SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series – and access to survey results – […]
News: Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers | 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, today released a new feature designed to aid mortgage lenders with the recruiting process.
News: Commercial Loan Corp – Offering Free ‘Property Tax Savings Estimate & Consultation’ for Beneficiaries Inheriting a Home – Keeping Parent’s Low Property Tax Base | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 – popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation & Estimate of Property […]
News: Brew Up Tax Savings with the R&D Tax Credit | CitizenWire
BOSTON, Mass. /CitizenWire/ — While the trendy term “Microbrewery” may have been the proper terminology for new craft beer breweries and startups, they no longer remain “micro” in revenue, says ICS Tax, LLC (ICS). Growth in the craft beer industry in the U.S. has steadily grown to almost $30 billion.
News: IDS and eNotaryLog Ink Partnership to Support Remote Online Notarization | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has entered into an partnership agreement with eNotaryLog, a leading remote online notarization (RON) company.
News: FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory […]
News: Florida’s Best Reverse Mortgage Company Announces Launch of Interactive Website Promising to Give Senior Homeowners Instant Answers | CitizenWire
CLEARWATER, Fla. /CitizenWire/ — Florida’s Best Reverse Mortgage Company, a Clearwater based reverse mortgage firm, has announced the launch of a new interactive website. The website’s centerpiece is an interactive qualifier that can calculate a homeowner’s available equity.
News: AmCap Home Loans Selects LimeGear by LBA Ware to Fuel Productivity with Turnkey Business Intelligence (BI) | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that AmCap Home Loans (AmCap) has implemented LBA Ware’s LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware’s ICM platform CompenSafe™ to manage incentive pay […]
News: Mid America Mortgage Launches Click n’ Close Title to Provide Digitally-Driven Real Estate Closing Services Powered by RON | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today it has launched Click n’ Close Title, a digital-first residential title insurance company, to deliver more comprehensive digital mortgage closing services to the residential real estate market.
News: Chelsea Groton Bank Introduces Local Chelsea|LIVE Video Banking Team and New Ways to Connect | CitizenWire
GROTON, Conn. /CitizenWire/ — Chelsea Groton Bank is pleased to introduce Chelsea|LIVE Video Banking, a new digital personal experience that gives members the flexibility to bank when, where and how it’s most convenient.
News: Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage Technology | 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 been named to HousingWire’s 2021 Tech100 list of the most innovative technology companies serving the mortgage and real estate industries.
News: FormFree Makes Seventh Appearance on HousingWire’s Tech100 List of Most Innovative Companies in Mortgage Technology | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree today announced its inclusion in HousingWire’s annual Tech100 list for the seventh time. The award recognizes companies and solutions that are revolutionizing the mortgage process.
News: SimpleNexus Announces Inaugural Nexus Award Winners at 2021 SimpleNexus User Group, Opens Early Access Sign-up for Remote Online Notarization | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).
News: NotaryCam Highlighted in HousingWire’s Tech100 List of Innovative Real Estate Technology Companies | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — NotaryCam™, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today announced it has been named to the HousingWire Tech100 Real Estate list.
News: ACES Quality Management Makes HousingWire Tech100 List of Most Innovative Mortgage Technology Companies for Seventh Consecutive Year | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has been included in the 2021 HousingWire Tech100 Mortgage list.
News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois | CitizenWire
WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.
News: Fairport Wealth Announces 2021 Community Beacon Recipient | CitizenWire
CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a […]
News: KBKG Welcomes Two New Directors to Atlanta-Based Operation | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.
News: EPIC Announces Leadership Structure Realignment | CitizenWire
ATLANTA, Ga. /CitizenWire/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.
News: EPIC Adds Allen Baker as Senior Risk Consultant | CitizenWire
BIRMINGHAM, Ala. /CitizenWire/ — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.
News: FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
News: MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
News: Top of Mind Elevates Nick Belenky to Chief Revenue Officer | 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, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams.
News: SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.
News: Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process | 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, announced its integration with digital lending platform Blend.
News: Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the […]
News: KBKG Welcomes Three New Principals to Their Cost Segregation and Research & Development Tax Credit Services | CitizenWire
PASADENA, Calif. /CitizenWire/ — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.
News: LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.
News: Los Angeles Based CPA Firm Announces New Principal, Stacey R. Korman, CPA, MST | CitizenWire
PASADENA, Calif. /CitizenWire/ — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.
News: EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.
News: SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.
News: CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a […]
News: Policy Inspector Partners with FIMC | CitizenWire
STOWE, Vt. /CitizenWire/ — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.
News: EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
News: Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of ‘smart’ loan scenarios designed to identify the ideal loan for each borrower.
News: ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.
News: Fairway America, LLC selects Pereview as its new asset management platform | CitizenWire
PORTLAND, Ore. /CitizenWire/ — Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client’s data across the entire asset lifecycle from acquisition to disposition.
News: LBA Ware Issues Q4 2020 Loan Compensation Report, Includes Summary of 2020 Loan Originator Commission Trends | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a whole.
News: Paramount Property Tax Appeal Offering a Free New Years Evaluation for Affluent Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws & Tax-Reduction Solutions’ | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners – […]