Tag: finance News - Page 13
EY announces Mark Cunningham and Alex Kutsishin of Sales Boomerang as Entrepreneur Of The Year® 2022 Mid-Atlantic Award finalists
BALTIMORE, Md., May 4, 2022 (SEND2PRESS NEWSWIRE) -- Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders of high-growth companies who think big to succeed.
Down Payment Resource teams up with Realtor.com to Help Home Shoppers Find Homebuyer Assistance Programs
ATLANTA, Ga., May 3, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Realtor.com® has deployed DPR's search tool that helps home shoppers find homebuyer assistance programs.
Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs
AVON, Conn., April 29, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.
Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP
LOS ANGELES, Calif. /California Newswire/ -- Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) ("Frontera" or "the Company"), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of its multi-part strategy to make further acquisitions from Intellimedia's suite of technology solutions.
Logix Federal Credit Union selects Mortgage Coach to enhance its mortgage advisory service
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 Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.
Stack Sports Partners with NEAR Foundation to Make NFTs more Accessible to Sports
PLANO, Texas, April 27, 2022 (SEND2PRESS NEWSWIRE) -- Stack Sports - the global technology leader in sports software announced today that it will be partnering with the NEAR Foundation, a Swiss non-profit that oversees the NEAR blockchain ecosystem, to launch an athlete-focused NFT platform. The new Stack NFT platform will give all athletes an opportunity to create and mint their own NFTs on NEAR's blockchain.
SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs
ATLANTA, Ga., April 27, 2022 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced the firm is celebrating its 20th anniversary. Since opening its doors in April 2002, SBA has helped organizations in every sector of the North American economy navigate their toughest employee benefits challenges while reducing plan expenses and improving efficiency, compliance and the participant experience.
HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to mortgage origination and servicing processes.
MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors
SALT LAKE CITY, Utah, April 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 hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI's growing roster of mortgage enterprise clients.
America’s ‘Queen of Crowdfunding’ Celebrates 10 Year Anniversary of Helping Pass The Jobs Act of 2012 Into Law
LAS VEGAS, Nev., April 21, 2022 (SEND2PRESS NEWSWIRE) -- This April marks the 10-year anniversary of the Jumpstart Our Business Startups Act, or JOBS Act which is a law intended to encourage funding of small businesses in the United States by easing many of the country's securities regulations, said Ruth E. Hedges, CEO of Rise Up Crowdfunding.
Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO
NOVI, Mich., April 21, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.
EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.
Down Payment Resource releases Q1 2022 Homeownership Program Index
ATLANTA, Ga., April 19, 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 2,238 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 46 from Q4 2021 to Q1 2022.
Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors
FRANKLIN, Tenn., April 18, 2022 (SEND2PRESS NEWSWIRE) -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.
Sales Boomerang releases Q1 2022 Mortgage Market Opportunities Report
WASHINGTON, D.C., April 18, 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 Q1 2022 report showed an increase in purchase and home-equity loan opportunities that could help lenders offset dwindling refi volume.
Critical Defect Rate Drops 18% in Q3 2021, Per ACES Quality Management Mortgage QC Industry Trends Report
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.
NotaryCam reaches 1 million remote online notarization transactions milestone
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.
KROST CPAs Recognized by Los Angeles Business Journal as among Top Accounting Firms in L.A. for 2022
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.
FormFree’s Christy Moss recognized by the Mortgage Bankers Association for outstanding contributions in mortgage technology
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.
Edgewood Healthcare Advisors Continues Growth with Strategic Hires
SAN FRANCISCO, Calif. and NEW YORK, N.Y., April 11, 2022 (SEND2PRESS NEWSWIRE) -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.
Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE
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.
EPIC Expands into financial planning and insurance services to medical and dental professionals with acquisition of Treloar & Heisel
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.
EPIC Welcomes Jim McSherry as National Practice Leader for New Employer Stop Loss Center
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.
Eric Zanotelli and the Z-Team join Sente Mortgage
STILLWATER, Okla., April 7, 2022 (SEND2PRESS NEWSWIRE) -- The Z-Team, a mortgage banking branch based in Stillwater, Oklahoma, has joined independent mortgage company Sente Mortgage, the company announced today. Branch Manager Eric Zanotelli and his team bring deep industry knowledge and a commitment to exceptional, accessible, and engaging service to the Oklahoma market and beyond.
James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up
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.
Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies
BALTIMORE, Md., April 6, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times' ranking of The Americas' Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.
Mortgage Coach and ReverseVision to help consumers compare ‘forward’ and reverse mortgage financing options
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.
FormFree and Take3Tech integration brings AccountChek asset, income and employment verification to the LoanMAPS mortgage technology platform
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.
Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons
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.
Minnesota Housing Finance Agency partners with ACES Quality Management & Control
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).
Mortgage risk management leader, MCT, names Ben Itkin National Sales Director
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.
After, Inc. Partners with Atlas Copco’s Power Technique Division to Deliver a Seamless Post-Sale Experience to its Customers
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.
Allegent Community Federal Credit Union Hires Social Media Expert
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.
FormFree grows executive team, appoints Eric Lapin chief strategy officer
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.
National Auto Coverage (NAC) Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams
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.
George Mason Mortgage selects FormFree AccountChek to streamline its verification of borrower assets, income and employment
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.
Mid America Mortgage adds Kyle Hilton as Quality Control Manager
ADDISON, Texas, March 23, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.
Mary Costello joins FormFree team as director of vendor management, risk and compliance
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.
Spokane Association of REALTORS® rolls out Down Payment Resource to help subscribers connect homebuyers with down payment assistance
ATLANTA, Ga. and SPOKANE, Wash., March 22, 2022 (SEND2PRESS NEWSWIRE) -- The Spokane Association of REALTORS® (SAR) today announced that it has partnered with Down Payment Resource (DPR) to provide its 2,500 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.
Sales Boomerang joins forces with Bonzo to enable automated mortgage marketing with personality
BALTIMORE, Md., March 22, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot.
Nancy Pfund, Pioneering Leader in Impact Investing, Named 2022 Financial Woman of the Year
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.
Paragon Acquires Greener Future and ESG-focused New Energy Risk
AVON, Conn., March 17, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.
Southwestern Investment Group Celebrates 20th Anniversary
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.
MCTlive! Integrates with Fannie Mae Connect Whole Loan Purchase Advice Seller API
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).
Promontory MortgagePath earns a spot on HousingWire’s 2022 Tech100 list
DANBURY, Conn., March 11, 2022 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it's been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy.
DocMagic Named One of the Top 100 Most Innovative Mortgage Companies for 2022
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire's coveted 2022 Tech100 list for the ninth straight year.
#HousingDC22 Announces New Sponsors and Author Nick Timiraos
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.
HomeBinder’s Adaptive Home Value™ model keeps homeowners coming back to mortgage lenders, home inspectors and Realtors with equity-building insights
BOSTON, Mass., March 8, 2022 (SEND2PRESS NEWSWIRE) -- HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home's value by taking into consideration property-specific details that other automated valuation models (AVMs) fail to consider.
ACES Quality Management Makes its Eighth Appearance on HousingWire TECH100 List
DENVER, Colo., March 7, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry has been selected for the eighth consecutive year by HousingWire magazine for its annual TECH100 awards program.
FormFree celebrates recognition as an eight-time HousingWire Tech100 honoree
ATHENS, Ga., March 4, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced it has been named a HousingWire (HW) Tech100 winner for the eighth time. The HW Tech100 Mortgage awards program recognizes companies revolutionizing the mortgage lending process from origination to closing and beyond.
