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After, Inc. Outlines its Commitment to Sustainability

NORWALK, Conn., Nov. 29, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today its ongoing commitment to a sustainable future, detailing its multi-year strategy and initiatives on its website. Given its history as a post-sale technology and solutions partner to the world's top manufacturers and retailers - and its recent purchase of Accentf(x) Marketing with its Lettershop facility - After is now one of the largest multi-channel Warranty Marketing and Database Management providers in the country.

MMI named 2022 Inc Power Partner in Real Estate and Proptech

SALT LAKE CITY, Utah, Nov. 29, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that it has been named a 2022 Inc. Power Partner in Real Estate and Proptech. The inaugural list recognizes more than 250 business-to-business companies in 22 categories.

Maxwell CPA Review provides online CPA courses to prepare students for the U.S. CPA exams

ORLANDO, Fla., Nov. 22, 2022 (SEND2PRESS NEWSWIRE) -- A new exam-prep company is helping students to pass the U.S. CPA exams in droves. Maxwell CPA Review was founded by Kyle Ashcraft, CPA and provides online CPA courses to prepare students for the U.S. CPA exams. Kyle passed all four CPA exams with a 90 and above, in only six months. Now he works to equip students with the same tools that prepared him for his exams.
MCT - Mortgage Capital Trading

MCT Launches BAMCO, a Co-issue Loan Sale Marketplace for Finance Industry

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one of the agencies with a simultaneous sale of the MSRs to a separate third party.

Southstate|Duncanwilliams Securities Corp Joins Agile’s Broker-Dealer Network

PHILADELPHIA, Pa., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A, has joined Agile's broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute at competitive pricing via Agile as of August 2022.

Sales Boomerang Ranked Number 162 Fastest-Growing Company in North America on the 2022 Deloitte Technology Fast 500™

OWINGS MILLS, Md., and IRVINE, Calif., Nov. 17, 2022 (SEND2PRESS 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 that Sales Boomerang ranked No. 162 on the 2022 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 28th year.

New Energy Risk Publishes Sustainability Report, Adds Two Key Hires

AVON, Conn., Nov. 10, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of "Underwriting a Greener Future." The report details the climate, sustainability, and environmental impacts of NER's client portfolio.

Technology Association of Iowa selects iEmergent as a 2022 Prometheus Award winner

DES MOINES, Iowa, Nov. 7, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that it has been named the 2022 FinTech & InsurTech Company of the Year in the Technology Association of Iowa's (TAI's) annual Prometheus Awards program.
EPIC INSURANCE

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

CHICAGO, Ill. and SAN FRANCISCO, Calif., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
Figure 1: Lock volume for October 2022 broken out by transaction type

Mortgage Capital Trading’s MCTlive! Lock Volume Indices: October 2022 Data

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

Click n’ Close launches proprietary SmartBuy loan suite to provide low- and moderate-income homebuyers with more affordable mortgage options

ADDISON, Texas, Nov. 2, 2022 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announces it has launched SmartBuy, a suite of loan programs designed to give low and moderate-income (LMI) homebuyers an advantage in today's heightened mortgage interest rate environment.

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.

Polly’s PPE integration with Mortgage Coach embeds dynamic product and pricing data into interactive home loan presentations that drive borrower conversion

OWINGS MILLS, Md., and IRVINE, Calif., Nov. 1, 2022 (SEND2PRESS 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 a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets space.
EPIC INSURANCE

EPIC Expands Again with Acquisition of SLCO LLC, headquartered in Lafayette, California

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.

Depth Public Relations highlights 16 years of client success with new website unveiled at Mortgage Bankers Association’s 2022 annual conference

ATLANTA, Ga., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) -- Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured clients and industry partners during the Mortgage Bankers Association's Annual Convention & Expo 2022 in Nashville.

MMI appoints Jordan Woodard as Director of Product Analytics

SALT LAKE CITY, Utah, Oct. 21, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI's business intelligence platform, which provides clients with data intelligence in a user-friendly format.

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℠).

iEmergent’s Laird Nossuli recognized by Mortgage Banker Magazine as 2022 Powerful Women of Mortgage Banking honoree

DES MOINES, Iowa, Oct. 20, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that CEO Laird Nossuli was recognized as a 2022 Powerful Women of Mortgage Banking honoree by Mortgage Banker Magazine. The annual award spotlights women who have made an indelible impact on the mortgage industry and are fostering the next generation of women leaders in housing finance.

Sales Boomerang releases Q3 2022 Mortgage Market Opportunities Report

OWINGS MILLS, Md., and IRVINE, Calif., Oct. 20, 2022 (SEND2PRESS 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 release of Sales Boomerang's latest Mortgage Market Opportunities Report.
Anita Huang Joins EPIC

Anita Huang Joins EPIC’s Life and Executive Benefits Practice as a Senior Vice President

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
Trust Administration 101: Absolute Trust Counsel

Trust Administration 101: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs

WALNUT CREEK, Calif. /California Newswire/ -- Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.
NotaryCam founder Rick Triola

NotaryCam founder Rick Triola earns third HousingWire Vanguard Award

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 founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard.

