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.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: Recently Launched LoanMAPS™ LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department | CitizenWire
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™.
News: EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer | CitizenWire
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.
News: Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement | CitizenWire
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 […]
News: FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income | CitizenWire
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 […]
News: KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory | CitizenWire
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.
News: National Bankers Association Endorses Promontory MortgagePath for Mortgage Fulfillment Services and POS Technology | CitizenWire
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®.
News: Fairport Wealth Announces 2022 Community Beacon Recipient | CitizenWire
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.
News: Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects | CitizenWire
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 […]
News: Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance | CitizenWire
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.
News: #HousingDC22 Announces New Sponsors and Political Commentator Amy Walter | CitizenWire
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. #HousingDC22 will take place ahead of the critical midterm elections.
News: New Jersey Applebee’s Locations Announce 6th Annual Above and ‘BEE’yond Teacher Essay Contest | CitizenWire
ALLENDALE, N.J. /CitizenWire/ — Applebee’s Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and “BEE”yond Teacher Essay Contest, which recognizes top teachers – as nominated by their students – by rewarding them with a sponsorship check and end-of-year class party. The contest is being offered at Applebee’s restaurants […]
News: JV Group, Inc (OTC MARKETS:ASZP) announces Change of Control | CitizenWire
FORT LAUDERDALE, Fla. /CitizenWire/ — Publicly-held JV Group, Inc. (OTC MARKETS: ASZP) announces the completion of a change in control effective November 23, 2021. Harthorne Capital, Inc has acquired voting control in a private securities purchase agreement for 98.2% of the issued and outstanding shares of the Company’s common stock from Michael A Littman ATTY, […]
News: Spring EQ Offers Home Equity Loans to Brokers in Lender Price’s Marketplace | CitizenWire
PASADENA, Calif. /CitizenWire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation’s largest lenders of home equity products.
News: New Jersey Bankers Association endorses Promontory MortgagePath’s mortgage fulfillment services and POS technology | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the New Jersey Bankers Association (NJBankers) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
News: ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA’s think tank Research Institute for Housing America, to its speaker line-up […]
News: Jennifer Oliverio Takes Over Local Edward Jones Branch Office | CitizenWire
PUEBLO, Colo. /CitizenWire/ — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
News: Down Payment Resource Presents 2021 Beverly Faull Affordable Housing Leadership Award to Ruth Johnson | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Ruth Johnson, founder and CEO of Homes for Heroes, has been selected the winner of its fourth annual 2021 Beverly Faull Affordable Housing Leadership Award.
News: Mortgage Coach expands partnership with NAMMBA to grow diversity, equity and inclusion in housing finance | 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, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).
News: EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.
News: Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners | CitizenWire
BALTIMORE, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company’s existing Rate Alert product.
News: ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth | 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 seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is responsible for the design […]
News: Mortgage Coach unveils redesigned website | 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, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender […]
News: Paragon Hires Industry Vet for East Coast Expansion | CitizenWire
AVON, Conn. /CitizenWire/ — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president – Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers’ compensation experience to his role at Paragon.
News: Sales Boomerang releases Q4 2021 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 Q4 2021 report identified increasing opportunities for mortgage lenders to assist borrowers with tappable home equity, lending credence to analysts’ expectations for a surge in home-equity-related mortgage activity in 2022.
News: Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022 | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. Mark Powell was promoted from Systems Engineer to Chief Strategy Officer,
News: Down Payment Resource releases Q4 2021 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 2,192 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database showed measurable quarter-over-quarter gains in program funding levels and an increased prevalence of programs […]
News: IDS expands mortgage eClosing platform with addition of eVault | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that it has released its eVault, expanding the capabilities of its eClosing platform, Solitude Solution. With the addition of the eVault to Solitude Solution, lenders now have the ability to deliver documents, including eNotes, to partners though Mortgage […]
News: TMC Emerging Technology Fund LP Invests in Capacity | CitizenWire
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 participated in a $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform.
News: KROST Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022 | CitizenWire
LOS ANGELES, Calif. /CitizenWire/ — KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. “We were involved in 21 buy-side and sell-side transactions in 2021,” said Paren Knadjian, Head of M&A and Capital Markets at KROST.
News: Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.
News: ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development | 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 it added long-time mortgage professional Steve Butler to the company’s sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in […]
News: EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability | CitizenWire
STATE COLLEGE, Pa. /CitizenWire/ — EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.
News: ACES Quality Management software analyzes more than 4.5 million audits, while company achieves record new client growth in 2021 | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it processed more than 4.5 million audits through its ACES Quality Management & Control® software in 2021.
News: Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America’s reverse mortgage presence in the Western U.S.
News: Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability | CitizenWire
NOVI, Mich. /CitizenWire/ — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that the company set a new internal trade volume record last year, trading more than $202 billion on behalf of its full service clients. Using an advantageous mix of delivery and execution, the […]
News: Housing Finance Strategies Announces #HousingDC22 | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that the firm will host its annual housing policy and technology event on September 26-27, 2022. The returning support of #HousingDC22 sponsors is notable and a testament to the quality of the event.
News: KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.
News: IRS Mandates Additional Requirements for R&D Tax Credit Refund Claims | CitizenWire
SAVAGE, Minn. /CitizenWire/ — In 2007, the IRS made the Research & Development (R&D) tax credit a Tier 1 issue, says ICS Tax, LLC (ICS). Tier 1 issues were those of high strategic importance that had a significant impact on one or more industries, essentially meaning that the IRS would audit taxpayers filing amended returns […]
News: Trust Lending Leveraging ReverseVision Platform to Grow Reverse Mortgage Wholesale Business | 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 Trust Lending, a national mortgage banker, has gone live with ReverseVision’s Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel into […]