Tag: Finance

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has been named to the 2023 HousingWire Tech100 Mortgage list. This is MMI's first appearance on the HW Tech100 list.

HONOLULU, Hawaii /Massachusetts Newswire - National News/ -- Avenu Insights & Analytics (Avenu) is pleased to announce that it has been awarded a contract by the City and County of Honolulu to provide tax administration for transient accommodations tax (TAT), an important revenue source for the agency and its citizens.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced it has been named to HousingWire magazine's annual Tech100 list. HousingWire's Tech100 award seeks to highlight the most innovative technology companies across the housing sector.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, has been selected as a HousingWire (HW) 2023 Tech100 Mortgage Award winner. For 11 years, the HW Tech100 Awards have recognized the most innovative technology companies in the housing economy.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced its inclusion in HousingWire's (HW's) annual Tech100 list for the ninth year. The HW Tech100 Mortgage Awards recognize the U.S. housing economy's most innovative and influential fintech companies and solutions.

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, has been selected for the ninth consecutive year by HousingWire magazine for its annual Tech100 awards program. The magazine chose ACES for the continual innovation of its flagship quality control (QC) auditing platform ACES Quality Management & Control® software.

ATHENS, Ga., /Massachusetts Newswire - National News/ -- Founder and CEO Brent Chandler today heralded a new era for FormFree® following its strategic divestiture of asset-verification service AccountChek®. Moving forward, the fintech will focus on products that advance its mission to decentralize and democratize the way consumers understand their financial data and access credit opportunities. Eric Lapin, who joined FormFree in 2022 as chief strategy officer, will guide the company's next chapter as president.

NASHVILLE, Tenn. /Massachusetts Newswire - National News/ -- Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that HousingWire has named it as a 2023 HW Tech100 honoree. The HW Tech100 awards program recognizes the most innovative technology companies reshaping the mortgage and real estate industries.

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 been selected by the publication HousingWire for its annual Tech100 awards program.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that it has partnered with HomeScout LLC to help mortgage lenders generate and convert more leads by meeting heightened consumer demand for information about affordable pathways to homeownership.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- On the last day of Black History Month, nationally recognized Black Producer and Creator Joe Young, Jr., in partnership with JPMorgan Chase, will launch a print and digital comic book teaching financial literacy to students featuring "KEMET, BIG TIME SAVER." Students will officially meet KEMET, a ten-year-old time-traveling comic character who goes back to meet African-American historical firsts, legends, and inventors.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Wave season is officially here. For those new to cruising, wave season is the prime booking period for cruises, usually from January to March, when cruise lines offer excellent discounts and incentives. But with great deals comes great responsibility. Today, TravelInsurance.com is urging travelers to protect their purchases with a cruise travel insurance plan.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced the launch of LiteSpeed, a streamlined point-of-sale (POS) system designed for small to mid-sized lenders. LiteSpeed delivers lenders the essential POS functionality they need to compete in today's digitally-driven market at a lower cost and without significant investment in the implementation and internal support larger platforms require.

SHELBY TOWNSHIP, Mich. /Massachusetts Newswire - National News/ -- The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, has announced the speaker lineup for its 2023 Sales Rally, taking place March 14 at the Suburban Collection Showplace in Novi, Michigan.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group's annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.

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, has announced its speaker lineup for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, May 17 - 19, 2023.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization's vision to help lenders drive undeniable value as clients' trusted financial advisors. The name also reflects the brand's heritage as a trusted service provider to mortgage lenders for more than a quarter-century.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced that Alabama-based mortgage banker Barr Group Mortgage has completed the first eNote transaction through Click n' Close's non-delegated correspondent eNote program. Entities participating in the transaction include the registration of the eNote on the MERS® eRegistry (the mortgage industry's approved eNote system of record), Ameris Bank as Barr Group Mortgage's warehouse lender and DocMagic as the eClosing and eVault tech provider.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc. announced today that ENVE (enve.com) will utilize QuickReg® to provide a seamless post-sale registration experience to its dealers and customers. ENVE Composites designs, manufactures, and markets handmade carbon fiber bicycle rims and components, and custom bikes (through its premium dealer network) and is highly respected amongst professional riders and biking enthusiasts for its engineering, innovation and customer service and support.

MURRAY, Utah /Massachusetts Newswire - National News/ -- MonitorBase, a mortgage fintech company that monitors prescreened credit information and real-time behavioral data to alert lenders when one of their contacts is in the market to purchase or refinance a home, today announced the launch of instant credit inquiry alerts for their mortgage lender clients.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for January 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

NASHVILLE, Tenn. /Massachusetts Newswire - National News/ -- Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that CEO Charles Williams has been named an RISMedia 2023 Real Estate Newsmaker. Williams was honored in the Futurist category for innovation in the property technology (proptech) field that has enabled real estate brokerages to close more deals and strengthen client relationships.

WARRENVILLE, Ill. /Massachusetts Newswire - National News/ -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4 2022.

WESTBOROUGH, Mass. /Massachusetts Newswire/ -- Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.

BOALSBURG, Pa., /Massachusetts Newswire - National News/ -- EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the launch of CarbonHub, a new solution that offers financial-grade carbon accounting and sustainability reporting.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently has the highest amount of third party reviews of any company in the travel insurance industry.

NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 - February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during the show at Booth SL4279!

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac's Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits allows for the accurate pricing of Credit Fee in Price (Exhibit 19, or "Credit Fees") waivers.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

SALT LAKE CITY, Utah /Massachusetts Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.

FREDERICK, Md. /Massachusetts Newswire - National News/ -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang's latest Mortgage Market Opportunities Report.

TORONTO, Ontario /Massachusetts Newswire - National News/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis' client portfolio as well as non-customer financial institutions (FIs) across the country.

WASHINGTON, D.C. /Massachusetts Newswire - National News/ -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued delivery.

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 company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its free Compliance NewsHub resource, in addition to launching its inaugural ACES ENGAGE conference.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that it selected Laura Lafayette, CEO of the Richmond Association of REALTORS® (RAR), as the winner of its 2022 Beverly Faull Affordable Housing Leadership Award.

NEW YORK CITY, N.Y. /Massachusetts Newswire - National News/ -- In its year-end report spanning financials, deals, and community investment, Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment banking firm, reported 23 percent growth in notional deal volume year-over-year, with 67 debt capital markets new issues representing nearly $186 billion notional. From 2018 to 2022, Blaylock Van's closed transactions increased by a CAGR of 23 percent and dealt notional value by 50%.

CHICAGO, Ill. /Massachusetts Newswire - National News/ -- BlueStone Advisors, a specialty commercial insurance brokerage firm, announced today the launch of their BlueStone Lithium-Ion Battery Captive to help advanced battery companies manage their insurance costs and offer a broader policy with comprehensive and consistent coverage terms.

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 participated in a $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities.

SHELBY TOWNSHIP, Mich. /Massachusetts Newswire - National News/ -- The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization's new purpose and direction as the connection point, legislative voice and educational resource for Michigan's real estate finance economy.

SEATTLE, Wash. /Massachusetts Newswire - National News/ -- Asset Defense Team and Vast Solutions Group, Inc. are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called "Einstein" and is currently in Beta 1.0.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for December 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.

DENVER, Colo. /Massachusetts Newswire - National News/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that CEO Trevor Gauthier has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. This award seeks to highlight the individuals that have dedicated their lives to the mortgage industry with confidence, compassion and pride.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced that its founder and CEO Brent Chandler was featured in National Mortgage Professional's list of 2023 Industry Titans. The inaugural Industry Titans awards program recognized 24 of the most notable leaders in mortgage lending.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that National Mortgage Professional (NMP) selected its Founder and CEO Rob Chrane to its first cohort of Industry Titans honorees. The 2023 Industry Titans award program recognizes influential leaders that have made impactful contributions to the housing finance industry.

DES MOINES, Iowa /Massachusetts Newswire - National News/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that National Mortgage Professional (NMP) has selected Laird Nossuli to its inaugural list of 2023 Industry Titans - a new award program honoring housing leaders who represent the mortgage industry with professionalism and pride.

LAWRENCEVILLE, Ga. /Massachusetts Newswire - National News/ -- Alliance Group launched their sixth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2023. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Docsnap, the first nationwide Consumer Health Utility, supports consumers leveraging their HIPAA rights to take ownership of all their medical records. Docsnap announced today its partnership with FlexCare Digital Health to expand access to quality healthcare services for members, families, employees, veterans, Medicare, and Medicaid Patient services.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team as part of their upcoming sixth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns and work alongside Alliance Group to spread education and awareness for Living Benefits Awareness Month in January 2023.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a fast-growing organization.

DENVER, Colo. /Massachusetts Newswire - National News/ -- ACES Quality Management (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the second quarter (Q2) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control software.

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that Multi-Bank Securities, Inc. (MBS), a veteran-owned, fixed-income securities broker-dealer, has joined Agile's broker-dealer network. The addition of MBS gives lenders on Agile's growing network expanded access to competitive trades and simpler trade reconciliation across Agile's electronic RFQ platform.

FARMINGDALE, N.Y. /Massachusetts Newswire - National News/ -- OneKey® MLS, the largest multiple listing service (MLS) in New York, has enhanced its consumer-facing listing site to help New Yorkers find homebuyer assistance programs they may be eligible for, such as down payment and closing cost assistance. This functionality is made possible through a partnership with Down Payment Resource, a technology company helping the housing industry connect homebuyers with homebuyer affordability programs.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Alliance Group, an Atlanta-based insurance marketing organization, announced the hire of Josh Thompson as Assistant Director / Assistant Editor. The move comes as part of a recent series of personnel moves to reflect the company's growing needs as they continue to expand.

DENVER, Colo. /Massachusetts Newswire - National News/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has enhanced its proprietary ACES CONNECT portal to extend its flexibility and user control capabilities. This enhancement allows ACES administrators to create custom user roles and assign permissions for those roles to fit the needs of their organization.

IRVINE, Calif. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Casey Martin as chief revenue officer.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today celebrated two of its team members for earning recognition for their respective contributions to the mortgage industry. Senior Director of Integrations Jacob Gibbs was named a 2022 Tech Trendsetter by HousingWire (HW), and Customer Success Team Manager Kassy Scarcia was selected to National Mortgage Professional's (NMP's) 2022 40 Under 40 list.