Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
AVON, Conn. /CitizenWire/ — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.
SAN DIEGO, Calif. /CitizenWire/ — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System […]
WESTLAKE VILLAGE, Calif. /CitizenWire/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
CORAL SPRINGS, Fla. /CitizenWire/ — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.
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 Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.’s annual Inc. 5000 list.
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of […]
INDIANAPOLIS, Ind. /CitizenWire/ — In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.
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 it ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful […]
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional’s Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.
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 Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association’s (MBA) Risk Management, Quality Assurance […]
PHILADELPHIA, Pa. /CitizenWire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
NORWALK, Conn. /CitizenWire/ — After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for “Product of the Year.”
FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or […]
ATHENS, Ga. /CitizenWire/ — FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are […]
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 July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, […]
SALT LAKE CITY, Utah /CitizenWire/ — COVERGENCE, co-hosted by innovosource and the University of Utah’s PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, […]
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
DALLAS, Texas /CitizenWire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
LOS ANGELES, Calif. /CitizenWire/ — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
ARLINGTON HEIGHTS, Ill. /CitizenWire/ — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management.
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine’s inaugural “Legends of Lending” list. The magazine’s inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are […]
NORWALK, Conn. /CitizenWire/ — After, Inc. announced today that it received “Product of the Year” in the 2022 Sales and Marketing Technology Awards program (The Sammys) for its QuickSuite® post-sale customer experience technology. The Sammys honors organizations and products helping to solve the challenges businesses have connecting and collaborating with prospects and customers.
EGAN, Minn. /CitizenWire/ — The IRS Large Business and International (LB&I) Division released an updated Practice Unit for its agents to audit the 179D Energy Efficient Commercial Buildings Deduction (179D Deduction), ICS Tax, LLC announced today. It confirms that taxpayers can use the ASHRAE Standard 90.1-2007 rather than newer, more strict standards but also could […]
DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that it has enhanced its reporting library within its flagship audit platform ACES Quality Management & Control® Software to help align with recent mortgage quality control (QC) reporting recommendations issued by […]
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it was selected Organization of the Year in the Business Intelligence Group’s 2022 Sales and Marketing Technology Awards program, also known as The Sammys.
OWINGS MILLS, Md. /CitizenWire/ — Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company’s chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.
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 was named to National Mortgage Professional’s (NMP) 2022 list of Most Connected Mortgage Professionals.
MINNEAPOLIS, Minn. /CitizenWire/ — innovosource will host its fifth annual COVERGENCE Summit from Oct. 20-21, 2022, at the University of Utah Rice-Eccles Stadium Club. The event gathers more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners to discuss best practices and review portfolios and investable projects and startups.
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage market
ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,273 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q1 to […]
NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam®, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360® platform to expand its capabilities and deliver a better user experience for both notaries and document signers.
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its president and CEO, Dominic Iannitti, has been selected by Mortgage Banker magazine as a 2022 Legends of Lending award recipient.
OWINGS MILLS, Md. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of its newest automated alert offering, Life Event Alerts, which notify mortgage advisors when a borrower or a prospect in their customer database experiences a major life change that could alter their financial situation […]
DANBURY, Conn. /CitizenWire/ — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America’s (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry.
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 June 2022.
NORWALK, Conn. /CitizenWire/ — After, Inc., a pioneer in the Warranty Services industry, just announced that its QuickCover® product protection technology is officially available on Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce. QuickCover® is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
HOUSTON, Texas /CitizenWire/ — A $500 or $1,000 unplanned expense is enough to send an ALICE (Asset Limited, Income Constrained, Employed) family spiraling according to a report by Bankrate. Education Based Housing, a Houston nonprofit that serves ALICE families and communities knows this to be true. It partnered with Cypress creative agency, PrettyWork Creative to […]
