Tag: 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.
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.
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.
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.
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.
SimpleNexus and Unify Integrate to Help Mortgage Lenders Streamline the Loan Process, Reduce Application Abandonment
LEHI, Utah, Dec. 3, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify's Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment.
Galway Insurance Holdings Secures Majority Interest from Harvest Partners with Investments from Oak Hill Capital and The Carlyle Group
SAN FRANCISCO, Calif. /California Newswire/ -- Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.
Mortgage Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings
PALO ALTO, Calif. /California Newswire/ -- Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.
Utah Business Magazine Names SimpleNexus Among Utah’s Best Companies to Work For
LEHI, Utah, Dec. 1, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has been recognized as a 2020 Best Company to Work For by Utah Business magazine. SimpleNexus earned recognition as one of the top employers in the state on the basis of employee evaluations.
Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader
ATLANTA, Ga., Nov. 24, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm's defined benefit (DB) administration team. Lorino possesses 30 years' experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.
NotaryCam Marks Significant Spike in Use of Remote Online Notarization for eWills in Second Half of 2020
NEW SMYRNA BEACH, Fla. and NEWPORT BEACH, Calif., Nov. 23, 2020 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has seen a 10X-increase in the number of remote online notarization (RON) transactions the company has performed for electronic wills (eWills) thus far in 2020.
Community State Bank Implements Fully Paperless eClosing Process with DocMagic Total eClose
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank's mortgage closing process, making it 100 percent digital.
SimpleNexus Makes Deloitte Technology Fast 500 List for Cutting-Edge Mortgage Technology, Triple-Digit Revenue Growth
LEHI, Utah, Nov. 20, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has earned a spot on the Deloitte Technology Fast 500 list for a second time. For 26 years, Deloitte has recognized the fastest-growing technology companies in North America, honoring firms that define the cutting edge by combining technology and entrepreneurship to transform the way business is done.
OutcomeRx, a unit of CareMetx, announces First Independent Reinsurance Product for Rare Disease Specialty, Cell and Gene Therapies
BETHESDA, Md., Nov. 19, 2020 (SEND2PRESS NEWSWIRE) -- OutcomeRx (ORx), a division of CareMetx, LLC, announced today a new reinsurance product to provide coverage access to high-cost specialty drugs including therapies in the emerging cell and gene therapy market.
NotaryCam Certifies Compliance with MISMO Standards for RON-enabled digital mortgage closings
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program.
Promontory MortgagePath Expands Team, Hires Regional Vice Presidents of Sales Diane Capers and Greg Bruns
DANBURY, Conn., Nov. 17, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company's sales division.
Paramount Property Tax Appeal in San Diego Offers Free Consultation to California Property Owners as Prop 19 Becomes Law
SAN DIEGO, Calif. /California Newswire/ -- Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.
Papa Inc. Adds Reliance to Its Growing List of Medicare Advantage Plans to Provide ‘Family on Demand’ to Their HMO Population
MIAMI, Fla., Nov. 12, 2020 (SEND2PRESS NEWSWIRE) -- Papa Inc, the leading technology-enabled platform for companionship & assistance for older adults & families, today announced it has been selected by Reliance Medicare Advantage to provide services beginning January 1, 2021 to their Michigan HMO population in order to enhance their quality of life through the eradication of social isolation and loneliness.
SimpleNexus Collaboration with Progressive Insurance Brings Home Insurance to Mobile Mortgage App Used by Nearly 3 Million Borrowers
LEHI, Utah, Nov. 12, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of home insurance quotes from Progressive® (NYSE: PGR) within the SimpleNexus digital mortgage app.
Pureloan Launches Enterprise-Grade Advanced Mortgage Search Functionality at No Cost to California Home Buyers
PALO ALTO, Calif. /California Newswire/ -- Pureloan.com is the first website to offer professional loan officer-level mortgage search functionality for both home loans and home refinancing to all interested shoppers. Other websites simply allow searches using basic fields like location, LTV, and credit score, but Pureloan performs searches on the exact fields being used by loan underwriters.
LBA Ware’s LimeGear Business Intelligence Platform Brings Performance Dashboards and Scorecards to Users of Fiserv’s Mortgage Director LOS
MACON, Ga., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has partnered with Fiserv Inc. (NASDAQ: FISV) to provide out-of-the-box business dashboards and reports to users of the Mortgage Director loan origination system (LOS).
Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected
COLORADO SPRINGS, Colo., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.
U.S. Mortgage Industry Launches ‘NOT OK? THAT’S OK’ Borrower Awareness Campaign
WASHINGTON, D.C., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Today, an independent coalition of U.S. mortgage industry leaders launched the 'NOT OK? THAT'S OK' campaign to raise awareness among customers who have missed one or more mortgage payments in 2020 and may be eligible for forbearance assistance under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Faith Schwartz, president of Housing Finance Strategies, spearheaded the industry effort.
