Tag: DepthPR
Staff Retention Tops List of 2021 Mortgage Lender Concerns, Inaugural Survey from The Mortgage Collaborative Finds
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent mortgage industry cooperative network, has announced the results of its inaugural The Pulse of the Mortgage Industry survey ranking mortgage lenders' top concerns based on 598 executive responses from the co-op's 234 lender members.
FormFree and MX receive 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership
ATHENS, Ga., June 7, 2021 (SEND2PRESS NEWSWIRE) -- FormFree has been named a recipient of the 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership. FormFree was recognized for collaborating with financial data firm MX to improve its customer experience through the implementation of API and token-based connections that speed data retrieval and eliminate vexing multi-factor authentication pop-ups.
SimpleNexus Founder Matt Hansen to lead new skunkworks unit, names Cathleen Schreiner Gates CEO
LEHI, Utah, June 2, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force of software developers and sales staff that specializes in tackling high-priority projects.
LBA Ware welcomes former State Bank vice president Georgia Capalbo to client success team
MACON, Ga., June 1, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.
Promontory MortgagePath Adds Industrial Bank, Optus Bank as First MDIs, CDFIs in Its Minority-Owned Financial Institution Initiative
DANBURY, Conn., June 1, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced Industrial Bank and Optus Bank as the first participants in its initiative to support community development financial institutions (CDFIs) and minority depository institutions (MDIs).
Top of Mind makes Surefire Creative content available as a standalone marketing resource for mortgage lenders
ATLANTA, Ga., May 25, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders' prospect, client and partner marketing programs.
FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors
ATHENS, Ga., May 25, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.
Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
ATLANTA, Ga., May 19, 2021 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.
ACES Quality Management Launches ACES CONNECT While Also Integrating 30 New Vendors to Its Core Platform
DENVER, Colo., May 18, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the launch of ACES CONNECT™, as well as the addition of 30 integrated vendor partners into ACES Quality Management & Control™ software as part of its spring product release.
SimpleNexus applauds Mortgage Bankers Association (MBA) for targeting federal Remote Online Notarization (RON) legislation as National Advocacy Conference priority
LEHI, Utah, May 12, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today praised the Mortgage Bankers Association (MBA) for naming federal Remote Online Notarization (RON) legislation as a core issue of its National Advocacy Conference.
Top of Mind launches ‘Retention Center’ to help loan originators foster customer loyalty
ATLANTA, Ga., May 6, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.
FormFree’s Christy Moss Lauded as 2021 Mortgage Star by Mortgage Women Magazine
ATHENS, Ga., May 6, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced Christy Moss, head of sales and marketing at FormFree, has been named a Mortgage Star by Mortgage Women Magazine for her trailblazing 30-year career in the mortgage industry.
NotaryCam’s Expanded Remote Notarization Receives Honorable Mention In Pandemic Response Category for Fast Company’s 2021 World Changing Ideas Awards
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 remote ink notarization (RIN) functionality and remote online notarization (RON) expansion has been included in the 2021 Fast Company World Changing Ideas Awards.
SimpleNexus President Cathleen Schreiner Gates Named 2021 Mortgage Star by Mortgage Women Magazine
LEHI, Utah, May 5, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced Mortgage Women Magazine has recognized Cathleen Schreiner Gates as a Mortgage Star.
LBA Ware’s Q1 2021 Mortgage Loan Compensation Report shows slight decrease in basis points paid
MACON, Ga., May 5, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry loan compensation in the first quarter of 2021.
Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant
ATLANTA, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.
LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role
MACON, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant.
LBA Ware to host capital markets expert Rob Chrisman for webinar on today’s mortgage M&A market
MACON, Ga., April 27, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the second installment in its free, quarterly webinar series.
SimpleNexus enhances its eClose solution with remote online notarization (RON), enabling mortgage lenders to execute full eClosings
LEHI, Utah, April 27, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings.
SimpleNexus Founder and CEO Matt Hansen Lauded by Mortgage Bankers Association as 2021 Tech All-Star Award Recipient
LEHI, Utah, April 21, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.
Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology
ATLANTA, Ga., April 21, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).
Oregon Bankers Association Subsidiary Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, Digital Mortgage Platform
DANBURY, Conn., April 19, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and Strategy
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.
Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM
ATLANTA, Ga., April 6, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM.
Promontory MortgagePath Named One of the Best Places to Work in Financial Technology
DANBURY, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which includes American Banker, and Best Companies Group.
SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services
LEHI, Utah, March 30, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.
The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP ("TMC Fund").
Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM
ATLANTA, Ga., March 25, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.
Embrace Home Loans Launching SimpleNexus Homeownership Platform for Its 300 Retail Mortgage Loan Officers in 2021
LEHI, Utah, March 25, 2021 (SEND2PRESS NEWSWIRE) -- Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.
Michigan First Credit Union Implements CompenSafe by LBA Ware to Facilitate Mortgage Lending Division Growth
MACON, Ga., March 23, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Michigan First Credit Union (Michigan First) has implemented LBA Ware's ICM platform CompenSafe to automate incentive compensation for its mortgage division's 40+ loan originators (LOs) and loan originator assistants (LOAs).
Q3 2020 Critical Defect Rate Hits Five-Year High, According to ACES Mortgage QC Industry Trends Report
DENVER, Colo., March 18, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control Software™.
Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds
ATLANTA, Ga., March 18, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.
SimpleNexus and Norcom Mortgage Partner to Develop New Customer Mobile App
LEHI, Utah, March 17, 2021 (SEND2PRESS NEWSWIRE) -- Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.
FormFree Welcomes Paul Finch, Former Early Warning CEO, to Its Board of Directors
ATHENS, Ga., March 17, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).
Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors
ATLANTA, Ga., March 11, 2021 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series - and access to survey results - is limited to plan sponsors.
Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers
ATLANTA, Ga., March 11, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process.
FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors
ATHENS, Ga., March 10, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).
AmCap Home Loans Selects LimeGear by LBA Ware to Fuel Productivity with Turnkey Business Intelligence (BI)
MACON, Ga., March 9, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that AmCap Home Loans (AmCap) has implemented LBA Ware's LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware's ICM platform CompenSafe™ to manage incentive pay for its 600 loan originators.
SimpleNexus Announces Inaugural Nexus Award Winners at 2021 SimpleNexus User Group, Opens Early Access Sign-up for Remote Online Notarization
LEHI, Utah, March 3, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).
FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans
ATHENS, Ga., Feb. 18, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
Top of Mind Elevates Nick Belenky to Chief Revenue Officer
ATLANTA, Ga., Feb. 16, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams.
Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process
ATLANTA, Ga., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital lending platform Blend.
Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer
DANBURY, Conn., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business.
LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni
MACON, Ga., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.
SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform
LEHI, Utah, Feb. 4, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.
ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President
DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.
LBA Ware Issues Q4 2020 Loan Compensation Report, Includes Summary of 2020 Loan Originator Commission Trends
MACON, Ga., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a whole.
Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Expand Their Marketing Abilities
ATLANTA, Ga., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.
SimpleNexus Names Richard Jackman VP of Marketing
LEHI, Utah, Jan. 19, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it has hired Richard Jackman to its executive team as vice president of marketing.
ACES Quality Management Charitable Giving Program Makes Impact For Third Consecutive Year
DENVER, Colo., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the latest results of its ACES CARES philanthropic campaign and matching gift program.
