Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders.
SAN DIEGO, Calif. /CitizenWire/ — The Mortgage Collaborative, the nation’s largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP (“TMC Fund”).
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind’s award-winning Surefire CRM.
LEHI, Utah /CitizenWire/ — Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.
MACON, Ga. /CitizenWire/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Michigan First Credit Union (Michigan First) has implemented LBA Ware’s ICM platform CompenSafe to automate incentive compensation for its mortgage division’s 40+ loan originators (LOs) and loan originator […]
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes.
DENVER, Colo. /CitizenWire/ — 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 Trends Report covering the third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES […]
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners […]
LEHI, Utah /CitizenWire/ — Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.
ATHENS, Ga. /CitizenWire/ — FormFree today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).
LOS ANGELES, Calif. /CitizenWire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies.
LOS ANGELES, Calif. /CitizenWire/ — Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced that it has been selected as winner of the “Best Employee Benefits Solution” award in the fifth annual FinTech Breakthrough Awards program conducted by FinTech […]
COLORADO SPRINGS, Colo. /CitizenWire/ — Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.
NEW YORK, N.Y. /CitizenWire/ — TravelInsurance.com has been named by Money as one of the “6 Best Travel Insurance Companies of 2021” and singled out for its fast and easy travel insurance quote comparison system.
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it again earned a spot on HousingWire’s 2021 Tech 100 list, recognizing the most innovative and impactful technology companies in the mortgage industry.
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.
ATLANTA, Ga. /CitizenWire/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series – and access to survey results – […]
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process.
NEWPORT BEACH, Calif. /CitizenWire/ — Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 – popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation & Estimate of Property […]
BOSTON, Mass. /CitizenWire/ — While the trendy term “Microbrewery” may have been the proper terminology for new craft beer breweries and startups, they no longer remain “micro” in revenue, says ICS Tax, LLC (ICS). Growth in the craft beer industry in the U.S. has steadily grown to almost $30 billion.
SALT LAKE CITY, Utah /CitizenWire/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has entered into an partnership agreement with eNotaryLog, a leading remote online notarization (RON) company.
ATHENS, Ga. /CitizenWire/ — FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory […]
CLEARWATER, Fla. /CitizenWire/ — Florida’s Best Reverse Mortgage Company, a Clearwater based reverse mortgage firm, has announced the launch of a new interactive website. The website’s centerpiece is an interactive qualifier that can calculate a homeowner’s available equity.
MACON, Ga. /CitizenWire/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that AmCap Home Loans (AmCap) has implemented LBA Ware’s LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware’s ICM platform CompenSafe™ to manage incentive pay […]
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today it has launched Click n’ Close Title, a digital-first residential title insurance company, to deliver more comprehensive digital mortgage closing services to the residential real estate market.
GROTON, Conn. /CitizenWire/ — Chelsea Groton Bank is pleased to introduce Chelsea|LIVE Video Banking, a new digital personal experience that gives members the flexibility to bank when, where and how it’s most convenient.
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has been named to HousingWire’s 2021 Tech100 list of the most innovative technology companies serving the mortgage and real estate industries.
ATHENS, Ga. /CitizenWire/ — FormFree today announced its inclusion in HousingWire’s annual Tech100 list for the seventh time. The award recognizes companies and solutions that are revolutionizing the mortgage process.
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).
NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam™, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today announced it has been named to the HousingWire Tech100 Real Estate list.
DENVER, Colo. /CitizenWire/ — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has been included in the 2021 HousingWire Tech100 Mortgage list.
WARRENVILLE, Ill. /CitizenWire/ — 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.
CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a […]
ATLANTA, Ga. /CitizenWire/ — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.
ATLANTA, Ga. /CitizenWire/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.
BIRMINGHAM, Ala. /CitizenWire/ — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.
ATHENS, Ga. /CitizenWire/ — FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams.
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.
