Tag: Finance

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 brought on four new team members to grow its sales footprint, expand its relationships with housing finance agencies (HFAs) and provide enhanced support to DPR's growing customer base.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree(R) today announced that its founder and CEO Brent Chandler was named to Inman's 2023 Best of Finance award program, which recognizes the leaders who are reshaping the mortgage and finance industries for both professionals and consumers. The inaugural class of Inman's Best of Finance winners were honored for their unwavering commitment to innovation and service in the residential mortgage space.

BOISE, Idaho /Massachusetts Newswire - National News/ -- JTC CPAs, a leading accounting firm based in Idaho, is thrilled to announce their recent award-winning recognition as the 2023 best accountant in both Treasure Valley and statewide in Idaho. Winning the 2023 Best CPA for Treasure Valley and Best Statewide Accountant in Idaho awards is a great achievement for JTC CPAs, and it reflects the firm's dedication to excellence in the field of accounting.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the FIS Emerald 2023 Conference, which will be held May 15-18 at Walt Disney World resorts in Orlando, Fla., hosted by FIS Global, a global leader in financial services technology.

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, announces the addition of ACES PROTECT, a suite of automated regulatory compliance tests, to its flagship ACES Quality Management & Control® quality control (QC) auditing platform.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced Peak Residential Lending has implemented its complete application suite - LiteSpeed, QuickQual and Fee Chaser - into its existing tech stack to power a digital-first borrower experience.

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 has hired Brian McKray as the director of product development. In this role, McKray will guide the creation of new system features and functionality to maintain alignment with the company's vision and mission and ensure customer needs are considered at every stage of product development.

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 Q1 2023 Homeownership Program Index (HPI). The firm's analysis revealed a 0.5% uptick in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,362.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Financial Women of San Francisco (FWSF) today named Teresa Bryce Bazemore as the FWSF 2023 Financial Woman of the Year. Ms. Bazemore is the President and CEO of the Federal Home Loan Bank of San Francisco, whose mission is to provide its members with reliable access to low-cost liquidity, essential financial services and expertise, and resources for affordable housing and economic development.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Taylor Wilshire and the Wilshire Foundation have again won the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR). This award highlights the Wilshire Foundation's outstanding success in creating sustainable solutions through partnership, innovation, and best practices in order to advance its mission of eradicating poverty by fostering development and promoting affordable, reliable, and sustainable energy for all.

OWINGS MILLS, Md. /Massachusetts Newswire - National News/ -- TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of Sales Boomerang's latest Mortgage Market Opportunities Report. The Q1 2023 report indicates quarter-over-quarter improvements across all indicators of mortgage readiness, representing growth in mortgage lending opportunities.

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 has released LO Highlight Reels, an easy-to-use video creation tool for loan originators (LOs) looking for an eye-catching way to share their success and increase their visibility.

RALEIGH, N.C. /Massachusetts Newswire - National News/ -- Mortgage software development and solutions firm Brimma Tech (Brimma) today announced a strategic collaboration with ability-to-pay fintech FormFree®. The integration of Brimma's AI-enabled chatbot service into FormFree's Passport® mobile app will make it possible for prospective homebuyers to find their ideal loan product from the convenience of their mobile device, without the need to first complete a detailed loan application.

ROLLING HILLS ESTATES, Calif. /Massachusetts Newswire - National News/ -- Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has automated the process of digital TBA trade assignment during the loan sale process for both mortgage lenders and participating correspondent investors. This automation makes assignment of trade loan sales (AOTs) faster, more convenient, and easier for investors to offer.

NEW YORK CITY, N.Y. /Massachusetts Newswire - National News/ -- Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm. In this role, he will lead the firm's banking team and solutions for local and municipal government organizations with a focus on financial and risk management.

FORT COLLINS, Colo. /Massachusetts Newswire - National News/ -- Armadillo, a modern tech-enabled home warranty platform, and TurboTenant, a digital one-stop-shop for landlords looking to simplify then scale their rental business, have launched a partnership to provide landlords with an affordable and comprehensive protection plan for their rental properties.

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 launched its new Custom Dashboard Hub and expanded the business intelligence (BI) tools available on its platform, increasing users' ability and ease in developing strategy, recruiting, nurturing talent and discovering new opportunities.

LAKE ZURICH, Ill. /Massachusetts Newswire - National News/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that public accounting and business advisory firm Plante Moran, PLLC has completed an annual review of Dovenmuehle's subservicing operations and published its findings via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 reports.

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 the immediate availability of 2022 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. To celebrate providing lenders with early access to HMDA reporting, iEmergent CEO Laird Nossuli shared summary observations drawn from the loan-level origination data.

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! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

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 March 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

EVERGREEN, Colo. /Massachusetts Newswire - National News/ -- A National Buyers Agents Association (NBAA) survey of its members reveals surprising homebuyer concerns. Detailed results of the national survey are included in the association's blog section of its website. Some agents responded in the survey that their markets are not declining.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, announced today that its founder and CEO Rob Chrane has been named a 2023 MBA NewsLink Tech All-Star by the Mortgage Bankers Association (MBA). The MBA is the leading professional group for the mortgage industry with more than 2,100 member companies.

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 has expanded access to its platform with a new user tier for small and mid-size (SMB) independent mortgage lenders and brokers. Previously focused on enterprise accounts, MMI is now making a dedicated effort to providing value to the individual and SMB spaces.

AUSTIN, Texas /Massachusetts Newswire - National News/ -- In the fall of 2022, TecnoTree acquired TrustStar, a SaaS application using proprietary artificial intelligence designed to provide mortgage loan officers with a simple way to access relevant market data to grow their businesses. TrustStar delivers a robust set of features that include loan officer insights, listing trends, realtor match, intelligent recruiting, lender competition, and many more through its powerful artificial intelligence platform, and now powered by Tecnotree, a world leader of 5G multi-cloud enabled digital technology.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced that developer of collaborative solutions for the housing finance industry, IndiSoft, is leveraging FormFree's Passport® to enable HUD-approved housing counseling agencies (HCAs) to provide more effective and expeditious consumer counseling.

