Tag: finance News - Page 5
Alliance Group and AIMCOR Group announce strategic partnership to educate and expand awareness around the ‘living’ benefits of life insurance
LAWRENCEVILLE, Ga., June 26, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading Insurance Marketing Organization based in Lawrenceville, Georgia has forged a strategic partnership with AIMCOR Group and announced its intent to become a member of AIMCOR Group, LLC, a National Insurance Marketing Organization that distributes and services life, disability, LTC and annuity products through a variety of independent, institutional, and alternative channels.
MMI releases referral partnership ROI Calculator
SALT LAKE CITY, Utah, June 23, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its ROI Calculator, an easy-to-use tool for lenders to see the impact their referral partnerships have on production volume.
Dovenmuehle appoints Patricia McCarthy as Vice President of Insurance Administration
LAKE ZURICH, Ill., June 21, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced that it has hired Patricia McCarthy to be the company's new vice president of insurance administration. In this role, McCarthy will oversee Dovenmuehle's insurance department with responsibility for hazard and flood insurance administration, loss drafts, research and the insurance department call center.
Travel Insurance Advisory for 2023 Hurricane Season
NEW YORK, N.Y., June 20, 2023 (SEND2PRESS NEWSWIRE) -- Hurricane season is underway and just off the Gulf of Mexico, Tropical Storm Arlene has become the first named storm of the season. With the summer travel season picking up across the country, TravelInsurance.com is taking the time to remind travelers the importance of protecting their trip costs.
ACES Quality Management named 2023 Best Places to Work in Financial Technology
DENVER, Colo., June 16, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been named one of the 2023 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent and Best Companies Group.
Q4 2022 ACES Mortgage QC Industry Trends Report Shows Decline in Critical Defect Rate to 1.84%
DENVER, Colo., June 15, 2023 (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 Industry Trends Report covering the fourth quarter (Q4) of 2022, as well as the full calendar year (CY).
Trends in Drug Benefit Design Report Released by Pharmaceutical Strategies Group (PSG)
DALLAS, Texas, June 13, 2023 (SEND2PRESS NEWSWIRE) -- Pharmaceutical Strategies Group (PSG), an EPIC company, is pleased to announce the launch of its Trends in Drug Benefit Design Report. The report delivers innovative research on the latest trends in the traditional (non-specialty) drug benefit. Sponsored by Rx Savings Solutions, it outlines the complexities of designing and managing the drug benefit and the cost challenges faced by consumers and plan sponsors alike.
Matrix Advises Apollo Veterinary Medical Hospitals and AVMH Ventures on the Successful Recapitalization and Acquisition of a Portfolio of Pet Supplies...
RICHMOND, Va. and BALTIMORE, Md., June 12, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading independent investment bank, announces that it served as lead advisor on Apollo Veterinary Medical Hospitals and AVMH Ventures' ("Apollo" or the "Company") recapitalization and acquisition of a multi-state portfolio of Pet Supplies Plus ("PSP") retail pet stores.
Tax Help MD Provides Five Steps to Help Small Corporations Calculate QBI
WEST PALM BEACH, Fla., June 12, 2023 (SEND2PRESS NEWSWIRE) -- Tax Help MD helps self-employed individuals and small businesses to resolve tax issues. From basic tax filings to more complex situations, Tax Help MD wants its clients to come out on top. That's why it empowers them with information, so they can get the best tax benefits available.
Alliance Group CEO Lee Duncan Appointed to UGA’s Terry College Alumni Board
LAWRENCEVILLE, Ga., June 8, 2023 (SEND2PRESS NEWSWIRE) -- Lee Duncan, President and CEO of Alliance Group, has accepted an invitation to serve a three-year term on the University of Georgia's Terry College of Business Alumni Board, effective July 1, 2023. Duncan's commitment to community building, coupled with his remarkable achievements in the business world, make him a valuable addition to the Board.
Matrix Announces the Successful Sale of WTG Fuels Holdings, LLC’s Retail Motor Fuels, Convenience Retail, and Fleet Fueling Businesses
RICHMOND, Va. and BALTIMORE, Md., June 7, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, today announced the successful closing on the sale of the retail motor fuels, convenience retail, and fleet fueling businesses of WTG Fuels Holdings, LLC ("WTG Fuels" or the "Company") to subsidiaries of GPM Investments, LLC, a subsidiary of ARKO Corp. (Nasdaq: ARKO) ("GPM").
