SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income […]
Tag Archives | Finance
MCT First to Integrate with Freddie Mac’s Income Limits API
SAN DIEGO, Calif., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits application programming interface (API) created for the first-time home buyer area median income […]
EnergyCAP expands offering to include financial-grade carbon accounting
BOALSBURG, Pa., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the launch of CarbonHub, a new solution that offers financial-grade carbon accounting and sustainability reporting.
Leading Travel Insurance Comparison Site TravelInsurance.com Surpasses 90,000 Customer Reviews on Shopper Approved in U.S.
NEW YORK, N.Y., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently […]
After, Inc. among 1,000 + exhibitors at the 2023 National Hardware Show (NHS) in Las Vegas
NORWALK, Conn., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 – February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during […]
MMI appoints Rob Pommier as Regional Director of Enterprise Sales
SALT LAKE CITY, Utah, Jan. 23, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI’s growing […]
MMI Receives Growth Investment from WestView Capital Partners
SALT LAKE CITY, Utah and BOSTON, Mass., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on […]
Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List
FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — Money profiled 50 innovators shaping Americans’ finances, and included Kramer Wealth Managers’ CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, […]
Sales Boomerang releases Q4 2022 Mortgage Market Opportunities Report
OWINGS MILLS, Md., and IRVINE, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang’s latest Mortgage Market Opportunities Report.
Nomis Solutions Elevates Johnathan Bant to Head of Client Relations for Financial Services Market in Canada
TORONTO, Ontario and SAN FRANCISCO, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis’ client portfolio as well as […]
ACES Quality Management expands client base by 22% in 2022
DENVER, Colo., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & […]
Housing Finance Strategies Announces #HousingDC23
WASHINGTON, D.C., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued […]
Down Payment Resource presents Richmond Association of REALTORS® CEO Laura Lafayette with 2022 Beverly Faull Affordable Housing Leadership Award
ATLANTA, Ga., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that it selected Laura Lafayette, CEO of the Richmond Association of REALTORS® (RAR), as the winner of its 2022 Beverly Faull Affordable Housing Leadership Award.
Blaylock Van, LLC Shares its 2022 Year-End Report
NEW YORK CITY, N.Y., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) — In its year-end report spanning financials, deals, and community investment, Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment banking firm, reported 23 percent growth in notional deal volume year-over-year, with 67 debt capital markets new issues representing nearly $186 billion notional. From 2018 […]
BlueStone Advisors Announces Launch of its Lithium-Ion Battery Insurance Captive
CHICAGO, Ill., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) — BlueStone Advisors, a specialty commercial insurance brokerage firm, announced today the launch of their BlueStone Lithium-Ion Battery Captive to help advanced battery companies manage their insurance costs and offer a broader policy with comprehensive and consistent coverage terms.
Sage Investment Club, a California African American Women Partnership, Celebrates 25 Years of Stock Market Education
LOS ANGELES, Calif. /California Newswire/ — Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities. Originally published on CaliforniaNewswire.com — Sage Investment Club, a California African American […]
TMC Emerging Technology Fund LP Invests in TRAiNED Inc., in a $1 million Simple Agreement for Future Equity
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 $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc. Originally published on CaliforniaNewswire.com — TMC Emerging […]
Michigan Mortgage Lenders Association kicks off 2023 with new logo, branding
SHELBY TOWNSHIP, Mich., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) — The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization’s new purpose and direction as the connection point, legislative voice and educational resource […]
TMC Emerging Technology Fund LP Invests in TRAiNED
SAN DIEGO, Calif., Jan. 12, 2023 (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 $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.
California African American Women Partnership Sage Investment Club Celebrates 25 Years of Stock Market Education and Profits
LOS ANGELES, Calif., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) — Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities.
Asset Defense Team and Vast Solutions Group Do Joint Venture
SEATTLE, Wash., Jan. 11, 2023 (SEND2PRESS NEWSWIRE) — Asset Defense Team and Vast Solutions Group, Inc. (VastSolutionsGroup.com) are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The […]
MCTlive! Lock Volume Indices Data for December 2022 Released by Mortgage Capital Trading, Inc.
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (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 December 2022. MCT Data represents a balanced cross section of several hundred […]
Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.
MCTlive! Lock Volume Indices: December 2022 Data
SAN DIEGO, Calif., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (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 December 2022. MCT Data represents a balanced cross section […]
FormFree’s Brent Chandler named a 2023 Industry Titan by National Mortgage Professional
ATHENS, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its founder and CEO Brent Chandler was featured in National Mortgage Professional’s list of 2023 Industry Titans. The inaugural Industry Titans awards program recognized 24 of the most notable leaders in mortgage lending.
