Tag: Finance

NORWALK, Conn. /Massachusetts Newswire - National News/ -- Choyce Peterson, Inc. , a full-service commercial real estate brokerage, recently announced the successful conclusion of lease negotiations on behalf of Renaissance Capital, a global leader in providing pre-IPO institutional research and management of IPO-focused investment products, for a new 2,931 SF headquarters office at First Stamford Place.

DALLAS, Texas /Massachusetts Newswire - National News/ -- Infinity Financial Group announced its recent role as financial advisor to Kinley Construction Group, LTD. (KCG) during a majority purchase of its existing stakeholders. Jimmy Kinley, the newly-elected CEO of KCG, is now the firm's primary equity partner, along with his sister, Katherine Kinley and Rennie and Josh Crisafulli.

IRVINE, Calif. /Massachusetts Newswire - National News/ -- Mortgage Coach, the mortgage industry's leading platform enabling lenders to create digital and accurate home loan options for consumers, today announced an integration with HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

LANSDALE, Pa. /Massachusetts Newswire - National News/ -- Global DMS, the leading provider of cloud-based real estate appraisal management software, recently announced that its next-generation EVO platform is now voice-enabled, providing lenders access to key functionality and up to the minute information of their entire pipeline with Amazon's Alexa voice control - making EVO the first and only appraisal management software to provide this capability in the mortgage industry.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) is celebrating the 15th anniversary of its launch during the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced it has selected Amazon Web Services, Inc. (AWS) to power FormFree's consumer Financial DNA® solutions for the lender market. FormFree will leverage leading AWS technologies such as Amazon Managed Blockchain to create a scalable Hyperledger Fabric network.

BOSTON, Mass. /Massachusetts Newswire/ -- HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, insurance providers, home pros, real estate agents, and other authorized professionals, today announced the release of new features and user interface (UI) improvements designed to enhance the home management experience.

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced its acquisition of Macon, Georgia-based software firm LBA Ware™. The strategic transaction, SimpleNexus' first, brings together 325 employees in 29 states to serve 425 distinct lender customers and dozens of mortgage technology integration partners.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree Founder and CEO Brent Chandler today released a statement commending Fannie Mae's efforts to remove barriers to homeownership by adding a positive rent payment history feature to Desktop Underwriter® (DU®).

BOSTON, Mass. /Massachusetts Newswire/ -- HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals, today announced that NJ Lenders has selected HomeBinder to deliver a post-closing home management experience that improves customer retention and strengthens referral partner relationships.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc., a global leader in Warranty Services Solutions since 2005, just announced that it will be a Platinum Sponsor of the 12th Annual Extended Warranty and Service Contract Innovations Conference. The conference, which brings together companies across auto, appliance, mobile, electronics, home, and industrial equipment industries to discuss the latest trends and insights in extended warranty and service contracts, offers the ideal backdrop to unveil After's new QuickSuite® product portfolio.

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the debut of Nexus Pay at the Mortgage Bankers Association's Annual Convention and Expo (MBA Annual21) happening October 17-20 at the San Diego Convention Center.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced it has been ranked a 2021 Top Mortgage Employer by Mortgage Professional America (MPA) following a competitive selection process aimed to identify, recognize and honor the best employers in the U.S. mortgage industry.

PASADENA, Calif. /Massachusetts Newswire - National News/ -- Lender Price, a leading provider of cloud-based mortgage pricing and digital lending solutions, announced today that it has received a strategic investment led by Argentum with participation from First Analysis and existing investor Costner Lake Investments. The investment will further accelerate Lender Price's rapid growth by supporting product development, sales & marketing, and customer service capabilities.

MACON, Ga. /Massachusetts Newswire - National News/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has been recognized as a 2021 Top Mortgage Employer by Mortgage Professional America (MPA).

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced that Founder and CEO Brent Chandler and Head of Sales and Marketing Christy Moss have been honored by Mortgage Professional America (MPA) as 2021 Housing Industry Icons. The highly-competitive Housing Industry Icon awards are given to veteran executives who have acted as trailblazers and made an ongoing impact.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today that three of its loan officers - Michael Bogar, DeAnna Morgan and Christine Pervan - have been included on the National Association of Minority Mortgage Bankers of America (NAMMBA) list of top 100 female and minority loan officers, measured by units.

