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 been selected by the publication HousingWire for its annual Tech100 awards program. Originally published on CaliforniaNewswire.com — NotaryCam makes 5th appearance on HousingWire […]
Tag Archives | Finance
Avenu Insights & Analytics Selected as Administrator for the City and County of Honolulu’s Transient Accommodations Tax
HONOLULU, Hawaii and CENTREVILLE, Va., March 2, 2023 (SEND2PRESS NEWSWIRE) — Avenu Insights & Analytics (Avenu) is pleased to announce that it has been awarded a contract by the City and County of Honolulu to provide tax administration for transient accommodations tax (TAT), an important revenue source for the agency and its citizens.
Percy honored as a 2023 HW Tech100 company for innovation in real estate and mortgage technology
NASHVILLE, Tenn., March 2, 2023 (SEND2PRESS NEWSWIRE) — Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that HousingWire has named it as a 2023 HW Tech100 honoree. The HW Tech100 awards program recognizes the most innovative technology companies reshaping the mortgage and real estate industries.
MMI recognized as one of HousingWire’s Tech100 innovative mortgage technology companies
SALT LAKE CITY, Utah, March 2, 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 been named to the 2023 HousingWire Tech100 Mortgage list. This is MMI’s first appearance on the HW Tech100 list.
FormFree selected to HousingWire Tech100 for the ninth year
ATHENS, Ga., March 2, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced its inclusion in HousingWire’s (HW’s) annual Tech100 list for the ninth year. The HW Tech100 Mortgage Awards recognize the U.S. housing economy’s most innovative and influential fintech companies and solutions.
NotaryCam makes its 5th appearance on HousingWire’s annual Tech100 list of innovative technology
NEWPORT BEACH, Calif., March 2, 2023 (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 been selected by the publication HousingWire for its annual Tech100 awards program.
TrustEngine named to HousingWire’s 2023 Tech100 Mortgage list
OWINGS MILLS, Md., March 2, 2023 (SEND2PRESS NEWSWIRE) — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, has been selected as a HousingWire (HW) 2023 Tech100 Mortgage Award winner. For 11 years, the HW Tech100 Awards have recognized the most innovative technology companies in the housing economy.
LenderLogix makes Second Appearance on HousingWire’s annual Tech100 list of Innovative Mortgage Technology Firms
BUFFALO, N.Y., March 2, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced it has been named to HousingWire magazine’s annual Tech100 list. HousingWire’s Tech100 award seeks to highlight the most innovative technology companies across the housing sector.
ACES Quality Management Makes Ninth Appearance on HousingWire Tech100 List of Top Mortgage Tech Companies
DENVER, Colo., March 2, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been selected for the ninth consecutive year by HousingWire magazine for its annual Tech100 awards program. The magazine chose ACES for the continual innovation of its flagship […]
FormFree sharpens focus on decentralizing and democratizing consumer access to credit with strategic divestiture of AccountChek
ATHENS, Ga., March 1, 2023 (SEND2PRESS NEWSWIRE) — Founder and CEO Brent Chandler today heralded a new era for FormFree® following its strategic divestiture of asset-verification service AccountChek®. Moving forward, the fintech will focus on products that advance its mission to decentralize and democratize the way consumers understand their financial data and access credit opportunities. […]
HomeScout partners with Down Payment Resource to capture consumer demand for homebuyer assistance program information
ATLANTA, Ga., Feb. 28, 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 has partnered with HomeScout LLC to help mortgage lenders generate and convert more leads by meeting heightened consumer demand for information about affordable pathways to homeownership.
Black History Month – Teaching Black Children The Value Of Building Wealth, Saving Money, and Financial Literacy
NEW YORK, N.Y., Feb. 24, 2023 (SEND2PRESS NEWSWIRE) — On the last day of Black History Month, nationally recognized Black Producer and Creator Joe Young, Jr., in partnership with JPMorgan Chase, will launch a print and digital comic book teaching financial literacy to students featuring “KEMET, BIG TIME SAVER.” Students will officially meet KEMET, a […]
Booking a Cruise in 2023? Travel Insurance Tips for Wave Season
NEW YORK, N.Y., Feb. 23, 2023 (SEND2PRESS NEWSWIRE) — Wave season is officially here. For those new to cruising, wave season is the prime booking period for cruises, usually from January to March, when cruise lines offer excellent discounts and incentives. But with great deals comes great responsibility. Today, TravelInsurance.com is urging travelers to protect […]
LenderLogix launches LiteSpeed point of sale system to address the needs of small to mid-sized mortgage lenders
BUFFALO, N.Y., Feb. 22, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced the launch of LiteSpeed, a streamlined point-of-sale (POS) system designed for small to mid-sized lenders. LiteSpeed delivers lenders the essential POS functionality they need to compete in today’s digitally-driven market at a […]
Michigan Mortgage Lenders Association Announces Speaker Lineup for 2023 Sales Rally
SHELBY TOWNSHIP, Mich., Feb. 20, 2023 (SEND2PRESS NEWSWIRE) — The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, has announced the speaker lineup for its 2023 Sales Rally, taking place March 14 at the Suburban Collection Showplace in Novi, Michigan.
