Tag: finance News - Page 19
Policy Inspector Partners with FIMC
STOWE, Vt., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) -- Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.
EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice in San Francisco
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios
WASHINGTON, D.C., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of 'smart' loan scenarios designed to identify the ideal loan for each borrower.
ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President
DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.
Fairway America, LLC selects Pereview as its new asset management platform
PORTLAND, Ore., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) -- Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client's data across the entire asset lifecycle from acquisition to disposition.
LBA Ware Issues Q4 2020 Loan Compensation Report, Includes Summary of 2020 Loan Originator Commission Trends
MACON, Ga., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a whole.
Paramount Property Tax Appeal Offering Free New Year’s Evaluation for Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax...
SAN DIEGO, Calif. /California Newswire/ -- With only 20 days left before CA tax laws change, imposing limitations on property tax relief - property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners - to determine what steps to take to lower their property tax bill.
Mid America Mortgage Hires Katherine Carlsen as Underwriting Manager
ADDISON, Texas, Jan. 25, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. announced today that mortgage industry veteran Katherine Carlsen has joined the company as underwriting manager. In her new role, Carlsen will utilize her more than 30 years of mortgage industry experience to lead underwriting for Mid America, enabling the company to sustain its track record of compliant loan origination while maintaining its industry-leading turn times.
IDS Inks Preferred Partnership Agreement with Promontory MortgagePath
SALT LAKE CITY, Utah, Jan. 22, 2021 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it is fully integrated with Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, as part of a preferred partnership agreement signed with Promontory MortgagePath earlier this year.
Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Expand Their Marketing Abilities
ATLANTA, Ga., Jan. 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 the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.
Beyond Benign Launches Its Green Chemistry Commitment 25×25 Initiative
WILMINGTON, Mass., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) -- Beyond Benign, a green chemistry education nonprofit, today announced the launch of its Green Chemistry Commitment (GCC) 25x25 Initiative, working to ensure that 25 percent of graduating chemists in the US have a background in green chemistry by 2025 with the support of Beyond Benign partner Dow (NYSE: DOW).
MCT Hires David Burruss to Address Demand for its MSR Services
SAN DIEGO, Calif. /California Newswire/ -- MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT's MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.
SimpleNexus Names Richard Jackman VP of Marketing
LEHI, Utah, Jan. 19, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it has hired Richard Jackman to its executive team as vice president of marketing.
SimpleShowing Inks Partnership with Expetitle to Create a Fully Digital Home Purchase Experience
MIAMI, Fla., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) -- SimpleShowing, an online real estate startup disrupting the traditional real estate brokerage by changing the way buyers and sellers use real estate services, is pleased to announce its partnership with Expetitle, a Wynwood-based technology-driven startup, to bring a fully digital-first closing solution to reality.
ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Tech Plans
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders' entry into reverse lending and support their success.
UniversalCIS Announces Acquisition of SharperLending
PHILADELPHIA, Pa., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.
ACES Quality Management Charitable Giving Program Makes Impact For Third Consecutive Year
DENVER, Colo., Jan. 14, 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 latest results of its ACES CARES philanthropic campaign and matching gift program.
Mid America Mortgage Expands Access to Down Payment Assistance Program to Its Correspondent Partners
ADDISON, Texas, Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with the Rosebud Economic Development Corporation.
Samuel Howe Tapped as New Alliance Group CMO
ATLANTA, Ga., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.
Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed...
TAIPEI and ATLANTA, Ga., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) -- Nocera, Inc. (OTC:NCRA) ("Company") today announced that it has formally signed Variable Interest Entity ("VIE") agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies.
Chelsea Groton Bank and Foundation Together Gave Record $1 Million this Year
GROTON, Conn., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) -- This year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year's giving total above the $1 Million mark for the first time ever.
Housing Finance Strategies Announces #HousingDC21
WASHINGTON, D.C., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that the firm will host a 100% virtual housing summit on September 20-21, 2021.
Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors
NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform
ATLANTA, Ga., Jan. 12, 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, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.
DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role
NEW YORK, N.Y., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) -- DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.
EnergyCAP’s Energy Information Management System Earns FedRAMP Authorization
STATE COLLEGE, Pa., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) -- EnergyCAP, Inc. (ECI) is pleased to announce that its EnergyCAP® energy management information solution (EMIS) has been granted an Authorization to Operate (ATO) under the U.S. Government's FedRAMP program and is now an authorized participant in the FedRAMP Marketplace. The U.S. Department of State granted the ATO and is now the first EnergyCAP client in the FedRAMP environment.
Agent Review Announces Technology Awareness Series for Insurance Agents – Leonardo247 Leads Launch
BELLEVUE, Wash., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) -- Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review's Operations Manager.