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced new milestones in the company's bid to "build the future of mortgages."

TORRANCE, Calif. /Massachusetts Newswire - National News/ -- DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the official launch of its eSign 3.0 platform. The enhancements to the mortgage industry's preeminent eSigning platform introduce new tools and features designed to enable lenders to easily facilitate remote online notarization (RON) for paperless eClosings.

DANBURY, Conn. /Massachusetts Newswire - National News/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced Guild Mortgage Correspondent as the most recent addition to its investor network. As part of its comprehensive mortgage fulfillment services, Promontory MortgagePath manages investor relationships on behalf of its community lending clients.

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 its CEO Trever Gauthier has been honored by industry trade publication HousingWire in its annual Vanguard Awards program.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today released its Q3 2021 Mortgage Market Opportunities Report. Despite marketwide declines in loan volume, Sales Boomerang's report identified several fertile opportunities for mortgage lenders, including a high frequency of borrowers who are well positioned to refinance for a better rate, remove FHA mortgage insurance or tap into home equity.

GROTON, Conn. /Massachusetts Newswire - National News/ -- Chelsea Groton Bank was recently named a Top Workplace in Connecticut for the sixth consecutive year, and Michael Rauh, the Bank's President and CEO, was presented with this year's Leadership award, both in the midsize employer category (150-499 employees).

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that Co-founder and CEO Alex Kutsishin was selected as a winner of HousingWire's 2021 HW Vanguard awards.

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers on to a single electronic platform, today announced the launch of MBS pool bidding, enabling lenders and dealers to gain much-needed efficiencies and data through technology.

MACON, Ga. /Massachusetts Newswire - National News/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- Trion Properties, a private equity real estate firm based in West Hollywood, California and Miami, Florida specializing in value-add multifamily investments, has announced the launch of Trion Multifamily Opportunity Fund III, LLC, its third investment fund vehicle.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced it will be the returning host and sponsor of the second annual Heroes Golf Classic, which will be held on October 29, 2021, at Château Élan Winery and Resort in Braselton, Georgia. Proceeds from this event will benefit the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit organization that provides emergency assistance and preparedness education to communities affected by disaster.

ST PETERSBURG, Fla. /Massachusetts Newswire - National News/ -- It is no secret that the housing market in Florida is hot. Properties move fast, and consumers are finding more ways to make all parts of buying and owning a home quick, easy, and mostly online. One insuretech, UPC Insurance®, answered the consumer call for the ability to almost instantly have an estimate of what a policy will cost, and the ability to buy a Florida Condo policy completely online with Skyway.com.

MIAMI, Fla. /Massachusetts Newswire - National News/ -- Expetitle, a digital title company and a leader in remote real estate closings, announced today it has closed their $2.3 million Series Seed Plus financing round. The investment will help the company aggressively expand its sales and marketing efforts.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the integration of its Nexus Closing™ eMortgage solution with DocMagic's eVault and eNote technologies. The integration enables automated generation of an eNote with a tamper-evident seal and delivers the eNote to a secure eVault for delivery to the MERS® eRegistry.

DANBURY, Conn. /Massachusetts Newswire - National News/ -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Housing Finance Strategies Founder & CEO Faith Schwartz today recapped the successful two-day #HousingDC21 virtual conference held on September 20-21 of this week.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

CORONA, Calif. /Massachusetts Newswire - National News/ -- Mortgage Coach, the industry's leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.

MACON, Ga. /Massachusetts Newswire - National News/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has partnered with Experience.com, home of the world's most impactful Experience Management Platform (XMP), to provide customers with a dynamic way to track customer satisfaction as a key performance indicator (KPI) in LBA Ware's LimeGear™ BI platform.

GROTON, Conn. /Massachusetts Newswire - National News/ -- Chelsea Groton Bank kicks off their 5-week "Cultivating Great Business: Small Business Bootcamp" on October 5, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank's financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC).

MACON, Ga. /Massachusetts Newswire - National News/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the third installment in its 2021 webinar series. The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America's Largest Homebuyer Market will feature special guest Kristin Messerli, a leading expert on NextGen (a.k.a. millennial) homebuyers.

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 Trends Report covering the first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software.

SYDNEY, Australia /Massachusetts Newswire - National News/ -- Multi-award-winning Australian technology company Calix Limited (ASX: CXL) ("Calix" or the "Company") is pleased to announce global decarbonisation investor Carbon Direct Capital Management has invested €15m for a 6.98% equity stake in Calix subsidiary, the LEILAC Group, which is dedicated to the commercialisation and ongoing development of Calix's LEILAC CO2 capture technology.

BOSTON, Mass. /Massachusetts Newswire/ -- HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors, and other authorized professionals, today announced it has joined The Mortgage Collaborative's (TMC) Preferred Partner Network. The new membership enables HomeBinder to offer preferential pricing to TMC's nearly 150 member banks, credit unions and independent mortgage banking companies.

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- Agile, a new fintech bringing mortgage lenders and broker dealers on to a single electronic platform, has formally announced the launch of its flagship RFQ (request for quote) platform. All MBS market participants can now participate on an electronic platform that expedites the exchange of To-Be-Announced Mortgage-Backed Securities (TBAs).

MIAMI, Fla. /Massachusetts Newswire - National News/ -- Expetitle and 1st Class Real Estate are joining forces to create a national title partnership; offering a streamlined, remote home closing transaction to 1st Class' customers. Expetitle is a multi-state title company that delivers fully digital and hybrid closings through one secure collaborative platform that adds transparency to the entire closing process.

SCOTTSDALE, Ariz. /Massachusetts Newswire - National News/ -- Monetary Metals announces a 150% increase in its financing of Gold Bullion International's expansion of its 22- and 24-karat luxury gold jewelry collection, Auvere™. Gold Bullion International (GBI) is paying 4% on the gold lease. Leased inventory is off-balance sheet, and the jeweler avoids exposure to the price of gold.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), an industry-leading mortgage hedge advisory firm, announced that Paul Yarbrough, Director of the Client Success Group, has been named to HousingWire's 2021 Insider Awards list. The list is designed to honor an organization's operational all-stars - those insiders who are the company's best-kept secret, yet vital to its success.

LITTLETON, Colo. /Massachusetts Newswire - National News/ -- From Thursday, August 5 to Saturday, August 7, the Colorado Trial Lawyers Association (CTLA) held its annual convention. While they offered virtual attendance, they also hosted the conference in person in Steamboat Springs, Colorado. The Strategic Capital team joined them at The Steamboat Grand for the hybrid event, which was themed "Conquering New Horizons Together."

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, is now a Fannie Mae- and Freddie Mac-reviewed eClosing solution provider. The designation affirms that SimpleNexus' Nexus Closing™ eMortgage solution meets both GSEs' technical requirements for eClosing, eNote and eVault functionality and has been tested for compatibility with the GSEs' respective eNote delivery systems.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America's wholesale/non-delegated correspondent lending channel.

MONTGOMERY, Ala. /Massachusetts Newswire - National News/ -- ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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 led a pre-Series A investment round in Home Lending Pal, a technology-enabled marketplace .

TORRANCE, Calif. /Massachusetts Newswire - National News/ -- DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has been named to the 2021 Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in the country.

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients.

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 Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

VANCOUVER, Wash. /Massachusetts Newswire - National News/ -- Knowledge Coop, the industry's top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop's technical operations.

DENVER, Colo. /Massachusetts Newswire - National News/ -- Inc. magazine today revealed that Maxwell ranks in the top 3% of its annual Inc. 5000 list of fastest-growing private companies at number 154. Maxwell was also named the 15th fastest-growing software company in the country.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, was recognized today as a 5-Star Mortgage Tech provider by Mortgage Professional America (MPA) magazine. The award recognizes the U.S. mortgage industry's top mortgage technology providers as verified by originators and tech specialists across the country.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, debuted this week on Inc. magazine's Inc. 5000 list, an annual ranking of America's fastest-growing private companies. Sales Boomerang ranked #101 overall, placing the company among the top 3% of all private companies in America based on three-year revenue growth of 3,882% and outpacing every other company in the residential mortgage industry.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced it has ranked 1,444 on the 2021 Inc. 5000. This annual list represents a unique look at the most successful companies within the American economy's most dynamic segment: its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

CHICAGO, Ill. /Massachusetts Newswire - National News/ -- Today, Swift Homes announced a partnership with iHeartMedia on a multiplatform marketing campaign across multiple markets in the United States to help build awareness of Swift Homes' benefits and seller-friendly offerings that are available to consumers who are looking for real estate advice and services.