Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
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.
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 […]
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).
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.
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.
PITTSBURGH, Pa. /CitizenWire/ — Allegent Community Federal Credit Union (Allegent) has hired Theresa Kisha, an expert in digital marketing, social media, email communication and website development/optimization, to manage and increase the credit union’s social media presence, while also enhancing its digital presence, search engine optimization and strategic marketing efforts.
ATHENS, Ga. /CitizenWire/ — FormFree® today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years’ experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree’s growth.
TUSTIN, Calif. /CitizenWire/ — National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure […]
ATHENS, Ga. /CitizenWire/ — FormFree® today announced that Washington, D.C.-based George Mason Mortgage (GMM) has selected AccountChek® as the regional lender’s exclusive provider of automated asset, income and employment verification services. GMM will use AccountChek to simplify the loan application experience for borrowers, improve productivity for its team of 120 mortgage loan officers and reduce […]
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.
ATHENS, Ga. /CitizenWire/ — FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree’s audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.
SPOKANE, Wash. /CitizenWire/ — The Spokane Association of REALTORS (SAR) today announced that it has partnered with Down Payment Resource (DPR) to provide its 2,500 MLS subscribers with access to DPR’s toolset that helps real estate agents connect clients with programs that can help save on down payments and closing costs.
BALTIMORE, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot.
AVON, Conn. /CitizenWire/ — Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.
SAN FRANCISCO, Calif. /CitizenWire/ — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL […]
FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
SAN DIEGO, Calif. /CitizenWire/ — MCT’s award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System […]
DANBURY, Conn. /CitizenWire/ — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it’s been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy.
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire’s coveted 2022 Tech100 list for the ninth straight year.
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm’s annual housing policy and technology event on September 26-27, 2022. The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered.
BOSTON, Mass. /CitizenWire/ — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home’s value by taking into consideration property-specific details that other automated valuation […]
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry has been selected for the eighth consecutive year by HousingWire magazine for its annual TECH100 awards program.
ATHENS, Ga. /CitizenWire/ — FormFree today announced it has been named a HousingWire (HW) Tech100 winner for the eighth time. The HW Tech100 Mortgage awards program recognizes companies revolutionizing the mortgage lending process from origination to closing and beyond.
SALT LAKE CITY, Utah /CitizenWire/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has been named to the 2022 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire. The inclusion on the 2022 list marks IDS’ fourth consecutive and eighth overall HW Tech100 honor.
BOSTON, Mass. /CitizenWire/ — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced that it has been honored on HousingWire’s (HW) Tech100 list of the most innovative companies shaping the housing industry.
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 been named to the HousingWire Tech100 Mortgage list.
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 it has been named to HousingWire’s (HW) 2022 Tech100 Mortgage list.
BALTIMORE, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine’s 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.
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 enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.
ATHENS, Ga. /CitizenWire/ — FormFree today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization’s finance, accounting and compliance functions.
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies’ (“Take3”) cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
BALTIMORE, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to […]
ATHENS, Ga. /CitizenWire/ — FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer’s income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage […]
LOS ANGELES, Calif. /CitizenWire/ — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.
DANBURY, Conn. /CitizenWire/ — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.
CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook’s mission.
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater […]
NEW YORK CITY, N.Y. /CitizenWire/ — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street’s DE&I focus, involved four black-owned investment firms.
