Tag: finance News - Page 8
Critical Defect Rate Reaches Report-High in Q3 2022, Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., March 23, 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 third quarter (Q3) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.
SocialCoach.io Welcomes Fintech Pro Andria Lightfoot and Launches AI Driven Social Media Marketing Solution
SAN CLEMENTE, Calif. /California Newswire/ -- SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.
Armadillo x Beycome: Expanding the real-estate ecosystem
MIAMI, Fla. and CLARKSVILLE, Ind., March. 21, 2023 (SEND2PRESS NEWSWIRE) -- Pioneering homeowner-centric tech startups Armadillo, a modern tech-enabled home warranty platform, and beycome, a leading tech-enabled digital real estate platform, have launched a partnership to provide homeowners and soon-to-be homeowners with an additional tool to facilitate the home selling experience.
78.9% of metro Atlanta residential housing inventory is eligible for down payment assistance – offsetting price and interest rate impact for...
ATLANTA, Ga., March 21, 2023 (SEND2PRESS NEWSWIRE) -- As metro Atlanta homebuyers encounter the challenging trifecta of sharply rising home prices, elevated interest rates and institutional investor depletion of starter home inventory, Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, released a comprehensive report on the 46 active metro Atlanta homebuyer assistance programs.
S&P Global Ratings affirms Dovenmuehle’s Above Average rating and stable outlook
LAKE ZURICH, Ill., March 21, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Standard & Poor's Global Ratings (S&P) has affirmed its Above Average rating of Dovenmuehle as a residential mortgage loan primary servicer with a stable outlook. Dovenmuehle has been ranked as Above Average by S&P for the past 12 years without interruption.
The Mortgage Firm selects LiteSpeed from LenderLogix as its POS Platform
BUFFALO, N.Y., March 21, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced The Mortgage Firm, a Florida-based independent retail mortgage lender with branches located throughout the U.S., has selected its streamlined point-of-sale (POS) platform LiteSpeed to power its application process and deliver a superior borrower experience at the initial point of contact.
Nomis Solutions Featured in Tech Demo Super Session at Consumer Bankers Association Live Conference – CBA LIVE 2023
SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the Consumer Bankers Association (CBA) annual conference, 'LIVE.' In addition to the sponsorship, Nomis will be one of 10 companies featured in CBA Live's Tech Demo Super Session. The session explores innovations from top financial service providers including Salesforce, Blend and Glia.
TravelInsurance.com is Named One of the Best Travel Insurance Companies of 2023 by Money.com
NEW YORK, N.Y., March 20, 2023 (SEND2PRESS NEWSWIRE) -- TravelInsurance.com, a leading travel insurance comparison site, has been named one of the "Best Travel Insurance Companies of 2023" by Money.com. The recognition follows TravelInsurance.com's previous designation in 2021 and 2022 as the "Best for Comparing Travel Insurance Quotes" by Money.com.
Tax Court Case: Engineering Firm Overstated §179D Energy Efficient Commercial Building Property Deduction
COLUMBUS, Ohio, March 16, 2023 (SEND2PRESS NEWSWIRE) -- In a recent case, Michael Johnson, et ux. v. Commissioner, the tax court denied the majority of a taxpayer's Energy Efficient Commercial Building Deduction under IRC §179D since it claimed a §179D Deduction exceeding the cost of the Energy Efficient Commercial Building Property (EECBP), says ICS Tax, LLC.
LenderLogix increased organic growth by 150% amongst its client base of independent mortgage lenders, banks and credit unions in 2022
BUFFALO, N.Y., March 16, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced significant growth within its client base in 2022, increasing its number of partnered lending institutions by 150%. The company also maintained a net promoter score (NPS) of 86 based on feedback from the thousands of lenders and real estate agents that interact with LenderLogix and its suite of mortgage technology.
