Tag: finance
Mortgage Coach president Joe Puthur lauded as NMP 2021 40 Under 40 honoree
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 President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine.
Sales Boomerang named to Inc.’s 2021 Best in Business list in ‘On the Rise’ category
WASHINGTON, D.C., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang has been named to the Inc. 2021 Best in Business list in the On the Rise category for businesses 0-4 years old. Inc.'s Best in Business Awards honor companies that have gone above and beyond to make a positive impact.
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.
Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living...
ATLANTA, Ga., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) -- Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.
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.
SimpleNexus’ Shane Westra and Suzy Djilas recognized for outstanding leadership in mortgage technology
LEHI, Utah, Dec. 7, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that two staff members were honored by housing finance media organizations for their respective contributions to the mortgage industry.
Sales Boomerang adds ‘Previous Alerts’ to facilitate better-informed conversations between mortgage advisors and prospects
WASHINGTON, D.C., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the availability of a new feature that lets lenders view a history of Sales Boomerang alerts that have previously triggered for each contact in their monitored database.
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™.
HousingWire recognizes Sales Boomerang’s Mike Spotten for innovations in mortgage technology
WASHINGTON, D.C., Dec. 1, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that Mike Spotten, vice president of product, was named a 2021 HW Tech Trendsetter by HousingWire Magazine. Now in its third year, the HW Tech Trendsetters award program highlights the leading players in the housing economy who drive innovation with advanced digital products and services.
Choyce Peterson Hires Scott J. Lipow as Senior Associate
NORWALK, Conn., Nov. 29, 2021 (SEND2PRESS NEWSWIRE) -- Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.
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).
Sales Boomerang named 49th fastest-growing company in North America on the 2021 Deloitte Technology Fast 500
WASHINGTON, D.C., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang today announced it ranked 49 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. Sales Boomerang grew 3,882% during this period.
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.
Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division
ADDISON, Texas, Nov. 15, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president. At Mid America, Loxton will be responsible for recruiting top-tier loan officers to join the company's reverse mortgage division.
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.
Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer
DANBURY, Conn., Nov. 10, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).
Mid America Mortgage Hires Gary D. McKiddy as Chief Risk Officer
ADDISON, Texas, Nov. 10, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.
ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer
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 has hired Bill Mitchell as chief revenue officer (CRO).
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.
FormFree raises over $57,000 for the American Red Cross of Northeast Georgia at second annual Heroes Golf Classic
ATHENS, Ga., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it raised $57,030 to benefit the Northeast Georgia chapter of the American Red Cross during this year's Heroes Golf Classic charity tournament. Now in its second year, the 2021 Heroes Golf Classic brought together more than 100 golfers and volunteers at the Château Élan Winery and Resort in Braselton, Georgia, on October 29 to raise money and awareness for disaster relief services, blood drives and educational programs.
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.
Sales Boomerang recognized as Baltimore’s second fastest-growing company
WASHINGTON, D.C., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced it has earned the No. 2 spot on the Baltimore Business Journal's (BBJ) 2021 Fast 50, a list of the greater Baltimore region's 50 fastest-growing private companies. Fast 50 rankings were unveiled by the BBJ at a private reception on Thursday, November 4.
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.
IDS’ Emilio Estrada Named a Mortgage Industry ‘Rising Star’ by MPA
SALT LAKE CITY, Utah, Nov. 3, 2021 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that account manager Emilio Estrada has been named a 2021 Rising Star by industry trade publication Mortgage Professional America (MPA). The MPA Rising Star awards program seeks to honor up-and-coming talent within the housing and mortgage industry.
Mortgage Professional America honors multiple Promontory MortgagePath employees
DANBURY, Conn., Nov. 3, 2021 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced trade publication Mortgage Professional America (MPA) has recently recognized several of its employees. Chief Administrative Officer Bryan DeShasier was named a 2021 Housing Industry Icon by MPA in October, and Manager, Project Management Office Darcey O'Neill and Director of Backend Engineering Kevin Wheeler were both featured in MPA's 2021 Rising Star awards program, announced today.
ACES Quality Management announces ACES ENGAGE, a two-day conference defining the future of quality management and control for the financial services...
DENVER, Colo., Nov. 3, 2021 (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 ACES ENGAGE, a conference designed to bring together the nation's top financial services quality management professionals to discuss industry trends and best practices.
Mortgage Coach & Sales Boomerang accelerate lead conversion with personalized Total Cost Analysis (TCA)
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, the borrower conversion platform empowering mortgage lenders to deliver clear mortgage advice and lending education with the interactive Total Cost Analysis (TCA) loan comparison, today announced an integration with Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system.
SimpleNexus’ Mortgage Loan Compensation Report for Q3 2021 shows year-over-year decline in individual LO commission led by waning refi volume
LEHI, Utah, Nov. 2, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, owner of the recently acquired LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry loan compensation in the third quarter of 2021.
FormFree integration with OpenClose enhances lending experience with quick and easy borrower-permissioned data verification
ATHENS, Ga., Nov. 1, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® Founder and CEO Brent Chandler today announced the availability of its AccountChek® financial data verification service within OpenClose®, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders. The integration embeds AccountChek into OpenClose's ConsumerAssist(tm) Enterprise POS and LenderAssist(tm) LOS, giving borrowers the freedom to electronically permission verification data with ease when applying for a mortgage loan.
Renaissance Capital Relocates Headquarters to Stamford, CT: Choyce Peterson Negotiates Long-Term Lease
NORWALK, Conn., Oct. 29, 2021 (SEND2PRESS NEWSWIRE) -- Choyce Peterson, Inc. , a full-service commercial real estate brokerage, recently announced the successful conclusion of lease negotiations on behalf of Renaissance Capital, a global leader in providing pre-IPO institutional research and management of IPO-focused investment products, for a new 2,931 SF headquarters office at First Stamford Place.
Infinity Financial Group Aids Kinley Construction Group with Major Stakeholder Buyout
DALLAS, Texas, Oct. 27, 2021 (SEND2PRESS NEWSWIRE) -- Infinity Financial Group announced its recent role as financial advisor to Kinley Construction Group, LTD. (KCG) during a majority purchase of its existing stakeholders. Jimmy Kinley, the newly-elected CEO of KCG, is now the firm's primary equity partner, along with his sister, Katherine Kinley and Rennie and Josh Crisafulli.
Mortgage Coach and HomeBinder partner to engage homeowners in actively managing home financing
IRVINE, Calif. /California Newswire/ -- Mortgage Coach, the mortgage industry's leading platform enabling lenders to create digital and accurate home loan options for consumers, today announced an integration with HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals.
Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer
NORWALK, Conn., Oct. 25, 2021 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.
