Tag: Finance

SEATTLE, Wash. /Massachusetts Newswire - National News/ -- Asset Defense Team and Vast Solutions Group, Inc. 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.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- 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.

DENVER, Colo. /Massachusetts Newswire - National News/ -- 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.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- 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.

DES MOINES, Iowa /Massachusetts Newswire - National News/ -- 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.

LAWRENCEVILLE, Ga. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- 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.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- 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.

DENVER, Colo. /Massachusetts Newswire - National News/ -- 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.

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- 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.

FARMINGDALE, N.Y. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- 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.

DENVER, Colo. /Massachusetts Newswire - National News/ -- 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.

IRVINE, Calif. /Massachusetts Newswire - National News/ -- 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.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- 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.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- 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.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- 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.

ORLANDO, Fla. /Massachusetts Newswire - National News/ -- 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.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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.

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- 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.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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.

AVON, Conn. /Massachusetts Newswire - National News/ -- 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.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.

NEWPORT BEACH, Calif. /Massachusetts Newswire - National News/ -- 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 its semi-annual "Help a Hero" initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer free remote online notarization (RON) sessions to United States veterans and current service members.

DES MOINES, Iowa /Massachusetts Newswire - National News/ -- 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.

CHICAGO, Ill. /Massachusetts Newswire - National News/ -- 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.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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.

ADDISON, Texas /Massachusetts Newswire - National News/ -- 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.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- 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.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured clients and industry partners during the Mortgage Bankers Association's Annual Convention & Expo 2022 in Nashville.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- 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.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI's business intelligence platform, which provides clients with data intelligence in a user-friendly format.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced that mortgage lenders will be able to use AccountChek® to help more lenders qualify more borrowers for home financing as a result of a recently announced Freddie Mac initiative that analyzes loan applicants' account transaction data as part of its automated underwriting system, Loan Product Advisor® (LPA℠).

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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.

DES MOINES, Iowa /Massachusetts Newswire - National News/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that CEO Laird Nossuli was recognized as a 2022 Powerful Women of Mortgage Banking honoree by Mortgage Banker Magazine. The annual award spotlights women who have made an indelible impact on the mortgage industry and are fostering the next generation of women leaders in housing finance.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

WALNUT CREEK, Calif. /Massachusetts Newswire - National News/ -- Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.

NEWPORT BEACH, Calif. /Massachusetts Newswire - National News/ -- NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, announced today that its founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced that mortgage lenders can now use AccountChek® to automate income assessment using Freddie Mac Loan Product Advisor® (LPA℠) asset and income modeler (AIM) for borrowers who are paid through ADP.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), a technology provider helping the housing industry connect homebuyers with homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,309 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q2 to Q3 2022.

JACKSONVILLE, Fla. /Massachusetts Newswire - National News/ -- The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer's Disease. "Ready Now" explores the ways everyday consumers can take charge of becoming ready, now, for life's most difficult scenarios.

BALTIMORE, Md. /Massachusetts Newswire - National News/ -- Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State's office added the course provider to its website as an approved notary trainer.

DES MOINES, Iowa /Massachusetts Newswire - National News/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a virtual workshop on Special Purpose Credit Programs (SPCPs) on Wednesday, November 9: "Tapping the Potential of SPCPs: A Hands-on Workshop for Mortgage Lenders."

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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 the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.

GREENWOOD VILLAGE, Colo. /Massachusetts Newswire - National News/ -- Gravicore, a technology company specializing in the deployment of cutting-edge cloud computing and data management solutions for financial services firms, today released a case study detailing its successful build-out and delivery of a cloud-based technology infrastructure for reverse mortgage subservicer Celink.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 - 249 U.S. employees). This award is designed to identify, recognize, and honor the best places of employment in San Diego that benefit the county's economy, workforce, and local businesses.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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 September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

JACKSONVILLE BEACH, Fla. /Massachusetts Newswire - National News/ -- IMI SalesLeads announced today the September 2022 results for the new planned capital project spending report for the Industrial Manufacturing industry. The 154 new projects increased from August 2022 140 manufacturing projects, however, down from 162 in September 2021.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced the general availability of its Residual Income Knowledge Index, or RIKI. RIKI is an innovative method for measuring consumers' Ability-to-Pay (ATP) for mortgages and other loans based on monthly income and spending. When paired with traditional credit scoring models, RIKI offers lenders a more complete understanding of consumers' creditworthiness and creates homeownership opportunities for those with little to no credit history.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- 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 Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire Vanguard award winner.

DENVER, Colo. /Massachusetts Newswire - National News/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that mortgage lending and servicing start-up Valon has selected ACES' flagship audit platform ACES Quality Management & Control® Software to support the company's mortgage servicing quality control (QC) audits, completing implementation within 28 business days.

WEST DES MOINES, Iowa /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired The National Benefit Corp ("TNBC"). The acquisition further expands 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.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.

NEPTUNE CITY, N.J. /Massachusetts Newswire - National News/ -- Mover's Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, have renewed their partnership which will help to provide more than 25,000 meals to communities in need.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Alliance Group CEO Lee Duncan celebrated 20 years of service at the company on September 23rd. In his time at Alliance Group, the life insurance marketing organization has flourished, establishing themselves as a leading IMO for independent life insurance agents and agencies.

PASADENA, Calif. /Massachusetts Newswire - National News/ -- KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, KROST was able to rise from the firm's previous ranking of 81st in 2021's IPA Survey and Analysis of Firms.