Tag: finance
Digital Mortgage Provider Maxwell Extends Product Offering with New Fulfillment Platform
DENVER, Colo., May 19, 2020 (SEND2PRESS NEWSWIRE) -- Digital mortgage provider Maxwell today announced a new way for small and midsize lenders to scale processing capacity to meet market needs through the launch of the Maxwell Fulfillment Platform.
NEXT™ Team Adds Staff to Expand Digital Footprint
EDMOND, Okla., May 15, 2020 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC (NEXT™), creator of NEXT women's executive mortgage summit and NEXTMortgageNews.com, has announced that it has added two key positions to support the expansion of its digital footprint.
Dr. Thomas T. Nagle Joins Sturbridge Growth Partners as Advisory Partner
MEDFIELD, Mass., May 14, 2020 (SEND2PRESS NEWSWIRE) -- Sturbridge Growth Partners, a boutique management consulting firm dedicated to driving profitable growth for clients through innovative approaches to pricing and value management, announced today that Tom Nagle has joined the company as an Advisory Partner.
ARMCO Launches ACESXPRESS for Early Payment Defaults
DENVER, Colo., May 13, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the lending industry, announced the release of ACESXPRESS for Early Payment Defaults (EPDs) to bolster lenders' existing audit programs in light of the recent increases in required monthly EPD audit volume.
Top of Mind wins eight international Hermes Awards for SurefireCRM’s creative videos that help mortgage lenders engage prospects and customers
ATLANTA, Ga., May 12, 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 recognized with four platinum and four gold awards for outstanding corporate marketing in the 2020 Hermes Creative Awards.
Altavera Founder Brian Simons joins Maxwell executive team
DENVER, Colo., May 12, 2020 (SEND2PRESS NEWSWIRE) -- Digital mortgage leader Maxwell has announced Altavera Mortgage Services founder and former CEO Brian Simons has joined the company as president. Simons comes to Maxwell with 23 years of experience in the mortgage industry, including capital markets, loan origination and default management.
Innovation Technology Award Goes to OpenClose Loan Origination System
WEST PALM BEACH, Fla., May 12, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose the industry-leading omni-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it received PROGRESS in Lending Association's 2020 Innovation Award for its "truly game-changing solutions in the mortgage space."
Bank of Southern California, N.A. Funds More Than $487.8 Million in PPP Loans
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has funded more than $487.8 million in Paycheck Protection Program (PPP) loans. These results, as of 9:30 p.m. PDT on May 7, 2020, provided 1,940 local businesses affected by the Coronavirus (COVID-19) with critical financing to retain or restore jobs for 51,523 individuals.
KROST CPAs Provides Much-Needed Help to Businesses Affected by the Economic Downturn Caused by the COVID-19 Pandemic
LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based firm, KROST CPAs & Consultants, has launched several programs to assist businesses during the Coronavirus pandemic. Since April 2020, the firm has assisted hundreds of businesses and individuals through the development of COVID-19 resources.
Global DMS Integrates eTrac Valuation Management Software with ProxyPics, Allowing Clients to Complete Real Estate Appraisals Remotely
LANSDALE, Pa., May 7, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has integrated its eTrac valuation management platform with ProxyPics - a patented, secure mobile app that provides a method of facilitating the delivery of photographs of a subject property when access to the property is unavailable.
Andrew Crofton Joins Klingenstein Fields Wealth Advisors as a Managing Director
NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.
EnergyCAP, Inc. Receives Inc. Magazine ‘Best Workplaces’ Award
STATE COLLEGE, Pa., May 6, 2020 (SEND2PRESS NEWSWIRE) -- EnergyCAP, Inc. (ECI) has been named to Inc. Magazine's annual list of the Best Workplaces for 2020 will hit newsstands May 12, and is the result of a wide-ranging and comprehensive measurement of private American companies that have created exceptional workplaces through vibrant cultures, deep employee engagement, and stellar benefits.
Top of Mind enhances ‘Client for Life’ Workflow to help lenders retain 2020’s record-breaking influx of refi customers
ATLANTA, Ga., May 5, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced enhancements to its "Client for Life" Workflow. Available to users of SurefireCRM, the Client for Life Workflow helps lenders protect market share by creating over 100 distinct opportunities to stay connected with borrowers over a five-year period.
Bank of Southern California, N.A. (BCAL) Announces Q1 2020 Results
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the first quarter ended March 31, 2020. Total assets increased to $852 million at March 31, 2020, up from $830 million in the prior quarter and an increase of 10.8% compared to March 31, 2019.
Certain Lending Launches Major Survey of 500 Real Estate Investors
SAN FRANCISCO, Calif. /California Newswire/ -- Certain Lending released a national survey of real estate investors. A majority of real estate investors expect COVID-19 will cause home prices to decline up to 20%. The survey of 569 real estate investors across the U.S., conducted between April 20 and 24, is the first of its kind.