GreenLyne adopts FormFree’s Residual Income Knowledge Index to unlock greater inclusivity in mortgage lending
ATHENS, Ga., March 15, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that Inclusive-Finance-as-a-Service platform GreenLyne has enhanced its ability to help lenders identify home financing opportunities for underserved consumers with its adoption of FormFree's Residual Income Knowledge Index™ (RIKI™).
BSI Financial Joins MCT Co-Issue Marketplace BAMCO
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT's new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT's whole loan trading platform and improves price transparency by connecting unapproved sellers to live executions from potential buyers.
Percy announces agenda for fifth annual National Home Valuation Week
NASHVILLE, Tenn., March 14, 2023 (SEND2PRESS NEWSWIRE) -- Percy, maker of pre-mover data intelligence-driven client engagement and retention tools for real estate brokers and mortgage lenders, today announced the agenda for its annual National Home Valuation Week (NHVW) event, which will be held virtually on April 3-7, 2023.
Beth A. Wilson Named New President of Excelas, LLC
CLEVELAND, Ohio, March 13, 2023 (SEND2PRESS NEWSWIRE) -- Beth A. Wilson has been named President of Excelas, LLC, a national provider of medical record organization, retrieval, and analysis, helping healthcare organizations respond to claims - and litigation - brought against them. Excelas, LLC's announcement today says Ms. Wilson's tenure begins April 17, 2023.
MMI Announces Launch of ‘Mortgage Industry Benchmarks’ Report
SALT LAKE CITY, Utah, March 9, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced the launch of the "Mortgage Industry Benchmarks" report, a monthly newsletter compiling lender and loan officer (LO) production data and trends to facilitate peer-to-peer comparison.
San Francisco-based Mytc.ai Launches AI-Powered Transaction Coordination Service for Real Estate Agents
SAN FRANCISCO, Calif. /California Newswire/ -- Mytc.ai™ has officially launched its revolutionary subscription-based transaction coordination service for real estate agents in California. By blending expert licensed transaction coordinators with cutting-edge artificial intelligence (AI) technology, Mytc.ai offers a cost-effective solution that saves agents up to 60% on transaction coordination costs.
MCTlive! Lock Volume Indices: February 2023 data from a balanced cross section of several hundred lenders
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 February 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
iEmergent’s Laird Nossuli honored with National Mortgage Professional Magazine’s 2023 Women of Inspiration award
DES MOINES, Iowa, March 8, 2023 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that its CEO Laird Nossuli was recognized by National Mortgage Professional (NMP) as one of its 2023 Women of Inspiration. The awards program highlights female visionaries who are paving the way for the next generation of women in mortgage lending.
NotaryCam makes 5th appearance on HousingWire Tech100 list of innovative technology
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 it has been selected by the publication HousingWire for its annual Tech100 awards program.
Avenu Insights & Analytics Selected as Administrator for the City and County of Honolulu’s Transient Accommodations Tax
HONOLULU, Hawaii and CENTREVILLE, Va., March 2, 2023 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics (Avenu) is pleased to announce that it has been awarded a contract by the City and County of Honolulu to provide tax administration for transient accommodations tax (TAT), an important revenue source for the agency and its citizens.
Percy honored as a 2023 HW Tech100 company for innovation in real estate and mortgage technology
NASHVILLE, Tenn., March 2, 2023 (SEND2PRESS NEWSWIRE) -- Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that HousingWire has named it as a 2023 HW Tech100 honoree. The HW Tech100 awards program recognizes the most innovative technology companies reshaping the mortgage and real estate industries.
MMI recognized as one of HousingWire’s Tech100 innovative mortgage technology companies
SALT LAKE CITY, Utah, March 2, 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 been named to the 2023 HousingWire Tech100 Mortgage list. This is MMI's first appearance on the HW Tech100 list.
FormFree selected to HousingWire Tech100 for the ninth year
ATHENS, Ga., March 2, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced its inclusion in HousingWire's (HW's) annual Tech100 list for the ninth year. The HW Tech100 Mortgage Awards recognize the U.S. housing economy's most innovative and influential fintech companies and solutions.
