Tag: Finance

DOVER, Del. /Massachusetts Newswire - National News/ -- NotaryCam®, a Stewart-owned company and a pioneer in providing remote online notarization technology for real estate and legal transactions, announced today the State of Delaware Notary Department has approved the company to provide remote online notarization (RON) services to notaries public registered in the state.

DETROIT, Mich. /Massachusetts Newswire - National News/ -- Move For Hunger, a national non-profit organization that fights hunger and food waste, will attempt to break the GUINNESS WORLD RECORDS™ title for the Most Cereal Boxes Toppled in a Domino Fashion with Topple Hunger on October 12 at 5:30 p.m. ET. The Topple Hunger event aims to shatter the current record of 6,391 cereal boxes by more than double - toppling 15,000 boxes at the Henry Ford Detroit Pistons Performance Center.

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 Ritz Carlton Dove Mountain hotel in Tucson, Ariz., May 19 - 21, 2024.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a significant dip of 13.29% in mortgage lock volume over the prior month.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree has partnered with serial entrepreneur Kevin Harrington of "Shark Tank" fame to promote Passport, a free service that makes it easy for consumers to quantify their borrowing power and share their verified assets, employment, annual and residual income and rent payment history with their preferred lender in just minutes from any web-enabled device.

JACKSONVILLE, Fla. /Massachusetts Newswire - National News/ -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, Dark Matter aims to help credit unions increase loan origination, improve loan quality and enhance member satisfaction.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced that it has been named one of the Best Places to Work 2023 by the San Diego Business Journal (SDBJ) in the medium-sized company category (50 - 249 U.S. employees).

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, today announced the addition of a suite of new dashboards to its growing Custom Dashboard Hub. The six new dashboards allow lenders to penetrate areas of high growth and increase the span of actionable insights and applications for users.

PASADENA, Calif. /Massachusetts Newswire - National News/ -- INSIDE Public Accounting (IPA) has named KROST CPAs & Consultants Top 100 Firm in 2023. The firm ranked 73rd on the prestigious Top 100 list. KROST along with other recipients of these distinguished awards are highlighted in IPA's monthly newsletter. KROST has been named Top 100 firm for the third year in a row.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mortgage Machine™ Services, an industry leader in digital origination technology to residential mortgage lenders, announced Dan McGrew has joined the company as Director of Sales. In this role, McGrew will be responsible for bringing the company's digital mortgage innovations to market, including the company's flagship loan origination system (LOS) Mortgage Machine.

LAKE ZURICH, Ill. /Massachusetts Newswire - National News/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Robert Howerton has joined the organization as Chief Information Officer. In this role, his responsibilities include maintaining and expanding Dovenmuehle's current information technology (IT) infrastructure.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- Inspirational entrepreneur Tim Gaspar has re-launched his debut book "The Biggest Leap: Building a Profitable Insurance Agency from the Ground Up" (ASIN: B0C3JGZZQR).

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 first quarter (Q1) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Minnesota-based Affinity Plus Federal Credit Union (Affinity Plus) has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.

SIMI VALLEY, Calif. /Massachusetts Newswire - National News/ -- The Ronald Reagan Presidential Foundation and Institute, in partnership with GE, are pleased to announce that the 2024 GE-Reagan Foundation Scholarship Program will open for applications on October 16, 2023. This program awards up to $400,000 in scholarships to deserving high school seniors across the country in 2024.

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 it has hired Ken Weislak as Business Development Manager for the wholesale division and Travis Sharpe as the Operations Manager for the company's correspondent division.

BOULDER, Colo. /Massachusetts Newswire - National News/ -- Floify, the mortgage industry's leading point-of-sale solution and subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH), today announced the launch of verification of income (VOI) and verification of employment (VOE) waterfall technology. The new features will help lenders and brokers save time and reduce costs during the loan origination process.

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- Palisade Capital Management is proud to be included in CNBC's Financial Advisor (FA) 100 rankings for the fourth year in a row - one of only two New Jersey-based firms to be recognized in the rankings. The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives.

ADDISON, Texas /Massachusetts Newswire - National News/ -- Mortgage Machine Services, an industry leader in digital origination technology to residential mortgage lenders, announced the launch of its namesake platform Mortgage Machine™, an out-of-the-box, all-in-one loan origination system (LOS) designed to accelerate lenders' operational velocity and support an end-to-end digital origination process.

JACKSONVILLE, Fla. /Massachusetts Newswire - National News/ -- Dark Matter Technologies LLC, formerly Black Knight Origination Technologies LLC, was rebranded after it was acquired into the Perseus Operating Group (Perseus) of Constellation Software Inc. (Constellation). According to Rich Gagliano, Dark Matter Technologies' chief executive officer, the organization is on a mission to revolutionize the mortgage origination business by supporting, growing and aggressively innovating new and existing products including the popular AIVA® artificial intelligence solution and the comprehensive Empower® Loan Origination Platform.

NEW YORK, N.Y /Massachusetts Newswire - National News/ -- Toyota, whose first‐ever 2024 Grand Highlander SUV touts "the best views from every row," will be offering fans the best viewing experience when Morehouse College faces Albany State University in the 2nd annual HBCU NY Classic football game at MetLife Stadium on Saturday, September 16. Teaming with HANG, the leading fan-athlete community, Toyota will be hosting a virtual watch party in which fans will mingle with athletes and celebrities in a video chat room while watching the action on TV.

LAKE ZURICH, Ill. /Massachusetts Newswire - National News/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Flanagan State Bank, a community bank headquartered in central Illinois, has selected Dovenmuehle to subservice its mortgage loan portfolio and deliver enhanced service to the bank's mortgage customers.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Strategic Benefits Advisors (SBA) today announced that Founding Principal Mindy Zatto is a recipient of the 2023 Excellence in Benefits Award. Presented by Employee Benefit News (EBN), the Excellence in Benefits Awards honor the human resources leaders, tech innovators, brokers and advisors driving change in the employee benefits space.

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 expanded its partnership program with ActiveComply, a leader in social media monitoring and website archival for the financial industry.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced the completion of the integration between LiteSpeed, a streamlined point-of-sale (POS) system designed for mortgage lenders and Encompass® by ICE Mortgage Technology, part of ICE (NYSE: ICE) and a global data, technology and market infrastructure company that designs, builds and operates digital networks to connect people to opportunity.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- SAN DIEGO, Calif., Sept. 5, 2023 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a slight 4.76% decline in mortgage lock volume over the prior month. The slight dip in mortgage lock volume is likely attributed to an increase in mortgage rates through the last month.

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, today announced it ranks No. 15 on the 2023 Utah Business list of fastest-growing companies in the state. This marks MMI's second consecutive appearance on the list and in the top 15.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew's dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization.

RICHMOND, Va. /Massachusetts Newswire - National News/ -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised Mystic Oil Company, Inc. and its affiliates ("Mystic Oil" or the "Company") on its sale to Petroleum Marketing Group, Inc. The Company sells fuels on a consignment and wholesale basis to approximately 150 Gulf, Citgo, ExxonMobil, Shell and unbranded customers in Connecticut, Massachusetts, Rhode Island, New York and Vermont.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, FormFree aims to help credit unions provide more inclusive pathways to homeownership by introducing them to residual income analytics, a methodology for gaining enhanced insight into borrowers' ability to repay loans.

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 that Heidi Iverson has been promoted to Vice President of Strategic Partnerships. In this role, Iverson will lead sales and customer success efforts focused on strategic relationships in the mortgage and real estate sectors.

RICHMOND, Va. /Massachusetts Newswire - National News/ -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised H.A. Mapes, Inc. ("H.A. Mapes" or the "Company") on its sale to Nouria Energy Retail, Inc., a subsidiary of Nouria Energy Corporation ("Nouria").

CORAL SPRINGS, Fla. /Massachusetts Newswire - National News/ -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.