NotaryCam Relaunches Semi-annual ‘Help a Hero’ Initiative
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual "Help a Hero" initiative.
Lee Duncan Succeeds John Craft, Becomes Second CEO of Alliance Group
LAWRENCEVILLE, Ga., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.
Edward Jones Adds Financial Advisor Keith Eckhardt
COLORADO SPRINGS, Colo., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.
LBA Ware Recruits Kim Schnieders to Propel Sales Strategy, Accelerate Rapid Business Growth Among Mortgage Bankers
MACON, Ga., Nov. 5, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware's business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology.
James Cha, Certified Tax Resolution Specialist from Ace Plus Tax Resolution, Advises Non-Filers to File Their Back Tax Returns ASAP
LOS ANGELES, Calif. /California Newswire/ -- James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can't pay off, as they're only increasing their tax bill by delaying.
After, Inc. awarded ‘Disruptor of the Year 2020’ by the Internet Marketing Association for its QuickReg™ Smart Registration Platform
NORWALK, Conn., Oct. 30, 2020 (SEND2PRESS NEWSWIRE) -- The Internet Marketing Association held its annual IMPACT Conference on October 2, 2020, where After, Inc., a global leader in warranty and after-market services for some of the largest manufacturers in the world, received the "Disruptor of the Year 2020" Award for its QuickReg™ Smart Registration Platform.
Surefire CRM by Top of Mind Integrates with Floify to Maximize Mortgage Loan Originators’ Sales Process
ATLANTA, Ga., Oct. 29, 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, announced its integration with digital mortgage point-of-sale solution Floify.
Strategic Benefits Advisors Urges 401(k) Plan Sponsors to Review Payroll Procedures Before Year’s End to Ensure SECURE Act Readiness
ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.
SimpleNexus ROI Calculator lets mortgage lenders accurately model the financial and operational benefits of investing in digital mortgage technology
LEHI, Utah, Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of the SimpleNexus ROI Calculator.
LBA Ware Issues Q3 2020 Mortgage Loan Originator Compensation Report, Enhances Analysis with Addition of Loan Processor Compensation Data
MACON, Ga., Oct. 29, 2020 (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 compensation in the third quarter of 2020.
Promontory MortgagePath Launches Initiative to Help Minority-Owned Financial Institutions Expand Mortgage Credit Access to Underserved Communities
DANBURY, Conn., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC today launched its initiative to support minority depository institutions' (MDIs) efforts to expand access to credit and homeownership in underserved communities. Through this initiative, Promontory MortgagePath, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, will partner with minority-owned banks and credit unions.
CEO Dominic Iannitti Honored with 2020 Lending Luminary Award by PROGRESS in Lending Association
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that its president and CEO, Dominic Iannitti, was recognized as a Lending Luminary award winner in the second annual list of honorees. Winners were announced on Oct. 15 at the 10th annual ENGAGE event, which PROGRESS in Lending held virtually this year.
SimpleNexus Makes Top 10 in Two Independent Rankings of Utah’s Fastest-Growing Companies
LEHI, Utah, Oct. 27, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, earned a top-10 ranking in Utah Valley Business Q magazine's UV50 and MountainWest Capital's Utah 100, both lists of the fastest-growing companies in the state.
Texas Firm Launches New Product to Help Support Collegiate Sports This Fall
AMARILLO, Texas, Oct. 26, 2020 (SEND2PRESS NEWSWIRE) -- In response to the national discussion surrounding collegiate sports, Texas-based Fairly Group and sister-company OccuNet have unveiled an insurance product which covers medical expenses for collegiate student-athletes who contract COVID, bringing a relevant solution to the intense national discussion regarding collegiate sports.
SimpleNexus Selects Mortgage Technology Expert Tracy Farber as Director of Solution Engineering
LEHI, Utah, Oct. 21, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has recruited Tracy Farber as its director of solution engineering.
Community Development Bankers Association Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, POS Technology
DANBURY, Conn., Oct. 21, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today that the Community Development Bankers Association (CDBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet.
Sente Mortgage Surpasses 20,000 Home Loans – Company Points to Unmatched 5-Star Experience
AUSTIN, Texas, Oct. 16, 2020 (SEND2PRESS NEWSWIRE) -- Sente Mortgage has helped over 20,000 families and individuals make their homeownership dreams a reality as of September 2020, the company announced today.
The MCT Business Intelligence Platform Gives Lenders Competitive Advantage with Actionable Insights
SAN DIEGO, Calif. /California Newswire/ -- MCT announced the upcoming launch of their Business Intelligence Platform, a powerful web-based analytics platform designed to empower lenders to understand the market, optimize their loan sales, and improve performance relative to their peers. The platform will be officially released and dem