TrustEngine named to HousingWire’s 2023 Tech100 Mortgage list
OWINGS MILLS, Md., March 2, 2023 (SEND2PRESS NEWSWIRE) -- TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, has been selected as a HousingWire (HW) 2023 Tech100 Mortgage Award winner. For 11 years, the HW Tech100 Awards have recognized the most innovative technology companies in the housing economy.
LenderLogix makes Second Appearance on HousingWire’s annual Tech100 list of Innovative Mortgage Technology Firms
BUFFALO, N.Y., March 2, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced it has been named to HousingWire magazine's annual Tech100 list. HousingWire's Tech100 award seeks to highlight the most innovative technology companies across the housing sector.
ACES Quality Management Makes Ninth Appearance on HousingWire Tech100 List of Top Mortgage Tech Companies
DENVER, Colo., March 2, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been selected for the ninth consecutive year by HousingWire magazine for its annual Tech100 awards program. The magazine chose ACES for the continual innovation of its flagship quality control (QC) auditing platform ACES Quality Management & Control® software.
FormFree sharpens focus on decentralizing and democratizing consumer access to credit with strategic divestiture of AccountChek
ATHENS, Ga., March 1, 2023 (SEND2PRESS NEWSWIRE) -- Founder and CEO Brent Chandler today heralded a new era for FormFree® following its strategic divestiture of asset-verification service AccountChek®. Moving forward, the fintech will focus on products that advance its mission to decentralize and democratize the way consumers understand their financial data and access credit opportunities. Eric Lapin, who joined FormFree in 2022 as chief strategy officer, will guide the company's next chapter as president.
HomeScout partners with Down Payment Resource to capture consumer demand for homebuyer assistance program information
ATLANTA, Ga., Feb. 28, 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 partnered with HomeScout LLC to help mortgage lenders generate and convert more leads by meeting heightened consumer demand for information about affordable pathways to homeownership.
Black History Month – Teaching Black Children The Value Of Building Wealth, Saving Money, and Financial Literacy
NEW YORK, N.Y., Feb. 24, 2023 (SEND2PRESS NEWSWIRE) -- On the last day of Black History Month, nationally recognized Black Producer and Creator Joe Young, Jr., in partnership with JPMorgan Chase, will launch a print and digital comic book teaching financial literacy to students featuring "KEMET, BIG TIME SAVER." Students will officially meet KEMET, a 10-year-old time-traveling comic character who goes back to meet African-American historical firsts, legends, and inventors.
Booking a Cruise in 2023? Travel Insurance Tips for Wave Season
NEW YORK, N.Y., Feb. 23, 2023 (SEND2PRESS NEWSWIRE) -- Wave season is officially here. For those new to cruising, wave season is the prime booking period for cruises, usually from January to March, when cruise lines offer excellent discounts and incentives. But with great deals comes great responsibility. Today, TravelInsurance.com is urging travelers to protect their purchases with a cruise travel insurance plan.
LenderLogix launches LiteSpeed point of sale system to address the needs of small to mid-sized mortgage lenders
BUFFALO, N.Y., Feb. 22, 2023 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced the launch of LiteSpeed, a streamlined point-of-sale (POS) system designed for small to mid-sized lenders. LiteSpeed delivers lenders the essential POS functionality they need to compete in today's digitally-driven market at a lower cost and without significant investment in the implementation and internal support larger platforms require.
Michigan Mortgage Lenders Association Announces Speaker Lineup for 2023 Sales Rally
SHELBY TOWNSHIP, Mich., Feb. 20, 2023 (SEND2PRESS NEWSWIRE) -- The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, has announced the speaker lineup for its 2023 Sales Rally, taking place March 14 at the Suburban Collection Showplace in Novi, Michigan.
Stephanie Summers of Kramer Wealth Managers Speaks at Advisor Group’s 16th Annual W Forum Event
SAN DIEGO, Calif. /California Newswire/ -- Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group's annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.
