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Archive | Finance

Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.

News: DHS’ Vice Chairman, Fernando Aguirre, Approves to Launch Partnership and New Coalition to Strengthen Communities and States | CitizenWire

WASHINGTON, D.C. /CitizenWire/ — DHS’ Community COVID Coalition will provide culturally relevant communication resources for states to use on social media. States that participate in the coalition will receive targeted, culturally relevant social media resources developed and tested by public health communications experts.

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News: UniversalCIS Announces Acquisition of SharperLending | CitizenWire

PHILADELPHIA, Pa. /CitizenWire/ — UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.

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News: ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Technology Plans and Pricing | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders’ entry into reverse lending and support their success.

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News: ACES Quality Management Charitable Giving Program Makes Impact For Third Consecutive Year | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the latest results of its ACES CARES philanthropic campaign and matching gift program.

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News: Mid America Mortgage Expands Access to Down Payment Assistance Program to Its Correspondent Partners | CitizenWire

ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with the Rosebud Economic Development […]

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News: Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies.

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News: Chelsea Groton Bank and Foundation Together Gave Record $1 Million in 2020 | CitizenWire

GROTON, Conn. /CitizenWire/ — Last year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year’s giving total above the $1 Million mark for the first time […]

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News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

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News: Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform | CitizenWire

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, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.

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News: DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK’s Audit department, helping clients grow and improve their businesses, and developing DDK’s next generation.

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News: EnergyCAP’s Energy Information Management System Earns FedRAMP Authorization | CitizenWire

STATE COLLEGE, Pa. /CitizenWire/ — EnergyCAP, Inc. (ECI) is pleased to announce that its EnergyCAP® energy management information solution (EMIS) has been granted an Authorization to Operate (ATO) under the U.S. Government’s FedRAMP program and is now an authorized participant in the FedRAMP Marketplace. The U.S. Department of State granted the ATO and is now […]

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News: Agent Review Announces Technology Awareness Series for Insurance Agents – Leonardo247 Leads Launch | CitizenWire

BELLEVUE, Wash. /CitizenWire/ — Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review’s Operations Manager.

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News: SimpleNexus Secures $108M in Series B Funding to Transform the Homeownership Journey into a Seamlessly Connected Experience | CitizenWire

LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform connecting loan officers, borrowers, real estate agents and settlement agents, has received a follow-on investment of $108 million in Series B funding led by global venture-capital and private-equity firm Insight Partners.

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News: ReverseVision Announces New CEO Joe Langner | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision’s mission to empower America’s seniors to use home equity […]

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News: SimpleNexus’ Suzy Djilas Wins 2021 Utah Business SAMY Award for Sales Professional of the Year | CitizenWire

LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced enterprise account executive Suzy Djilas earned a 2021 Utah Business Magazine SAMY Award for Sales Professional of the Year.

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News: FormFree Launches Rebrand, New Website Aligned with Mission to Expand Financial Inclusivity | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree today launched a new visual identity designed to reflect its mission of empowering consumers and lenders with a transparent view of borrower financial DNA. In tandem with the brand launch, FormFree unveiled a new website that speaks to both consumer and lender audiences about how its AccountChek and Passport solutions […]

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News: Alliance Group Announces Launch of 4th Annual Living Benefits Awareness Month | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2021.

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News: DHS is Invited to Lead the Paris 2021 Q2 Venture Capital World Summit in Paris: Vice Chairman of DHS, Fernando Aguirre Announced | CitizenWire

WASHIGNTON, D.C. /CitizenWire/ — DHS has announced this morning that the firm and its lead expert, Fernando Aguirre, Vice Chairman of DHS, will head the VC Panel at the summit which will take place in Paris, France at the Westminster Hotel on February 12, 2021.

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News: MCT’s Sarah Hellman Selected as Finalist for San Diego Business Journal’s 2020 Business Women of The Year | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Senior Trader, Sarah Hellman, was selected as one of the finalists for San Diego Business Journal’s 2020 Business Women of the Year.

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News: ReverseVision’s Wendy Peel Named a PROGRESS in Lending Trailblazers Award Recipient for Sales and Marketing Leadership | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award.

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News: Paramount Property Tax Appeal Offers Free Evaluation to Affluent Homeowners and Business Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes to Tax Laws’ | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal […]

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News: LBA Ware Joins ACUMA, Brings New Tools for Optimizing Mortgage Team Performance and Compensation to Credit Unions | CitizenWire

MACON, Ga. /CitizenWire/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.

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News: Critical Defect Rate Highest Since 2018, Per ACES Quality Management Q2 2020 Mortgage QC Trends Report | CitizenWire

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 second quarter (Q2) of 2020.

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News: Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers | CitizenWire

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 Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks […]

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News: DocMagic’s Leah Sommerville Named to NMP’s 2020 Top 40 Under 40 Most Influential Mortgage Professionals List | CitizenWire

TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.

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News: ACES Quality Management Makes Key Loan Audit Platform Upgrades to Elevate User Experience for Lending Institutions | CitizenWire

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 several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and create a highly customizable, […]

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News: Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as […]

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News: LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature | CitizenWire

MACON, Ga. /CitizenWire/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly […]

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News: HousingWire Honors DocMagic’s Brian D. Pannell with 2020 Tech Trendsetters Award | CitizenWire

20-1207-Brian-D-Pannell-696×522.jpg /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award.

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News: PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

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News: MCTlive! Pool Optimizer Technology Sets New Bar for Best Execution Loan Sales | CitizenWire

SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using […]

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