LenderLogix Announces Quarterly Homebuyer Intelligence Report
BUFFALO, N.Y., June 7, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today introduced the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools. The inaugural report covers data collected during the pre-approval and borrower application process during the first quarter (Q1) of 2023.
Matrix Advises TBC Corporation on the Sale of NTB and Tire Kingdom Service Centers
RICHMOND, Va. and BALTIMORE, Md., June 2, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised TBC Corporation ("TBC" or the "Company") on the sale of TBC's company operated retail businesses to Mavis Tire Express Services Corp. ("Mavis"). The sale includes TBC's retail network of 595 tire and automotive service centers that utilize the NTB Tire & Service Centers ("NTB") and Tire Kingdom Service Centers ("Tire Kingdom") brands.
iPaydayLoans: Your Trusted Payday Loan Broker
NEW YORK, N.Y., June 1, 2023 (SEND2PRESS NEWSWIRE) -- iPaydayLoans offers a simple and straightforward process for securing a payday loan. Users can apply online and receive a decision within minutes. The platform works with a network of trusted lenders, ensuring that borrowers receive competitive rates and fair terms.
Jonathan Nahil joins FormFree as chief technology officer
ATHENS, Ga., May 17, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that it has brought on Jonathan Nahil as chief technology officer (CTO). Nahil possesses more than 20 years of experience as a software architect and leader of development teams at renowned technology organizations.
After, Inc. just published a first-of-its-kind ‘Warranty Claims Scoring 101’ guide, giving manufacturers an in-depth look at how automated claims scoring...
NORWALK, Conn., May 17, 2023 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in Warranty Services since 2005, developed a "Warranty Claims Scoring 101" guide, leveraging the expertise of its world-class Warranty Analytics team and over 17 years of claim scoring experience. Warranty Claims Scoring is a discipline not widely understood. Few in the industry know how these models are built and implemented, and the significant cost savings they can deliver.
Dovenmuehle taps Ron Malik as Senior Vice President of Default Servicing
LAKE ZURICH, Ill., May 17, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that it has appointed Ron Malik as the company's new senior vice president of default servicing. In this role, Malik will oversee Dovenmuehle's special servicing initiatives and maintain a high level of compliance and service satisfaction in all areas of default servicing.
11 Bay Area Women Win 2023 Financial Women of San Francisco Scholarships
SAN FRANCISCO, Calif. /California Newswire/ -- Financial Women of San Francisco (FWSF), an organization dedicated for more than 60 years to advancing the careers of women, names eleven students from Bay Area colleges and universities as its 2023 scholarship recipients. FWSF has awarded more than $3 million in scholarships over the past 35 years to more than 325 Bay Area women.
Vice Capital Markets Releases Integration with Freddie Mac Income Limits API
NOVI, Mich., May 16, 2023 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration with Freddie Mac's Income Limits application programming interface (API).
Denver Post Names ACES Quality Management a Recipient of Colorado Top Workplaces 2023 Award
DENVER, Colo., May 11, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has been awarded a Top Workplaces 2023 honor by Denver Post Top Workplaces. ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry.
TravelInsurance.com is Celebrating 10 Years of Providing Valuable Travel Insurance Coverage to Millions of Travelers Worldwide
NEW YORK, N.Y., May 10, 2023 (SEND2PRESS NEWSWIRE) -- TravelInsurance.com, the fastest growing independent travel insurance comparison platform, is proud to announce that May 2023 marks 10 years of providing travelers around the world with personalized trip protection. Co-Founders, Drew Sharma and Stan Sandberg, launched TravelInsurance.com in 2013 to provide consumers with an easy and transparent self-service travel insurance online shopping experience.
Melinda Harris of Down Payment Resource named a 2023 Trailblazer by PROGRESS in Lending Association
ATLANTA, Ga., May 10, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that Director of Marketing Melinda Harris was selected to PROGRESS in Lending Association's list of 2023 Sales, Marketing and Public Relations Trailblazers.
Houston Association of Realtors implements Down Payment Resource to engage homebuyers with affordable pathways to homeownership
ATLANTA, Ga., May 9, 2023 (SEND2PRESS NEWSWIRE) -- The Houston Association of REALTORS® (HAR) has implemented Down Payment Resource (DPR) to bring Greater Houston area homebuyers' attention to homebuyer assistance programs in the wake of declining housing affordability. Data indicates that homebuyer assistance programs can be especially impactful in the Greater Houston area, where 89% of listings are eligible for assistance and HAR reports that only 40% of households could afford to buy a home in Q4 2022.