ACES Quality Management Taps Mortgage and Financial Services QC/Risk Experts to Headline 2023 ACES ENGAGE
DENVER, Colo., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its speaker lineup for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, May 17 - 19, 2023.
TrustEngine launches lending’s most comprehensive borrower intelligence platform (BIP)
OWINGS MILLS, Md., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) -- Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization's vision to help lenders drive undeniable value as clients' trusted financial advisors. The name also reflects the brand's heritage as a trusted service provider to mortgage lenders for more than a quarter-century.
Barr Group Mortgage Closes First eNote Transaction through Click n’ Close’s non-delegated correspondent eNote program
ADDISON, Texas, Feb. 14, 2023 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced that Alabama-based mortgage banker Barr Group Mortgage has completed the first eNote transaction through Click n' Close's non-delegated correspondent eNote program. Entities participating in the transaction include the registration of the eNote on the MERS® eRegistry (the mortgage industry's approved eNote system of record), Ameris Bank as Barr Group Mortgage's warehouse lender and DocMagic as the eClosing and eVault tech provider.
After, Inc. Partners with ENVE to Offer a Seamless Registration Process to its Dealers and Customers
NORWALK, Conn., Feb. 7, 2023 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today that ENVE (enve.com) will utilize QuickReg® to provide a seamless post-sale registration experience to its dealers and customers. ENVE Composites designs, manufactures, and markets handmade carbon fiber bicycle rims and components, and custom bikes (through its premium dealer network) and is highly respected amongst professional riders and biking enthusiasts for its engineering, innovation and customer service and support.
MonitorBase Launches Instant Inquiry Alerts to Help Lenders Capture More Opportunities
MURRAY, Utah, Feb. 7, 2023 (SEND2PRESS NEWSWIRE) -- MonitorBase, a mortgage fintech company that monitors prescreened credit information and real-time behavioral data to alert lenders when one of their contacts is in the market to purchase or refinance a home, today announced the launch of instant credit inquiry alerts for their mortgage lender clients.
MCTlive! Lock Volume Indices: January 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 January 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Percy CEO Charles Williams honored as RISMedia 2023 Real Estate Newsmaker for the second consecutive year
NASHVILLE, Tenn., Feb. 3, 2023 (SEND2PRESS NEWSWIRE) -- Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that CEO Charles Williams has been named an RISMedia 2023 Real Estate Newsmaker. Williams was honored in the Futurist category for innovation in the property technology (proptech) field that has enabled real estate brokerages to close more deals and strengthen client relationships.
Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
KROST CPAs in Los Angeles Welcomes Grant Miller as Principal of Tax
LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.
MMI adds Carol Burke as Regional Director of Enterprise Sales
SALT LAKE CITY, Utah, Jan. 30, 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 that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.
Stephen Walther of Alliance Group Elected to FACC Board of Directors (CORRECTED)
ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country. /CORRECTION/
Stephen Walther of Alliance Group Elected to FACC Board of Directors
ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country.
Down Payment Resource’s Q4 2022 Homeownership Program Index shows homebuyer assistance programs have increased in number for fifth consecutive quarter
ATLANTA, Ga., Jan. 26, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4 2022.
MMI names Don MacKillop Regional Director of Enterprise Sales
SALT LAKE CITY, Utah, Jan. 26, 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 hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.
Valo Media and OptionsSwing Partner to Bring Innovative User-Generated Content Solutions to the Online Education Market
WESTBOROUGH, Mass., Jan. 25, 2023 (SEND2PRESS NEWSWIRE) -- Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.
Fintech Innovation Firm, MCT, is First to Integrate with Freddie Mac’s Income Limits API
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac's Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits allows for the accurate pricing of Credit Fee in Price (Exhibit 19, or "Credit Fees") waivers.
EnergyCAP expands offering to include financial-grade carbon accounting
BOALSBURG, Pa., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) -- EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the launch of CarbonHub, a new solution that offers financial-grade carbon accounting and sustainability reporting.
