Tag: finance News - Page 9
Leading Travel Insurance Comparison Site TravelInsurance.com Surpasses 90,000 Customer Reviews on Shopper Approved in U.S.
NEW YORK, N.Y., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) -- TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently has the highest amount of third party reviews of any company in the travel insurance industry.
After, Inc. among 1,000 + exhibitors at the 2023 National Hardware Show (NHS) in Las Vegas
NORWALK, Conn., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 - February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during the show at Booth SL4279!
MMI appoints Rob Pommier as Regional Director of Enterprise Sales
SALT LAKE CITY, Utah, Jan. 23, 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 added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier 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.
MMI Receives Growth Investment from WestView Capital Partners
SALT LAKE CITY, Utah and BOSTON, Mass., Jan. 20, 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 it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.
Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List
FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.
Sales Boomerang releases Q4 2022 Mortgage Market Opportunities Report
OWINGS MILLS, Md., and IRVINE, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang's latest Mortgage Market Opportunities Report.
Nomis Solutions Elevates Johnathan Bant to Head of Client Relations for Financial Services Market in Canada
TORONTO, Ontario and SAN FRANCISCO, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis' client portfolio as well as non-customer financial institutions (FIs) across the country.
ACES Quality Management expands client base by 22% in 2022
DENVER, Colo., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its free Compliance NewsHub resource, in addition to launching its inaugural ACES ENGAGE conference.
Housing Finance Strategies Announces #HousingDC23
WASHINGTON, D.C., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued delivery.
Down Payment Resource presents Richmond Association of REALTORS® CEO Laura Lafayette with 2022 Beverly Faull Affordable Housing Leadership Award
ATLANTA, Ga., Jan. 17, 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 selected Laura Lafayette, CEO of the Richmond Association of REALTORS® (RAR), as the winner of its 2022 Beverly Faull Affordable Housing Leadership Award.
Blaylock Van, LLC Shares its 2022 Year-End Report
NEW YORK CITY, N.Y., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) -- In its year-end report spanning financials, deals, and community investment, Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment banking firm, reported 23 percent growth in notional deal volume year-over-year, with 67 debt capital markets new issues representing nearly $186 billion notional. From 2018 to 2022, Blaylock Van's closed transactions increased by a CAGR of 23 percent and dealt notional value by 50%.
BlueStone Advisors Announces Launch of its Lithium-Ion Battery Insurance Captive
CHICAGO, Ill., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) -- BlueStone Advisors, a specialty commercial insurance brokerage firm, announced today the launch of their BlueStone Lithium-Ion Battery Captive to help advanced battery companies manage their insurance costs and offer a broader policy with comprehensive and consistent coverage terms.
Sage Investment Club, a California African American Women Partnership, Celebrates 25 Years of Stock Market Education
LOS ANGELES, Calif. /California Newswire/ -- Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities.
TMC Emerging Technology Fund LP Invests in TRAiNED Inc., in a $1 million Simple Agreement for Future Equity
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.
Michigan Mortgage Lenders Association kicks off 2023 with new logo, branding
SHELBY TOWNSHIP, Mich., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) -- The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization's new purpose and direction as the connection point, legislative voice and educational resource for Michigan's real estate finance economy.
Asset Defense Team and Vast Solutions Group Do Joint Venture
SEATTLE, Wash., Jan. 11, 2023 (SEND2PRESS NEWSWIRE) -- Asset Defense Team and Vast Solutions Group, Inc. (VastSolutionsGroup.com) are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called "Einstein" and is currently in Beta 1.0.
MCTlive! Lock Volume Indices Data for December 2022 Released by Mortgage Capital Trading, Inc.
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 December 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.
FormFree’s Brent Chandler named a 2023 Industry Titan by National Mortgage Professional
ATHENS, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that its founder and CEO Brent Chandler was featured in National Mortgage Professional's list of 2023 Industry Titans. The inaugural Industry Titans awards program recognized 24 of the most notable leaders in mortgage lending.
Down Payment Resource’s Rob Chrane honored by National Mortgage Professional’s inaugural Industry Titans award program
ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that National Mortgage Professional (NMP) selected its Founder and CEO Rob Chrane to its first cohort of Industry Titans honorees. The 2023 Industry Titans award program recognizes influential leaders that have made impactful contributions to the housing finance industry.