Georgeo Pulikkathara joins Dovenmuehle as Chief Information Security Officer
LAKE ZURICH, Ill., May 9, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that it has hired Georgeo Pulikkathara as the company's Chief Information Security Officer (CISO). In this role, he will be responsible for the information security at Dovenmuehle, protecting data security and privacy, including borrowers' nonpublic personal information (NPI) and ensuring that Dovenmuehle maintains the appropriate internal systems, organization and information security controls necessary for financial reporting and protecting clients' confidential data.
NotaryCam president Brian Webster named Inman Best of Finance 2023 award winner
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, today announced that NotaryCam president Brian Webster has been recognized as one of 2023's Best in Finance by Inman. The Inman Best of Finance Awards celebrate those at the forefront of the mortgage and finance space.
LenderLogix enhances LiteSpeed point-of-sale platform to support communication with Spanish-speaking mortgage borrowers
BUFFALO, N.Y., May 5, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced its streamlined point-of-sale (POS) LiteSpeed now offers a Spanish version of the residential loan application to support communication with Spanish-speaking borrowers in their native language.
Salomon Brothers Expands Capital Markets Team with New Initiative in Equity Research
NEW YORK, N.Y., May 4, 2023 (SEND2PRESS NEWSWIRE) -- Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm's equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank's commitment to hiring exceptional professionals.
MCTlive! Lock Volume Indices: April 2023 data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and...
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for April 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
OptionsSwing Inc. Acquires Apex Alliance, Broadening Assets for Learning Technology and Instruction
MIAMI, Fla., May 3, 2023 (SEND2PRESS NEWSWIRE) -- OptionsSwing Inc. ("OptionsSwing"), a leading innovative edtech and retail trading community in the United States, has declared the finalization of its share acquisition agreement to procure all of the shares of Apex Alliance Inc. ("Apex Alliance"). Apex Alliance, a start-up in financial education, is focused on educating future generations of retail investors on personal finance, investing, technology, and stock markets. The financial terms of the transaction have not been revealed yet.
FormFree’s Brent Chandler named an Inman Best of Finance award honoree
ATHENS, Ga., May 3, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that its founder and CEO Brent Chandler was named to Inman's 2023 Best of Finance award program, which recognizes the leaders who are reshaping the mortgage and finance industries for both professionals and consumers. The inaugural class of Inman's Best of Finance winners were honored for their unwavering commitment to innovation and service in the residential mortgage space.
JTC CPAs Takes Home Top Honors at Idaho’s Best Awards 2023, Solidifying Their Place as State’s Premier Accounting Firm
BOISE, Idaho, May 2 2023 (SEND2PRESS NEWSWIRE) -- JTC CPAs, a leading accounting firm based in Idaho, is thrilled to announce their recent award-winning recognition as the 2023 best accountant in both Treasure Valley and statewide in Idaho. Winning the 2023 Best CPA for Treasure Valley and Best Statewide Accountant in Idaho awards is a great achievement for JTC CPAs, and it reflects the firm's dedication to excellence in the field of accounting.
Palisade Capital Management Announces New Equity Partners
FORT LEE, N.J., May 2, 2023 (SEND2PRESS NEWSWIRE) -- Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade's strategic plan and evolution.
Down Payment Resource adds four team members to help the housing industry meet strong consumer demand for homebuyer assistance programs
ATLANTA, Ga., May 2, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that it has brought on four new team members to grow its sales footprint, expand its relationships with housing finance agencies (HFAs) and provide enhanced support to DPR's growing customer base.
Nomis Solutions Joins FIS Emerald 2023 as Silver Sponsor, May 15-18 at Walt Disney World
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the FIS Emerald 2023 Conference, which will be held May 15-18 at Walt Disney World resorts in Orlando, Fla., hosted by FIS Global, a global leader in financial services technology.
ACES Quality Management unveils ACES PROTECT® mortgage compliance testing module
DENVER, Colo., May 1, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announces the addition of ACES PROTECT, a suite of automated regulatory compliance tests, to its flagship ACES Quality Management & Control® quality control (QC) auditing platform.
Peak Residential Lending Builds Digital-First Mortgage Borrowing Experience Using LenderLogix Product Suite
BUFFALO, N.Y., April 27, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced Peak Residential Lending has implemented its complete application suite - LiteSpeed, QuickQual and Fee Chaser - into its existing tech stack to power a digital-first borrower experience.
