Tag: finance
RMA and CJF Marketing International Introduce ‘Investment Tourism’ Platform
POMPANO BEACH, Fla., May 8, 2019 (SEND2PRESS NEWSWIRE) -- To celebrate Travel & Tourism Week and Economic Development Week coinciding in 2019, the principals of RMA and CJF Marketing International are introducing their new platform, "Investment Tourism."
MQMR Hires Mortgage Compliance Exec Jeff Christensen as Vice President of Sales
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.
BlackFin Group in Irvine CA Officially Launches Financial Services Consulting Practice
IRVINE, Calif. /California Newswire/ -- BlackFin Group - a boutique-style consulting firm focused on mortgage banking and financial services - announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients.
A New Light in Fort Collins – Brightscape Investments Integrity, Truth, and Trust
FORT COLLINS, Colo., May 6, 2019 (SEND2PRESS NEWSWIRE) -- Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.
TRK Connection Integrates with Veri-Tax to Expand Collection of Income Verification Providers Available in Insight RDM
SALT LAKE CITY, Utah, May 3, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today that it has added 4506-T Income Verification from Veri-Tax, a trusted leader in verification solutions, to its flagship QC audit platform Insight Risk & Defect Management (RDM).
ARMCO Bolsters C-Suite by Hiring Kyle Kehoe as Chief Revenue Officer
POMPANO BEACH, Fla., May 1, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired Kyle Kehoe as chief revenue officer.
NotaryCam and Milo Credit Team To Complete International Remote Online Closing Transaction
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender's first remote online closing (ROC) transaction.
Mortgage Capital Trading (MCT) Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase market share, manage rapid growth, and delight clients.
PitBullTax Software Once Again Dominates Tax Resolution with its Release of Version 5.0
CORAL SPRINGS, Fla., May 1, 2019 (SEND2PRESS NEWSWIRE) -- PitBullTax Software is excited to announce the release of its most robust and streamlined cloud based software platform to date. PitBullTax, the country's leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys will be unveiling all the cutting edge major enhancements of Version 5.0 to licensees from all over the United States at its PitBullTax Institute User Conference today through May 3 in Fort Lauderdale, Florida.
OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz
WEST PALM BEACH, Fla., April 30, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.
Michigan-Based Liberty Title Deploys SafeWire to Protect Against Wire Fraud
COLUMBUS, Ohio, April 25, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Liberty Title, the fourth largest independent title company in Michigan, has selected SafeWire to safeguard wiring instructions as part of the firm's "Umbrella by Liberty Title" program.
New Bill Targets Employer-Sponsored Retirement Plans
ATLANTA, Ga., April 18, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today informing employers that bipartisan legislation currently pending could significantly revise the rules for employer-sponsored retirement plans.
Reconciled Wins Small Business Association’s (SBA) Minority-Owned Business of the Year Award
BURLINGTON, Vt., April 18, 2019 (SEND2PRESS NEWSWIRE) -- Local cloud-based company Reconciled is honored to join a long list of outstanding small businesses as the winner of Vermont's Small Business Association's Minority-Owned Business of the Year award.
LBA Ware to Exhibit in Innovation Alley at Second Annual FinTech South Conference
MACON, Ga., April 17, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, today announced that it will be an exhibiting company in Innovation Alley at FinTech South 2019, the Southeast's largest event dedicated to financial innovation.
Reconciled’s New Denver Location Delivers Innovative Online Bookkeeping Services to Local Entrepreneurs and Start-ups
DENVER, Colo., April 16, 2019 (SEND2PRESS NEWSWIRE) -- Reconciled is pleased to announce the opening of a new satellite office in Denver, Colorado. The online bookkeeping firm for entrepreneurs launched a Denver office in partnership with local firm Mile High Bookkeeping Services to expand services to entrepreneurs in the greater Denver region.
Simplifile Promotes Mark Moats to VP of National Accounts
PROVO, Utah, April 11, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced it has promoted Mark Moats to Vice President of National Accounts. Moats previously served as a Regional Sales Director for Simplifile and has been with the company for nearly 13 years.
