Tag: finance
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.
FormFree Receives US Patent for Its Ground-Breaking Approach to Credit Decisioning
ATHENS, Ga., Oct. 13, 2020 (SEND2PRESS NEWSWIRE) -- FormFree has been granted Patent Number 10,769,723 for its proprietary 'Systems and Methods for Electronic Account Certification and Enhanced Credit Reporting' by the United States Patent and Trademark Office.
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
Velocity Credit Union Provides Employees Paid Time Off to Vote Early
AUSTIN, Texas, Oct. 9, 2020 (SEND2PRESS NEWSWIRE) -- Velocity Credit Union understands the importance of voting. To remind its employees that their vote is their voice and to encourage them to use it, the financial institution has announced a company-wide perk: paid time off to vote.
After, Inc. announces its Platinum Sponsorship of the 11th Annual Extended Warranty and Service Contract Innovations Conference on October 13-15, 2020
NORWALK, Conn., Oct. 9, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., a leader Warranty Analytics Solutions since 2005, announced today that it will be the Platinum Sponsor for the 11th Annual Extended Warranty and Service Contract Innovations Conference, to be held virtually due to COVID-19. The company will host multiple sessions over the two-day event .
Promontory MortgagePath Hires Theresa Sloan as Managing Director, National Mortgage Operations
DANBURY, Conn., Oct. 8, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has hired industry veteran Theresa Sloan as Managing Director, National Mortgage Operations.
SimpleNexus Extends Ellie Mae Integration with Hybrid eClosings for Mortgage Lenders and Borrowers
LEHI, Utah, Oct. 7, 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 its recently launched hybrid eClosing feature on the Ellie Mae Digital Lending Platform.
VIP Mortgage Implements Surefire Power Messaging by Top of Mind, Generates Hundreds of Extra Deals in Q2 2020
ATLANTA, Ga., Oct. 7, 2020 (SEND2PRESS NEWSWIRE) -- Arizona-based independent mortgage lender VIP Mortgage reported that it has generated hundreds of extra deals in Q2 of 2020 with the help of Surefire Power Messaging from Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry.
Partnership Kicks Off 5G Tech Jobs and Research in Puerto Rico
SAN JUAN, Puerto Rico, Oct. 7, 2020 (SEND2PRESS NEWSWIRE) -- Celeres Capital, an investment and advisory firm based in San Juan, Puerto Rico, announced that the U.S. territory has secured a leadership role in communication technology with the Puerto Rico 5G Zone initiative. This laboratory is primed to enable companies, government entities, and academia to test applications and build new use cases for 5G networks, securing Puerto Rico's future success.
Promontory MortgagePath’s Gene Ludwig Named 2020 HousingWire Vanguard
DANBURY, Conn., Oct. 7, 2020 (SEND2PRESS NEWSWIRE) -- HousingWire, a national news source for the mortgage and housing industry, has named Promontory MortgagePath LLC founder and CEO Gene Ludwig as a recipient of the 2020 Vanguard Award based on his innovative service to the housing, mortgage, and finance industry.
Beyond Benign Partners with Dow to Expand Green Chemistry in Higher Education
WILMINGTON, Mass., Oct. 6, 2020 (SEND2PRESS NEWSWIRE) -- Green chemistry education nonprofit Beyond Benign partnered with Dow (NYSE: DOW) at the start of 2020 to encourage academic institutions to engage in the adoption of green chemistry in higher education. Green chemistry is the design of chemical products and processes that generate the least amount of harm and waste possible while maintaining excellent quality.
FormFree Enhances Encompass Consumer Connect® Integration with Auto-Population of Borrower Data into 1003 Loan Application
ATHENS, Ga., Oct. 6, 2020 (SEND2PRESS NEWSWIRE) -- FormFree today announced enhancements to the integration between its AccountChek verification service and Encompass Consumer Connect. Now, borrower data collected by AccountChek in Consumer Connect will automatically map to the Form 1003 (the Universal Residential Loan Application) in the Ellie Mae Digital Lending Platform, saving lenders time and relieving them of the frustration and risk associated with manual data entry.
Mortgage Capital Trading’s Leslie Winick wins 2020 HousingWire Vanguard Award
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), an industry-leading mortgage hedge advisory firm and developer of MCTlive!(R), announced that its Chief Strategy Officer, Leslie Winick, has been designated to HousingWire's Vanguard Award list for 2020.
FormFree CTO Brian Francis Listed Among Top Mortgage Executives as a 2020 HousingWire Vanguard Honoree
ATHENS, Ga., Oct. 2, 2020 (SEND2PRESS NEWSWIRE) -- FormFree today announced Chief Technology Officer Brian Francis has been named a 2020 HW Vanguard award winner, an honor given to 50 top executives leading the housing and mortgage finance industries. HW Vanguard honorees are chosen by HousingWire's editorial board based on their accomplishments in the last 12 months for their companies and the industry sector they represent.
ReverseVision Pres. Joe Langner Honored as 2020 HousingWire Vanguard Award Recipient
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading technology provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced that company President Joe Langner has been named a 2020 HousingWire (HW) Vanguard award winner.
NotaryCam CEO Rick Triola Recognized as 2020 HousingWire Vanguard
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that its founder and CEO Rick Triola has been named a 2020 Vanguard by housing finance trade publication HousingWire as part of its sixth annual HW Vanguard Awards program.
SimpleNexus Team Members enables mortgage lenders to fine-tune digital mortgage workflows, file permissions at the user level
LEHI, Utah, Oct. 1, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the release of SimpleNexus Team Members, a feature that allows lenders to work more efficiently by managing loan file permissions and employee workflows based on assigned user roles.
LBA Ware Signs RWM Home Loans as 100th Mortgage Lender Client Amid Continued Growth
MACON, Ga., Oct. 1, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today welcomed its 100th CompenSafe client, RWM Home Loans. The San Diego-based independent mortgage bank is rolling out the mortgage-industry-specific platform to manage incentive compensation for its 100 loan originators (LO) and other recipients of variable compensation.
ACES Sees Surge in New Clients Through Q3 2020
DENVER, Colo., Oct. 1, 2020 (SEND2PRESS NEWSWIRE) -- ACES Quality Management (ACES), formerly known as ARMCO and the leading provider of enterprise quality management and control software for the financial services industry, announced today that it has experienced substantial client growth in 2020, increasing its number of new clients by 15%.
SimpleNexus CTO Dave Stevenson Wins 2020 HW Vanguard Award
LEHI, Utah, Oct. 1, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the selection of Chief Technology Officer Dave Stevenson as a 2020 HW Vanguard award winner. Now in its sixth year, the HW Vanguard awards program recognizes the 50 top executives leading the housing industry.
Strategic Benefits Advisors Makes List of Atlanta’s Top Employee Benefits and Compensation Companies for Second Year
ATLANTA, Ga., Sept. 30, 2020 (SEND2PRESS NEWSWIRE) -- For a second consecutive year, independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle's list of the top 20 employee benefits and compensation companies in Atlanta.
Top of Mind’s Surefire CRM Among Top Finishers in 2020 Digital Mortgage Demo Competition
ATLANTA, Ga., Sept. 30, 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, was named second runner up in the demo competition at Arizent's 2020 Digital Mortgage conference, held September 14-17.
DocMagic and VirPack Announce Integration of Fintech Platforms
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that it has integrated its eSign platform with VirPack to facilitate the seamless exchange of loan files and docs for compliant eSigning through DocMagic's eSign platform.
The Medicare Resource Center Now Open in Santa Barbara in La Cumbre Plaza
SANTA BARBARA, Calif. /California Newswire/ -- The Medicare Resource Center - created by AMA Insurance Agency, an unbiased insurance agency that works with major insurance companies to offer Medicare supplement and Medicare Advantage plans - has opened its Santa Barbara location at 121 South Hope Ave., Unit A101, in La Cumbre Plaza.
VirPack and Mortgage Builder Announce Integration Built to Streamline the Digital Mortgage Process
MCLEAN, Va., Sept. 24, 2020 (SEND2PRESS NEWSWIRE) -- VirPack is pleased to announce a new partnership with Mortgage Builder, a Constellation Mortgage Solution Company and full loan lifecycle solution. This new integration will provide Mortgage Builder customers advanced workflow and document management capabilities, including optical character recognition that automates document recognition and data extraction to easily determine if data extracted from critical loan documents matches loan data in Mortgage Builder.
Global DMS Integrates EVO Appraisal Management Software with ProxyPics, Enabling Remote Real Estate Inspections
LANSDALE, Pa., Sept. 22, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has integrated its new EVO platform, an innovative valuation technology that shatters the constraints of yesteryear software designs, with ProxyPics to provide its clients with a secure method of facilitating the delivery of photographs of a subject property when access to the property is unavailable.
Promontory MortgagePath Launches End-to-End Mortgage Origination, Fulfillment Platform for Community Financial Institutions
DANBURY, Conn., Sept. 22, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has launched Transform, a new service delivery model bundling licensed loan coordinators, point-of-sale (POS) technology and fulfillment services to offer a complete mortgage operations platform from application to close.
HousingWire Honors DocMagic’s Lori Johnson with 2020 Insiders 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 Director of Client Services, Lori Johnson, has been designated a 2020 Insider Award winner by HousingWire for her ongoing success with eClosing implementations.
The Future of Appraisal Form Filling Has Arrived with Nexus Level Forms
RED DEER, Alberta, Sept. 21, 2020 (SEND2PRESS NEWSWIRE) -- Anow is excited to announce the launch of Nexus, a simple, but sophisticated cloud-based form filler that's designed to help licensed real estate appraisers collectively work on appraisals in a live, multi-collaborative nature.