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PROGRESS in Lending Names DocMagic Director of Client Services to 2022 Most Powerful Women in Fintech List

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has been recognized by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.
DocMagic, Inc.

Black Knight Inc.’s Empower Loan Origination Platform Now Integrated with DocMagic

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight's loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services.

PROGRESS in Lending Lauds Kathy Olsen of OpenClose with Most Powerful Women in Fintech Award

WEST PALM BEACH, Fla., May 17, 2022 (SEND2PRESS NEWSWIRE) -- OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its director of support services, Kathy Olsen, has been honored by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.

OneKey MLS names Down Payment Resource partners as designated provider of down payment assistance tools

ATLANTA, Ga. and WEST BABYLON, N.Y., May 17, 2022 (SEND2PRESS NEWSWIRE) -- OneKey® MLS, the largest multiple listing service (MLS) in New York, today announced that it has partnered with Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, to indicate MLS residential listings that may be eligible for down payment assistance and other homebuyer affordability programs.

Agile Launches Agile Chat for Lenders and Broker Dealers

PHILADELPHIA, Pa., May 11, 2022 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers onto a single electronic platform, today announced the launch of Agile Chat, a new chat feature designed to increase transparency and efficiency between lenders and broker dealers.

Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage

ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.
Suzanne Duniphin and David Bowser

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.
KROST CPAs

KROST CPAs in Pasadena Named to 2022 Top 100 Firms List by Accounting Today

PASADENA, Calif. /California Newswire/ -- KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to add value for their clients.

realMLS enhances listing service with Down Payment Resource to help subscribers connect consumers with homebuyer assistance programs

ATLANTA, Ga. and JACKSONVILLE, Fla., May 10, 2022 (SEND2PRESS NEWSRIE) -- realMLS, serving 11,000 members in Northeast Florida, today announced that it has partnered with Down Payment Resource (DPR) to enhance its platform with DPR's suite of real estate agent tools that help MLS customers connect homebuyers with homebuyer assistance programs.

FormFree opens registration to its third annual Heroes Golf Classic 2022 benefiting the American Red Cross of Northeast Georgia

ATHENS, Ga., May 10, 2022 (SEND2PRESS NEWSWIRE) -- FormFree today announced it has opened registration to the organization's third annual Heroes Golf Classic, which will be held on September 9, 2022, at Lanier Islands Legacy Golf Course in Buford, Georgia. All proceeds from the event will be donated to the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit organization that provides emergency assistance and preparedness education to communities affected by disaster.
MCT: Lock volume for April 2022 broken out by transaction type

New MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry.

MMI appoints Kortney Lane-Schafers as Regional Director of Growth

SALT LAKE CITY, Utah, May 9, 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 Kortney Lane-Schafers as a regional director of growth. Lane-Schafers' responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients.
DocMagic and Centier Bank

Centier Bank Leverages DocMagic eVault Fintech to Accept and Manage eNotes

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic's eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing technology.

Housing Finance Strategies Names Allen Jones Chief Administrative Officer

WASHINGTON, D.C., May 6, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.
EPIC Welcomes Paul Lopez

EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

EY announces Mark Cunningham and Alex Kutsishin of Sales Boomerang as Entrepreneur Of The Year® 2022 Mid-Atlantic Award finalists

BALTIMORE, Md., May 4, 2022 (SEND2PRESS NEWSWIRE) -- Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders of high-growth companies who think big to succeed.

Down Payment Resource teams up with Realtor.com to Help Home Shoppers Find Homebuyer Assistance Programs

ATLANTA, Ga., May 3, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Realtor.com® has deployed DPR's search tool that helps home shoppers find homebuyer assistance programs.

Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs

AVON, Conn., April 29, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.
Intellimedia Networks

Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP

LOS ANGELES, Calif. /California Newswire/ -- Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) ("Frontera" or "the Company"), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of its multi-part strategy to make further acquisitions from Intellimedia's suite of technology solutions.

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for...

WARRENVILLE, Ill., April 28, 2022 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.
Mortgage Coach

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.

Stack Sports Partners with NEAR Foundation to Make NFTs more Accessible to Sports

PLANO, Texas, April 27, 2022 (SEND2PRESS NEWSWIRE) -- Stack Sports - the global technology leader in sports software announced today that it will be partnering with the NEAR Foundation, a Swiss non-profit that oversees the NEAR blockchain ecosystem, to launch an athlete-focused NFT platform. The new Stack NFT platform will give all athletes an opportunity to create and mint their own NFTs on NEAR's blockchain.

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.
MCT - Mortgage Capital Trading

HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to mortgage origination and servicing processes.

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 will be tasked with expanding MMI's growing roster of mortgage enterprise clients.

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 Up Crowdfunding.

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.
EPIC Welcomes Shelley Yim

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.

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 by 46 from Q4 2021 to Q1 2022.

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 Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

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.

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

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.
KROST CPAs

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.

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.
EPIC INSURANCE

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 in the Southeast Region.

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 Hotel in Colorado Springs, May 23 - 25, 2022.
EPIC INSURANCE

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.
EPIC Insurance Brokers

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.

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.

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 will be dedicated to the private equity space.

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.
Mortgage Coach

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.

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 and report generation.

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 illustrate the costs and benefits of mortgage loan products and strategies over time.

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).
Ben Itkin of MCT

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.

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.

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.

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.

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