Tag: finance News - Page 11
Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC
ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.
Blaylock Van Partners to Support 2nd Annual United Diversity Business Summit
PHOENIX, Ariz., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment bank, will serve as a sponsorship partner for the 2nd annual United Diversity Business Summit, Presented by Thinkzilla Consulting Group & The City of Scottsdale. The Sept. 14 summit will convene diverse business leaders and entrepreneurs across Arizona.
FormFree and Finastra partnership streamlines borrower verification for improved mortgage loan processing
ATHENS, Ga. and LONDON, U.K., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) -- Finastra and FormFree®, a market-leading fintech company that enables lenders to understand people's true ability to pay (ATP®), have partnered to further streamline electronic borrower verification for mortgage lenders.
MCTlive! Platform Becomes First to Integrate with Freddie Mac Cash Settlement Purchase Statement API
SAN DIEGO, Calif. /California Newswire/ -- MCT's award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Cash Settlement Purchase Statement API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
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).
New Energy Risk Announces Milestone as Clients Raise $3B in Capital, Also Announce Senior Promotions
AVON, Conn., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.
DaVinci Capital Partners Craft Customized Financial Solutions Throughout Ventura County
WESTLAKE VILLAGE, Calif. /California Newswire/ -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
PitBullTax Software Named to the 2022 Inc. 5000 List of the Fastest Growing Private Companies in America
CORAL SPRINGS, Fla., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.
Sales Boomerang named to Inc. 5000 list for second consecutive year
OWINGS MILLS, Md. and IRVINE, Calif., Aug. 16, 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 Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.'s annual Inc. 5000 list.
Promontory MortgagePath adds John Gust as Director of Product Management
DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.
How A Mortgage Focused Agency Launched to Make Impact
INDIANAPOLIS, Ind., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.
MMI debuts in top 1500 on the 2022 Inc. 5000 Annual List
SALT LAKE CITY, Utah, Aug. 16, 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 ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.
Natalie Arshakian named a 2022 Mortgage Star by Mortgage Women Magazine
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.
ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference
DENVER, Colo., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association's (MBA) Risk Management, Quality Assurance and Fraud Prevention Forum (RMQA) taking place September 11-13 in Nashville, Tenn.
EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader
PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
After, Inc. Announces the Launch of QuickInsight® – Its Powerful Post-Sale Customer Data Enrichment Platform
NORWALK, Conn., Aug. 9, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for "Product of the Year."
Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors
FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.
FormFree and HomeScout partner to help lenders identify mortgage-ready borrowers earlier in the home buying journey
ATHENS, Ga., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.
MPA Magazine Names MCT’s Natalie Arshakian to List of Elite Women For 2022
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.
MCT Releases MCTlive! Lock Volume Indices for July 2022, Covering Mortgage Lender Activity
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 July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
COVERGENCE – the research institution tech and startup gap fund and startup accelerator summit
SALT LAKE CITY, Utah, Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- COVERGENCE, co-hosted by innovosource and the University of Utah's PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering.
Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor
WASHINGTON, D.C., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice
DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
KROST CPAs in Los Angeles Announce Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of...
LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
Mortgage Banker Magazine Names Curtis Richins of MCT on 2022 Legends of Lending List
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.
EPIC Welcomes Natalia Greene, Esq.
ARLINGTON HEIGHTS, Ill. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.
After, Inc.’s QuickSuite® Named ‘Product of the Year’ in the 2022 Sales and Marketing Technology Awards
NORWALK, Conn., July 27, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today that it received "Product of the Year" in the 2022 Sales and Marketing Technology Awards program (The Sammys) for its QuickSuite® post-sale customer experience technology. The Sammys honors organizations and products helping to solve the challenges businesses have connecting and collaborating with prospects and customers.
ACES Quality Management Updates Reporting Library to Incorporate Recent Guidance by Fannie Mae
DENVER, Colo., July 27, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that it has enhanced its reporting library within its flagship audit platform ACES Quality Management & Control® Software to help align with recent mortgage quality control (QC) reporting recommendations issued by Fannie Mae.
IRS Releases Updated Practice Unit for Auditing the 179D Energy Efficient Commercial Buildings Deduction
EGAN, Minn., June 27, 2022 (SEND2PRESS NEWSWIRE) -- The IRS Large Business and International (LB&I) Division released an updated Practice Unit for its agents to audit the 179D Energy Efficient Commercial Buildings Deduction (179D Deduction), ICS Tax, LLC announced today. It confirms that taxpayers can use the ASHRAE Standard 90.1-2007 rather than newer, more strict standards but also could be an indication that the IRS will have added scrutiny on 179D projects.
