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Tag Archives | Finance

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

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

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

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

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

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

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

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

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EPIC Welcomes Shelley Yim

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

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Down Payment Resource releases Q1 2022 Homeownership Program Index

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

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

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

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Sales Boomerang releases Q1 2022 Mortgage Market Opportunities Report

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

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

DENVER, Colo., April 14, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the third quarter (Q3) of 2021. The latest report provides an analysis of post-closing quality control […]

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NotaryCam reaches 1 million remote online notarization transactions milestone

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage […]

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

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

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

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

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

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

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NotaryCam surpasses 1 million remote online notarization transactions

NEWPORT BEACH, Calif., April 12, 2022 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 […]

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Edgewood Healthcare Advisors Continues Growth with Strategic Hires

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

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Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE

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

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

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

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

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

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Eric Zanotelli and the Z-Team join Sente Mortgage

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Minnesota Housing Finance Agency partners with ACES Quality Management & Control

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

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

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

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After, Inc. Partners with Atlas Copco’s Power Technique Division to Deliver a Seamless Post-Sale Experience to its Customers

NORWALK, Conn., March 30, 2022 (SEND2PRESS NEWSWIRE) — After, Inc. announced that Atlas Copco’s Power Technique North American Division will utilize QuickReg® to provide a seamless post-sale experience to its customers. The Power Technique Division designs, manufactures and markets mobile air compressors, handheld pneumatic tools, as well as mobile generators, light towers, and portable pumps.

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Allegent Community Federal Credit Union Hires Social Media Expert

PITTSBURGH, Pa., March 29, 2022 (SEND2PRESS NEWSWIRE) — Allegent Community Federal Credit Union (Allegent) has hired Theresa Kisha, an expert in digital marketing, social media, email communication and website development/optimization, to manage and increase the credit union’s social media presence, while also enhancing its digital presence, search engine optimization and strategic marketing efforts.

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FormFree grows executive team, appoints Eric Lapin chief strategy officer

ATHENS, Ga., March 29, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years’ experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships […]

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National Auto Coverage (NAC) Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

TUSTIN, Calif. /California Newswire/ — National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to […]

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Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

TUSTIN, Calif., March 25, 2022 (SEND2PRESS NEWSWIRE) — National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over […]

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George Mason Mortgage selects FormFree AccountChek to streamline its verification of borrower assets, income and employment

ATHENS, Ga., March 24, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced that Washington, D.C.-based George Mason Mortgage (GMM) has selected AccountChek as the regional lender’s exclusive provider of automated asset, income and employment verification services. GMM will use AccountChek to simplify the loan application experience for borrowers, improve productivity for its team of 120 mortgage […]

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Mid America Mortgage adds Kyle Hilton as Quality Control Manager

ADDISON, Texas, March 23, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control […]

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Mary Costello joins FormFree team as director of vendor management, risk and compliance

ATHENS, Ga., March 23, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree’s audit, risk and compliance efforts across the management of internal and external vendor, lender and integration […]

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Spokane Association of REALTORS® rolls out Down Payment Resource to help subscribers connect homebuyers with down payment assistance

ATLANTA, Ga. and SPOKANE, Wash., March 22, 2022 (SEND2PRESS NEWSWIRE) — The Spokane Association of REALTORS® (SAR) today announced that it has partnered with Down Payment Resource (DPR) to provide its 2,500 MLS subscribers with access to DPR’s toolset that helps real estate agents connect clients with programs that can help save on down payments […]

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Sales Boomerang joins forces with Bonzo to enable automated mortgage marketing with personality

BALTIMORE, Md., March 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot.

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Nancy Pfund, Pioneering Leader in Impact Investing, Named 2022 Financial Woman of the Year

SAN FRANCISCO, Calif. /California Newswire/ — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched […]

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Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022

SAN FRANCISCO, Calif., March 17, 2022 (SEND2PRESS NEWSWIRE) — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and […]

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MCTlive! Integrates with Fannie Mae Connect Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif. /California Newswire/ — MCT’s award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination […]

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MCT Integrates with the Fannie Mae Connect Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif., March 11, 2022 (SEND2PRESS NEWSWIRE) — MCT’s award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through […]

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Promontory MortgagePath earns a spot on HousingWire’s 2022 Tech100 list

DANBURY, Conn., March 11, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it’s been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy.

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DocMagic Named One of the Top 100 Most Innovative Mortgage Companies for 2022

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire’s coveted 2022 Tech100 list for the ninth straight year. Originally published on CaliforniaNewswire.com — DocMagic Named One of the Top 100 Most Innovative Mortgage Companies […]

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HomeBinder’s Adaptive Home Value™ model keeps homeowners coming back to mortgage lenders, home inspectors and Realtors with equity-building insights

BOSTON, Mass., March 8, 2022 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home’s value by taking into consideration property-specific details […]

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IDS earns eighth HW Tech100 Mortgage Award

SALT LAKE CITY, Utah, March 4, 2022 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has been named to the 2022 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire. The inclusion on the 2022 list marks IDS’ fourth consecutive and eighth overall HW Tech100 honor.