Down Payment Resource releases Q3 2022 Homeownership Program Index

ATLANTA, Ga., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), a technology provider helping the housing industry connect homebuyers with homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,309 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q2 to Q3 2022.

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.

The first in-state notary training course provider is approved in Maryland since education law mandate in 2021

BALTIMORE, Md., Oct. 14, 2022 (SEND2PRESS NEWSWIRE) -- Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State's office added the course provider to its website as an approved notary trainer.

New ‘Ready Now’ Podcast Features Survivors, Experts

JACKSONVILLE, Fla., Oct. 13, 2022 (SEND2PRESS NEWSWIRE) -- The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer's Disease. "Ready Now" explores the ways everyday consumers can take charge of becoming ready, now, for life's most difficult scenarios.

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."
KROST CPAs

KROST CPAs & Consultants Acts as Exclusive Financial Advisor for American Range in Sale to Hatco

LOS ANGELES, Calif. /California Newswire/ -- American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.

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.

Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice

OWINGS MILLS, Md., and IRVINE, Calif., Oct. 11, 2022 (SEND2PRESS 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 that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.
MCT - Mortgage Capital Trading

MCT® Named a Best Place To Work 2022 by San Diego Business Journal

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 - 249 U.S. employees). This award is designed to identify, recognize, and honor the best places of employment in San Diego that benefit the county's economy, workforce, and local businesses.
MCT: Lock volume for September 2022 broken out by transaction type

MCT Announces Monthly MCTlive! Lock Volume Indices: September 2022 Data

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

154 New Industrial Manufacturing Development Projects Showed Improved Performance in September 2022

JACKSONVILLE BEACH, Fla., Oct. 6, 2022 (SEND2PRESS NEWSWIRE) -- IMI SalesLeads announced today the September 2022 results for the new planned capital project spending report for the Industrial Manufacturing industry. The 154 new projects increased from August 2022 140 manufacturing projects, however, down from 162 in September 2021.

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.

Sales Boomerang and Mortgage Coach’s Dave Savage named 2022 HW Vanguard honoree

OWINGS MILLS, Md., and IRVINE, Calif., Oct. 4, 2022 (SEND2PRESS 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 that Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire Vanguard award winner.

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.

EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp

WEST DES MOINES, Iowa and SAN FRANCISCO, Calif., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired The National Benefit Corp ("TNBC"). The acquisition further expands EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

After, Inc. Announces the Launch of QuickClaim® – Its Best-in-Class Claims and Returns Management System

NORWALK, Conn., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®.

Mover’s Choice and Move For Hunger Renew Partnership to Fight Hunger During Difficult Times

NEPTUNE CITY, N.J., Sept. 29, 2022 (SEND2PRESS NEWSWIRE) -- Mover's Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, have renewed their partnership which will help to provide more than 25,000 meals to communities in need.

MMI welcomes Justin Bird as Creative Director

SALT LAKE CITY, Utah, Sept. 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 Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.

CEO Lee Duncan Marks 20 Years at Alliance Group

ATLANTA, Ga., Sept. 23, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group CEO Lee Duncan celebrated 20 years of service at the company on September 23rd. In his time at Alliance Group, the life insurance marketing organization has flourished, establishing themselves as a leading IMO for independent life insurance agents and agencies.
KROST CPAs

INSIDE Public Accounting Names KROST Best of the Best Firm and 2022 Top 100 Firm

PASADENA, Calif. /California Newswire/ -- KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, KROST was able to rise from the firm's previous ranking of 81st in 2021's IPA Survey and Analysis of Firms.

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022

NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado

PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

San Antonio Board of REALTORS® implements Down Payment Resource to raise Realtor and homebuyer awareness of down payment assistance programs

ATLANTA, Ga., Sept. 15, 2022 (SEND2PRESS NEWSWIRE) -- The San Antonio Board of REALTORS® (SABOR) today announced that it has partnered with Down Payment Resource (DPR) to provide its approximately 16,000 multiple listing service (MLS) subscribers with access to DPR's toolset that helps real estate agents connect clients with programs that can help save on down payments and closing costs.

After, Inc.’s QuickSuite® Receives the TWICE VIP 2022 Award

NORWALK, Conn., Sept. 14, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today that it received the TWICE VIP Award 2022 for its QuickSuite® post-sale customer experience technology. The TWICE VIP Awards are the only awards voted on exclusively by TWICE's audience of top consumer technology retailers and distributors, celebrating the best features, design, and value that new products are bringing to the market.

Critical Defect Rate Declined in Q1 2022 Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., Sept. 12, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management(r) (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 Industry Trends Report covering the first quarter (Q1) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control(r) software.

Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone

DELRAY BEACH, Fla., Sept. 9, 2022 (SEND2PRESS NEWSWIRE) -- Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer

OWINGS MILLS, Md., and IRVINE, Calif., Sept. 8, 2022 (SEND2PRESS 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 Rich LaBarca to the role of Chief Product and Technology Officer.

#HousingDC22 Annual Housing Champion: Frank Nothaft

WASHINGTON, D.C., Sept. 8, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced this year's Housing Champion Award recipient is the late Frank Nothaft. Each year Housing Finance Strategies reviews a short list of candidates for the prestigious Housing Champion award and announces the winner at the #HousingDC conference.

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