Tag: finance News - Page 12
Lending Industry Tech Firm, Mortgage Coach lands on HousingWire 2022 Tech100 List
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 it has been named to HousingWire's (HW) 2022 Tech100 Mortgage list.
NotaryCam listed as one of HousingWire’s Tech100 innovative mortgage technology companies for 2022
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 been named to the HousingWire Tech100 Mortgage list.
HousingWire Magazine selects Sales Boomerang for 2022 Tech100 Mortgage Awards
BALTIMORE, Md., March 2, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine's 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.
Mortgage Coach enhances integration with Surefire to support mortgage lenders, helping convert borrowers at scale
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.
FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth
ATHENS, Ga., March 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.
Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation
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.
EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
LoanMAPS LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department
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™.
Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement
BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.
FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income
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.
KROST CPAs Announce Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance...
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.
National Bankers Association Endorses Promontory MortgagePath for Mortgage Fulfillment Services and POS Technology
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®.
Fairport Wealth Announces 2022 Community Beacon Recipient
CLEVELAND, Ohio, Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.
Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
ATLANTA, Ga., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.
Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance
NEW YORK CITY, N.Y., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance.
#HousingDC22 Announces New Sponsors and Political Commentator Amy Walter
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.
New Jersey Applebee’s Locations Announce 6th Annual Above and ‘BEE’yond Teacher Essay Contest
ALLENDALE, N.J., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Applebee's Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and "BEE"yond Teacher Essay Contest, which recognizes top teachers - as nominated by their students - by rewarding them with a sponsorship check and end-of-year class party. The contest is being offered at Applebee's restaurants in New Jersey owned and operated by local franchisee Doherty Enterprises.
JV Group, Inc (OTC MARKETS:ASZP) announces Change of Control
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.
Spring EQ Offers Home Equity Products to Brokers in the Lender Price Marketplace
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.
New Jersey Bankers Association endorses Promontory MortgagePath’s mortgage fulfillment services and POS technology
DANBURY, Conn., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the New Jersey Bankers Association (NJBankers) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda
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.
Mortgage Coach and NAMMBA expand partnership to grow diversity, equity and inclusion in housing finance
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).
Jennifer Oliverio Takes Over Local Edward Jones Branch Office
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.
Down Payment Resource Presents 2021 Beverly Faull Affordable Housing Leadership Award to Ruth Johnson
ATLANTA, Ga., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Ruth Johnson, founder and CEO of Homes for Heroes, has been selected the winner of its fourth annual 2021 Beverly Faull Affordable Housing Leadership Award.
EPIC Adds Joseph Freeman to Lead West Region Loss Control Team in Los Angeles
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.
Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners
BALTIMORE, Md., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company's existing Rate Alert product.
ReverseVision adds Marketing Expert Scott Shepherd to Help Elevate Brand
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.
Mortgage Coach, a borrower conversion platform, unveils redesigned website
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.
Paragon Hires Industry Vet for East Coast Expansion
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.
Sales Boomerang releases Q4 2021 Mortgage Market Opportunities Report
WASHINGTON, D.C., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q4 2021 report identified increasing opportunities for mortgage lenders to assist borrowers with tappable home equity, lending credence to analysts' expectations for a surge in home-equity-related mortgage activity in 2022.
Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022
ATLANTA, Ga., Jan. 27, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.
TMC Emerging Technology Fund LP recently participated in a $38M Series C investment round for AI Software, LLC dba Capacity
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.
Down Payment Resource releases Q4 2021 Homeownership Program Index
ATLANTA, Ga., Jan. 25, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm's analysis of 2,192 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database showed measurable quarter-over-quarter gains in program funding levels and an increased prevalence of programs aimed at assisting community heroes.
IDS expands mortgage eClosing platform with addition of eVault
SALT LAKE CITY, Utah, Jan. 25, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that it has released its eVault, expanding the capabilities of its eClosing platform, Solitude Solution. With the addition of the eVault to Solitude Solution, lenders now have the ability to deliver documents, including eNotes, to partners though Mortgage Electronic Registration Systems, Inc. (MERS) eRegistry.
KROST CPAs in Los Angeles Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022
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.
ReverseVision Announces Hiring of Mortgage Industry Veteran Steve Butler as Director of Business Development
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.
Nomis Solutions Names Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy
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.
EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability
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.
ACES Quality Management software analyzes more than 4.5 million audits, while company achieves record new client growth in 2021
DENVER, Colo., Jan. 13, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it processed more than 4.5 million audits through its ACES Quality Management & Control® software in 2021.
Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts
ADDISON, Texas, Jan. 12, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America's reverse mortgage presence in the Western U.S.
Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability
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.
Housing Finance Strategies Announces #HousingDC22
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.
KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice in California
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.
Trust Lending Leverages ReverseVision Fintech Platform to Grow Reverse Mortgage Wholesale Business
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.
IRS Mandates Additional Requirements for R&D Tax Credit Refund Claims
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.
Wall Street’s Oldest Continually Expands Partnerships and Push to Increase Women Investment Leaders through Corporate DE&I Goals
NEW YORK CITY, N.Y., Jan. 6, 2022 (SEND2PRESS NEWSWIRE) -- Thinkzilla Consulting Group announced today: As the nation's longest continuously operating Black-owned investment firm, Blaylock Van, LLC recognizes and embodies the power of diverse, equitable and inclusive leadership. To further expand its commitment to DE&I and employee success, the firm aims to increase the number of women leaders in the company in 2022 and beyond.
Alliance Group and Living Benefits Awareness Month
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.
After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers
NORWALK, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., the leading customer experience technology company providing software and services to the world's top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®.
Promontory MortgagePath promotes Kevin Wheeler to managing director
DANBURY, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.
BankSouth Mortgage’s Shannon K. Bradshaw named 2022 Five Star Mortgage Professional
ATLANTA, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- BankSouth Mortgage today announced that Senior Mortgage Banker Shannon K. Bradshaw has been recognized as a 2022 Five Star Mortgage Professional award winner. Each year, Five Star Professional honors outstanding real estate agents and mortgage professionals across the country, recognizing no more than 7% of all agents in a market.
