WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: LBA Ware to host capital markets expert Rob Chrisman for webinar on today’s mortgage M&A market | 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 the second installment in its free, quarterly webinar series.
News: SimpleNexus enhances its eClose solution with remote online notarization (RON), enabling mortgage lenders to execute full eClosings | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings.
News: Wells Fargo, CoreLogic and Volly Sponsor #HousingDC21 Virtual Housing Summit | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced three new sponsors have joined #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021. The new sponsors are Wells Fargo, Platinum, CoreLogic, Gold and Volly, Silver.
News: Paragon Insurance Names Christian Phillips as President of Contingency Practice | CitizenWire
AVON, Conn. /CitizenWire/ — Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.
News: MCT Dives into Q2 with Two New Industry Leaders to Support Growth | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.
News: ReverseVision President and CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors | 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 company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.
News: SimpleNexus Founder and CEO Matt Hansen Lauded by Mortgage Bankers Association as 2021 Tech All-Star Award Recipient | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.
News: Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing 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, today announced Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).
News: Mid America Mortgage Loan Officers Named Top Producers and Originators | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today that four loan officers garnered spots on National Mortgage News’ Top Producers of 2021 list and nine loan officers were named a Top Originator by Scotsman Guide.
News: EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management […]
News: Rockfleet Announces Availability of CapRaize | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — Rockfleet Financial Services, Inc. (“Rockfleet”) announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.
News: New, high performance weekly signals are now available for ETF future and option traders | CitizenWire
JACKSONVILLE, Fla. /CitizenWire/ — HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF’s: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.
News: Oregon Bankers Association Subsidiary Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, Digital Mortgage Platform | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.
News: Compleat Software Invited to Join the Information Technology Alliance (ITA) as an Alliance Partner | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).
News: Digital Mortgage Platform Maxwell Announces Partnership with Mortgage Loan Origination System Byte Software | CitizenWire
DENVER, Colo. /CitizenWire/ — Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.
News: Proposed Legislation Would Make the 45L and 179D Energy Efficiency Tax Incentives More Lucrative | CitizenWire
BLAINE, Minn. /CitizenWire/ — The ‘Growing Renewable Energy and Efficiency Now’ (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, “If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L Credit) and the 179D […]
News: Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy | 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 it has added mortgage and marketing expert Rick Webster as VP of client strategy.
News: Nomis Solutions Appoints FinTech Veteran Joe Zeibert as Vice President, Head of Mortgage Product and Strategy | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.
News: ReverseVision Selects AWS as Cloud Provider to Deliver World-Class Digital Reverse Mortgage Lending Experience | 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 it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider.
News: Provident Funding Partners with Lender Price | CitizenWire
PASADENA, Calif. /CitizenWire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than […]
News: Punchbowl News Founder and CEO Anna Palmer to Keynote #HousingDC21 | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit being held on September […]
News: Sales Boomerang Becomes Affiliate Member of ACUMA, Bringing New Tools for Member Retention to Credit Unions | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.
News: Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world’s most popular enterprise CRM.
News: Los Angeles-Based CPA Firm Receives High Praise from Accounting Today | CitizenWire
PASADENA, Calif. /CitizenWire/ — KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.
News: ABEP – Moving The CU Forward | CitizenWire
MINNEAPOLIS, Minn. /CitizenWire/ — The Association for Black Economic Power (ABEP) is reaffirming its commitment to bringing a black owned and operated Credit Union to North Minneapolis.
News: South Bay Credit Union announces limited time offer on their HELOC (home equity line of credit) Loan Product | CitizenWire
LOS ANGELES, Calif. /CitizenWire/ — South Bay Credit Union – Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.
News: Promontory MortgagePath Named One of the Best Places to Work in Financial Technology | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which includes American Banker, and […]
News: Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Online Business Seminars for Local Entrepreneurs | CitizenWire
GROTON, Conn. /CitizenWire/ — Chelsea Groton Bank kicks off their 8-week “CU Grow: Online Small Business Bootcamp” on April 1, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich […]
News: Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination 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, today announced an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).
News: Mid America Mortgage Receives ‘2021 Best Mortgage Companies to Work For’ Honors for Second Straight Year | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today it has been named one of the “2021 Best Mortgage Companies to Work For” for the second consecutive year by mortgage industry trade publication National Mortgage News.
News: SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.
News: Sales Boomerang and Usherpa Expand Partnership to Set Mortgage Lenders Up for Success in 2021 Purchase Market | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders.
News: The Mortgage Collaborative’s Emerging Technology Fund Announces Investment in Maxwell | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — The Mortgage Collaborative, the nation’s largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP (“TMC Fund”).
News: Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM | 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 MBS Highway to distribute Real Estate Report Cards through Top of Mind’s award-winning Surefire CRM.
News: Embrace Home Loans Launching SimpleNexus Homeownership Platform for Its 300 Retail Mortgage Loan Officers in 2021 | CitizenWire
LEHI, Utah /CitizenWire/ — Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.
News: Michigan First Credit Union Implements CompenSafe by LBA Ware to Facilitate Mortgage Lending Division Growth | 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 Michigan First Credit Union (Michigan First) has implemented LBA Ware’s ICM platform CompenSafe to automate incentive compensation for its mortgage division’s 40+ loan originators (LOs) and loan originator […]
News: DocMagic and Secure Insight Form Partnership, Creating a National Database of Certified Remote Online Notarization Providers | CitizenWire
TORRANCE, Calif. /CitizenWire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes.
News: Q3 2020 Critical Defect Rate Hits Five-Year High, According to ACES Mortgage QC Industry 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 third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES […]
News: Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds | 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 announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners […]