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John J. Patterson Joins Vanbridge an EPIC Company’s Financial Services Division

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division. Originally published on CaliforniaNewswire.com — John J. Patterson Joins Vanbridge an […]

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Mortgage Markets CUSO selects Mortgage Coach to increase mortgage lending engagement at credit unions

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves. Originally published on CaliforniaNewswire.com — Mortgage […]

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Mortgage Markets CUSO implements Mortgage Coach to increase mortgage lending engagement at credit unions

IRVINE, Calif., June 8, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.

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ACES Quality Management Unveils Certified ACES Administrator Program at Inaugural ACES ENGAGE Event in Colorado Springs

DENVER, Colo., June 7, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the launch of its Certified ACES Administrator (CAA) program during its inaugural ACES ENGAGE event, held May 23-25, 2022 at the Broadmoor Hotel in Colorado Springs.

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Down Payment Resource analysis finds that 33% of declined mortgage applications are declined for reasons addressable with homebuyer assistance

ATLANTA, Ga., June 7, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from an analysis showing that a substantial share of mortgage loan applications are both declined for reasons that can be addressed with homebuyer assistance and eligible for homebuyer assistance programs.

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MCT, the leader in capital markets software, announces MCTlive! Lock Volume Indices May 2022 Data

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

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EPIC Insurance Brokers Adds to Life and Executive Benefits Platform, Acquires Dixon Wells, Inc.

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. Originally published on CaliforniaNewswire.com […]

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EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., June 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive […]

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EPIC Insurance Marketing and Design Team has been recognized for multiple Communicator Awards for its work in 2021

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing […]

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Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

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iEmergent appoints Chris Richey as Chief Analytics Officer

DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps […]

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EPIC Marketing & Design Team Wins Communicator Awards

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international […]

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Mortgage lenders are now able to use FormFree AccountChek to satisfy Freddie Mac’s reverification of employment requirement

ATHENS, Ga., June 1, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its AccountChek® digital asset verification service supports a new enhancement to Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution that makes assessment of borrower employment easier, faster, less expensive and more fraud-resistant.

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Cheryl Messner joins Sales Boomerang to oversee customer experience department

WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang’s customer experience, engagement, success and operations as well as […]

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MISMO Certifies the DocMagic Total eClose Platform and Proprietary RON Technology

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it attained MISMO’s eClosing System and remote online notarization (RON) certifications for its Total eClose™ solution. Originally published on CaliforniaNewswire.com — MISMO Certifies the DocMagic Total eClose Platform and Proprietary RON […]

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PROGRESS in Lending Names DocMagic Director of Client Services to 2022 Most Powerful Women in Fintech List

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has been recognized by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry. Originally published on CaliforniaNewswire.com — PROGRESS in […]

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PROGRESS in Lending Names DocMagic’s Director of Client Services to 2022 Most Powerful Women in Fintech List

TORRANCE, Calif., May 19, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has been recognized by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.

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Black Knight Inc.’s Empower Loan Origination Platform Now Integrated with DocMagic

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight’s loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services. Originally published on CaliforniaNewswire.com — Black Knight […]

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PROGRESS in Lending Lauds Kathy Olsen of OpenClose with Most Powerful Women in Fintech Award

WEST PALM BEACH, Fla., May 17, 2022 (SEND2PRESS NEWSWIRE) — OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its director of support services, Kathy Olsen, has been honored by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.

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Black Knight Empower LOS Now Integrated with DocMagic

TORRANCE, Calif., May 17, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight’s loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services.

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OneKey MLS names Down Payment Resource partners as designated provider of down payment assistance tools

ATLANTA, Ga. and WEST BABYLON, N.Y., May 17, 2022 (SEND2PRESS NEWSWIRE) — OneKey® MLS, the largest multiple listing service (MLS) in New York, today announced that it has partnered with Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, to indicate MLS residential listings that may be eligible for down payment assistance […]

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Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage

ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth […]

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Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser […]

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realMLS enhances listing service with Down Payment Resource to help subscribers connect consumers with homebuyer assistance programs

ATLANTA, Ga. and JACKSONVILLE, Fla., May 10, 2022 (SEND2PRESS NEWSRIE) — realMLS, serving 11,000 members in Northeast Florida, today announced that it has partnered with Down Payment Resource (DPR) to enhance its platform with DPR’s suite of real estate agent tools that help MLS customers connect homebuyers with homebuyer assistance programs.