Stephanie Summers of Kramer Wealth Managers Speaks at Advisor Group’s 16th Annual W Forum Event
SAN DIEGO, Calif. /California Newswire/ — Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group’s annual W Forum conference, held in San Diego, Calif. February 6-8, 2023. Originally published on CaliforniaNewswire.com — Stephanie Summers of Kramer Wealth Managers Speaks […]
Stephanie Summers Speaks at Advisor Group’s Annual W Forum Event
SAN DIEGO, Calif., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) — Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group’s annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.
ACES Quality Management Taps Mortgage and Financial Services QC/Risk Experts to Headline 2023 ACES ENGAGE
DENVER, Colo., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its speaker lineup for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, May 17 – 19, 2023.
TrustEngine launches lending’s most comprehensive borrower intelligence platform (BIP)
OWINGS MILLS, Md., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) — Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization’s vision to help lenders drive undeniable value as clients’ trusted financial advisors. The name also reflects the brand’s heritage as a trusted service provider to […]
Barr Group Mortgage Closes First eNote Transaction through Click n’ Close’s non-delegated correspondent eNote program
ADDISON, Texas, Feb. 14, 2023 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced that Alabama-based mortgage banker Barr Group Mortgage has completed the first eNote transaction through Click n’ Close’s non-delegated correspondent eNote program. Entities participating in the transaction include the […]
After, Inc. Partners with ENVE to Offer a Seamless Registration Process to its Dealers and Customers
NORWALK, Conn., Feb. 7, 2023 (SEND2PRESS NEWSWIRE) — After, Inc. announced today that ENVE (enve.com) will utilize QuickReg® to provide a seamless post-sale registration experience to its dealers and customers. ENVE Composites designs, manufactures, and markets handmade carbon fiber bicycle rims and components, and custom bikes (through its premium dealer network) and is highly respected […]
MonitorBase Launches Instant Inquiry Alerts to Help Lenders Capture More Opportunities
MURRAY, Utah, Feb. 7, 2023 (SEND2PRESS NEWSWIRE) — MonitorBase, a mortgage fintech company that monitors prescreened credit information and real-time behavioral data to alert lenders when one of their contacts is in the market to purchase or refinance a home, today announced the launch of instant credit inquiry alerts for their mortgage lender clients.
MCTlive! Lock Volume Indices: January 2023 Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels
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 January 2023. MCT Data represents a balanced cross section of several hundred […]
MCTlive! Lock Volume Indices: January 2023 Data
SAN DIEGO, Calif., Feb. 3, 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 January 2023. MCT Data represents a balanced cross section […]
Percy CEO Charles Williams honored as RISMedia 2023 Real Estate Newsmaker for the second consecutive year
NASHVILLE, Tenn., Feb. 3, 2023 (SEND2PRESS NEWSWIRE) — Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that CEO Charles Williams has been named an RISMedia 2023 Real Estate Newsmaker. Williams was honored in the Futurist category for innovation in the property technology (proptech) field that has […]
Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
KROST CPAs in Los Angeles Welcomes Grant Miller as Principal of Tax
LOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax […]
KROST Welcomes Grant Miller as Principal of Tax
LOS ANGELES, Calif., Jan. 31, 2023 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success […]
MMI adds Carol Burke as Regional Director of Enterprise Sales
SALT LAKE CITY, Utah, Jan. 30, 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 Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding […]
Stephen Walther of Alliance Group Elected to FACC Board of Directors (CORRECTED)
ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse […]
Steven Walther of Alliance Group Elected to FACC Board of Directors
ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group announced that Steve Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse […]
Down Payment Resource’s Q4 2022 Homeownership Program Index shows homebuyer assistance programs have increased in number for fifth consecutive quarter
ATLANTA, Ga., Jan. 26, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by […]
MMI names Don MacKillop Regional Director of Enterprise Sales
SALT LAKE CITY, Utah, Jan. 26, 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 hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI’s growing roster […]
Valo Media and OptionsSwing Partner to Bring Innovative User-Generated Content Solutions to the Online Education Market
WESTBOROUGH, Mass., Jan. 25, 2023 (SEND2PRESS NEWSWIRE) — Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and […]
Fintech Innovation Firm, MCT, is First to Integrate with Freddie Mac’s Income Limits API
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 […]
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 […]