Tag: finance

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

TUSTIN, Calif. /California Newswire/ -- National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service.

ATHENS, Ga., March 24, 2022 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Washington, D.C.-based George Mason Mortgage (GMM) has selected AccountChek as the regional lender's exclusive provider of automated asset, income and employment verification services. GMM will use AccountChek to simplify the loan application experience for borrowers, improve productivity for its team of 120 mortgage loan officers and reduce loan cycle times.

ATHENS, Ga., March 23, 2022 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree's audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.

SAN FRANCISCO, Calif. /California Newswire/ -- Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact.

FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

SAN DIEGO, Calif. /California Newswire/ -- MCT's award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System (LOS).

WASHINGTON, D.C., March 9, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered.

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 enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies' ("Take3") cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.

ATHENS, Ga., Feb. 18, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer's income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements.

LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

DANBURY, Conn., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.

WASHINGTON, D.C., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. Amy Walter is the national editor of the Cook Political Report and a frequent on-air analyst.

FORT LAUDERDALE, Fla., Feb. 14, 2022 (SEND2PRESS NEWSWIRE) -- Publicly-held JV Group, Inc. (OTC MARKETS: ASZP) announces the completion of a change in control effective November 23, 2021. Harthorne Capital, Inc has acquired voting control in a private securities purchase agreement for 98.2% of the issued and outstanding shares of the Company's common stock from Michael A Littman ATTY, Defined Benefit Plan, an affiliate of Michael A Littman, as trustee.

PASADENA, Calif. /California Newswire/ -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation's largest lenders of home equity products.

DENVER, Colo., Feb. 10, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA's think tank Research Institute for Housing America, to its speaker line-up for the upcoming ACES ENGAGE conference.

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, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).

PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.

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, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources.

AVON, Conn., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers' compensation experience to his role at Paragon.

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 $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform.

LOS ANGELES, Calif. /California Newswire/ -- KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. "We were involved in 21 buy-side and sell-side transactions in 2021," said Paren Knadjian, Head of M&A and Capital Markets at KROST.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company's sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.

STATE COLLEGE, Pa., Jan. 19, 2022 (SEND2PRESS NEWSWIRE) -- EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.

NOVI, Mich., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that the company set a new internal trade volume record last year, trading more than $202 billion on behalf of its full service clients. Using an advantageous mix of delivery and execution, the company was able to help its clients capitalize profitably on each trade.

WASHINGTON, D.C., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that the firm will host its annual housing policy and technology event on September 26-27, 2022. The returning support of #HousingDC22 sponsors is notable and a testament to the quality of the event.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that Trust Lending, a national mortgage banker, has gone live with ReverseVision's Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel into easily and expeditiously originating loans for reverse mortgage products.

SAVAGE, Minn., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) -- In 2007, the IRS made the Research & Development (R&D) tax credit a Tier 1 issue, says ICS Tax, LLC (ICS). Tier 1 issues were those of high strategic importance that had a significant impact on one or more industries, essentially meaning that the IRS would audit taxpayers filing amended returns on such issues. To taxpayers' relief, the Tiered Issue Process was eliminated in 2012, effectively placing the R&D tax credit in the same audit pool as other issues.

LAWRENCEVILLE, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.