ACES Quality Management’s Trevor Gauthier selected as a 2023 Industry Titan by National Mortgage Professional Magazine
DENVER, Colo., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that CEO Trevor Gauthier has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. This award seeks to highlight the individuals that have dedicated their lives to the mortgage industry with confidence, compassion and pride.
iEmergent CEO Laird Nossuli honored in National Mortgage Professional’s 2023 Industry Titans awards program
DES MOINES, Iowa, Jan. 4, 2023 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that National Mortgage Professional (NMP) has selected Laird Nossuli to its inaugural list of 2023 Industry Titans - a new award program honoring housing leaders who represent the mortgage industry with professionalism and pride.
Alliance Group Launches Living Benefits Awareness Month 2023 with Theme: GoFundYourself
LAWRENCEVILLE, Ga., Jan. 2, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group launched their sixth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2023. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.
Docsnap Partners with FlexCare Digital Health to Expand Services to Members, Families, Employers, Veterans, Medicare, and Medicaid Patients
ATLANTA, Ga., Dec. 30, 2022 (SEND2PRESS NEWSWIRE) -- Docsnap, the first nationwide Consumer Health Utility, supports consumers leveraging their HIPAA rights to take ownership of all their medical records. Docsnap announced today its partnership with FlexCare Digital Health to expand access to quality healthcare services for members, families, employees, veterans, Medicare, and Medicaid Patient services.
Shelli Holland, Chief People Officer, joins Sales Boomerang and Mortgage Coach
IRVINE, Calif. /California Newswire/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer.
Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team
ATLANTA, Ga., Dec. 16, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team as part of their upcoming sixth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns and work alongside Alliance Group to spread education and awareness for Living Benefits Awareness Month in January 2023.
Eric Ojeda joins Alliance Group staff
ATLANTA, Ga., Dec. 15, 2022 (SEND2PRESS NEWSWIRE) -- Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a fast-growing organization.
Critical Defect Rates Rose 6% in Q2 2022 Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., Dec. 15, 2022 (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 second quarter (Q2) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.
Multi-Bank Securities, Inc. Joins Agile’s Growing Broker-Dealer Network
PHILADELPHIA, Pa., Dec. 13, 2022 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that Multi-Bank Securities, Inc. (MBS), a veteran-owned, fixed-income securities broker-dealer, has joined Agile's broker-dealer network. The addition of MBS gives lenders on Agile's growing network expanded access to competitive trades and simpler trade reconciliation across Agile's electronic RFQ platform.
OneKey® MLS introduces resource to help New Yorkers find homebuyer assistance programs
FARMINGDALE, N.Y., Dec. 13, 2022 (SEND2PRESS NEWSWIRE) -- OneKey® MLS, the largest multiple listing service (MLS) in New York, has enhanced its consumer-facing listing site to help New Yorkers find homebuyer assistance programs they may be eligible for, such as down payment and closing cost assistance. This functionality is made possible through a partnership with Down Payment Resource, a technology company helping the housing industry connect homebuyers with homebuyer affordability programs.
ACES Quality Management Upgrades ACES CONNECT® to Enhance Communication, Collaboration on Quality Control Findings
DENVER, Colo., Dec. 8, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has enhanced its proprietary ACES CONNECT portal to extend its flexibility and user control capabilities. This enhancement allows ACES administrators to create custom user roles and assign permissions for those roles to fit the needs of their organization.
Alliance Group Expands Video Marketing Department with Hire of Assistant D/E
ATLANTA, Ga., Dec. 8, 2022 (SEND2PRESS NEWSWIRE) --- Alliance Group, an Atlanta-based insurance marketing organization, announced the hire of Josh Thompson as Assistant Director / Assistant Editor. The move comes as part of a recent series of personnel moves to reflect the company's growing needs as they continue to expand.
Mortgage Coach and Sales Boomerang add Casey Martin to the exec team as chief revenue officer
IRVINE, Calif. /California Newswire/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Casey Martin as chief revenue officer.
Sales Boomerang and Mortgage Coach’s Jacob Gibbs and Kassy Scarcia recognized for achievements in mortgage technology
OWINGS MILLS, Md., and IRVINE, Calif., Dec. 7, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today celebrated two of its team members for earning recognition for their respective contributions to the mortgage industry. Senior Director of Integrations Jacob Gibbs was named a 2022 Tech Trendsetter by HousingWire (HW), and Customer Success Team Manager Kassy Scarcia was selected to National Mortgage Professional's (NMP's) 2022 40 Under 40 list.
