Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
WALNUT CREEK, Calif. /CitizenWire/ — Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors’ client services and relationships.
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, announced today that its founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard.
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), a technology provider helping the housing industry connect homebuyers with homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,309 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased […]
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
ATHENS, Ga. /CitizenWire/ — FormFree® today announced that mortgage lenders can now use AccountChek® to automate income assessment using Freddie Mac Loan Product Advisor® (LPA℠) asset and income modeler (AIM) for borrowers who are paid through ADP.
BALTIMORE, Md. /CitizenWire/ — Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State’s office […]
JACKSONVILLE, Fla. /CitizenWire/ — The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer’s Disease. “Ready Now” explores the ways everyday consumers can take charge of becoming ready, now, for life’s most difficult scenarios.
DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a virtual workshop on Special Purpose Credit Programs (SPCPs) on Wednesday, November 9: “Tapping the Potential of SPCPs: A Hands-on Workshop for Mortgage Lenders.”
LOS ANGELES, Calif. /CitizenWire/ — American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.
GREENWOOD VILLAGE, Colo. /CitizenWire/ — Gravicore, a technology company specializing in the deployment of cutting-edge cloud computing and data management solutions for financial services firms, today released a case study detailing its successful build-out and delivery of a cloud-based technology infrastructure for reverse mortgage subservicer Celink.
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 – 249 U.S. employees). This award is designed to identify, […]
JACKSONVILLE BEACH, Fla. /CitizenWire/ — IMI SalesLeads announced today the September 2022 results for the new planned capital project spending report for the Industrial Manufacturing industry. The 154 new projects increased from August 2022 140 manufacturing projects, however, down from 162 in September 2021.
SAN DIEGO, Calif. /CitizenWire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, […]
ATHENS, Ga. /CitizenWire/ — FormFree today announced the general availability of its Residual Income Knowledge Index, or RIKI. RIKI is an innovative method for measuring consumers’ Ability-to-Pay (ATP) for mortgages and other loans based on monthly income and spending. When paired with traditional credit scoring models, RIKI offers lenders a more complete understanding of consumers’ […]
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire Vanguard award winner.
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that mortgage lending and servicing start-up Valon has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support the company’s mortgage servicing quality control (QC) audits, completing implementation […]
WEST DES MOINES, Iowa /CitizenWire/ — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
NORWALK, Conn. /CitizenWire/ — After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.
NEPTUNE CITY, N.J. /CitizenWire/ — Mover’s Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, have renewed their partnership which will help to provide more than 25,000 meals to communities in need.
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 Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.
ATLANTA, Ga. /CitizenWire/ — Alliance Group CEO Lee Duncan celebrated 20 years of service at the company on September 23rd. In his time at Alliance Group, the life insurance marketing organization has flourished, establishing themselves as a leading IMO for independent life insurance agents and agencies.
PASADENA, Calif. /CitizenWire/ — KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, […]
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms and recognizes top advisory […]
PUEBLO, Colo. /CitizenWire/ — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone […]
ATLANTA, Ga. /CitizenWire/ — The San Antonio Board of REALTORS® (SABOR) today announced that it has partnered with Down Payment Resource (DPR) to provide its approximately 16,000 multiple listing service (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 […]
NORWALK, Conn. /CitizenWire/ — NORWALK, Conn., Sept. 14, 2022 (SEND2PRESS NEWSWIRE) — After, Inc. announced today that it received the TWICE VIP Award 2022 for its QuickSuite® post-sale customer experience technology. The TWICE VIP Awards are the only awards voted on exclusively by TWICE’s audience of top consumer technology retailers and distributors, celebrating the best […]
DENVER, Colo. /CitizenWire/ — ACES Quality Management(r) (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 Industry Trends Report covering the first quarter (Q1) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management […]
DELRAY BEACH, Fla. /CitizenWire/ — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Rich LaBarca to the role of Chief Product and Technology Officer.
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies Founder & CEO Faith Schwartz today announced this year’s Housing Champion Award recipient is the late Frank Nothaft. Each year Housing Finance Strategies reviews a short list of candidates for the prestigious Housing Champion award and announces the winner at the #HousingDC conference.
AVON, Conn. /CitizenWire/ — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon’s commitment to continuing investment in the green technology space.
SAN DIEGO, Calif. /CitizenWire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, […]
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Financial Center First Credit Union (FCFCU) has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support quality control (QC) audits for FCFCU’s consumer lending channels.
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 that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI’s clientele which now includes […]
NASHVILLE, Tenn. /CitizenWire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation’s fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is the second year in […]
AVON, Conn. /CitizenWire/ — Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets, today announces the acquisition of Reel Media, LLC, a leading provider of insurance solutions for the broader entertainment and sports industries.
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced two of its employees – Director of Customer Success Rachel Cunningham and VP of Technology Jacob Gibbs – have been […]
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Operations Sharon Reichhardt has been honored by HousingWire magazine in its annual Insiders awards program.
