Tag: Finance
Sales Boomerang and Mortgage Coach rebrand their fintech solutions under the new name TrustEngine
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.
Alabama-based mortgage banker Barr Group Mortgage has completed the first eNote transaction through Click n’ Close’s non-delegated correspondent eNote program
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.
After, Inc. announced that ENVE will utilize QuickReg® to provide a seamless post-sale registration experience
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.
MonitorBase, a mortgage fintech co, announced launch of instant credit inquiry alerts for their mortgage lender clients
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.
MCTlive! Mortgage Lock Volume Indices for Jan. 2023 Data announced by Mortgage Capital Trading
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.
Charles Williams, CEO of Percy.ai honored as RISMedia 2023 Real Estate Newsmaker, second consecutive year
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.
Legacy Wealth Advisors named to the 2023 Forbes Best-in-State Wealth Management Teams List in Illinois
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.
Grant K. Miller, CPA, EA, joins KROST CPAs in Los Angeles, as Principal of Tax
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.
Carol Burke named a Regional Director of Enterprise Sales at Mobility Market Intelligence (MMI)
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.
Don MacKillop named Regional Director of Enterprise Sales at Mobility Market Intelligence (MMI)
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.
Alliance Group’s Stephen Walther Elected to Federation of Americans for Consumer Choice (FACC) Board of Directors
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.
HPI report for Q4 2022 finds an upward trend in new homebuyer assistance programs as the housing industry rounded out a...
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.
Massachusetts-based Valo Media partners with OptionsSwing to Bring Innovative User-Generated Content Solutions to the online education market
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.
EnergyCAP’s newest solution, CarbonHub, serves as the central repository of all carbon emissions related data, sustainability reporting, and tracking performance
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.
TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved
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.
After, Inc., a global leader in warranty solutions tech, exhihbits at 2023 National Hardware Show
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!
MCT is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits
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.
Mobility Market Intelligence namess Rob Pommier as its Regional Director of Enterprise Sales
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.
MMI.io receives growth investment from WestView Capital Partners
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.
Deaf Financial Advisor Lee Kramer Named to 2023 MONEY Changemakers List
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.
Mortgage Market Opportunities Report for Q4 2022 released by Sales Boomerang
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.
Johnathan Bant named Head of Client Relations for Canadian Financial Services Market at Nomis Solutions
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.
#HousingDC23 Conference announced by Housing Finance Strategies for Sept. 2023 in D.C.
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.
ACES Quality Management announced the company had record growth increasing its client base by 22% amidst significant market volatility
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.
Laura Lafayette honored with 2022 Beverly Faull Affordable Housing Leadership Award
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.
Blaylock Van LLC Shares its 2022 Year-End Report: another year of diversity, deals, partnerships, and success
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%.
To help advanced battery companies manage their insurance costs, BlueStone Advisors launches lithium-ion battery insurance captive
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.
TMC Emerging Technology Fund LP recently participated in a $1M SAFE funding round for TRAiNED, Inc.
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.
Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years
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.
The Michigan Mortgage Lenders Association (MMLA) unveiled an updated logo and brand identity for 2023
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.
Vast Solutions Group, Inc. and Asset Defense Team Launch Joint Venture for 2023
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.
MCTlive! Lock Volume Indices: December 2022 Data announced by Mortgage Capital Trading, Inc. (MCT)
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.
New guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 legislation
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.
CEO Trevor Gauthier of ACES Quality Management selected as a 2023 Industry Titan in Mortgage
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.
CEO Brent Chandler of FormFree named a 2023 Industry Titan in Mortgage by NMP
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.
2023 Industry Titans award: CEO Rob Chrane of Down Payment Resource (DPR) honored
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.
Laird Nossuli, CEO of iEmergent, honored in NMP 2023 Industry Titans awards
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.
GoFundYourself: Living Benefits Awareness Month, Jan. 2023, Launched by Alliance Group
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.
FlexCare Digital Health and docsnap partner to Expand Services to Veterans, Medicare, and Medicaid Patients
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.
Shelli Holland named Chief People Officer at Sales Boomerang and Mortgage Coach
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.
Alliance Group announces the 2023 class of Living Benefits Ambassadors team to coincide with Living Benefits Awareness Month
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.
Eric Ojeda joins Atlanta-based Alliance Group as their new Director of Sales Enablement
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.
ACES Quality Management Mortgage QC Industry Trends Report Notes Critical Defect Rates Rose 6% in Q2 2022
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.