Sales Boomerang named Organization of the Year in the 2022 Sales and Marketing Technology Awards
OWINGS MILLS, Md., and IRVINE, Calif., July 26, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it was selected Organization of the Year in the Business Intelligence Group's 2022 Sales and Marketing Technology Awards program, also known as The Sammys.
Keller Mortgage deploys Mortgage Coach enterprise-wide to support borrowers with modern mortgage advice and education
OWINGS MILLS, Md., and IRVINE, Calif., July 26, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.
National Mortgage Professional (NMP) Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company's chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.
National Mortgage Professional names Dave Savage to list of Most Connected Mortgage Professionals
OWINGS MILLS, Md., and IRVINE, Calif., July 22, 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 was named to National Mortgage Professional's (NMP) 2022 list of Most Connected Mortgage Professionals.
innovosource summit to connect early-stage investors with university-managed tech and startup funds and accelerator programs
MINNEAPOLIS, Minn., July 20, 2022 (SEND2PRESS NEWSWIRE) -- innovosource will host its fifth annual COVERGENCE Summit from Oct. 20-21, 2022, at the University of Utah Rice-Eccles Stadium Club. The event gathers more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners to discuss best practices and review portfolios and investable projects and startups.
Sales Boomerang Q2 2022 Mortgage Market Opportunities Report
OWINGS MILLS, Md., and IRVINE, Calif., July 20, 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. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage market
Down Payment Resource releases Q2 2022 Homeownership Program Index
ATLANTA, Ga., July 19, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,273 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q1 to Q2 2022.
DocMagic CEO Dominic Iannitti honored with 2022 Legends of Lending Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its president and CEO, Dominic Iannitti, has been selected by Mortgage Banker magazine as a 2022 Legends of Lending award recipient.
Sales Boomerang’s New Life Event Alerts Help Lenders Grow Pipelines While Fostering Strong Financial Friendships
OWINGS MILLS, Md. and IRVINE, Calif., July 14, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of its newest automated alert offering, Life Event Alerts, which notify mortgage advisors when a borrower or a prospect in their customer database experiences a major life change that could alter their financial situation and/or goals.
Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America
DANBURY, Conn., July 13, 2022 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America's (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry.
MCTlive! Lock Volume Indices: June 2022 Data – represents a balanced cross section of lenders among retail, correspondent, wholesale, and consumer...
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 June 2022.
After, Inc.’s QuickCover Extension is Now Available on the Top Four eMarketplace App Stores – Shopify, Adobe Commerce, Woo Commerce, and...
NORWALK, Conn., July 11, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., a pioneer in the Warranty Services industry, just announced that its QuickCover® product protection technology is officially available on Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce. QuickCover® is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.
Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
COLORADO SPRINGS, Colo., July 11, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
‘ALICE’ Families Focus of New Docudrama by Education Based Housing, Premieres July 21
HOUSTON, Texas, July 8, 2022 (SEND2PRESS NEWSWIRE) -- A $500 or $1,000 unplanned expense is enough to send an ALICE (Asset Limited, Income Constrained, Employed) family spiraling according to a report by Bankrate. Education Based Housing, a Houston nonprofit that serves ALICE families and communities knows this to be true. It partnered with Cypress creative agency, PrettyWork Creative to produce a docudrama to show situations real families face and expand the national conversation on ALICE families.
OpenClose’s Mitch Swanson Honored by PROGRESS in Lending with Next Gen Leader Award
WEST PALM BEACH, Fla., July 8, 2022 (SEND2PRESS NEWSWIRE) -- OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its product delivery manager, Mitch Swanson, has been recognized as a Next Gen Leader within the industry by PROGRESS in Lending Association.
DocMagic COO, Gavin T. Ales, Receives 2022 Next Gen Leader Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Gavin T. Ales, its chief compliance officer, has been named a Next Gen Leader for 2022 by PROGRESS in Lending.
Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
PitBullTax Software Integrates with Major Tech Companies to Further Dominate The IRS Tax Resolution Industry
CORAL SPRINGS, Fla., July 6, 2022 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the Nation's Leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys has announced the release of Version 7.0. PitBullTax Software has licensees in all 50 states that rely on their software to prepare their clients' IRS resolution cases.
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.
FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters
ATHENS, Ga., June 30, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants' 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers.
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.
