Tag: finance
ACES Quality Management Launches ACES CONNECT While Also Integrating 30 New Vendors to Its Core Platform
DENVER, Colo., May 18, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the launch of ACES CONNECT™, as well as the addition of 30 integrated vendor partners into ACES Quality Management & Control™ software as part of its spring product release.
Luma Wealth Has Formed an Advisory Council
CLEVELAND, Ohio, May 17, 2021 (SEND2PRESS NEWSWIRE) -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.
Expetitle and Nada Partner to Create a Next Generation Real Estate Experience
MIAMI, Fla. and DALLAS, Texas, May 12, 2021 (SEND2PRESS NEWSWIRE) -- Today, Expetitle announces a service expansion into Texas via a strategic partnership with Nada to offer a streamlined and centralized home closing transaction.
SimpleNexus applauds Mortgage Bankers Association (MBA) for targeting federal Remote Online Notarization (RON) legislation as National Advocacy Conference priority
LEHI, Utah, May 12, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today praised the Mortgage Bankers Association (MBA) for naming federal Remote Online Notarization (RON) legislation as a core issue of its National Advocacy Conference.
EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.
DocMagic to Give Away its Popular Bunny Slippers to Donors at 2021 Los Angeles-Area Blood Drive
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, announced that it will be offering its signature pink bunny slippers to each person that donates blood at an upcoming mobile blood drive on Sunday, May 16, in downtown Los Angeles.
MCT’s Enhanced Best Execution (EBX) Tech Automates MSR Retain-Release Decisions
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), the leading mortgage hedge advisory and secondary marketing software firm, announced today their Enhanced Best-Execution (EBX) tool used for MSR retain-release decisions has now automated the function of pulling comprehensive data from MCTlive!® and MSRlive!®.
Tapcheck announces new website design improving user experience and expands financial wellness resources
LOS ANGELES, Calif. /California Newswire/ -- Tapcheck, a leading financial service provider that offers an innovative and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced the launch of its new website.
Top of Mind launches ‘Retention Center’ to help loan originators foster customer loyalty
ATLANTA, Ga., May 6, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.
FormFree’s Christy Moss Lauded as 2021 Mortgage Star by Mortgage Women Magazine
ATHENS, Ga., May 6, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced Christy Moss, head of sales and marketing at FormFree, has been named a Mortgage Star by Mortgage Women Magazine for her trailblazing 30-year career in the mortgage industry.
NotaryCam’s Expanded Remote Notarization Receives Honorable Mention In Pandemic Response Category for Fast Company’s 2021 World Changing Ideas Awards
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, announced today that its remote ink notarization (RIN) functionality and remote online notarization (RON) expansion has been included in the 2021 Fast Company World Changing Ideas Awards.
SimpleNexus President Cathleen Schreiner Gates Named 2021 Mortgage Star by Mortgage Women Magazine
LEHI, Utah, May 5, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced Mortgage Women Magazine has recognized Cathleen Schreiner Gates as a Mortgage Star.
LBA Ware’s Q1 2021 Mortgage Loan Compensation Report shows slight decrease in basis points paid
MACON, Ga., May 5, 2021 (SEND2PRESS NEWSWIRE) -- 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 first quarter of 2021.
MCM Capital and its affiliate, Temple View Capital, Select Libretto from Bizzy Labs for Compliance Monitoring on Loan Files
IRVING, Texas, May 4, 2021 (SEND2PRESS NEWSWIRE) -- Bizzy Labs, a regtech company that uses a big data approach to perfect mortgage loan compliance during loan boarding and throughout the life of servicing, announces that MCM Capital and its affiliate, Temple View Capital, have selected Libretto from Bizzy Labs for compliance monitoring on their entire portfolio.
Chelsea Groton Bank Marks Year Defined by Pandemic As ‘Record’ In Every Way
GROTON, Conn., May 4, 2021 (SEND2PRESS NEWSWIRE) -- Chelsea Groton Bank reported impressive financial, educational, technical and community-based accomplishments at its 166th Annual Meeting which was conducted over Zoom on Tuesday, April 27, 2021. President and CEO Michael Rauh presented the Bank's 2020 results to Bank officers, Board members and Corporators.
DocMagic’s Leah Sommerville Earns Inaugural NextGen Leader Award
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, one of its digital mortgage and eClosing subject matter experts, was honored with PROGRESS in Lending Association's inaugural NextGen Leader Award.
Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant
ATLANTA, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.
LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role
MACON, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant.
LBA Ware to host capital markets expert Rob Chrisman for webinar on today’s mortgage M&A market
MACON, Ga., April 27, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the second installment in its free, quarterly webinar series.
SimpleNexus enhances its eClose solution with remote online notarization (RON), enabling mortgage lenders to execute full eClosings
LEHI, Utah, April 27, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings.
