Tag: Finance

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree has been recognized as the Corporate Blood Sponsor of the Year for the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit that helps feed, shelter and provide support for people affected by fires and other disasters.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced it has entered into an agreement with Lenders One®, a national alliance of independent mortgage bankers and service providers, to offer its product set to the Lenders One Mortgage Cooperative. Through the relationship, FormFree will offer Lenders One members access to automated borrower verification tools that enhance the customer experience and optimize lender business operations.

DANBURY, Conn. /Massachusetts Newswire - National News/ -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Chief Operating Officer Debora Aydelotte has been recognized by HousingWire and Mortgage Banker Magazine for her leadership contributions to the mortgage industry. Aydelotte has been named one of HousingWire's 2021 Women of Influence and is among Mortgage Banker Magazine's 2021 Powerful Women in Mortgage Banking.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced Vice President of Sales, Taylor Castranova is an honoree of HousingWire's 2021 Women of Influence Award program.

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 company Founder Matt Hansen has been named a finalist for the Entrepreneur Of The Year(r) Utah Region by Ernst & Young LLP (EY US).

PALO ALTO, Calif. /Massachusetts Newswire - National News/ -- Fanplayr, a global leader in online behavioral personalization, artificial intelligence and user privacy, announces it has successfully achieved the Service Organization Control (SOC) 2 Type 2 certification.

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 company Founder and CEO Lori Brewer has been named to Mortgage Banker's 2021 list of Powerful Women in Mortgage Banking.

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 released summary statistics on the state of mortgage industry loan compensation in the second quarter of 2021. The firm's analysis of data from its CompenSafe™ ICM platform showed that despite a marginal increase in loan volume from Q2 2020 to Q2 2021, quarterly commissions per LO were down.

HENDERSONVILLE, Tenn. /Massachusetts Newswire - National News/ -- U.S. Properties Group (USPG), owner of The Streets of Indian Lake lifestyle center in Hendersonville, Tennessee, announces the opening of the Chase Bank (Chase). Chase offers more than 4,700 branches and 16,000 ATMs 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 Mortgage Banker has recognized company CEO Cathleen Schreiner Gates as a 2021 Powerful Women of Mortgage Banking honoree.

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 it has partnered with RUTH RUHL, P.C., a Texas-based law firm, to add security and automation to the firm's loss mitigation services through remote online notarization (RON).

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its inaugural Mortgage Market Opportunities Report. According to the report, refinance opportunities continue to dominate the market, but a promising uptick in new listings was also evident in the Q2 data. Mortgage servicers will need to closely manage their default and foreclosure risk in the coming months, as the second quarter saw nearly two out of five customers trigger a risk-and-retention alert.

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 executive appointments in operations, revenue generation and customer success.

DANBURY, Conn. /Massachusetts Newswire - National News/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the Oklahoma Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

ORLANDO, Fla. /Massachusetts Newswire - National News/ -- The National Association of Minority Mortgage Bankers of America (NAMMBA) announced today a partnership with San Diego based Mortgage Capital Trading (MCT®). The relationship is an important step in both company's efforts to affect positive change - addressing the housing needs of underserved communities as well as encouraging and developing a more diverse work force in the mortgage sector.

GROTON, Conn. /Massachusetts Newswire - National News/ -- Chelsea Groton Bank is pleased to partner with the Connecticut Housing Finance Authority (CHFA) to help borrowers with documented disabilities to purchase their first home, through the Home of Your Own Program.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Jencap Group, LLC (Jencap), the wholesale program management and binding authority business of Galway Insurance Holdings LP (Galway), has acquired London-based Worldwide Hole 'N One Ltd. (WHNO).

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® has partnered with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure,  to make its AccountChek 3n1 asset, income and employment verification service available in Encompass®, the mortgage industry's leading cloud-based loan origination platform.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Depth Public Relations (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending fintech and residential finance industries since 2006, today announced company Founder and President Kerri Milam is a recipient of HousingWire's inaugural Marketing Leaders award.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines that the IRS is starting its collection actions by sending Final Intent to Levy notices, and urges taxpayers to act with tax relief strategies.

SAVAGE, Minn. /Massachusetts Newswire - National News/ -- Travis Mlodzik, Central Practice Leader for ICS Tax, LLC has been elected President of the American Society of Cost Segregation Professionals (ASCSP). Cost Segregation is a tremendously valuable tax planning strategy for real estate investors. The ASCSP provides education, credentialing, and a code of ethics for its members while representing the very best professionals in the cost segregation industry.

AGOURA HILLS, Calif. /Massachusetts Newswire - National News/ -- AmTrav, the one connected platform for business travel, and Emburse, a global leader in expense management and accounts payable automation, today announced the next evolution in their partnership with the launch of their automatic receipts integration.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- MobilityRE, a leader in real estate intelligence technologies for mortgage lenders and real estate agents, today announced it has appointed mortgage technology leader Jonas Kruckeberg as director of growth and client success.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Move For Hunger, a national hunger relief non-profit organization, today announced that they will partner with the Private Real Estate business within Goldman Sachs Asset Management (Goldman Sachs) on a national program that leverages both organizations' networks to create scalable social impact through community-based food distribution channels.

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 an integration with Finicity's Mortgage Verification Service (MVS) that allows lenders to streamline the verification of applicants' assets, income and employment using a single embedded service.

STERLING, Va. /Massachusetts Newswire - National News/ -- HomeWork Solutions (HWS), the industry expert in household payroll and employment taxes, has entered into an exclusive partnership agreement with Mrs. LTC, a leading provider of Long-Term Care Claims processing.

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 both the fourth quarter (Q4) and the 2020 calendar year (CY).

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, announced a free webinar highlighting the data points mortgage lenders should focus on to propel business performance in a purchase market.

DENVER, Colo. /Massachusetts Newswire - National News/ -- Today, leading digital mortgage platform Maxwell released MaxDiligence, a new offering that provides Due Diligence and Quality Control services for its clients. The latest feature in Maxwell's suite of tools designed for community lenders, MaxDiligence is a new scalable way to gain efficiency and generate reliable results.

TORRANCE, Calif. /Massachusetts Newswire - National News/ -- ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure, today announced it will deploy an eVault solution for secure storage of digital mortgages and notes, based upon technology acquired from DocMagic, Inc.

ISSAQUAH, Wash. /Massachusetts Newswire - National News/ -- According to internal data gathered by TripLog, a leading enterprise mileage and expense tracking solution, over 1/4 (nearly 30%) of all mileage is overreported, which could potentially cost businesses millions of dollars per year in fraudulent reimbursements.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today that the company has completed its first Ginnie Mae eNote transaction with Wilmington Trust, an approved and active eCustodian under Ginnie Mae's Digital Collateral Initiative. Having announced its first eNote transaction in August 2016, this represents the next step in Mid America's ongoing digital mortgage adoption efforts across its retail, wholesale and correspondent lending channels.

GROTON, Conn. /Massachusetts Newswire - National News/ -- This spring, the Chelsea Groton Foundation provided $244,319 to 67 non-profit organizations from Connecticut and Rhode Island. Over 60% of the Foundation's approved funding went to organizations providing Health and Human Services, including critical needs such as healthcare, food, clothing and shelter.

DENVER, Colo. /Massachusetts Newswire - National News/ -- Leading digital mortgage platform Maxwell just announced the addition of Sadie Gurley as Vice President to its leadership team. Sadie holds over 25 years of experience in the mortgage industry, most specifically in due diligence and quality control services. Her role at Maxwell will help the company find new opportunities and expand its impact on community lenders across the country.

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 AmeriSave Mortgage Corporation, one of the fastest-growing privately-held mortgage lenders in the nation and a pioneer in digital origination, is utilizing its document preparation solution and Total eClose™ platform to drive digital mortgage efficiency.

CORONA, Calif. /Massachusetts Newswire - National News/ -- Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity values offer household cashflow relief.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- The Mortgage Collaborative (TMC), the nation's largest independent mortgage industry cooperative network, has announced the results of its inaugural The Pulse of the Mortgage Industry survey ranking mortgage lenders' top concerns based on 598 executive responses from the co-op's 234 lender members.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree has been named a recipient of the 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership. FormFree was recognized for collaborating with financial data firm MX to improve its customer experience through the implementation of API and token-based connections that speed data retrieval and eliminate vexing multi-factor authentication pop-ups.