Loan Stop now offering Short-term Installment Loans for Colorado and Wyoming with Ability to Apply Online
DENVER, Colo., April 9, 2019 (SEND2PRESS NEWSWIRE) -- We all have unexpected expenses. But for the many of us who are living paycheck to paycheck, those unexpected expenses can be hard - if not impossible - to afford. Loan Stop, a locally owned and operated Colorado business for the past 20 years, has expanded their services to allow customers to apply online or even from a mobile device easily and quickly.
Bank of Southern California NA Names Gaylin Anderson to Chief Banking Officer
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank's growth within the newly added Los Angeles and Orange County markets.
National Lending Industry Leaders, Residential Capital Partners and 2020 REI Group, Join Forces
DALLAS, Texas, April. 8, 2019 (SEND2PRESS NEWSWIRE) -- Residential Capital Partners is pleased to announce the acquisition of 3L Finance. As a part of the acquisition, Residential Capital Partners is pleased to be the national hard money and rental finance lending partner to 2020 REI Group.
Anow advances to final round of Mortgage Professional America’s Power Originator Summit Awards
RED DEER, Alberta, April 8, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, has been named a finalist for Mortgage Professional America's Power Originator Summit Award for Best Technology.
NEXT and Housing Finance Strategies Form Strategic Alliance
WASHINGTON, D.C., April 4, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events, creator of NEXT women's mortgage technology summit, today announced it has engaged in a strategic alliance with Housing Finance Strategies, a Washington, DC-based advisory firm led by renowned industry veteran and award winner Faith Schwartz, former executive director of HOPE NOW.
Texas Mortgage Bankers Association Releases Details for the 103rd Annual Convention
AUSTIN, Texas, April 3, 2019 (SEND2PRESS NEWSWIRE) -- The Texas Mortgage Bankers Association (TMBA) announced the agenda for its annual convention to be held on April 28 - 30, 2019 in San Antonio at the Marriott Rivercenter hotel. More than 1,000 industry participants are expected to at attend, which consists of comedian Dennis Miller as the keynote address, a list of preeminent speakers, educational tracks, networking opportunities, trending insights and a diverse mix of exhibitors.
MorVest Capital Hires Larry Charbonneau as Managing Director, Mergers and Acquisitions
SUGAR LAND, Texas, April 3, 2019 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, announces the addition of Managing Director Larry Charbonneau.
NEXT Wins PROGRESS in Lending Innovations Award
EDMOND, Okla., March 29, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of the NEXT women's mortgage tech summit, has announced that it was named a winner of the Innovations Award from PROGRESS in Lending Association.
Home Point Financial Partners with Matic to Offer Customers Lowest Market Rates on Homeowners Insurance
COLUMBUS, Ohio, March 26, 2019 (SEND2PRESS NEWSWIRE) -- Digital insurance agency Matic announced today that it has partnered with Home Point Financial Corporation ("Home Point"), a national, mortgage originator and servicer, to help its mortgage servicing customers find competitively priced homeowners insurance.
LBA Ware Founder and CEO Lori Brewer Selected as 2019 Tech All-Star by Mortgage Bankers Association
MACON, Ga., March 25, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that company Founder and CEO Lori Brewer has been named a winner of the 2019 MBA Insights Tech All-Star award. Brewer accepted her award today during the opening session of the Mortgage Bankers Association's Technology Solutions Conference & Expo 2019 in Dallas.
Global DMS Launches SnapVal to Provide Instant, Accurate, Guaranteed Appraisal Pricing Early on in the Origination Process
DALLAS, Texas, March 25, 2019 (SEND2PRESS NEWSWIRE) -- MBA's Technology Solutions Conference & Expo -- Global DMS, a leading provider of cloud-based valuation management software, today announced the official rollout of SnapVal(TM), an automated solution that utilizes the property address to return a guaranteed price on any residential appraisal in the U.S.
