Tag: finance
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.
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.
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.
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.
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.
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.
Mortgage Coach promotes Jacob Gibbs to VP of Technology and Shannon Baldwin to VP of Marketing
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 promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.
Promontory MortgagePath Chief Compliance Officer Elisha Werner makes Mortgage Professional America’s list of 2021 Elite Women
DANBURY, Conn., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced its Chief Compliance Officer Elisha Werner has been named one of Mortgage Professional America's (MPA) Elite Women 2021. The MPA Elite Women award seeks to honor women in the mortgage sector who are pushing boundaries to diversify a traditionally male-dominated industry.
DocMagic Launches eDecision Fintech Solution Fully Automating and Perfecting Digital Closing Eligibility
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings.
Galway Holdings acquires Simatree, adding transformational digital and analytics solutions
SAN FRANCISCO, Calif. /California Newswire/ -- Galway Holdings ("Galway") today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst.
MPA Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA).
Lender Price and Blend Launch Integration to Enhance User Experience for Digital Lending Processes
PASADENA, Calif. /California Newswire/ -- Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price's FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate.
Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program
DENVER, Colo., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite Women Awards program.
After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022
NORWALK, Conn., Dec. 15, 2021 (SEND2PRESS NEWSWIRE) -- After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different.
DocMagic’s Gavin T. Ales Wins Top 40 Under 40 Most Influential Mortgage Professionals Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.
Critical defect rate increases 13% Q2 2021, according to ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., Dec. 14, 2021 (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 second quarter (Q2) of 2021.
SimpleNexus Chief Customer Officer Andria Lightfoot earns a spot on National Mortgage Professional’s 40 Under 40 lineup
LEHI, Utah, Dec. 14, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Andria Lightfoot, chief customer officer, was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP).
Certa Partners with Comply Exchange to Digitize Third Party Tax Journey
SARATOGA, Calif. /California Newswire/ -- Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.
MCT Trading Launches Dynamic Learning Center to Empower Lender Growth and Profitability
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 the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage lender in the secondary market.
OpenClose Launches Mobile Assist™ Native Mobile App Platform
WEST PALM BEACH, Fla., Dec. 8, 2021 (SEND2PRESS NEWSWIRE) -- OpenClose, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist which adds features and functionality to make originators more successful with a real-time omnichannel device platform.
Fintech Company, Mortgage Coach, integrates with ICE Mortgage Technology enabling accurate loan comparisons
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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.
ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions
DENVER, Colo., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®.
Mortgage Coach COO Kelli Hodges honored with National Mortgage Pro’s 2021 Mortgage Lending’s Women of Inspiration award
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 that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine.
SimpleNexus makes third consecutive appearance on Deloitte Technology Fast 500™, ranking number 292
LEHI, Utah, Dec. 2, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it earned the number 292 spot on the Deloitte Technology Fast 500™.
Mortgage Coach integrates with First American Title, empowering consumers greater insight into title fees during loan selection
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 its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).
The Chelsea Groton Foundation Passes $5 Million in Giving Since Founding – Following Approval of $255K in Grants During Fall Giving...
GROTON, Conn., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) -- This fall, the Chelsea Groton Foundation provided $255,827 to 45 non-profit organizations from Connecticut and Rhode Island. The Foundation has given over $500,000 in grants in 2021 alone, and over $5 million to the community since its founding.
Promontory MortgagePath Founder and CEO Eugene Ludwig honored as top technology executive by Northern Virginia Technology Council
DANBURY, Conn., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today its Founder and CEO Gene Ludwig was named one of the top technology executives by the Northern Virginia Technology Council (NVTC) as part of its annual NVTC Tech 100 awards.
2021 Deloitte Technology Fast 500™ Ranks FormFree 379th Fastest-Growing Company in North America
ATHENS, Ga., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced it ranked 379 on the Deloitte Technology Fast 500, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year.
ReverseVision Adds New Team Members to Support Expansion of Functional Areas and Corporate Infrastructure
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 Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.
Nomis Announces Strategic Collaboration with J.D. Power to Deliver Enhanced B2B Automotive Finance Pricing Strategies
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada.
EPIC’s David McNeil Receives 2021 Broker of the Year Award from CalMutuals-JPRIMA
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).
Newport Beach-based NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for military members for Veterans Day
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 its semi-annual "Help a Hero" initiative will once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
TMC Emerging Technology Fund LP Invests in Clever Real Estate, with Series B investment round
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 Series B investment round for Clever Real Estate. Clever offers free educational resources - including expert advice, reviews and guides - to help consumers navigate their real estate journey.
Crawford McInnis Named Chief Sales Officer at EPIC to Lead Next Level of Sales Excellence
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.
SimpleNexus helps lenders better serve Spanish-speaking borrowers with launch of Nexus Bilingual
LEHI, Utah, Nov. 8, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the release of Nexus Bilingual(tm), a new feature that makes the loan process more accessible to prospective homebuyers who prefer to communicate in Spanish by gathering initial loan information in Spanish.
Inspire Escrow Services Launches in the Inland Empire
ONTARIO, Calif. /California Newswire/ -- Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client.
Mortgage Professional America honors FormFree Account Manager Laura Graben with 2021 Rising Stars award
ATHENS, Ga., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Account Manager Laura Graben has been named a 2021 Rising Star by Mortgage Professional America (MPA) magazine. The MPA Rising Stars award program honors promising young professionals who are making an impact on the housing and mortgage industries.
EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer
BOALSBURG, Pa., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.
TMC Emerging Technology Fund LP will host TMC Mortgage Tech Day on March 19, 2022
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") will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC's Winter Conference at the Fontainebleau Miami Beach.
Fintech provider Promontory MortgagePath’s digital mortgage and fulfillment solutions receive renewed ABA endorsement
DANBURY, Conn., Nov. 4, 2021 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced the renewal of its product endorsement by the American Bankers Association (ABA). Promontory MortgagePath combines extensive mortgage operations and compliance expertise with industry-leading mortgage technology to provide efficient, cost-effective mortgage processing and fulfillment services to lenders of all sizes.
Vice Capital Markets’ Danny Enright honored as 2021 Rising Star by Mortgage Professional America
NOVI, Mich., Nov. 3, 2021 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced Senior Trader Danny Enright has been recognized by industry trade publication Mortgage Professional America (MPA) as one of its 2021 Rising Stars. In its inaugural year, the MPA Rising Stars award seeks to honor young professionals making a significant impact in the mortgage and housing industry.