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Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif., May 10, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, […]

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FormFree opens registration to its third annual Heroes Golf Classic 2022 benefiting the American Red Cross of Northeast Georgia

ATHENS, Ga., May 10, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced it has opened registration to the organization’s third annual Heroes Golf Classic, which will be held on September 9, 2022, at Lanier Islands Legacy Golf Course in Buford, Georgia. All proceeds from the event will be donated to the American Red Cross of Northeast […]

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New MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry

SAN DIEGO, Calif. /California Newswire/ — MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry. Originally published on CaliforniaNewswire.com — New MCTlive! Mortgage Lock Volume Indices to […]

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MMI appoints Kortney Lane-Schafers as Regional Director of Growth

SALT LAKE CITY, Utah, May 9, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers’ responsibilities will include consulting and strategizing with MMI’s growing roster of […]

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Centier Bank Leverages DocMagic eVault Fintech to Accept and Manage eNotes

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic’s eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing […]

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Centier Bank Leverages DocMagic’s eVault Technology to Accept and Manage eNotes

TORRANCE, Calif., May 6, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic’s eVault solution. The move positions Centier to secure more business as mortgage bankers […]

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EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California

IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California. Originally published on […]

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EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif., May 4, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, […]

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EY announces Mark Cunningham and Alex Kutsishin of Sales Boomerang as Entrepreneur Of The Year® 2022 Mid-Atlantic Award finalists

BALTIMORE, Md., May 4, 2022 (SEND2PRESS NEWSWIRE) — Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders […]

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Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP

LOS ANGELES, Calif. /California Newswire/ — Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) (“Frontera” or “the Company”), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of […]

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Intellimedia Network’s Immersive Technology IP Acquired by Frontera Group

LOS ANGELES, Calif., April 29, 2022 (SEND2PRESS NEWSWIRE) — Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) (“Frontera” or “the Company”), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), […]

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Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois

WARRENVILLE, Ill., April 28, 2022 (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 for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent […]

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Logix Federal Credit Union selects Mortgage Coach to enhance its mortgage advisory service

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members. Originally published on CaliforniaNewswire.com — […]

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Stack Sports Partners with NEAR Foundation to Make NFTs more Accessible to Sports

PLANO, Texas, April 27, 2022 (SEND2PRESS NEWSWIRE) — Stack Sports – the global technology leader in sports software announced today that it will be partnering with the NEAR Foundation, a Swiss non-profit that oversees the NEAR blockchain ecosystem, to launch an athlete-focused NFT platform. The new Stack NFT platform will give all athletes an opportunity […]

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Logix Federal Credit Union launches Mortgage Coach to enhance mortgage advisory service for members

IRVINE, Calif., April 27, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.

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SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs

ATLANTA, Ga., April 27, 2022 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced the firm is celebrating its 20th anniversary. Since opening its doors in April 2002, SBA has helped organizations in every sector of the North American economy navigate their toughest employee benefits challenges while reducing plan […]

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HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to […]

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2022 HousingWire Tech100 Mortgage Award Announces MCT As Leader In Innovation

SAN DIEGO, Calif., April 26, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and […]

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MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors

SALT LAKE CITY, Utah, April 26, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman […]

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America’s ‘Queen of Crowdfunding’ Celebrates 10 Year Anniversary of Helping Pass The Jobs Act of 2012 Into Law

LAS VEGAS, Nev., April 21, 2022 (SEND2PRESS NEWSWIRE) — This April marks the 10-year anniversary of the Jumpstart Our Business Startups Act, or JOBS Act which is a law intended to encourage funding of small businesses in the United States by easing many of the country’s securities regulations, said Ruth E. Hedges, CEO of Rise […]

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Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO

NOVI, Mich., April 21, 2022 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the […]

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EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice. Originally published on CaliforniaNewswire.com — EPIC Welcomes Shelley Yim […]

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EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif., April 20, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice.