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Lending Industry Tech Firm, Mortgage Coach lands on HousingWire 2022 Tech100 List

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced it has been named to HousingWire’s (HW) 2022 Tech100 Mortgage list. Originally published on CaliforniaNewswire.com — Lending Industry Tech Firm, Mortgage Coach lands on HousingWire 2022 […]

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NotaryCam listed as one of HousingWire’s Tech100 innovative mortgage technology companies for 2022

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 named to the HousingWire Tech100 Mortgage list. Originally published on CaliforniaNewswire.com — NotaryCam listed as one of HousingWire’s Tech100 innovative mortgage technology […]

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HousingWire Magazine selects Sales Boomerang for 2022 Tech100 Mortgage Awards

BALTIMORE, Md., March 2, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine’s 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.

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Mortgage Coach enhances integration with Surefire to support mortgage lenders, helping convert borrowers at scale

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. Originally published on CaliforniaNewswire.com […]

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Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

IRVINE, Calif., March 1, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

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FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth

ATHENS, Ga., March 1, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization’s finance, accounting and compliance functions.

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Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

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EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer

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LoanMAPS LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies’ (“Take3”) cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™. Originally published on CaliforniaNewswire.com — LoanMAPS LOS Now Integrated […]

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Recently Launched LoanMAPS™ LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department

TORRANCE, Calif., Feb. 22, 2022 (SNEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies’ (“Take3”) cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.

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Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving […]

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FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income

ATHENS, Ga., Feb. 18, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer’s income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler […]

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KROST CPAs Announce Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory

LOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services. Originally published on CaliforniaNewswire.com — KROST CPAs Announce Greg Kniss as Chairman […]

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KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory

LOS ANGELES, Calif., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

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Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects

ATLANTA, Ga., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that […]

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New Jersey Applebee’s Locations Announce 6th Annual Above and ‘BEE’yond Teacher Essay Contest

ALLENDALE, N.J., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Applebee’s Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and “BEE”yond Teacher Essay Contest, which recognizes top teachers – as nominated by their students – by rewarding them with a sponsorship check and end-of-year class party. The contest is being […]

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JV Group, Inc (OTC MARKETS:ASZP) announces Change of Control

FORT LAUDERDALE, Fla., Feb. 14, 2022 (SEND2PRESS NEWSWIRE) — Publicly-held JV Group, Inc. (OTC MARKETS: ASZP) announces the completion of a change in control effective November 23, 2021. Harthorne Capital, Inc has acquired voting control in a private securities purchase agreement for 98.2% of the issued and outstanding shares of the Company’s common stock from […]

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Spring EQ Offers Home Equity Products to Brokers in the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation’s largest lenders of home equity products. Originally published […]

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Spring EQ Offers Home Equity Loans to Brokers in Lender Price’s Marketplace

PASADENA, Calif., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation’s largest lenders of home equity […]

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New Jersey Bankers Association endorses Promontory MortgagePath’s mortgage fulfillment services and POS technology

DANBURY, Conn., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the New Jersey Bankers Association (NJBankers) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

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ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda

DENVER, Colo., Feb. 10, 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 added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA’s think tank Research Institute for Housing America, […]

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Mortgage Coach and NAMMBA expand partnership to grow diversity, equity and inclusion in housing finance

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA). Originally published on CaliforniaNewswire.com — Mortgage Coach and NAMMBA expand partnership to grow […]

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Mortgage Coach expands partnership with NAMMBA to grow diversity, equity and inclusion in housing finance

IRVINE, Calif., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).

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EPIC Adds Joseph Freeman to Lead West Region Loss Control Team in Los Angeles

LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles. Originally published on CaliforniaNewswire.com — EPIC Adds Joseph Freeman to Lead West Region Loss […]

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Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners

BALTIMORE, Md., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company’s existing Rate Alert product.

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ReverseVision adds Marketing Expert Scott Shepherd to Help Elevate Brand

SAN DIEGO, Calif. /California Newswire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is responsible for the […]

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ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth

SAN DIEGO, Calif., Feb. 3, 2022 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is […]

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Mortgage Coach, a borrower conversion platform, unveils redesigned website

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of […]

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Mortgage Coach unveils redesigned website

IRVINE, Calif., Feb. 2, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an […]

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Paragon Hires Industry Vet for East Coast Expansion

AVON, Conn., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president – Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers’ compensation experience to […]

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Sales Boomerang releases Q4 2021 Mortgage Market Opportunities Report

WASHINGTON, D.C., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q4 2021 report identified increasing opportunities for mortgage lenders to assist borrowers with tappable home equity, lending credence to analysts’ expectations for a surge in home-equity-related […]

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Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022

ATLANTA, Ga., Jan. 27, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

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TMC Emerging Technology Fund LP recently participated in a $38M Series C investment round for AI Software, LLC dba Capacity

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 $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform. Originally published […]

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Down Payment Resource releases Q4 2021 Homeownership Program Index

ATLANTA, Ga., Jan. 25, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm’s analysis of 2,192 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database showed measurable quarter-over-quarter gains in program funding levels and an […]

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IDS expands mortgage eClosing platform with addition of eVault

SALT LAKE CITY, Utah, Jan. 25, 2022 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that it has released its eVault, expanding the capabilities of its eClosing platform, Solitude Solution. With the addition of the eVault to Solitude Solution, lenders now have the ability to deliver documents, including eNotes, […]

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