HARTFORD, Conn. /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its Director of Customer Growth Ryan Minard has been named a 2021 Rising Star by HousingWire. Now in its eighth year, the HousingWire (HW) Rising Star award program recognizes industry professionals who have become leaders in their respective fields.

PHOENIX, Ariz. /Massachusetts Newswire - National News/ -- The Premier Agency, founded in 2017, has begun recruiting top insurance agents throughout Arizona and Utah. The company specializes in Medicare, health, life, and long term care insurance. By working with the Premier Agency, new agents will represent most Major Medicare Advantage and Supplement carriers.

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 that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force of software developers and sales staff that specializes in tackling high-priority projects.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced that HousingWire (HW), a leading publication in the mortgage and financial technology industries, has selected Director of Marketing Sarah Crossley as a 2021 HW Rising Star. Now in its eighth year, the HW Rising Stars award program recognizes industry professionals who are helping move markets forward daily.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced that Rusty Barnes, senior product manager, has been named a 2021 Rising Star by housing finance trade publication HousingWire as part of its eighth annual Rising Stars awards program recognizing the leaders under the age of 40 who are shaping and driving the mortgage, real estate and fintech industries forward.

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, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.

DANBURY, Conn. /Massachusetts Newswire - National News/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced Industrial Bank and Optus Bank as the first participants in its initiative to support community development financial institutions (CDFIs) and minority depository institutions (MDIs).

CHARLOTTE, N.C. /Massachusetts Newswire - National News/ -- DELTA |v| Forensic Engineering, Inc.™ announced today that they have appointed Heath Spivey, Manager of the Nashville Regional Office, as the new President of DELTA |v| Forensic Engineering, Inc.™, effective January 1, 2022.

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 once again offer free remote online notarization (RON) sessions to United States veterans and current service members over the Memorial Day holiday weekend.

TAMPA, Fla. /Massachusetts Newswire - National News/ -- GTE Financial recognizes Mental Health Awareness Month by celebrating the importance of access to mental health services. Mental Health has been an important topic for GTE Financial for several years and during the pandemic, this important initiative proved to be an essential benefit.

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 Atlantic Bay Mortgage Group®, a national independent mortgage banker, has successfully processed more than 10,000 paperless eClosings.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders' prospect, client and partner marketing programs.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 5X Solutions, LLC, a mortgage business intelligence and data analytics company, has announced the addition of loan agent compensation analysis to its automated financial reporting and mortgage business intelligence software.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc. a pioneer in the Warranty Services industry, has provided innovative warranty marketing, analytics, and program management solutions to top-tier manufacturing clients since 2005. In delivering program management solutions, After, Inc. found that few manufacturers understand Risk Management.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the public introduction of BAM Marketplace™. Originally launched to support existing MCT sellers during the 2020 pandemic liquidity crisis, BAM Marketplace now welcomes new buyers and sellers as the world's first truly open loan exchange between unapproved counterparties.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.

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, today announced the launch of ACES CONNECT™, as well as the addition of 30 integrated vendor partners into ACES Quality Management & Control™ software as part of its spring product release.

CLEVELAND, Ohio /Massachusetts Newswire - National News/ -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

DALLAS, Texas /Massachusetts Newswire - National News/ -- Today, Expetitle announces a service expansion into Texas via a strategic partnership with Nada to offer a streamlined and centralized home closing transaction.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced its integration with Volly, an industry-leading provider of SaaS-based fintech and creative marketing services to the financial services industry.

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today praised the Mortgage Bankers Association (MBA) for naming federal Remote Online Notarization (RON) legislation as a core issue of its National Advocacy Conference.

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 Sam Wagener has joined the firm.

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 will be offering its signature pink bunny slippers to each person that donates blood at an upcoming mobile blood drive on Sunday, May 16, in downtown Los Angeles.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading®, Inc. (MCT), the leading mortgage hedge advisory and secondary marketing software firm, announced today their Enhanced Best-Execution (EBX) tool used for MSR retain-release decisions has now automated the function of pulling comprehensive data from MCTlive!® and MSRlive!®.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- Tapcheck, a leading financial service provider that offers an innovative and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced the launch of its new website.