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.
Sales Boomerang integration with Volly enables lightning-fast lead response for increased mortgage loan volume and customer retention
WASHINGTON, D.C., May 12, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced its integration with Volly, an industry-leading provider of SaaS-based fintech and creative marketing services to the financial services industry.
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.
ReverseVision’s Wendy Peel honored as a 2021 Mortgage Star for bringing reverse mortgage loans into the mainstream mortgage market
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 Vice President of Sales and Marketing Wendy Peel has been named a Mortgage Star award recipient by Mortgage Women Magazine.
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.
Mid America Mortgage CFO Michael Kennemer Receives HousingWire’s Inaugural 2021 Finance Leaders Award
ADDISON, Texas, May 5, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that its Chief Financial Officer (CFO) Michael Kennemer has been named to HousingWire's inaugural 2021 Finance Leaders awards, recognizing the top finance executives driving financial performance, expanding margins, improving liquidity and helping their businesses access capital markets.
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.
IDS Honored as Bronze Stevie® Award Winner In 2021 American Business Awards®
SALT LAKE CITY, Utah, April 30, 2021 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it was named the winner of a Bronze Stevie® Award in the Customer Service Department of the Year category in The 19th Annual American Business Awards®.
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.
Nomis Builds First-String Team to Spearhead Mortgage Initiatives
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology.
Sales Boomerang and Insellerate combine real-time borrower intelligence and marketing automation to supercharge mortgage customer engagement
WASHINGTON, D.C., April 27, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate.
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.
ReverseVision’s CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors
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 company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.
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).
Mid America Mortgage Loan Officers Named Top Producers and Originators
ADDISON, Texas, April 21, 2021 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that four loan officers garnered spots on National Mortgage News' Top Producers of 2021 list and nine loan officers were named a Top Originator by Scotsman Guide.
EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance
NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.
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."
Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy
ATLANTA, Ga., April 13, 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, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.
ReverseVision Selects AWS as Cloud Provider – Will Deliver World-Class Digital Reverse Mortgage Lending Experience
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 it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider.
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.
Sales Boomerang Becomes Affiliate Member of ACUMA, Bringing New Tools for Member Retention to Credit Unions
WASHINGTON, D.C., April 6, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.
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.
