Tag: finance News - Page 12
Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines
DENVER, Colo., June 29, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company's origination and servicing quality control (QC) audits.
Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource
NEW YORK, N.Y., June 28, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.
Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO
OWINGS MILLS, Md., and IRVINE, Calif., June 28, 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 their merger and the appointment of SaaS executive Richard Harris as CEO.
Business and Economic Empowerment Leader Dr. Velma Trayham Announced as Keynote Speaker for Takeaway Tax Business Conference in Houston, TX
HOUSTON, Texas, June 28, 2022 (SEND2PRESS NEWSWIRE) -- Highlighting the power of entrepreneurship to change the world and end poverty, award-winning B2B/diversity consultant and leader Dr. Velma Trayham (CEO of Thinkzilla Consulting Group) has been announced as the keynote speaker for TakeAway Tax's upcoming Tax Business Conference in Houston on Aug. 4.
Lender Price Launches Marketplace 2.0: Enhanced Pricing Capabilities and Deal Intelligence
PASADENA, Calif. /California Newswire/ -- Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry.
Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year
FRANKLIN, Tenn., June 27, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.
Mid America Mortgage rebrands to Click n’ Close
ADDISON, Texas, June 27, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n' Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n' Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering innovative down payment assistance (DPA) and adjustable-rate mortgage (ARM) products through its third-party originator (TPO) channels.
EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania
SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
Blaylock Van Partners with Seaport Global to Expand Market Reach
NEW YORK CITY, N.Y., June 23, 2022 (SEND2PRESS NEWSWIRE) -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.
DocMagic’s eClosing team member Leah Sommerville Recognized with 2022 Trailblazer Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.
TMC Emerging Technology Fund LP Invests in leadPops, a digital customer acquisition software and marketing innovation platform
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.
Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel
ADDISON, Texas, June 21, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience digital closings provide to their customers and enhance relationships with their existing real estate and title partners amidst an otherwise challenging operating environment.
Financial Advisor Keith Eckhardt of Edward Jones Receives Certified Exit Planning Advisor® Designation
COLORADO SPRINGS, Colo., June 17, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.
New MSR Technology from MCT Empowers MSR Buyers with Live Loan-Level Pricing
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT's state-of-the-art MSR valuation platform to clients' systems for more precise and accurate loan-level pricing in real time.
Q4 2021 Critical Defect Rate Rose to 1.95%, Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., June 16, 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 Industry Trends Report covering the fourth quarter (Q4) and full calendar year (CY) of 2021. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.
John J. Patterson Joins Vanbridge an EPIC Company’s Financial Services Division
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
OpenClose Adds DataVerify Solutions to its LenderAssist™ LOS
WEST PALM BEACH, Fla., June 14, 2022 (SEND2PRESS NEWSWIRE) -- OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.
Mortgage Markets CUSO selects Mortgage Coach to increase mortgage lending engagement at credit unions
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.
ACES Quality Management Unveils Certified ACES Administrator Program at Inaugural ACES ENGAGE Event in Colorado Springs
DENVER, Colo., June 7, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the launch of its Certified ACES Administrator (CAA) program during its inaugural ACES ENGAGE event, held May 23-25, 2022 at the Broadmoor Hotel in Colorado Springs.
Down Payment Resource analysis finds that 33% of declined mortgage applications are declined for reasons addressable with homebuyer assistance
ATLANTA, Ga., June 7, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from an analysis showing that a substantial share of mortgage loan applications are both declined for reasons that can be addressed with homebuyer assistance and eligible for homebuyer assistance programs.
Housing Finance Strategies Hires Stuart Quinn as Managing Director
WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.
MCT, the leader in capital markets software, announces MCTlive! Lock Volume Indices May 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 May 2022.
EPIC Insurance Brokers Adds to Life and Executive Benefits Platform, Acquires Dixon Wells, Inc.
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
EPIC Insurance Marketing and Design Team has been recognized for multiple Communicator Awards for its work in 2021
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.
iEmergent appoints Chris Richey as Chief Analytics Officer
DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent's data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.
Mortgage lenders are now able to use FormFree AccountChek to satisfy Freddie Mac’s reverification of employment requirement
ATHENS, Ga., June 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that its AccountChek® digital asset verification service supports a new enhancement to Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution that makes assessment of borrower employment easier, faster, less expensive and more fraud-resistant.
Cheryl Messner joins Sales Boomerang to oversee customer experience department
WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang's customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry's leading borrower intelligence solution.
Assurant Turns Their Miles Into Meals, Donating Over 380,000 Meals to Food Insecure Communities
RED BANK, N.J., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Assurant, Inc. (NYSE: AIZ), a leading global business services company that supports, protects and connects major consumer purchases, embarked on the third annual "Turning Miles Into Meals" challenge this April to benefit core charitable partner, Move For Hunger.
The Importance of Integrity Within the Tax Consulting Industry
SAVAGE, Minn., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Choosing a tax consulting firm as a trusted advisor is an exceptionally important decision for both businesses needing such services as well as accounting firms who refer them to their clients, says ICS Tax, LLC.
Stack Sports Launches New Payments Platform with Stripe to Bring more Innovation to Youth Sports
PLANO, Texas, May 31, 2022 (SEND2PRESS NEWSWIRE) -- Stack Sports, the global leader in SaaS platform offerings for the sports industry, today announced its launch of payments powered by Stripe to help Partners offer more flexible payment methods, increase their global reach, and get paid faster.
MMI earns a spot on the 2022 Inc. 5000 Regionals List
SALT LAKE CITY, Utah, May 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 ranked No. 29 on Inc. Magazine's third annual Inc. 5000 Regionals: Rocky Mountains list.
MISMO Certifies the DocMagic Total eClose Platform and Proprietary RON Technology
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it attained MISMO's eClosing System and remote online notarization (RON) certifications for its Total eClose™ solution.
Southwestern Investment Group Names Brandon Kew as Vice President
FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
VALENTIS Enters into Agreements For IPO/Financial Advisory Services
PITTSBURGH, Pa., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Valentis International Group, Inc. has entered into agreements for investment consultancy and advisory services related to expansion and moving the company towards an initial public offering (IPO) public listing on a major exchange or trading medium.
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.
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.
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 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.
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.
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 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.