Multi-Bank Securities, Inc., a veteran-owned, fixed-income securities broker-dealer, has joins Agile broker-dealer network
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.
OneKey MLS & Down Payment Resource partner to introduce resource to help New Yorkers find homebuyer assistance programs
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.
Alliance Group Expands Video Marketing Department with Hire of Josh Thompson as Assistant D/E
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.
Fintech Innovator, ACES Quality Management Upgrades ACES CONNECT to Enhance Communication, Collaboration on Mortgage QC Findings
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.
Casey Martin joins Sales Boomerang & Mortgage Coach as Chief Revenue Officer
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.
Jacob Gibbs and Kassy Scarcia recognized for achievements in mortgage tech industry
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.
Mobility Market Intelligence (MMI) Founder, Ben Teerlink, named a 2022 Tech Trendsetter
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, announces its founder and CEO Ben Teerlink has been selected by housing industry publication HousingWire in its annual Tech Trendsetters award program. This award honors leaders that have played an integral role in bringing innovative solutions to market for the housing industry.
Nov. 2022 MCTlive! Lock Volume Indices show that year-over-year total lock volume (-60.9 percent) continues to drop, as expected, when compared...
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 November 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Inc Power Partner 2022: Mobility Market Intelligence (MMI) recognized in Real Estate and Proptech
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 been named a 2022 Inc. Power Partner in Real Estate and Proptech. The inaugural list recognizes more than 250 business-to-business companies in 22 categories.
After, Inc. Outlines its Commitment to Sustainability for 2023 in Warranty Marketing Industry
NORWALK, Conn. /Massachusetts Newswire - National News/ -- After, Inc. announced today its ongoing commitment to a sustainable future, detailing its multi-year strategy and initiatives on its website. Given its history as a post-sale technology and solutions partner to the world's top manufacturers and retailers - and its recent purchase of Accentf(x) Marketing with its Lettershop facility - After is now one of the largest multi-channel Warranty Marketing and Database Management providers in the country.
Online CPA courses to prepare students for the US CPA exams launched by Maxwell CPA Review LLC
ORLANDO, Fla. /Massachusetts Newswire - National News/ -- A new exam-prep company is helping students to pass the U.S. CPA exams in droves. Maxwell CPA Review was founded by Kyle Ashcraft, CPA and provides online CPA courses to prepare students for the U.S. CPA exams. Kyle passed all four CPA exams with a 90 and above, in only six months. Now he works to equip students with the same tools that prepared him for his exams.
Mortgage Capital Trading (MCT) Launches BAMCO: Co-issue Loan Sale Marketplace for Shadow Pricing and Unique Executions
SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one of the agencies with a simultaneous sale of the MSRs to a separate third party.
Agile’s Broker-Dealer Network adds Southstate | Duncanwilliams Securities Corp
PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A., has joined Agile's broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute at competitive pricing via Agile as of August 2022.
Fintech Company, Sales Boomerang, Ranked #162 Fastest-Growing Co on the 2022 Deloitte Technology Fast 500
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 that Sales Boomerang ranked No. 162 on the 2022 Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 28th year.
Underwriting a Greener Future: New Energy Risk Publishes Sustainability Report, Adds Two Key Hires
AVON, Conn. /Massachusetts Newswire - National News/ -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of "Underwriting a Greener Future." The report details the climate, sustainability, and environmental impacts of NER's client portfolio.
Jennifer Kennelly named a Senior Director at Mortgage Capital Trading, Inc. (MCT)
SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.
NotaryCam 2022 ‘Help a Hero’ initiative returns with complimentary online notarization for active duty and retired service members
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 its semi-annual "Help a Hero" initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
2022 Prometheus Award: iEmergent honored by Technology Association of Iowa
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 it has been named the 2022 FinTech & InsurTech Company of the Year in the Technology Association of Iowa's (TAI's) annual Prometheus Awards program.
EPIC Acquires Larry Gordon Agency
CHICAGO, Ill. /Massachusetts Newswire - National News/ -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
October 2022 Data Release by MCT: MCTlive! Lock Volume Indices
SAN DIEGO, Calif. /Massachusetts Newswire - National News/ -- 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 October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Click n’ Close launches proprietary SmartBuy loan suite to provide low- and moderate-income homebuyers with more options
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, announces it has launched SmartBuy, a suite of loan programs designed to give low and moderate-income (LMI) homebuyers an advantage in today's heightened mortgage interest rate environment.
New integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets announced
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 a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets space.