MMI appoints Brian McKray as director of product development
SALT LAKE CITY, Utah, April 26, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Brian McKray as the director of product development. In this role, McKray will guide the creation of new system features and functionality to maintain alignment with the company's vision and mission and ensure customer needs are considered at every stage of product development.
Down Payment Resource Issues Q1 2023 Homeownership Program Index Report
ATLANTA, Ga., April. 25, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q1 2023 Homeownership Program Index (HPI). The firm's analysis revealed a 0.5% uptick in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,362.
Teresa Bryce Bazemore, of FHLBank San Francisco, Named FWSF Financial Woman of the Year 2023
SAN FRANCISCO, Calif. /California Newswire/ -- Financial Women of San Francisco (FWSF) today named Teresa Bryce Bazemore as the FWSF 2023 Financial Woman of the Year. Ms. Bazemore is the President and CEO of the Federal Home Loan Bank of San Francisco, whose mission is to provide its members with reliable access to low-cost liquidity, essential financial services and expertise, and resources for affordable housing and economic development.
MMI adds video production tool to platform for loan originator promotion
SALT LAKE CITY, Utah, April 20, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has released LO Highlight Reels, an easy-to-use video creation tool for loan originators (LOs) looking for an eye-catching way to share their success and increase their visibility.
Sales Boomerang releases Q1 2023 Mortgage Market Opportunities Report
OWINGS MILLS, Md., April 20, 2023 (SEND2PRESS NEWSWIRE) -- TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of Sales Boomerang's latest Mortgage Market Opportunities Report. The Q1 2023 report indicates quarter-over-quarter improvements across all indicators of mortgage readiness, representing growth in mortgage lending opportunities.
FormFree and Brimma Tech announce partnership to expedite matching of prospective homebuyers with best-fit loan products and lenders
RALEIGH, N.C., April 19, 2023 (SEND2PRESS NEWSWIRE) -- Mortgage software development and solutions firm Brimma Tech (Brimma) today announced a strategic collaboration with ability-to-pay fintech FormFree®. The integration of Brimma's AI-enabled chatbot service into FormFree's Passport® mobile app will make it possible for prospective homebuyers to find their ideal loan product from the convenience of their mobile device, without the need to first complete a detailed loan application.
CEO Aldy Damian of Accredas Investments announces sale of its latest commercial transaction, Walgreens – Denver, CO MSA
ROLLING HILLS ESTATES, Calif. /California Newswire/ -- Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.
Fintech Leader MCT’s AOT Automation Improves Mortgage Lender Profitability and Investor Efficiency
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has automated the process of digital TBA trade assignment during the loan sale process for both mortgage lenders and participating correspondent investors. This automation makes assignment of trade loan sales (AOTs) faster, more convenient, and easier for investors to offer.
Leonard Jones Joins Blaylock Van, Wall Street’s Oldest Continually Operating Black-Owned Firm, as Executive Director of Municipal Banking, Public Finance
NEW YORK CITY, N.Y., April 13, 2023 (SEND2PRESS NEWSWIRE) -- Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm. In this role, he will lead the firm's banking team and solutions for local and municipal government organizations with a focus on financial and risk management.
TurboTenant and Armadillo: Simplifying Self-Management for Landlords
FORT COLLINS, Colo. and LOUISVILLE, Ky., April 13, 2023 (SEND2PRESS NEWSWIRE) -- Armadillo, a modern tech-enabled home warranty platform, and TurboTenant, a digital one-stop-shop for landlords looking to simplify then scale their rental business, have launched a partnership to provide landlords with an affordable and comprehensive protection plan for their rental properties.
MMI increases platform’s business intelligence and expands mortgage and real estate data analytics capabilities with its Custom Dashboard Hub
SALT LAKE CITY, Utah, April 13, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has launched its new Custom Dashboard Hub and expanded the business intelligence (BI) tools available on its platform, increasing users' ability and ease in developing strategy, recruiting, nurturing talent and discovering new opportunities.
SOC 1 and 2 reports affirm Dovenmuehle’s stable and secure mortgage subservicing operations
LAKE ZURICH, Ill., April 11, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that public accounting and business advisory firm Plante Moran, PLLC has completed an annual review of Dovenmuehle's subservicing operations and published its findings via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 reports.
iEmergent shares top takeaways from 2022 HMDA data
DES MOINES, Iowa, April 6, 2023 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the immediate availability of 2022 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. To celebrate providing lenders with early access to HMDA reporting, iEmergent CEO Laird Nossuli shared summary observations drawn from the loan-level origination data.
MCTlive! Lock Volume Indices: March 2023 Data — a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and...
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for March 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
