Tag: Finance

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 it has added mortgage and marketing expert Rick Webster as VP of client strategy.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider.

PASADENA, Calif. /Massachusetts Newswire - National News/ -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than 5,700 brokers.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM.

PASADENA, Calif. /Massachusetts Newswire - National News/ -- KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.

MINNEAPOLIS, Minn. /Massachusetts Newswire - National News/ -- The Association for Black Economic Power (ABEP) is reaffirming its commitment to bringing a black owned and operated Credit Union to North Minneapolis.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- South Bay Credit Union - Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.

DANBURY, Conn. /Massachusetts Newswire - National News/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which includes American Banker, and Best Companies Group.

GROTON, Conn. /Massachusetts Newswire - National News/ -- Chelsea Groton Bank kicks off their 8-week "CU Grow: Online Small Business Bootcamp" on April 1, 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).

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 an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).

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 hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today it has been named one of the "2021 Best Mortgage Companies to Work For" for the second consecutive year by mortgage industry trade publication National Mortgage News.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- The Mortgage Collaborative, the nation's largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP ("TMC Fund").

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, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.

LEHI, Utah /Massachusetts Newswire - National News/ -- Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.

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 Michigan First Credit Union (Michigan First) has implemented LBA Ware's ICM platform CompenSafe to automate incentive compensation for its mortgage division's 40+ loan originators (LOs) and loan originator assistants (LOAs).

TORRANCE, Calif. /Massachusetts Newswire - National News/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes.

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 third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control Software™.

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 Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.

LEHI, Utah /Massachusetts Newswire - National News/ -- Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced that it has been selected as winner of the "Best Employee Benefits Solution" award in the fifth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies.

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- TravelInsurance.com has been named by Money as one of the "6 Best Travel Insurance Companies of 2021" and singled out for its fast and easy travel insurance quote comparison system.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series - and access to survey results - is limited to plan sponsors.

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 released a new feature designed to aid mortgage lenders with the recruiting process.

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 again earned a spot on HousingWire's 2021 Tech 100 list, recognizing the most innovative and impactful technology companies in the mortgage industry.

BOSTON, Mass. /Massachusetts Newswire - National News/ -- While the trendy term "Microbrewery" may have been the proper terminology for new craft beer breweries and startups, they no longer remain "micro" in revenue, says ICS Tax, LLC (ICS). Growth in the craft beer industry in the U.S. has steadily grown to almost $30 billion.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has entered into an partnership agreement with eNotaryLog, a leading remote online notarization (RON) company.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).

NEWPORT BEACH, Calif. /Massachusetts Newswire - National News/ -- Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 - popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation & Estimate of Property Tax Savings - to keep their parent's low property tax base.

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 AmCap Home Loans (AmCap) has implemented LBA Ware's LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware's ICM platform CompenSafe™ to manage incentive pay for its 600 loan originators.

CLEARWATER, Fla. /Massachusetts Newswire - National News/ -- Florida's Best Reverse Mortgage Company, a Clearwater based reverse mortgage firm, has announced the launch of a new interactive website. The website's centerpiece is an interactive qualifier that can calculate a homeowner's available equity.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today it has launched Click n' Close Title, a digital-first residential title insurance company, to deliver more comprehensive digital mortgage closing services to the residential real estate market.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced its inclusion in HousingWire's annual Tech100 list for the seventh time. The award recognizes companies and solutions that are revolutionizing the mortgage process.

LEHI, Utah /Massachusetts Newswire - National News/ -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).

GROTON, Conn. /Massachusetts Newswire - National News/ -- Chelsea Groton Bank is pleased to introduce Chelsea|LIVE Video Banking, a new digital personal experience that gives members the flexibility to bank when, where and how it's most convenient.

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 it has been included in the 2021 HousingWire Tech100 Mortgage list.

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, has been named to HousingWire's 2021 Tech100 list of the most innovative technology companies serving the mortgage and real estate industries.

NEWPORT BEACH, Calif. /Massachusetts Newswire - National News/ -- NotaryCam™, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today announced it has been named to the HousingWire Tech100 Real Estate list.

CLEVELAND, Ohio /Massachusetts Newswire - National News/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

WARRENVILLE, Ill. /Massachusetts Newswire - National News/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Feb. 19, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.

ATHENS, Ga., Feb. 18, 2021 (SEND2PRESS NEWSWIRE) -- FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.

WASHINGTON, D.C., Feb. 17, 2021 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

ATLANTA, Ga., Feb. 16, 2021 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams.

LEHI, Utah, Feb. 16, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.

ATLANTA, Ga., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) -- 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 integration with digital lending platform Blend.

DANBURY, Conn., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business.

PASADENA, Calif., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.

MACON, Ga., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.

PASADENA, Calif., Feb. 8, 2021 (SEND2PRESS NEWSWIRE) -- KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.

STOWE, Vt., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) -- Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.

NEWPORT BEACH, Calif., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) -- With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 - popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis.

LEHI, Utah, Feb. 4, 2021 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.

SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.

SAN FRANCISCO, Calif., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.