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Down Payment Resource releases Q1 2022 Homeownership Program Index

ATLANTA, Ga., April 19, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm’s analysis of 2,238 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased […]

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Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

FRANKLIN, Tenn., April 18, 2022 (SEND2PRESS NEWSWIRE) — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern […]

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Sales Boomerang releases Q1 2022 Mortgage Market Opportunities Report

WASHINGTON, D.C., April 18, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q1 2022 report showed an increase in purchase and home-equity loan opportunities that could help lenders offset dwindling refi volume.

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Critical Defect Rate Drops 18% in Q3 2021, Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., April 14, 2022 (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 2021. The latest report provides an analysis of post-closing quality control […]

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NotaryCam reaches 1 million remote online notarization transactions milestone

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 performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage […]

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KROST CPAs Recognized by Los Angeles Business Journal as among Top Accounting Firms in L.A. for 2022

PASADENA, Calif. /California Newswire/ — KROST was recognized as one of Los Angeles Business Journals’ Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal’s Disruptor Awards virtual event. Originally […]

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KROST Recognized by Los Angeles Business Journal as among Top Accounting Firms for 2022

PASADENA, Calif., April 12, 2022 (SEND2PRESS NEWSWIRE) — KROST was recognized as one of Los Angeles Business Journals’ Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal’s Disruptor Awards […]

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FormFree’s Christy Moss recognized by the Mortgage Bankers Association for outstanding contributions in mortgage technology

ATHENS, Ga., April 12, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that the Mortgage Bankers Association (MBA) has named FormFree Chief Customer Officer Christy Moss, CMB, a 2022 Tech All-Star. Since 2002, the Tech All-Star Awards have honored leaders who have made outstanding contributions to mortgage technology.

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NotaryCam surpasses 1 million remote online notarization transactions

NEWPORT BEACH, Calif., April 12, 2022 (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 performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 […]

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Edgewood Healthcare Advisors Continues Growth with Strategic Hires

SAN FRANCISCO, Calif. and NEW YORK, N.Y., April 11, 2022 (SEND2PRESS NEWSWIRE) — Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise […]

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Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE

DENVER, Colo., April 8, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has added Duane Gilkison, senior director of loan quality at Fannie Mae, to its speaker line-up for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor […]

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EPIC Expands into financial planning and insurance services to medical and dental professionals with acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals. Originally published on CaliforniaNewswire.com — EPIC Expands into financial planning and insurance services […]

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EPIC Welcomes Jim McSherry as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Originally published on CaliforniaNewswire.com — EPIC Welcomes Jim McSherry as National Practice Leader for […]

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Eric Zanotelli and the Z-Team join Sente Mortgage

STILLWATER, Okla., April 7, 2022 (SEND2PRESS NEWSWIRE) — The Z-Team, a mortgage banking branch based in Stillwater, Oklahoma, has joined independent mortgage company Sente Mortgage, the company announced today. Branch Manager Eric Zanotelli and his team bring deep industry knowledge and a commitment to exceptional, accessible, and engaging service to the Oklahoma market and beyond.

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James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy […]

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EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance […]

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Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies

BALTIMORE, Md., April 6, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times’ ranking of The Americas’ Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.

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Mortgage Coach and ReverseVision to help consumers compare ‘forward’ and reverse mortgage financing options

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales […]

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Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options

IRVINE, Calif., April 5, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private […]

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FormFree and Take3Tech integration brings AccountChek asset, income and employment verification to the LoanMAPS mortgage technology platform

ATHENS, Ga., April 5, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring […]

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Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons

MERIDEN, Conn. and IRVINE, Calif., April 4, 2022 (SEND2PRESS NEWSWIRE) — Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that […]

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Minnesota Housing Finance Agency partners with ACES Quality Management & Control

DENVER, Colo., March 31, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the Minnesota Housing Finance Agency has selected ACES’ flagship platform ACES Quality Management & Control® software to support its mortgage origination compliance and quality control (QC).

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Mortgage risk management leader, MCT, names Ben Itkin National Sales Director

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director. Originally published on CaliforniaNewswire.com — Mortgage risk management leader, MCT, names […]

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