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 two of its top executives, Executive Vice President of Operations Sharon Reichhardt and President and COO Phil McCall, will be speaking at the 2023 Mortgage Bankers Association (MBA) Compliance and Risk Management Conference taking place September 10-12, 2023, at the Grand Hyatt in Washington, D.C.

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, today announced it ranks No. 1971 on the 2023 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2023 Inc. 5000 list of the nation's fastest-growing private companies. This marks DPR's inaugural year on the list.

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, today announced the release of its new LO Quick Profile search tool, which provides a summary view of a loan originator's (LO) production and top referral partners.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT's proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT's COO, Phil Rasori.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT's site to download the full report.

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

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 its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.

ELLICOTT CITY, Md. /Massachusetts Newswire - National News/ -- TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.

OXNARD, Calif. /Massachusetts Newswire - National News/ -- Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm's analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373.

BALTIMORE, Md. /Massachusetts Newswire - National News/ -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. ("Vital Plastics" or the "Company"), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners ("Wolverine Capital").

BOCA RATON, Fla. /Massachusetts Newswire - National News/ -- Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.

RICHMOND, Va. /Massachusetts Newswire - National News/ -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised BeWell Network, LLC ("BeWell" or the "Company") on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus U.S. homebuyer assistance programs, this report sheds light on programs specially developed to promote accessibility and inclusivity for aspiring homeowners with disabilities.

DES MOINES, Iowa /Massachusetts Newswire - National News/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine's 2023 list of Elite Women in Mortgage.

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT's website to download the full report. The increase in June's lock volume activity, which is based on actual locked loans, comes after a 15% drop in May's total lock production.

BALTIMORE, Md. /Massachusetts Newswire - National News/ -- The Notary Training Network is pleased to announce the highly anticipated Maryland Notary Training Conference, dedicated to combating document fraud, forgery, and identity theft. The conference will take place on October 21, 2023 at the Best Western Premier Rockville Hotel & Suites in Rockville, Maryland. This conference is open to notaries in all states.

WILLIAMSPORT, Pa. /Massachusetts Newswire - National News/ -- GetHRready today announced a strategic partnership with HR4ALL, JustHRhandbooks, JustHRhotlines and JustHRaudits to ensure every business in America can the best in Human Resources support. Fast, efficient and economical solutions designed to protect every business and help them GetHRready.

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

RICHMOND, Va. /Massachusetts Newswire - National News/ -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, is pleased to announce the sale of the Lawn & Garden Division ("Antilles L&G" or the "Company") of Antilles Power Depot Inc. ("APD") to Freije Supply Inc. ("Freije Supply").

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Rochester, N.Y.-based Premium Mortgage Corporation (Premium Mortgage) is the latest mortgage lender to implement its streamlined point-of-sale (POS) platform LiteSpeed to provide borrowers with a white-labeled, digitally-driven mortgage application experience.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Depth, the leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), welcomes Berry College communications major Jasmynn Innis as its 2023 summer intern.

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers together on a single electronic platform, today announced the appointment of Greg Vacura as company president. Mr. Vacura will be working to fulfill Agile's mission to create a better mortgage-backed securities (MBS) market through increasing liquidity and automation in TBAs, MBS pools, and AOTs.

STATE COLLEGE, Pa. /Massachusetts Newswire - National News/ -- EnergyCAP, a renowned provider of energy and sustainability enterprise resource planning (ERP) solutions, proudly announces The University of Texas Medical Branch (UTMB) and The University of New Mexico (UNM) have adopted EnergyCAP's newest solutions: CarbonHub and Wattics, making them the first customers to embrace EnergyCAP's complete solution suite.

SCOTTSDALE, Ariz. /Massachusetts Newswire - National News/ -- On July 17, 2023, the Millionaire Mastermind Academy, a leading nonprofit organization addressing the barriers to opportunity for underrepresented businesses, will host an economic empowerment "Diversity in Finance" Fireside Chat. The virtual event is part of an ongoing program and is sponsored by Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm.