Tag: finance
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.
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.
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™.
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.
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.
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.
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.
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.
Depth Public Relations marks 15-year milestone serving mortgage industry fintech innovators
ATLANTA, Ga., Oct. 18, 2021 (SEND2PRESS NEWSWIRE) -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) is celebrating the 15th anniversary of its launch during the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.
Global DMS’ EVO® enhances efficiency and mobility with Amazon’s Alexa Voice Command Interface
LANSDALE, Pa., Oct. 18, 2021 (SEND2PRESS NEWSWIRE) -- Global DMS, the leading provider of cloud-based real estate appraisal management software, recently announced that its next-generation EVO platform is now voice-enabled, providing lenders access to key functionality and up to the minute information of their entire pipeline with Amazon's Alexa voice control - making EVO the first and only appraisal management software to provide this capability in the mortgage industry.
FormFree selects Amazon Web Services (AWS) to power consumer financial identity solutions
ATHENS, Ga., Oct. 18, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced it has selected Amazon Web Services, Inc. (AWS) to power FormFree's consumer Financial DNA® solutions for the lender market. FormFree will leverage leading AWS technologies such as Amazon Managed Blockchain to create a scalable Hyperledger Fabric network.
SimpleNexus is acquiring LBA Ware
LEHI, Utah, Oct. 15, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced its acquisition of Macon, Georgia-based software firm LBA Ware™. The strategic transaction, SimpleNexus' first, brings together 325 employees in 29 states to serve 425 distinct lender customers and dozens of mortgage technology integration partners.