Tubbergen reports Recently Passed COVID Relief Bill May Threaten Your Retirement
GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) -- Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.
Mid America Mortgage Promotes Jemma Pachiano to Chief Operating Officer
ADDISON, Texas, Jan. 7, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).
SimpleNexus Secures $108M in Series B Funding to Transform the Homeownership Journey into a Seamlessly Connected Experience
LEHI, Utah, Jan. 5, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform connecting loan officers, borrowers, real estate agents and settlement agents, has received a follow-on investment of $108 million in Series B funding led by global venture-capital and private-equity firm Insight Partners.
ReverseVision Announces Joe Langner New CEO
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 the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision's mission to empower America's seniors to use home equity as part of retirement finance.
SimpleNexus’ Suzy Djilas Wins 2021 Utah Business SAMY Award for Sales Professional of the Year
LEHI, Utah, Jan. 1, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced enterprise account executive Suzy Djilas earned a 2021 Utah Business Magazine SAMY Award for Sales Professional of the Year.
FormFree Launches Rebrand, New Website Aligned with Mission to Expand Financial Inclusivity
ATHENS, Ga., Jan. 1, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today launched a new visual identity designed to reflect its mission of empowering consumers and lenders with a transparent view of borrower financial DNA. In tandem with the brand launch, FormFree unveiled a new website that speaks to both consumer and lender audiences about how its AccountChek and Passport solutions enable better financial decisions.
Alliance Group Announces Launch of 4th Annual Living Benefits Awareness Month
ATLANTA, Ga., Dec. 29, 2020 (SEND2PRESS NEWSWIRE) -- Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth 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 2021.
Sarah Hellman of MCT Selected as Finalist for San Diego Business Journal 2020 Business Women of The Year
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Senior Trader, Sarah Hellman, was selected as one of the finalists for San Diego Business Journal's 2020 Business Women of the Year.
ReverseVision’s Wendy Peel Named a 2020 PROGRESS in Lending Trailblazers Award Recipient
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 PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award.
Arroyo Closes $821 Million in Global Refinancings During Pandemic
HOUSTON, Texas, Dec. 18, 2020 (SEND2PRESS NEWSWIRE) -- Arroyo Energy Investors, the Houston-based, independent infrastructure investment firm with a footprint in North and Latin America, today announced it closed three large refinancings totaling $821 million during the COVID-19 pandemic.
SimpleNexus User Group (SNUG) Announces 2021 Agenda for Third Annual Conference
LEHI, Utah, Dec. 17, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the agenda for SimpleNexus User Group (SNUG) 2021 conference being held virtually on February 22-24.
Paramount Property Tax Appeal Offers Free Evaluation to Affluent California Homeowners and Business Property Owners
SAN DIEGO, Calif. /California Newswire/ -- Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal their tax bill.
LBA Ware Joins ACUMA, Brings New Tools for Optimizing Mortgage Team Performance and Compensation to Credit Unions
MACON, Ga., Dec. 16, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.
Critical Defect Rate Highest Since 2018, Per ACES Quality Management Q2 2020 Mortgage QC Trends Report
DENVER, Colo., Dec. 16, 2020 (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 2020.
Kiosk Manufacturer Association Announces PCI Compliance for Unattended Self-Service Kiosks
WESTMINSTER, Colo., Dec. 15, 2020 (SEND2PRESS NEWSWIRE) -- The Kiosk Manufacturer Association (KMA), the leading unattended self-service kiosk association established in 1995, today announced the launch of new initiatives in the PCI Compliance space for unattended self-service kiosks.
Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers
ATLANTA, Ga., Dec. 15, 2020 (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 Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks by responding rapidly to loan opportunities as they arise.
DocMagic’s Leah Sommerville Named to NMP 2020 Top 40 Under 40 Most Influential Mortgage Professionals List
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic's eClosing team, earned a spot on this year's Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.
Tapcheck joins the isolved Integration Marketplace to enhance human capital management
LOS ANGELES, Calif. /California Newswire/ -- Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, announces today that it is now a partner on the isolved Integration Marketplace.
Promontory MortgagePath Recruits Elisha Werner as Chief Compliance Officer
DANBURY, Conn., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations.
LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature
MACON, Ga., Dec. 8, 2020 (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 updated CompenSafe's Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly reducing the hassle, time and cost of remediating incentive compensation disputes.
HousingWire Honors Brian D. Pannell of DocMagic with 2020 Tech Trendsetters 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 eServices executive, Brian D. Pannell, has received HousingWire's 2020 Tech Trendsetters award.
PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
MCTlive! Pool Optimizer Technology from Mortgage Capital Trading Sets New Bar for Best Execution Loan Sales
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.
