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

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 […]

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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 […]

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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.

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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.

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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.

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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 […]

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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 […]

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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.

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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 […]

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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.

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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, […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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.

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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.

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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, […]

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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.

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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, […]

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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.

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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.

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News: Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies | CitizenWire

BALTIMORE, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times’ ranking of The Americas’ Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.

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News: Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options | 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, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and […]

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News: FormFree and Take3Tech integration brings AccountChek asset, income and employment verification to the LoanMAPS mortgage technology platform | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring and report generation.

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News: Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons | CitizenWire

MERIDEN, Conn. /CitizenWire/ — Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that illustrate the costs and benefits of mortgage […]

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News: Minnesota Housing Finance Agency partners with ACES Quality Management & Control | 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 Minnesota Housing Finance Agency has selected ACES’ flagship platform ACES Quality Management & Control® software to support its mortgage origination compliance and quality control (QC).

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News: After, Inc. Partners with Atlas Copco’s Power Technique Division to Deliver a Seamless Post-Sale Experience to its Customers | CitizenWire

NORWALK, Conn. /CitizenWire/ — After, Inc. announced that Atlas Copco’s Power Technique North American Division will utilize QuickReg® to provide a seamless post-sale experience to its customers. The Power Technique Division designs, manufactures and markets mobile air compressors, handheld pneumatic tools, as well as mobile generators, light towers, and portable pumps.

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