Down Payment Resource’s Rob Chrane honored by National Mortgage Professional’s inaugural Industry Titans award program
ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that National Mortgage Professional (NMP) selected its Founder and CEO Rob Chrane to its first cohort of Industry Titans honorees. The 2023 Industry Titans award program recognizes influential […]
ACES Quality Management’s Trevor Gauthier selected as a 2023 Industry Titan by National Mortgage Professional Magazine
DENVER, Colo., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that CEO Trevor Gauthier has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. This award seeks to highlight the individuals that have dedicated […]
iEmergent CEO Laird Nossuli honored in National Mortgage Professional’s 2023 Industry Titans awards program
DES MOINES, Iowa, Jan. 4, 2023 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that National Mortgage Professional (NMP) has selected Laird Nossuli to its inaugural list of 2023 Industry Titans – a new award program honoring housing leaders who represent the […]
Alliance Group Launches Living Benefits Awareness Month 2023 with Theme: GoFundYourself
LAWRENCEVILLE, Ga., Jan. 2, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group launched their sixth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2023. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays […]
Shelli Holland, Chief People Officer, joins Sales Boomerang and Mortgage Coach
IRVINE, Calif. /California Newswire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer. Originally published on CaliforniaNewswire.com — Shelli Holland, Chief […]
Shelli Holland joins Sales Boomerang and Mortgage Coach as Chief People Officer
OWINGS MILLS, Md. and IRVINE, Calif., Dec. 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer.
Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team
ATLANTA, Ga., Dec. 16, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team as part of their upcoming sixth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns and work alongside Alliance Group to spread education and awareness for Living Benefits Awareness Month […]
Eric Ojeda joins Alliance Group staff
ATLANTA, Ga., Dec. 15, 2022 (SEND2PRESS NEWSWIRE) — Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a […]
Critical Defect Rates Rose 6% in Q2 2022 Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., Dec. 15, 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 second quarter (Q2) of 2022. The latest report analyzes post-closing quality control data derived […]
Multi-Bank Securities, Inc. Joins Agile’s Growing Broker-Dealer Network
PHILADELPHIA, Pa., Dec. 13, 2022 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that Multi-Bank Securities, Inc. (MBS), a veteran-owned, fixed-income securities broker-dealer, has joined Agile’s broker-dealer network. The addition of MBS gives lenders on Agile’s growing network expanded access to competitive trades and […]
OneKey® MLS introduces resource to help New Yorkers find homebuyer assistance programs
FARMINGDALE, N.Y., Dec. 13, 2022 (SEND2PRESS NEWSWIRE) — OneKey® MLS, the largest multiple listing service (MLS) in New York, has enhanced its consumer-facing listing site to help New Yorkers find homebuyer assistance programs they may be eligible for, such as down payment and closing cost assistance. This functionality is made possible through a partnership with […]
ACES Quality Management Upgrades ACES CONNECT® to Enhance Communication, Collaboration on Quality Control Findings
DENVER, Colo., Dec. 8, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has enhanced its proprietary ACES CONNECT portal to extend its flexibility and user control capabilities. This enhancement allows ACES administrators to create custom user roles and […]
Alliance Group Expands Video Marketing Department with Hire of Assistant D/E
ATLANTA, Ga., Dec. 8, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group, an Atlanta-based insurance marketing organization, announced the hire of Josh Thompson as Assistant Director / Assistant Editor. The move comes as part of a recent series of personnel moves to reflect the company’s growing needs as they continue to expand.
Mortgage Coach and Sales Boomerang add Casey Martin to the exec team as chief revenue officer
IRVINE, Calif. /California Newswire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Casey Martin as chief revenue officer. Originally published on CaliforniaNewswire.com — Mortgage Coach and Sales Boomerang add […]
Sales Boomerang and Mortgage Coach’s Jacob Gibbs and Kassy Scarcia recognized for achievements in mortgage technology
OWINGS MILLS, Md., and IRVINE, Calif., Dec. 7, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today celebrated two of its team members for earning recognition for their respective contributions to […]
Sales Boomerang and Mortgage Coach add Casey Martin to the executive team as chief revenue officer
OWINGS MILLS, Md., and IRVINE, Calif., Dec. 7, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Casey Martin as chief revenue officer.