Paragon Insurance Holdings Acquires Trident Public Risk Solutions from Argo Group
NEW YORK, N.Y., May 4, 2020 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, headquartered in Avon, Connecticut, a national MGA, announced today that it has closed on the purchase of Trident Public Risk Solutions (TPRS). Acquired from Argo Group (Argo), the transaction positions Paragon as one of the largest providers of commercial insurance coverage for public entities in the U.S.
Bank of Southern California, N.A. and CalWest Bancorp Announce Changes to Merger Agreement
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held on April 22, 2020.
Vanbridge Releases Second Comprehensive Review of US Representations and Warranties Insurance Market
NEW YORK, N.Y., April 27, 2020 (SEND2PRESS NEWSWIRE) -- Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.
ARMCO Launches ACES Consumer™ Quality Management Platform for Financial Institutions
DENVER, Colo., April 22, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the lending industry, announced the official release of ACES Consumer, the next iteration of its ACES Audit Technology platform designed specifically for financial institutions.
FormFree and Ocrolus Partner for Comprehensive Borrower Income Verification Program
ATHENS, Ga., April 21, 2020 (SEND2PRESS NEWSWIRE) -- FormFree, a leading fintech provider of credit decisioning services, today announced a partnership with Ocrolus, a leading fintech infrastructure company that transforms documents into actionable data with over 99% accuracy.
SimpleNexus app breezes past 2 million borrower downloads as more consumers and loan originators adapt to mobile mortgage origination
LEHI, Utah, April 21, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that more than two million consumers have downloaded its award-winning mobile app.
New Technology Connects Homeowners and Property Appraisers
RED DEER, Alberta, April 21, 2020 (SEND2PRESS NEWSWIRE) -- Everyone has been economically impacted by COVID-19 in one way or another and property appraisers are no exception. However, Anow, an appraisal management software developer, is excited to announce the launch of Anow Walkthrough a sophisticated, but straightforward homeowner inspection product.
LBA Ware Issues Q1 2020 LO Compensation Report
MACON, Ga., April 17, 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 first quarter of 2020.
Top of Mind Launches PartnerNetwork Offering Lenders and Referral Partners a Simple Solution for Managing RESPA Compliance and Co-Branded Marketing Collateral
ATLANTA, Ga., April 16, 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, today announced it has launched PartnerNetwork, a Real Estate Settlement Procedures Act (RESPA) solution that makes it easy for lenders and referral partners to co-brand marketing collateral with control and confidence.
Global DMS Receives Innovations Award from PROGRESS in Lending for EVO Appraisal Management Software
LANSDALE, Pa., April 14, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has been selected by PROGRESS in Lending for its "Innovations Award," which recognizes companies that have come together to create something truly game-changing for the mortgage space.
Mortgage Quality Management and Research Adds Mortgage-Focused Social Media Monitoring Platform
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has added ActiveComply, a social media monitoring platform, to its suite of audit, risk and compliance-focused solutions for financial institutions and independent mortgage lenders.
Tapcheck and PRO Resources Inc. Partner to Bring More Companies Early Wage Access
TARZANA, Calif. /California Newswire/ -- Financial solutions company, Tapcheck, has announced its latest partnership with PRO Resources - a multi-state Professional Employer Group with over 30 years of experience.
Remote Online Notarization Taking Hold in Florida, notes NotaryCam
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced it has observed a significant increase in remote online notarization (RON) adoption and utilization for real estate transactions in Florida over the past three months.
MQMR Promotes Team: Mabel Lee to Head of Warehouse Due Diligence, Scott Weintraub to Lead Internal Audit Department
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has promoted Mabel Lee to Warehouse Due Diligence Manager and hired Scott Weintraub as Internal Audit Manager.
NotaryCam CEO Rick Triola Named 2020 ‘Tech All-Star’ by Mortgage Bankers Association
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola is one of the five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2020 Tech All-Star.
ARMCO Updates ACES IQ to Provide Guidance on Regulatory Changes Made in Response to COVID-19 National Emergency Declaration
DENVER, Colo., April 2, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced it has created a new question set category within its ACES Intelligent Questionnaire (ACES IQ) functionality to house all temporary regulatory provisions issued by state and federal agencies and the GSEs in response to the COVID-19 national emergency declaration.
Top of Mind gives loan originators must-have text messaging capabilities with SurefireCRM Power Messaging
ATLANTA, Ga., April 1, 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, today announced the release of Power Messaging, a feature that enables SurefireCRM users to deliver high-touch text communication to consumers at scale.
SBA Publishes Guidance on Which CARES Act Provisions Require Immediate Action by Health and Retirement Plan Sponsors
ATLANTA, Ga., March 31, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.