HousingWire Magazine selects MMI Founder, Ben Teerlink, as a 2022 Tech Trendsetter
SALT LAKE CITY, Utah, Dec. 6, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announces its founder and CEO Ben Teerlink has been selected by housing industry publication HousingWire in its annual Tech Trendsetters award program. This award honors leaders that have played an integral role in bringing innovative solutions to market for the housing industry.
MCTlive! Lock Volume Indices: November 2022 Data for Housing Markets
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 November 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
After, Inc. Outlines its Commitment to Sustainability
NORWALK, Conn., Nov. 29, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today its ongoing commitment to a sustainable future, detailing its multi-year strategy and initiatives on its website. Given its history as a post-sale technology and solutions partner to the world's top manufacturers and retailers - and its recent purchase of Accentf(x) Marketing with its Lettershop facility - After is now one of the largest multi-channel Warranty Marketing and Database Management providers in the country.
MMI named 2022 Inc Power Partner in Real Estate and Proptech
SALT LAKE CITY, Utah, Nov. 29, 2022 (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 it has been named a 2022 Inc. Power Partner in Real Estate and Proptech. The inaugural list recognizes more than 250 business-to-business companies in 22 categories.
Maxwell CPA Review provides online CPA courses to prepare students for the U.S. CPA exams
ORLANDO, Fla., Nov. 22, 2022 (SEND2PRESS NEWSWIRE) -- A new exam-prep company is helping students to pass the U.S. CPA exams in droves. Maxwell CPA Review was founded by Kyle Ashcraft, CPA and provides online CPA courses to prepare students for the U.S. CPA exams. Kyle passed all four CPA exams with a 90 and above, in only six months. Now he works to equip students with the same tools that prepared him for his exams.
MCT Launches BAMCO, a Co-issue Loan Sale Marketplace for Finance Industry
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one of the agencies with a simultaneous sale of the MSRs to a separate third party.
Southstate|Duncanwilliams Securities Corp Joins Agile’s Broker-Dealer Network
PHILADELPHIA, Pa., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A, has joined Agile's broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute at competitive pricing via Agile as of August 2022.
Sales Boomerang Ranked Number 162 Fastest-Growing Company in North America on the 2022 Deloitte Technology Fast 500™
OWINGS MILLS, Md., and IRVINE, Calif., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Sales Boomerang ranked No. 162 on the 2022 Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 28th year.
New Energy Risk Publishes Sustainability Report, Adds Two Key Hires
AVON, Conn., Nov. 10, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of "Underwriting a Greener Future." The report details the climate, sustainability, and environmental impacts of NER's client portfolio.
Technology Association of Iowa selects iEmergent as a 2022 Prometheus Award winner
DES MOINES, Iowa, Nov. 7, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that it has been named the 2022 FinTech & InsurTech Company of the Year in the Technology Association of Iowa's (TAI's) annual Prometheus Awards program.
EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency
CHICAGO, Ill. and SAN FRANCISCO, Calif., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
Mortgage Capital Trading’s MCTlive! Lock Volume Indices: October 2022 Data
SAN DIEGO, Calif. /California Newswire/ -- 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 October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Click n’ Close launches proprietary SmartBuy loan suite to provide low- and moderate-income homebuyers with more affordable mortgage options
ADDISON, Texas, Nov. 2, 2022 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announces it has launched SmartBuy, a suite of loan programs designed to give low and moderate-income (LMI) homebuyers an advantage in today's heightened mortgage interest rate environment.
FormFree expands its verification of income and employment network through partnership with Truv
ATHENS, Ga., Nov. 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® announced that it has partnered with Truv to enhance AccountChek®'s verification of income and employment (VOI/E) reporting capabilities with Truv's payroll provider network, expanding the modern convenience of electronically sharing payroll data with mortgage lenders to 120 million workers.
Polly’s PPE integration with Mortgage Coach embeds dynamic product and pricing data into interactive home loan presentations that drive borrower conversion
OWINGS MILLS, Md., and IRVINE, Calif., Nov. 1, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets space.
EPIC Expands Again with Acquisition of SLCO LLC, headquartered in Lafayette, California
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.
