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Mortgage Banker names SimpleNexus CEO Cathleen Schreiner Gates to list of 2021 Powerful Women of Mortgage Banking

LEHI, Utah, July 27, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced Mortgage Banker has recognized company CEO Cathleen Schreiner Gates as a 2021 Powerful Women of Mortgage Banking honoree.
NotaryCam

NotaryCam Partners with Mortgage Law Firm, RUTH RUHL, P.C., to Add RON to Firm’s Loss Mitigation Services

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 partnered with RUTH RUHL, P.C., a Texas-based law firm, to add security and automation to the firm's loss mitigation services through remote online notarization (RON).

SimpleNexus expands C-suite under leadership of Cathleen Schreiner Gates

LEHI, Utah, July 20, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced new executive appointments in operations, revenue generation and customer success.

FormFree integrates AccountChek 3n1 one-stop VOE/VOIE into Encompass®

ATHENS, Ga., July 8, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® has partnered with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure,  to make its AccountChek 3n1 asset, income and employment verification service available in Encompass®, the mortgage industry's leading cloud-based loan origination platform.

MobilityRE welcomes mortgage technology leader Jonas Kruckeberg as director of growth and client success

SALT LAKE CITY, Utah, June 23, 2021 (SEND2PRESS NEWSWIRE) -- MobilityRE, a leader in real estate intelligence technologies for mortgage lenders and real estate agents, today announced it has appointed mortgage technology leader Jonas Kruckeberg as director of growth and client success.

SimpleNexus integrates with Finicity’s Mortgage Verification Service to give lenders a simpler, faster way to verify borrower assets, income and employment

LEHI, Utah, June 23, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced an integration with Finicity's Mortgage Verification Service (MVS) that allows lenders to streamline the verification of applicants' assets, income and employment using a single embedded service.

Critical Defect Rate Moderates in Q4 but CY 2020 Defect Rate Remains High, Per ACES Mortgage QC Industry Trends Report

DENVER, Colo., June 22, 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 both the fourth quarter (Q4) and the 2020 calendar year (CY).
MORTGAGE COACH

Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on using home equity

CORONA, Calif. /California Newswire/ -- Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity values offer household cashflow relief.

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.

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

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.

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.

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).
FinTech Veteran Joe Zeibert

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.

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").

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.

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).

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.

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.

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.

Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform

ATLANTA, Ga., Jan. 12, 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, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.

SimpleNexus Secures $108M in Series B Funding to Transform the Homeownership Journey into a Seamlessly Connected Experience

LEHI, Utah, Jan. 5, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform connecting loan officers, borrowers, real estate agents and settlement agents, has received a follow-on investment of $108 million in Series B funding led by global venture-capital and private-equity firm Insight Partners.

SimpleNexus’ Suzy Djilas Wins 2021 Utah Business SAMY Award for Sales Professional of the Year

LEHI, Utah, Jan. 1, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced enterprise account executive Suzy Djilas earned a 2021 Utah Business Magazine SAMY Award for Sales Professional of the Year.

SimpleNexus User Group (SNUG) Announces 2021 Agenda for Third Annual Conference

LEHI, Utah, Dec. 17, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the agenda for SimpleNexus User Group (SNUG) 2021 conference being held virtually on February 22-24.

Critical Defect Rate Highest Since 2018, Per ACES Quality Management Q2 2020 Mortgage QC Trends Report

DENVER, Colo., Dec. 16, 2020 (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 2020.