Tag: finance
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.
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.
NotaryCam’s Henry Smith Named 2020 HousingWire Tech Trendsetter
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program.
Dana Dillard to Join Housing Finance Strategies
WASHINGTON, D.C., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.
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.
LBA Ware’s Lori Brewer Named HousingWire Tech Trendsetter for Innovations in Compensation Management, Business Intelligence for Mortgage Lenders
MACON, Ga., Dec. 1, 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 that company Founder and CEO Lori Brewer has been named a 2020 HousingWire (HW) Tech Trendsetter.
FormFree Founder Brent Chandler Named HousingWire Tech Trendsetter for Second Year
ATHENS, Ga., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Founder and CEO Brent Chandler has been named a HousingWire Tech Trendsetter for a second consecutive year. The list honors executives, product leaders and technology professionals bringing the latest digital lending technology to market for their mortgage and real estate clients.
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.
ReverseVision Supports HECM Lender Transition from LIBOR to CMT Index, Updates Docs to Facilitate Index Migration
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has updated all documents that reference an index to support both the Constant Maturity Treasury (CMT) and London Interbank Offer Rate (LIBOR) indexes.
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.
