WEST PALM BEACH, Fla. /CitizenWire/ — OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its director of support services, Kathy Olsen, has been honored by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: Black Knight Empower LOS Now Integrated with DocMagic | CitizenWire
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight’s loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services.
News: OneKey MLS names Down Payment Resource partners as designated provider of down payment assistance tools | CitizenWire
ATLANTA, Ga. /CitizenWire/ — OneKey® MLS, the largest multiple listing service (MLS) in New York, today announced that it has partnered with Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, to indicate MLS residential listings that may be eligible for down payment assistance and other homebuyer affordability programs.
News: Agile Launches Agile Chat for Lenders and Broker Dealers | CitizenWire
PHILADELPHIA, Pa. /CitizenWire/ — Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers onto a single electronic platform, today announced the launch of Agile Chat, a new chat feature designed to increase transparency and efficiency between lenders and broker dealers.
News: Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line […]
News: KROST Named 2022 Top 100 Firms by Accounting Today | CitizenWire
PASADENA, Calif. /CitizenWire/ — KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to add […]
News: realMLS enhances listing service with Down Payment Resource to help subscribers connect consumers with homebuyer assistance programs | CitizenWire
ATLANTA, Ga. /CitizenWire/ — realMLS, serving 11,000 members in Northeast Florida, today announced that it has partnered with Down Payment Resource (DPR) to enhance its platform with DPR’s suite of real estate agent tools that help MLS customers connect homebuyers with homebuyer assistance programs.
News: Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement | CitizenWire
IRVINE, Calif. /CitizenWire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was […]
News: FormFree opens registration to its third annual Heroes Golf Classic 2022 benefiting the American Red Cross of Northeast Georgia | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree today announced it has opened registration to the organization’s third annual Heroes Golf Classic, which will be held on September 9, 2022, at Lanier Islands Legacy Golf Course in Buford, Georgia. All proceeds from the event will be donated to the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit […]
News: MCTlive! Lock Volume Indices: April 2022 Data | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry.
News: MMI appoints Kortney Lane-Schafers as Regional Director of Growth | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — 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 Kortney Lane-Schafers as a regional director of growth. Lane-Schafers’ responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients.
News: Housing Finance Strategies Names Allen Jones Chief Administrative Officer | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.
News: Centier Bank Leverages DocMagic’s eVault Technology to Accept and Manage eNotes | CitizenWire
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic’s eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing technology.
News: EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
News: EY announces Mark Cunningham and Alex Kutsishin of Sales Boomerang as Entrepreneur Of The Year® 2022 Mid-Atlantic Award finalists | CitizenWire
BALTIMORE, Md. /CitizenWire/ — Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders of high-growth companies who […]
News: Down Payment Resource teams up with Realtor.com to Help Home Shoppers Find Homebuyer Assistance Programs | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Realtor.com® has deployed DPR’s search tool that helps home shoppers find homebuyer assistance programs.
News: Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs | CitizenWire
AVON, Conn. /CitizenWire/ — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew “Andy” Borst as President-Excess & Surplus (E&S) Lines and International Programs.
News: Intellimedia Network’s Immersive Technology IP Acquired by Frontera Group | CitizenWire
LOS ANGELES, Calif. /CitizenWire/ — Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) (“Frontera” or “the Company”), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of its […]
News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois | CitizenWire
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 for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.
News: Stack Sports Partners with NEAR Foundation to Make NFTs more Accessible to Sports | CitizenWire
PLANO, Texas /CitizenWire/ — Stack Sports – the global technology leader in sports software announced today that it will be partnering with the NEAR Foundation, a Swiss non-profit that oversees the NEAR blockchain ecosystem, to launch an athlete-focused NFT platform. The new Stack NFT platform will give all athletes an opportunity to create and mint […]
News: Logix Federal Credit Union launches Mortgage Coach to enhance mortgage advisory service for members | CitizenWire
IRVINE, Calif. /CitizenWire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.
News: SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced the firm is celebrating its 20th anniversary. Since opening its doors in April 2002, SBA has helped organizations in every sector of the North American economy navigate their toughest employee benefits challenges while reducing plan expenses and improving efficiency, […]
News: 2022 HousingWire Tech100 Mortgage Award Announces MCT As Leader In Innovation | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to mortgage […]
News: MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — 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 mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with […]
News: America’s ‘Queen of Crowdfunding’ Celebrates 10 Year Anniversary of Helping Pass The Jobs Act of 2012 Into Law | CitizenWire
LAS VEGAS, Nev. /CitizenWire/ — This April marks the 10-year anniversary of the Jumpstart Our Business Startups Act, or JOBS Act which is a law intended to encourage funding of small businesses in the United States by easing many of the country’s securities regulations, said Ruth E. Hedges, CEO of Rise Up Crowdfunding.
News: Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO | CitizenWire
NOVI, Mich. /CitizenWire/ — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan […]
News: EPIC Welcomes Shelley Yim | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice.
News: Down Payment Resource releases Q1 2022 Homeownership Program Index | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm’s analysis of 2,238 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 46 from Q4 […]
News: Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors | CitizenWire
FRANKLIN, Tenn. /CitizenWire/ — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN […]
News: Sales Boomerang releases Q1 2022 Mortgage Market Opportunities Report | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q1 2022 report showed an increase in purchase and home-equity loan opportunities that could help lenders offset dwindling refi volume.
News: Critical Defect Rate Drops 18% in Q3 2021, Per ACES Quality Management Mortgage QC Industry 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 third quarter (Q3) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES […]
News: KROST Recognized by Los Angeles Business Journal as among Top Accounting Firms for 2022 | CitizenWire
PASADENA, Calif. /CitizenWire/ — KROST was recognized as one of Los Angeles Business Journals’ Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal’s Disruptor Awards virtual event.
News: FormFree’s Christy Moss recognized by the Mortgage Bankers Association for outstanding contributions in mortgage technology | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree® today announced that the Mortgage Bankers Association (MBA) has named FormFree Chief Customer Officer Christy Moss, CMB, a 2022 Tech All-Star. Since 2002, the Tech All-Star Awards have honored leaders who have made outstanding contributions to mortgage technology.
News: NotaryCam surpasses 1 million remote online notarization transactions | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — 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 performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage lenders, […]
News: Edgewood Healthcare Advisors Continues Growth with Strategic Hires | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.
News: Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has added Duane Gilkison, senior director of loan quality at Fannie Mae, to its speaker line-up for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, […]
News: EPIC Expands into New Territory with Acquisition of Treloar & Heisel | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.
News: Eric Zanotelli and the Z-Team join Sente Mortgage | CitizenWire
STILLWATER, Okla. /CitizenWire/ — The Z-Team, a mortgage banking branch based in Stillwater, Oklahoma, has joined independent mortgage company Sente Mortgage, the company announced today. Branch Manager Eric Zanotelli and his team bring deep industry knowledge and a commitment to exceptional, accessible, and engaging service to the Oklahoma market and beyond.
News: James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.
News: EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.