Rapid Deployment Solutions Selected to Improve Federal Alcohol Tax & Trade Bureau Audits Responsiveness for a Large Distillery
FORT LAUDERDALE, Fla., March 31, 2020 (SEND2PRESS NEWSWIRE) -- Rapid Deployment Solutions (RDS) - a leading Content & Records Management solutions company - is excited to announce that it has been selected by one of the largest North American distillers and alcohol distributors to improve their Accounts Payable process, AP audit support, Customer Service support, and to increase responsiveness to the U.S. Federal Alcohol Tax & Trade Bureau (TTB) Audits.
DocMagic Launches AutoPrep Technology, Enabling Total eClose to Accept Documents for Paperless eClosings
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, today announced the launch of AutoPrep, a new technology that enables the company's Total eClose™ platform to accept documents from any source - including non-e-enabled documents.
Alpine Bank Selects CompenSafe by LBA Ware for Efficient, Accurate and Scalable Compensation Plan Management
MACON, Ga., March 26, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, announced that full-service community bank Alpine Bank has implemented CompenSafe™ to automate incentive compensation for its mortgage loan originators and fulfillment staff.
The MReport Recognizes Global DMS as Top 25 Fintech Innovator for its EVO™ Appraisal Management Software
LANSDALE, Pa., March 24, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has been selected by MReport for its inaugural "Top 25 Fintech Innovators" award, which recognizes fintech companies within the mortgage industry that are poised to shape the future of the industry in 2020 and beyond.
Top of Mind takes home AVA Digital Awards platinum, gold for its dynamic creative content for mortgage lenders
ATLANTA, Ga., March 24, 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, took home four platinum and four gold awards in the 2020 AVA Digital Awards competition.
Top of Mind Joins Lenders One as a Preferred Provider
ATLANTA, Ga., March 19, 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, today announced it has joined Lenders One as a preferred provider. Top of Mind will offer Lenders One members access to marketing resources that help to strengthen consumer relationships and create customers for life.
EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-U.S.) Employee Benefits
NEW YORK, N.Y. and SAN FRANCISCO, Calif., March 17, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.
EPIC Adds Nick Nelson as Senior VP, Property & Casualty in Rancho Cordova, Calif.
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.
OpenClose Partners with Genworth Mortgage Insurance to Offer a Streamlined Mortgage Insurance Process from within its LenderAssist LOS
WEST PALM BEACH, Fla., March 13, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose®, the industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has partnered with Genworth Mortgage Insurance, an operating segment of Genworth Financial (NYSE: GNW), establishing a direct integration to access mortgage insurance (MI) from the LenderAssist™ LOS platform.
Refinance Spike Drives Continued Decrease in Critical Defect Rate, According to Q3 2019 ARMCO Mortgage QC Trends Report
DENVER, Colo., March 12, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers third quarter (Q3) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology™.
SimpleNexus Wins ‘Best Digital Mortgage Platform’ at 2020 FinTech Breakthrough Awards
LEHI, Utah, March 12, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, has been named the winner of the "Best Digital Mortgage Platform" award by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global fintech market.
OpenClose Recognized as a 2020 Top Mortgage Employer by National Mortgage Professional Magazine for the Fourth Year in a Row
WEST PALM BEACH, Fla., March 11, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it has again been chosen as a 'Top Mortgage Employer' for the fourth year in a row by selected by National Mortgage Professional (NMP) magazine.
After, Inc. just launched its latest whitepaper on Warranty Marketing and Predictive Analytics
NORWALK, Conn., March 11, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Services since 2005, just announced the launch of its latest whitepaper on Warranty Marketing. The whitepaper, entitled "Optimizing Warranty Marketing with Predictive Analytics" offers readers a playbook of the most effective predictive models and marketing strategies to employ in order to increase revenue and profits in their Warranty Marketing programs.
LendUS delivers on promise of smart advice, an easy process and super speed with SimpleNexus digital mortgage platform
LEHI, Utah, March 10, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that 90% of loan officers at LendUS now use SimpleNexus to collaborate on loan applications with borrowers and referral partners. LendUS is one of the nation's top 25 lenders, producing north of $5B annually in loan volume.
EPIC Announces Tim Brenneman as President and National Private Client Practice Leader
SAN FRANCISCO, Calif. and NEW YORK, N.Y., March 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn.
ARMCO Enhances ACES IQ with Addition of HMDA Questionnaires
DENVER, Colo., Feb. 27, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced today it has added questionnaires related to the Home Mortgage Disclosure Act (HMDA) to the ACES Intelligent Questionnaire (ACES IQ) functionality contained within the ACES Audit Technology™ system.
TCF Bank Renews Partnership with the Michigan Chronicle to Invest $100,000 in Detroit Students and Educators
DETROIT, Mich., Feb. 25, 2020 (SEND2PRESS NEWSWIRE) -- TCF Bank announced today that it will renew its partnership with the Michigan Chronicle to provide scholarships to Detroit high school seniors through the Michigan Chronicle/TCF Bank S.W.A.G. (Students Wired for Achievement and Greatness) Scholarship Awards. For 2020, the bank will award scholarships between $5,000 and $20,000 per student to 15 awardees.
