LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced enterprise account executive Suzy Djilas earned a 2021 Utah Business Magazine SAMY Award for Sales Professional of the Year.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: FormFree Launches Rebrand, New Website Aligned with Mission to Expand Financial Inclusivity | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree today launched a new visual identity designed to reflect its mission of empowering consumers and lenders with a transparent view of borrower financial DNA. In tandem with the brand launch, FormFree unveiled a new website that speaks to both consumer and lender audiences about how its AccountChek and Passport solutions […]
News: Alliance Group Announces Launch of 4th Annual Living Benefits Awareness Month | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2021.
News: MCT’s Sarah Hellman Selected as Finalist for San Diego Business Journal’s 2020 Business Women of The Year | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Senior Trader, Sarah Hellman, was selected as one of the finalists for San Diego Business Journal’s 2020 Business Women of the Year.
News: ReverseVision’s Wendy Peel Named a PROGRESS in Lending Trailblazers Award Recipient for Sales and Marketing Leadership | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award.
News: Arroyo Closes $821 Million in Global Refinancings During Pandemic | CitizenWire
HOUSTON, Texas /CitizenWire/ — Arroyo Energy Investors, the Houston-based, independent infrastructure investment firm with a footprint in North and Latin America, today announced it closed three large refinancings totaling $821 million during the COVID-19 pandemic.
News: SimpleNexus User Group (SNUG) Announces 2021 Agenda for Third Annual Conference | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the agenda for SimpleNexus User Group (SNUG) 2021 conference being held virtually on February 22-24.
News: Paramount Property Tax Appeal Offers Free Evaluation to Affluent Homeowners and Business Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes to Tax Laws’ | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal […]
News: LBA Ware Joins ACUMA, Brings New Tools for Optimizing Mortgage Team Performance and Compensation to Credit Unions | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.
News: Critical Defect Rate Highest Since 2018, Per ACES Quality Management Q2 2020 Mortgage QC 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 second quarter (Q2) of 2020.
News: Kiosk Manufacturer Association Announces PCI Compliance for Unattended Self-Service Kiosks | CitizenWire
WESTMINSTER, Colo. /CitizenWire/ — The Kiosk Manufacturer Association (KMA), the leading unattended self-service kiosk association established in 1995, today announced the launch of new initiatives in the PCI Compliance space for unattended self-service kiosks.
News: Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks […]
News: DocMagic’s Leah Sommerville Named to NMP’s 2020 Top 40 Under 40 Most Influential Mortgage Professionals List | CitizenWire
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.
News: Tapcheck Joins the isolved Integration Marketplace as an Earned Wage Access Partner | CitizenWire
LOS ANGELES, Calif. /CitizenWire/ — Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, announces today that it is now a partner on the isolved Integration Marketplace.
News: Promontory MortgagePath Recruits Elisha Werner as Chief Compliance Officer | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations.
News: ACES Quality Management Makes Key Loan Audit Platform Upgrades to Elevate User Experience for Lending Institutions | 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 several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and create a highly customizable, […]
News: Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as […]
News: LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly […]
News: HousingWire Honors DocMagic’s Brian D. Pannell with 2020 Tech Trendsetters Award | CitizenWire
20-1207-Brian-D-Pannell-696×522.jpg /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award.
News: PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm | CitizenWire
JACKSONVILLE, Fla. /CitizenWire/ — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
News: MCTlive! Pool Optimizer Technology Sets New Bar for Best Execution Loan Sales | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using […]
News: SimpleNexus and Unify Integrate to Help Mortgage Lenders Streamline the Loan Process, Reduce Application Abandonment | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify’s Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment.
News: Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a […]
News: NotaryCam’s Henry Smith Named 2020 HW Tech Trendsetter | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program.
News: Dana Dillard to Join Housing Finance Strategies | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.
News: Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings | CitizenWire
PALO ALTO, Calif. /CitizenWire/ — Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.
News: LBA Ware’s Lori Brewer Named HousingWire Tech Trendsetter for Innovations in Compensation Management, Business Intelligence for Mortgage Lenders | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today that company Founder and CEO Lori Brewer has been named a 2020 HousingWire (HW) Tech Trendsetter.
News: FormFree Founder Brent Chandler Named HousingWire Tech Trendsetter for Second Year | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree today announced that Founder and CEO Brent Chandler has been named a HousingWire Tech Trendsetter for a second consecutive year. The list honors executives, product leaders and technology professionals bringing the latest digital lending technology to market for their mortgage and real estate clients.
News: Utah Business Magazine Names SimpleNexus Among Utah’s Best Companies to Work For | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has been recognized as a 2020 Best Company to Work For by Utah Business magazine. SimpleNexus earned recognition as one of the top employers in the state on the basis of employee evaluations.
News: Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm’s defined benefit (DB) administration team. Lorino possesses 30 years’ experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.
News: NotaryCam Marks Significant Spike in Use of Remote Online Notarization for eWills in Second Half of 2020 | CitizenWire
NEW SMYRNA BEACH, Fla. /CitizenWire/ — NotaryCam®, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has seen a 10X-increase in the number of remote online notarization (RON) transactions the company has performed for electronic wills (eWills) thus far in 2020.
News: Community State Bank Implements Fully Paperless eClosing Process with DocMagic’s Total eClose™ Platform | CitizenWire
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank’s mortgage closing process, making it 100 percent digital.
News: SimpleNexus Makes Deloitte Technology Fast 500 List for Cutting-Edge Mortgage Technology, Triple-Digit Revenue Growth | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has earned a spot on the Deloitte Technology Fast 500 list for a second time. For 26 years, Deloitte has recognized the fastest-growing technology companies in North America, honoring firms that define the […]
News: OutcomeRx, a unit of CareMetx, announces First Independent Reinsurance Product for Rare Disease Specialty, Cell and Gene Therapies | CitizenWire
BETHESDA, Md. /CitizenWire/ — OutcomeRx (ORx), a division of CareMetx, LLC, announced today a new reinsurance product to provide coverage access to high-cost specialty drugs including therapies in the emerging cell and gene therapy market.
News: NotaryCam Certifies Compliance with MISMO RON Standards for Real Estate Transactions | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program.
News: ReverseVision Supports HECM Lenders’ Transition from LIBOR to CMT Index, Updates Documents to Facilitate Index Migration | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has updated all documents that reference an index to support both the Constant Maturity Treasury (CMT) and London Interbank Offer Rate (LIBOR) indexes.
News: Promontory MortgagePath Expands Team, Hires Regional Vice Presidents of Sales Diane Capers and Greg Bruns | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company’s sales division.
News: Paramount Property Tax Appeal Offers Free Consultation to California Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes Limiting Tax Breaks’ | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.
News: Papa Inc. Adds Reliance to Its Growing List of Medicare Advantage Plans to Provide ‘Family on Demand’ to Their HMO Population | CitizenWire
MIAMI, Fla. /CitizenWire/ — Papa Inc, the leading technology-enabled platform for companionship & assistance for older adults & families, today announced it has been selected by Reliance Medicare Advantage to provide services beginning January 1, 2021 to their Michigan HMO population in order to enhance their quality of life through the eradication of social isolation […]
News: SimpleNexus Collaboration with Progressive Insurance Brings Home Insurance to Mobile Mortgage App Used by Nearly 3 Million Borrowers | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of home insurance quotes from Progressive® (NYSE: PGR) within the SimpleNexus digital mortgage app.