LAKE ZURICH, Ill. /Massachusetts Newswire - National News/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Anna Krogh has been hired as the company's vice president of business development. In this role, her responsibilities will include growing Dovenmuehle's client list by sourcing new prospects and fostering and developing long-term relationships and clients.

LOS ANGELES, Calif. /Massachusetts Newswire - National News/ -- KROST has been recognized as a Top 100 Firm by Accounting Today for the third year in a row. The firm ranked 72nd with a 16.60% change in revenue from the previous year. In addition, KROST has also been named a Regional Leader of 2023. The firm recently launched a new service, KROST Fund Admin Solutions, to further assist and add value for their clients.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- For years, Strategic Capital has worked closely as a partner of the Texas Trial Lawyers Association (TTLA), sponsoring events and working alongside TTLA attorneys to help clients best manage their settlements. Now, though, this relationship takes a step forward. Strategic Capital is officially a Texas Trial Lawyers Association Sustaining Partner, making it one of the official TTLA business partners in 2023.

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 Shayna Wilmet as its newest regional director of growth. Wilmet's responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients, which includes 20 of the top 25 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).

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 third quarter (Q3) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

SAN CLEMENTE, Calif. /Massachusetts Newswire - National News/ -- SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

MIAMI, Fla. /Massachusetts Newswire - National News/ -- Pioneering homeowner-centric tech startups Armadillo, a modern tech-enabled home warranty platform, and beycome, a leading tech-enabled digital real estate platform, have launched a partnership to provide homeowners and soon-to-be homeowners with an additional tool to facilitate the home selling experience.

LAKE ZURICH, Ill. /Massachusetts Newswire - National News/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Standard & Poor's Global Ratings (S&P) has affirmed its Above Average rating of Dovenmuehle as a residential mortgage loan primary servicer with a stable outlook. Dovenmuehle has been ranked as Above Average by S&P for the past 12 years without interruption.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced The Mortgage Firm, a Florida-based independent retail mortgage lender with branches located throughout the U.S., has selected its streamlined point-of-sale (POS) platform LiteSpeed to power its application process and deliver a superior borrower experience at the initial point of contact.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the Consumer Bankers Association (CBA) annual conference, 'LIVE.' In addition to the sponsorship, Nomis will be one of 10 companies featured in CBA Live's Tech Demo Super Session. The session explores innovations from top financial service providers including Salesforce, Blend and Glia.

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- TravelInsurance.com, a leading travel insurance comparison site, has been named one of the "Best Travel Insurance Companies of 2023" by Money.com. The recognition follows TravelInsurance.com's previous designation in 2021 and 2022 as the "Best for Comparing Travel Insurance Quotes" by Money.com.

ATLANTA, Ga. /Massachusetts Newswire - National News/ -- As metro Atlanta homebuyers encounter the challenging trifecta of sharply rising home prices, elevated interest rates and institutional investor depletion of starter home inventory, Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, released a comprehensive report on the 46 active metro Atlanta homebuyer assistance programs.

COLUMBUS, Ohio /Massachusetts Newswire - National News/ -- In a recent case, Michael Johnson, et ux. v. Commissioner, the tax court denied the majority of a taxpayer's Energy Efficient Commercial Building Deduction under IRC §179D since it claimed a §179D Deduction exceeding the cost of the Energy Efficient Commercial Building Property (EECBP), says ICS Tax, LLC.

BUFFALO, N.Y. /Massachusetts Newswire - National News/ -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced significant growth within its client base in 2022, increasing its number of partnered lending institutions by 150%. The company also maintained a net promoter score (NPS) of 86 based on feedback from the thousands of lenders and real estate agents that interact with LenderLogix and its suite of mortgage technology.

ATHENS, Ga. /Massachusetts Newswire - National News/ -- FormFree® today announced that Inclusive-Finance-as-a-Service platform GreenLyne has enhanced its ability to help lenders identify home financing opportunities for underserved consumers with its adoption of FormFree's Residual Income Knowledge Index™ (RIKI™).

SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT's new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT's whole loan trading platform and improves price transparency by connecting unapproved sellers to live executions from potential buyers.

NASHVILLE, Tenn. /Massachusetts Newswire - National News/ -- Percy, maker of pre-mover data intelligence-driven client engagement and retention tools for real estate brokers and mortgage lenders, today announced the agenda for its annual National Home Valuation Week (NHVW) event, which will be held virtually on April 3-7, 2023.

CLEVELAND, Ohio /Massachusetts Newswire - National News/ -- Beth A. Wilson has been named President of Excelas, LLC, a national provider of medical record organization, retrieval, and analysis, helping healthcare organizations respond to claims - and litigation - brought against them. Excelas, LLC's announcement today says Ms. Wilson's tenure begins April 17, 2023.

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 the launch of the "Mortgage Industry Benchmarks" report, a monthly newsletter compiling lender and loan officer (LO) production data and trends to facilitate peer-to-peer comparison.

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 February 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Mytc.ai™ has officially launched its revolutionary subscription-based transaction coordination service for real estate agents in California. By blending expert licensed transaction coordinators with cutting-edge artificial intelligence (AI) technology, Mytc.ai offers a cost-effective solution that saves agents up to 60% on transaction coordination costs.

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 its CEO Laird Nossuli was recognized by National Mortgage Professional (NMP) as one of its 2023 Women of Inspiration. The awards program highlights female visionaries who are paving the way for the next generation of women in mortgage lending.

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.