HousingWire Magazine selects MMI Founder, Ben Teerlink, as a 2022 Tech Trendsetter
SALT LAKE CITY, Utah, Dec. 6, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announces its founder and CEO Ben Teerlink has been selected by housing industry publication HousingWire in its annual Tech Trendsetters award program. This award honors […]
MCTlive! Lock Volume Indices: November 2022 Data for Housing Markets
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (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 November 2022. MCT Data represents a balanced cross section of several hundred […]
MCTlive! Lock Volume Indices: November 2022 Data
SAN DIEGO, Calif., Dec. 5, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (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 November 2022. MCT Data represents a balanced cross section […]
After, Inc. Outlines its Commitment to Sustainability
NORWALK, Conn., Nov. 29, 2022 (SEND2PRESS NEWSWIRE) — After, Inc. announced today its ongoing commitment to a sustainable future, detailing its multi-year strategy and initiatives on its website. Given its history as a post-sale technology and solutions partner to the world’s top manufacturers and retailers – and its recent purchase of Accentf(x) Marketing with its […]
MMI named 2022 Inc Power Partner in Real Estate and Proptech
SALT LAKE CITY, Utah, Nov. 29, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that it has been named a 2022 Inc. Power Partner in Real Estate and Proptech. The inaugural list recognizes more than 250 business-to-business […]
Maxwell CPA Review provides online CPA courses to prepare students for the U.S. CPA exams
ORLANDO, Fla., Nov. 22, 2022 (SEND2PRESS NEWSWIRE) — A new exam-prep company is helping students to pass the U.S. CPA exams in droves. Maxwell CPA Review was founded by Kyle Ashcraft, CPA and provides online CPA courses to prepare students for the U.S. CPA exams. Kyle passed all four CPA exams with a 90 and […]
MCT Launches BAMCO, a Co-issue Loan Sale Marketplace for Finance Industry
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to […]
MCT Launches BAMCO: Co-issue Loan Sale Marketplace for Shadow Pricing and Unique Executions
SAN DIEGO, Calif., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale […]
Southstate|Duncanwilliams Securities Corp Joins Agile’s Broker-Dealer Network
PHILADELPHIA, Pa., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A, has joined Agile’s broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute […]
Sales Boomerang Ranked Number 162 Fastest-Growing Company in North America on the 2022 Deloitte Technology Fast 500™
OWINGS MILLS, Md., and IRVINE, Calif., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Sales Boomerang ranked No. 162 on the 2022 Deloitte Technology Fast 500™, […]
New Energy Risk Publishes Sustainability Report, Adds Two Key Hires
AVON, Conn., Nov. 10, 2022 (SEND2PRESS NEWSWIRE) — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of “Underwriting a Greener Future.” The report details the climate, sustainability, and environmental impacts of NER’s client portfolio.
NotaryCam’s ‘Help a Hero’ initiative returns with complimentary online notarization for active duty and retired service members
NEWPORT BEACH, Calif., Nov. 9, 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 its semi-annual “Help a Hero” initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer […]
MCT Expands Investor Services Team by Appointing Jennifer Kennelly as Senior Director
SAN DIEGO, Calif., Nov. 8, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT’s quickly expanding Investor Services team.
Technology Association of Iowa selects iEmergent as a 2022 Prometheus Award winner
DES MOINES, Iowa, Nov. 7, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that it has been named the 2022 FinTech & InsurTech Company of the Year in the Technology Association of Iowa’s (TAI’s) annual Prometheus Awards program.
EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency
CHICAGO, Ill. and SAN FRANCISCO, Calif., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired Larry Gordon Agency (“LGA”). The acquisition continues the strategic expansion of EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge […]
Mortgage Capital Trading’s MCTlive! Lock Volume Indices: October 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 October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]
MCTlive! Lock Volume Indices: October 2022 Data
SAN DIEGO, Calif., Nov. 3, 2022 (SEND2PRESS 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 October 2022. MCT Data represents a balanced cross section of several hundred lenders […]
Click n’ Close launches proprietary SmartBuy loan suite to provide low- and moderate-income homebuyers with more affordable mortgage options
ADDISON, Texas, Nov. 2, 2022 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announces it has launched SmartBuy, a suite of loan programs designed to give low and moderate-income (LMI) homebuyers an advantage in today’s heightened mortgage interest rate environment.
FormFree expands its verification of income and employment network through partnership with Truv
ATHENS, Ga., Nov. 1, 2022 (SEND2PRESS NEWSWIRE) — FormFree® announced that it has partnered with Truv to enhance AccountChek®’s verification of income and employment (VOI/E) reporting capabilities with Truv’s payroll provider network, expanding the modern convenience of electronically sharing payroll data with mortgage lenders to 120 million workers.
Polly’s PPE integration with Mortgage Coach embeds dynamic product and pricing data into interactive home loan presentations that drive borrower conversion
OWINGS MILLS, Md., and IRVINE, Calif., Nov. 1, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced a new integration between Mortgage Coach and Polly, a leading provider of innovative […]
EPIC Expands Again with Acquisition of SLCO LLC, headquartered in Lafayette, California
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC’s growing presence in Northern California and adds to its client offerings both regionally and nationally. Originally published on CaliforniaNewswire.com — EPIC Expands Again with Acquisition of SLCO LLC, headquartered in […]
Depth Public Relations highlights 16 years of client success with new website unveiled at Mortgage Bankers Association’s 2022 annual conference
ATLANTA, Ga., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) — Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring […]
EPIC Expands Northern California Presence with Acquisition of SLCO LLC
SAN FRANCISCO, Calif. and LAFAYETTE, Calif., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC’s growing presence in Northern California and adds to its client offerings both regionally and nationally.
MMI appoints Jordan Woodard as Director of Product Analytics
SALT LAKE CITY, Utah, Oct. 21, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI’s business intelligence platform, […]
FormFree supports Freddie Mac’s launch of innovative underwriting enhancement that uses cash flow analysis to help increase home financing access
ATHENS, Ga., Oct. 20, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that mortgage lenders will be able to use AccountChek® to help more lenders qualify more borrowers for home financing as a result of a recently announced Freddie Mac initiative that analyzes loan applicants’ account transaction data as part of its automated underwriting system, Loan […]
iEmergent’s Laird Nossuli recognized by Mortgage Banker Magazine as 2022 Powerful Women of Mortgage Banking honoree
DES MOINES, Iowa, Oct. 20, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that CEO Laird Nossuli was recognized as a 2022 Powerful Women of Mortgage Banking honoree by Mortgage Banker Magazine. The annual award spotlights women who have made an […]
Sales Boomerang releases Q3 2022 Mortgage Market Opportunities Report
OWINGS MILLS, Md., and IRVINE, Calif., Oct. 20, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang’s latest Mortgage Market Opportunities Report.
Anita Huang Joins EPIC’s Life and Executive Benefits Practice as a Senior Vice President
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company. Originally published on CaliforniaNewswire.com — Anita […]
Trust Administration 101: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs
WALNUT CREEK, Calif. /California Newswire/ — Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors’ client services and […]
NotaryCam founder Rick Triola earns third HousingWire Vanguard Award
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, announced today that its founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard. Originally published on CaliforniaNewswire.com — NotaryCam founder Rick Triola […]
Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs
WALNUT CREEK, Calif., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) — Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors’ […]
NotaryCam’s Rick Triola earns third HousingWire Vanguard Award
NEWPORT BEACH, Calif., Oct. 19, 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, announced today that its founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard.
Down Payment Resource releases Q3 2022 Homeownership Program Index
ATLANTA, Ga., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), a technology provider helping the housing industry connect homebuyers with homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,309 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of […]
Anita Huang Joins EPIC’s Life and Executive Benefits Practice
SAN FRANCISCO, Calif., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
FormFree’s AccountChek can now be used by mortgage lenders to satisfy Freddie Mac’s assessment of income requirement for loan applicants paid through ADP
ATHENS, Ga., Oct. 18, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that mortgage lenders can now use AccountChek® to automate income assessment using Freddie Mac Loan Product Advisor® (LPA℠) asset and income modeler (AIM) for borrowers who are paid through ADP.
The first in-state notary training course provider is approved in Maryland since education law mandate in 2021
BALTIMORE, Md., Oct. 14, 2022 (SEND2PRESS NEWSWIRE) — Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland […]
New ‘Ready Now’ Podcast Features Survivors, Experts
JACKSONVILLE, Fla., Oct. 13, 2022 (SEND2PRESS NEWSWIRE) — The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer’s Disease. “Ready Now” explores the ways everyday consumers can take charge of becoming ready, now, for life’s […]
iEmergent’s Special Purpose Credit Programs (SPCP) workshop will prepare mortgage bankers to launch their own diverse lending initiatives
DES MOINES, Iowa, Oct. 13, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a virtual workshop on Special Purpose Credit Programs (SPCPs) on Wednesday, November 9: “Tapping the Potential of SPCPs: A Hands-on Workshop for Mortgage Lenders.”
KROST CPAs & Consultants Acts as Exclusive Financial Advisor for American Range in Sale to Hatco
LOS ANGELES, Calif. /California Newswire/ — American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation. Originally published on CaliforniaNewswire.com […]
KROST Acts as Exclusive Financial Advisor for American Range in Sale to Hatco
LOS ANGELES, Calif., Oct. 11, 2022 (SEND2PRESS NEWSWIRE) — American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.
Celink taps Gravicore to transform operational agility while reducing fulfillment times and tech infrastructure costs
GREENWOOD VILLAGE, Colo., Oct. 11, 2022 (SEND2PRESS NEWSWIRE) — Gravicore, a technology company specializing in the deployment of cutting-edge cloud computing and data management solutions for financial services firms, today released a case study detailing its successful build-out and delivery of a cloud-based technology infrastructure for reverse mortgage subservicer Celink.
Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice
OWINGS MILLS, Md., and IRVINE, Calif., Oct. 11, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Mortgage Coach platform will be integrated with Insellerate, a leading customer […]
MCT® Named a Best Place To Work 2022 by San Diego Business Journal
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 – 249 U.S. employees). This award is designed to […]
San Diego Business Journal Again Names MCT® As Best Places To Work 2022
SAN DIEGO, Calif., Oct. 7, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 – 249 U.S. employees). This award […]
MCT Announces Monthly MCTlive! Lock Volume Indices: September 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 September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]
154 New Industrial Manufacturing Development Projects Showed Improved Performance in September 2022
JACKSONVILLE BEACH, Fla., Oct. 6, 2022 (SEND2PRESS NEWSWIRE) — IMI SalesLeads announced today the September 2022 results for the new planned capital project spending report for the Industrial Manufacturing industry. The 154 new projects increased from August 2022 140 manufacturing projects, however, down from 162 in September 2021.
MCTlive! Lock Volume Indices: September 2022 Data
SAN DIEGO, Calif., Oct. 6, 2022 (SEND2PRESS 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 September 2022. MCT Data represents a balanced cross section of several hundred lenders […]
FormFree releases Residual Income Knowledge Index, an intelligent new system for assessing borrowers’ Ability to Pay, to lenders nationwide
ATHENS, Ga., Oct. 6, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced the general availability of its Residual Income Knowledge Index™, or RIKI™. RIKI is an innovative method for measuring consumers’ Ability-to-Pay (ATP®) for mortgages and other loans based on monthly income and spending. When paired with traditional credit scoring models, RIKI offers lenders a more […]
Sales Boomerang and Mortgage Coach’s Dave Savage named 2022 HW Vanguard honoree
OWINGS MILLS, Md., and IRVINE, Calif., Oct. 4, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire […]
Mortgage Servicing Start-Up Valon Selects ACES Quality Management & Control to Drive QC Operations
DENVER, Colo., Oct 4, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that mortgage lending and servicing start-up Valon has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support the company’s mortgage servicing quality control […]
EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp
WEST DES MOINES, Iowa and SAN FRANCISCO, Calif., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge […]
After, Inc. Announces the Launch of QuickClaim® – Its Best-in-Class Claims and Returns Management System
NORWALK, Conn., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®.
Mover’s Choice and Move For Hunger Renew Partnership to Fight Hunger During Difficult Times
NEPTUNE CITY, N.J., Sept. 29, 2022 (SEND2PRESS NEWSWIRE) — Mover’s Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, have renewed their partnership which will help to provide more than 25,000 meals to communities in need.
MMI welcomes Justin Bird as Creative Director
SALT LAKE CITY, Utah, Sept. 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 Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director […]
CEO Lee Duncan Marks 20 Years at Alliance Group
ATLANTA, Ga., Sept. 23, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group CEO Lee Duncan celebrated 20 years of service at the company on September 23rd. In his time at Alliance Group, the life insurance marketing organization has flourished, establishing themselves as a leading IMO for independent life insurance agents and agencies.
INSIDE Public Accounting Names KROST Best of the Best Firm and 2022 Top 100 Firm
PASADENA, Calif. /California Newswire/ — KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 […]
INSIDE Public Accounting Names KROST Best of the Best Firm and Top 100 Firm
PASADENA, Calif., Sept. 21, 2022 (SEND2PRESS NEWSWIRE) — KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of […]
Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022
NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms […]
Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado
PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that […]