NEXT Mortgage Conference Announces Summer Dates: Aug. 26-27, 2019
EDMOND, Okla., March 21, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of the NEXT women's mortgage tech summit, has announced its summer 2019 event dates. The event, hashtagged #NEXTSummer19, will take place Aug. 26-27, 2019 at The Gwen Hotel in Chicago. Registration will open to the public in April 2019.
National Association of Appraisers (NAA) and Anow forge partnership to bring cutting edge appraisal software to real property appraisers members
SAN ANTONIO, Texas and RED DEER, Alberta, March 19, 2019 (SEND2PRESS NEWSWIRE) -- Anow, creator of the leading software for real estate appraisal offices, today announced it has forged a partnership with the National Association of Appraisers (NAA) to make Anow's appraisal office management platform more readily accessible to members of the professional organization.
OpenClose LOS Platform, POS System and PPE Receives the Highest Overall Satisfaction and Lender Loyalty Score in STRATMOR’s New ‘Technology Insight...
WEST PALM BEACH, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that STRATMOR Group's most recent Technology Insight Survey ranked the company's LOS platform, point-of-sale (POS) system, and product and pricing engine (PPE) as having the highest Overall Satisfaction and Lender Loyalty Score out of any vendor surveyed in the mortgage industry.
Conte Wealth Advisors LLC Opens Office in Tampa, Florida
TAMPA, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.
ARMCO Q3 2018 QC Trends Report: Defect Trends Reflect Lower Volume, Hyper-Competitive Market
POMPANO BEACH, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers the third quarter (Q3) of 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology.
seriesOne Acquires Dynamo Development to Accelerate its Global Expansion Efforts and Bring Software Development In-House
NEW YORK, N.Y., March 13, 2019 (SEND2PRESS NEWSWIRE) -- seriesOne Inc., a leading global digital security fundraising platform led by leaders with over 20 years of traditional investment banking, venture capital and technology experience, today announced its acquisition of Dynamo Development, a custom software development company with a mature engineering team based in the Ukraine.
Totle Launches Equity Crowdfunding Campaign on Republic
DETROIT, Mich., March 13, 2019 (SEND2PRESS NEWSWIRE) -- Totle, the startup powering rapid growth in the world of decentralized finance (DeFi) by providing optimized exchange functionality, today announced their partnership with Republic - a leading crypto and equity investment platform backed by Binance and AngelList that enables anyone to be an angel investor.
ReverseVision Voted ‘Best in Show’ by Attendees of NEXT Women’s Mortgage Event in February
EDMOND, Okla., March 11, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that ReverseVision has been voted Best in Show for the live technology showcase at its February 2019 technology conference. This distinction is awarded to the technology showcase participant that presented the most compelling solution, as determined by attendee vote.
Mg O’Hare Law Releases White Paper on New York State’s Industrial Equipment Rental Industry for Owners and Operators
NEW YORK, N.Y., March 8, 2019 (SEND2PRESS NEWSWIRE) -- Mg O'Hare Law, a New York Law Firm, releases white paper on New York State's Industrial Equipment Rental Market for Owners and Operators. The industrial equipment rental market is forecast to grow over the next five years to 2023. New York State is expected to outpace the rate of growth of the U.S. industry. A focus on customer retention can give operators an edge over the competition.
TRK Connection Named Ellie Mae Experience 2019 Sponsor and Exhibitor
SALT LAKE CITY, Utah, March 8, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control (QC) and origination management solutions, announced today it is a sponsor and exhibitor at Ellie Mae Experience 2019. The annual conference will be held March 10-13, 2019 at Moscone West in San Francisco, California.
Anow integrates Veros PATHWAY and VeroSELECT, adds VeroSCORE QC to appraisals submitted by mortgage lenders
RED DEER, Alberta, March 7, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, today announced appraiser productivity and appraisal quality integrations with Veros Real Estate Solutions (Veros(r)), a leading developer of enterprise risk management, collateral valuation and predictive analytics services.
