Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
SAN FRANCISCO, Calif. /CitizenWire/ — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management, LLC (“MAI”) has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that Co-founder and CEO Alex Kutsishin was selected as a winner of HousingWire’s 2021 HW Vanguard awards.
PHILADELPHIA, Pa. /CitizenWire/ — Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers on to a single electronic platform, today announced the launch of MBS pool bidding, enabling lenders and dealers to gain much-needed efficiencies and data through technology.
LOS ANGELES, Calif. /CitizenWire/ — Trion Properties, a private equity real estate firm based in West Hollywood, California and Miami, Florida specializing in value-add multifamily investments, has announced the launch of Trion Multifamily Opportunity Fund III, LLC, its third investment fund vehicle.
ST PETERSBURG, Fla. /CitizenWire/ — It is no secret that the housing market in Florida is hot. Properties move fast, and consumers are finding more ways to make all parts of buying and owning a home quick, easy, and mostly online. One insuretech, UPC Insurance®, answered the consumer call for the ability to almost instantly […]
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 mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant.
MIAMI, Fla. /CitizenWire/ — Expetitle, a digital title company and a leader in remote real estate closings, announced today it has closed their $2.3 million Series Seed Plus financing round. The investment will help the company aggressively expand its sales and marketing efforts.
ATHENS, Ga. /CitizenWire/ — FormFree® today announced it will be the returning host and sponsor of the second annual Heroes Golf Classic, which will be held on October 29, 2021, at Château Élan Winery and Resort in Braselton, Georgia. Proceeds from this event will benefit the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit […]
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron’s Top 100 RIA Firms for 2021. This is Barron’s sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the integration of its Nexus Closing™ eMortgage solution with DocMagic’s eVault and eNote technologies. The integration enables automated generation of an eNote with a tamper-evident seal and delivers the eNote to a […]
DANBURY, Conn. /CitizenWire/ — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies Founder & CEO Faith Schwartz today recapped the successful two-day #HousingDC21 virtual conference held on September 20-21 of this week.
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
CORONA, Calif. /CitizenWire/ — Mortgage Coach, the industry’s leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.
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 it has partnered with Experience.com, home of the world’s most impactful Experience Management Platform (XMP), to provide customers with a dynamic way to track customer satisfaction as a key […]
GROTON, Conn. /CitizenWire/ — Chelsea Groton Bank kicks off their 5-week “Cultivating Great Business: Small Business Bootcamp” on October 5, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich […]
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 the third installment in its 2021 webinar series. The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America’s Largest Homebuyer Market will feature special […]
SYDNEY, Australia /CitizenWire/ — Multi-award-winning Australian technology company Calix Limited (ASX: CXL) (“Calix” or the “Company”) is pleased to announce global decarbonisation investor Carbon Direct Capital Management has invested €15m for a 6.98% equity stake in Calix subsidiary, the LEILAC Group, which is dedicated to the commercialisation and ongoing development of Calix’s LEILAC CO2 capture […]
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 first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES […]
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 first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES […]
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 first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES […]
BOSTON, Mass. /CitizenWire/ — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors, and other authorized professionals, today announced it has joined The Mortgage Collaborative’s (TMC) Preferred Partner Network. The new membership enables HomeBinder to offer preferential pricing to TMC’s nearly 150 member banks, credit unions and independent mortgage banking […]
PHILADELPHIA, Pa. /CitizenWire/ — Agile, a new fintech bringing mortgage lenders and broker dealers on to a single electronic platform, has formally announced the launch of its flagship RFQ (request for quote) platform. All MBS market participants can now participate on an electronic platform that expedites the exchange of To-Be-Announced Mortgage-Backed Securities (TBAs).
MIAMI, Fla. /CitizenWire/ — Expetitle and 1st Class Real Estate are joining forces to create a national title partnership; offering a streamlined, remote home closing transaction to 1st Class’ customers. Expetitle is a multi-state title company that delivers fully digital and hybrid closings through one secure collaborative platform that adds transparency to the entire closing […]
SCOTTSDALE, Ariz. /CitizenWire/ — Monetary Metals announces a 150% increase in its financing of Gold Bullion International’s expansion of its 22- and 24-karat luxury gold jewelry collection, Auvere™. Gold Bullion International (GBI) is paying 4% on the gold lease. Leased inventory is off-balance sheet, and the jeweler avoids exposure to the price of gold.
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), an industry-leading mortgage hedge advisory firm, announced that Paul Yarbrough, Director of the Client Success Group, has been named to HousingWire’s 2021 Insider Awards list. The list is designed to honor an organization’s operational all-stars – those insiders who are the company’s best-kept secret, yet […]
LITTLETON, Colo. /CitizenWire/ — From Thursday, August 5 to Saturday, August 7, the Colorado Trial Lawyers Association (CTLA) held its annual convention. While they offered virtual attendance, they also hosted the conference in person in Steamboat Springs, Colorado. The Strategic Capital team joined them at The Steamboat Grand for the hybrid event, which was themed […]
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, is now a Fannie Mae- and Freddie Mac-reviewed eClosing solution provider. The designation affirms that SimpleNexus’ Nexus Closing™ eMortgage solution meets both GSEs’ technical requirements for eClosing, eNote and eVault functionality and has been […]
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success […]
MONTGOMERY, Ala. /CitizenWire/ — ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has been named to the 2021 Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in the country.
SAN DIEGO, Calif. /CitizenWire/ — 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 led a pre-Series A investment round in Home Lending Pal, a technology-enabled marketplace .
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.
SAN FRANCISCO, Calif. /CitizenWire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients.
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.
VANCOUVER, Wash. /CitizenWire/ — Knowledge Coop, the industry’s top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop’s technical operations.
DENVER, Colo. /CitizenWire/ — Inc. magazine today revealed that Maxwell ranks in the top 3% of its annual Inc. 5000 list of fastest-growing private companies at number 154. Maxwell was also named the 15th fastest-growing software company in the country.
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, was recognized today as a 5-Star Mortgage Tech provider by Mortgage Professional America (MPA) magazine. The award recognizes the U.S. mortgage industry’s top mortgage technology providers as verified by originators and tech specialists across the country.
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, debuted this week on Inc. magazine’s Inc. 5000 list, an annual ranking of America’s fastest-growing private companies. Sales Boomerang ranked #101 overall, placing the company among the top 3% of all private companies in America based on three-year revenue […]
CHICAGO, Ill. /CitizenWire/ — Today, Swift Homes announced a partnership with iHeartMedia on a multiplatform marketing campaign across multiple markets in the United States to help build awareness of Swift Homes’ benefits and seller-friendly offerings that are available to consumers who are looking for real estate advice and services.
