Tag: DepthPR
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.
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.
NotaryCam ‘Help a Hero’ initiative 2022 provides complimentary online notarization for military service members
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 its semi-annual "Help a Hero" initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
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.
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 Product Advisor® (LPA℠).
FormFree’s AccountChek can now be used by mortgage lenders to satisfy Freddie Mac’s assessment of income requirement for loan applicants paid...
ATHENS, Ga., Oct. 18, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that mortgage lenders can now use AccountChek® to automate income assessment using Freddie Mac Loan Product Advisor® (LPA℠) asset and income modeler (AIM) for borrowers who are paid through ADP.
iEmergent’s Special Purpose Credit Programs (SPCP) workshop will prepare mortgage bankers to launch their own diverse lending initiatives
DES MOINES, Iowa, Oct. 13, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a virtual workshop on Special Purpose Credit Programs (SPCPs) on Wednesday, November 9: "Tapping the Potential of SPCPs: A Hands-on Workshop for Mortgage Lenders."
Celink taps Gravicore to transform operational agility while reducing fulfillment times and tech infrastructure costs
GREENWOOD VILLAGE, Colo., Oct. 11, 2022 (SEND2PRESS NEWSWIRE) -- Gravicore, a technology company specializing in the deployment of cutting-edge cloud computing and data management solutions for financial services firms, today released a case study detailing its successful build-out and delivery of a cloud-based technology infrastructure for reverse mortgage subservicer Celink.
FormFree releases Residual Income Knowledge Index, an intelligent new system for assessing borrowers’ Ability to Pay, to lenders nationwide
ATHENS, Ga., Oct. 6, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the general availability of its Residual Income Knowledge Index™, or RIKI™. RIKI is an innovative method for measuring consumers' Ability-to-Pay (ATP®) for mortgages and other loans based on monthly income and spending. When paired with traditional credit scoring models, RIKI offers lenders a more complete understanding of consumers' creditworthiness and creates homeownership opportunities for those with little to no credit history.
Mortgage Servicing Start-Up Valon Selects ACES Quality Management & Control to Drive QC Operations
DENVER, Colo., Oct 4, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that mortgage lending and servicing start-up Valon has selected ACES' flagship audit platform ACES Quality Management & Control® Software to support the company's mortgage servicing quality control (QC) audits, completing implementation within 28 business days.
TMC Emerging Technology Fund LP invests in Willow Servicing, participates in a $6 million seed round
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 $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, Webb Investment Network and Zigg Capital.
FormFree integrates with Docutech to streamline loan production with VOA and VOI/E capture
ATHENS, Ga., Aug. 29, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the integration of AccountChek®, a service that allows lenders to verify borrowers' assets, income, employment and rent payment history, with Solex®, a comprehensive eDelivery, eSign, eClose and eVault platform from Docutech®, a First American company.
Vice Capital Markets Releases API for Freddie Mac Cash Purchase Statement
NOVI, Mich., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac's Cash Settlement Purchase Statement application programming interface (API).
Mortgage eClosing solutions innovator, NotaryCam, announces eClose360® product updates
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360 platform to expand its capabilities and deliver a better user experience for both notaries and document signers.
Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite
ADDISON, Texas, July 6, 2022 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.
iEmergent appoints Megan Horn as Chief Marketing Officer
DES MOINES, Iowa, June 30, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.
Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines
DENVER, Colo., June 29, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company's origination and servicing quality control (QC) audits.
TMC Emerging Technology Fund LP Invests in leadPops, a digital customer acquisition software and marketing innovation platform
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.
Mortgage Markets CUSO selects Mortgage Coach to increase mortgage lending engagement at credit unions
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.
ACES Quality Management Unveils Certified ACES Administrator Program at Inaugural ACES ENGAGE Event in Colorado Springs
DENVER, Colo., June 7, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the launch of its Certified ACES Administrator (CAA) program during its inaugural ACES ENGAGE event, held May 23-25, 2022 at the Broadmoor Hotel in Colorado Springs.
iEmergent appoints Chris Richey as Chief Analytics Officer
DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent's data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.
Mortgage lenders are now able to use FormFree AccountChek to satisfy Freddie Mac’s reverification of employment requirement
ATHENS, Ga., June 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that its AccountChek® digital asset verification service supports a new enhancement to Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution that makes assessment of borrower employment easier, faster, less expensive and more fraud-resistant.
Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.
Logix Federal Credit Union selects Mortgage Coach to enhance its mortgage advisory service
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.
SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs
ATLANTA, Ga., April 27, 2022 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced the firm is celebrating its 20th anniversary. Since opening its doors in April 2002, SBA has helped organizations in every sector of the North American economy navigate their toughest employee benefits challenges while reducing plan expenses and improving efficiency, compliance and the participant experience.
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 agencies and major loan origination systems.
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 data derived from ACES Quality Management & Control® software.
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 lenders, attorneys, settlement agents and more across the globe.
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.
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 and origination technology.
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).
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 driving FormFree's growth.
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 partnerships.
Nomis Solutions announces strategic alliance with edtech non-profit Moneythink
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, today announced it has established a philanthropic partnership with Moneythink, a national ed-tech nonprofit. Through the partnership, Nomis has pledged to make annual investments in the Moneythink platform and advise Moneythink on ways it can further empower historically marginalized students to achieve college success through informed financial decision-making.
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.
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 (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements.
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, to its speaker line-up for the upcoming ACES ENGAGE conference.
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).
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 lender resources.
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.
Nomis Solutions Names Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.
Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability
NOVI, Mich., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that the company set a new internal trade volume record last year, trading more than $202 billion on behalf of its full service clients. Using an advantageous mix of delivery and execution, the company was able to help its clients capitalize profitably on each trade.
Mortgage Coach promotes Jacob Gibbs to VP of Technology and Shannon Baldwin to VP of Marketing
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.
Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program
DENVER, Colo., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite Women Awards program.
Critical defect rate increases 13% Q2 2021, according to ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., Dec. 14, 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 second quarter (Q2) of 2021.
Fintech Company, Mortgage Coach, integrates with ICE Mortgage Technology enabling accurate loan comparisons
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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.
ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions
DENVER, Colo., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®.
Mortgage Coach COO Kelli Hodges honored with National Mortgage Pro’s 2021 Mortgage Lending’s Women of Inspiration award
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 that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine.
Mortgage Coach integrates with First American Title, empowering consumers greater insight into title fees during loan selection
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 its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).
2021 Deloitte Technology Fast 500™ Ranks FormFree 379th Fastest-Growing Company in North America
ATHENS, Ga., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced it ranked 379 on the Deloitte Technology Fast 500, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year.











