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, 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.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced Christy Moss, head of sales and marketing at FormFree, has been named a Mortgage Star by Mortgage Women Magazine for her trailblazing 30-year career in the mortgage industry.

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 it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.

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 Vice President of Sales and Marketing Wendy Peel has been named a Mortgage Star award recipient by Mortgage Women Magazine.

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 first quarter of 2021.

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 remote ink notarization (RIN) functionality and remote online notarization (RON) expansion has been included in the 2021 Fast Company World Changing Ideas Awards.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today that its Chief Financial Officer (CFO) Michael Kennemer has been named to HousingWire's inaugural 2021 Finance Leaders awards, recognizing the top finance executives driving financial performance, expanding margins, improving liquidity and helping their businesses access capital markets.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it was named the winner of a Bronze Stevie® Award in the Customer Service Department of the Year category in The 19th Annual American Business Awards®.

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 Women Magazine has recognized Cathleen Schreiner Gates as a Mortgage Star.

IRVING, Texas /Massachusetts Newswire - National News/ -- Bizzy Labs, a regtech company that uses a big data approach to perfect mortgage loan compliance during loan boarding and throughout the life of servicing, announces that MCM Capital and its affiliate, Temple View Capital, have selected Libretto from Bizzy Labs for compliance monitoring on their entire portfolio.

GROTON, Conn. /Massachusetts Newswire - National News/ -- Chelsea Groton Bank reported impressive financial, educational, technical and community-based accomplishments at its 166th Annual Meeting which was conducted over Zoom on Tuesday, April 27, 2021. President and CEO Michael Rauh presented the Bank's 2020 results to Bank officers, Board members and Corporators.

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 added mortgage industry expert Angie Middlebrook as a software implementation consultant.

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 Leah Sommerville, one of its digital mortgage and eClosing subject matter experts, was honored with PROGRESS in Lending Association's inaugural NextGen Leader Award.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence 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 the second installment in its free, quarterly webinar series.

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 SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Housing Finance Strategies President Faith Schwartz today announced three new sponsors have joined #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021. The new sponsors are Wells Fargo, Platinum, CoreLogic, Gold and Volly, Silver.

AVON, Conn. /Massachusetts Newswire - National News/ -- Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.

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 that company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.

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 and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mid America Mortgage, Inc. (Mid America) announced today that four loan officers garnered spots on National Mortgage News' Top Producers of 2021 list and nine loan officers were named a Top Originator by Scotsman Guide.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

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 Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

JACKSONVILLE, Fla. /Massachusetts Newswire - National News/ -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

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

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).

DENVER, Colo. /Massachusetts Newswire - National News/ -- Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.

BLAINE, Minn. /Massachusetts Newswire - National News/ -- The 'Growing Renewable Energy and Efficiency Now' (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, "If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L Credit) and the 179D Energy Efficient Commercial Building Deduction (179D Deduction) more advantageous while furthering the green missions of these incentives."

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.