Paragon Insurance Holdings Improves and Enhances Public Entity Program with Transition to a New Underwriter / Insurance Carrier
AVON, Conn., March 7, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty Program Manager based in Avon, Conn., today announced a definitive agreement to move their public entity program to a new A+ XV insurance carrier.
LBA Ware Named Ellie Mae Experience 2019 Exhibitor
MACON, Ga., March 6, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that it will exhibit at Ellie Mae Experience 2019, which will be held March 10-13, 2019, at Moscone West in San Francisco, California. This year's conference theme, "Driving Innovation Home," encourages attendees to learn about the latest technologies defining the mortgage industry.
TRK Connection Hires Chris Bruner as Senior Vice President of National Sales
SALT LAKE CITY, Utah, March 4, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.
NEXT and Global DMS Partner to Raise Funds for Girls Inc. of Tarrant County
EDMOND, Okla., and LANSDALE, Pa., March 1, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator NEXT women's mortgage tech summit and Global DMS, a leading provider of cloud-based valuation management software, have announced that they partnered to create a fundraising event that raised over $2,700 for Girls Inc. of Tarrant County.
Matic Obtains SOC 2 Type II Certification
COLUMBUS, Ohio, Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- Matic, the digital homeowners insurance marketplace built for mortgage servicers and lenders, announced that it has successfully completed a Service Organization Control (SOC) 2 Type II audit. Conducted by IS Partners, LLC, a globally recognized certified public accounting firm, the audit verifies that Matic's information security practices.
New York City Innovation Collective Invites Tech Leaders to ‘The NYC Tech Bubble Burst’ Event on February 28
NEW YORK, N.Y., Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- With uncertainty building in the economy, the New York City Innovation Collective (NYCIC) is inviting industry leaders to discuss potential risks of economic instability on the tech sector and what can be done to mitigate its impact on innovation and entrepreneurship.
Tax Help Book ‘Now What? The IRS is Taking Everything I Own. Help!’ released today by SFS Tax Problem Solutions Press
STUART, Fla., Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- SFS Tax Problem Solutions Press announces the release of the second book in the Now What, Help! series, "Now What? The IRS is Taking Everything I Own. Help!" by Jeffrey Schneider, an Enrolled Agent, Certified Tax Resolution Specialist, Advanced Crypto Tax Expert and a National Tax Practice Institute Fellow.
TRK Connection Announces Enhanced Integration with Ellie Mae’s Encompass Digital Mortgage Solution
SALT LAKE CITY, Utah, Feb. 25, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced that its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM) is now available through the Ellie Mae Encompass Digital Lending Platform via Ellie Mae's Encompass Partner Connect APIs.
National Mortgage Professional Magazine Names United Fidelity Funding Corp. a 2019 Top Mortgage Employer
KANSAS CITY, Mo., Feb. 22, 2019 (SEND2PRESS NEWSWIRE) -- United Fidelity Funding Corp. (UFF), a rapidly growing national mortgage banker, announced that it was designated a Top Mortgage Employer for 2019 by National Mortgage Professional (NMP) magazine.
LBA Ware’s Outstanding Corporate Culture Garners the Firm Multiple Honors as a Top Mortgage Workplace
MACON, Ga., Feb. 21, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that the company has been named a top mortgage workplace by two industry trade publications.
Simplifile Named a Top Mortgage Workplace by Mortgage Professional America
PROVO, Utah, Feb. 21, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that it has garnered a spot on the inaugural Top Mortgage Workplace list, sponsored by industry trade publication Mortgage Professional America (MPA).
OpenClose Integrates its LOS with Continuity Programs’ Mortgage CRM
WEST PALM BEACH, Fla., Feb. 21, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.'s cloud-based MyCRMDashboard.com customer relationship management (CRM) software.























