Wells Fargo, CoreLogic and Volly Sponsor #HousingDC21 Virtual Housing Summit
WASHINGTON, D.C., April 27, 2021 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced three new sponsors have joined #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021. The new sponsors are Wells Fargo, Platinum, CoreLogic, Gold and Volly, Silver.
Paragon Insurance Names Christian Phillips as President of Contingency Practice
AVON, Conn., April 26, 2021 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.
Mortgage Capital Trading, Inc Dives into 2021/Q2 with Two New Industry Leaders to Support Growth
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.
SimpleNexus Founder and CEO Matt Hansen Lauded by Mortgage Bankers Association as 2021 Tech All-Star Award Recipient
LEHI, Utah, April 21, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.
Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology
ATLANTA, Ga., April 21, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).
Rockfleet Announces Availability of CapRaize
NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.
New, high performance weekly signals are now available for ETF future and option traders
JACKSONVILLE, Fla., April 20, 2021 (SEND2PRESS NEWSWIRE) -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.
Oregon Bankers Association Subsidiary Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, Digital Mortgage Platform
DANBURY, Conn., April 19, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
Compleat Software Invited to Join the Information Technology Alliance (ITA) as an Alliance Partner
ATLANTA, Ga., April 15, 2021 (SEND2PRESS NEWSWIRE) -- Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).
Digital Mortgage Platform Maxwell Announces Partnership with Mortgage Loan Origination System Byte Software
DENVER, Colo., April 15, 2021 (SEND2PRESS NEWSWIRE) -- Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.
Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and Strategy
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.
Proposed Legislation Would Make the 45L and 179D Energy Efficiency Tax Incentives More Lucrative
BLAINE, Minn., April 13, 2021 (SEND2PRESS NEWSWIRE) -- The 'Growing Renewable Energy and Efficiency Now' (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, "If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L Credit) and the 179D Energy Efficient Commercial Building Deduction (179D Deduction) more advantageous while furthering the green missions of these incentives."
Provident Funding Partners with Lender Price – joins the Lender Price Marketplace
PASADENA, Calif. /California Newswire/ -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than 5,700 brokers.
Punchbowl News Founder and CEO Anna Palmer to Keynote #HousingDC21
WASHINGTON, D.C., April 8, 2021 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM
ATLANTA, Ga., April 6, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM.
Los Angeles-Based CPA Firm KROST Receives High Praise from Accounting Today
PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.
ABEP – Moving The CU Forward
MINNEAPOLIS, Minn., April 5, 2021 (SEND2PRESS NEWSWIRE) -- The Association for Black Economic Power (ABEP) is reaffirming its commitment to bringing a black owned and operated Credit Union to North Minneapolis.
South Bay Credit Union announces Spring offer on their HELOC (home equity line of credit) Loan Product
LOS ANGELES, Calif. /California Newswire/ -- South Bay Credit Union - Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.
Promontory MortgagePath Named One of the Best Places to Work in Financial Technology
DANBURY, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which includes American Banker, and Best Companies Group.
Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Online Business Seminars for Local Entrepreneurs
GROTON, Conn., April 1, 2021 (SEND2PRESS NEWSWIRE) -- Chelsea Groton Bank kicks off their 8-week "CU Grow: Online Small Business Bootcamp" on April 1, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank's financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC).
SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services
LEHI, Utah, March 30, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.
The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP ("TMC Fund").
Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM
ATLANTA, Ga., March 25, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.
Embrace Home Loans Launching SimpleNexus Homeownership Platform for Its 300 Retail Mortgage Loan Officers in 2021
LEHI, Utah, March 25, 2021 (SEND2PRESS NEWSWIRE) -- Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.
Michigan First Credit Union Implements CompenSafe by LBA Ware to Facilitate Mortgage Lending Division Growth
MACON, Ga., March 23, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Michigan First Credit Union (Michigan First) has implemented LBA Ware's ICM platform CompenSafe to automate incentive compensation for its mortgage division's 40+ loan originators (LOs) and loan originator assistants (LOAs).
DocMagic & Secure Insight Form Partnership to Create a National Database of Certified Remote Online Notarization Providers
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes.
Q3 2020 Critical Defect Rate Hits Five-Year High, According to ACES Mortgage QC Industry Trends Report
DENVER, Colo., March 18, 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 third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control Software™.
Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds
ATLANTA, Ga., March 18, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.
SimpleNexus and Norcom Mortgage Partner to Develop New Customer Mobile App
LEHI, Utah, March 17, 2021 (SEND2PRESS NEWSWIRE) -- Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.
FormFree Welcomes Paul Finch, Former Early Warning CEO, to Its Board of Directors
ATHENS, Ga., March 17, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).
