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Tag Archives | DepthPR

News: FormFree integrates with Docutech to streamline loan production with VOA and VOI/E capture | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced the integration of AccountChek®, a service that allows lenders to verify borrowers’ assets, income, employment and rent payment history, with Solex®, a comprehensive eDelivery, eSign, eClose and eVault platform from Docutech®, a First American company.

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News: Vice Capital Markets Releases API for Freddie Mac Cash Purchase Statement | CitizenWire

NOVI, Mich. /CitizenWire/ — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac’s Cash Settlement Purchase Statement application programming interface (API).

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News: Sales Boomerang named to Inc. 5000 list for second consecutive year | CitizenWire

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.

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News: Promontory MortgagePath adds John Gust as Director of Product Management | CitizenWire

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 […]

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News: MMI debuts in top 1500 on the 2022 Inc. 5000 Annual List | CitizenWire

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 […]

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News: ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference | CitizenWire

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 […]

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News: FormFree and HomeScout partner to help lenders identify mortgage-ready borrowers earlier in the home buying journey | CitizenWire

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.

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News: ACES Quality Management Updates Reporting Library to Incorporate Recent Guidance by Fannie Mae | CitizenWire

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 […]

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News: Sales Boomerang named Organization of the Year in the 2022 Sales and Marketing Technology Awards | CitizenWire

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.

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News: Keller Mortgage deploys Mortgage Coach enterprise-wide to support borrowers with modern mortgage advice and education | CitizenWire

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.

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News: National Mortgage Professional names Dave Savage to list of Most Connected Mortgage Professionals | CitizenWire

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.

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News: Sales Boomerang Q2 2022 Mortgage Market Opportunities Report | CitizenWire

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

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News: Down Payment Resource releases Q2 2022 Homeownership Program Index | CitizenWire

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 […]

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News: Sales Boomerang’s New Life Event Alerts Help Lenders Grow Pipelines While Fostering Strong Financial Friendships | CitizenWire

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 […]

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News: Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America | CitizenWire

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.

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News: HousingWire identifies Sales Boomerang’s Richard Grieser as a Marketing Leader | CitizenWire

WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that Richard Grieser, vice president of marketing, was named to the prestigious 2022 HW Marketing Leaders List. This award, presented by HousingWire magazine, is presented to marketing leaders driving outsized business performance in the mortgage and real […]

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News: FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants’ 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers.

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News: iEmergent appoints Megan Horn as Chief Marketing Officer | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

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News: Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines | CitizenWire

DENVER, Colo. /CitizenWire/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company’s origination and servicing […]

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News: Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO | CitizenWire

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 their merger and the appointment of SaaS executive Richard Harris as CEO.

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News: Mid America Mortgage rebrands to Click n’ Close | CitizenWire

ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n’ Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n’ Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering […]

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News: Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel | CitizenWire

ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience digital closings provide to […]

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News: TMC Emerging Technology Fund LP Invests in leadPops | 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 follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops […]

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News: Q4 2021 Critical Defect Rate Rose to 1.95%, Per ACES Quality Management 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 Industry Trends Report covering the fourth quarter (Q4) and full calendar year (CY) of 2021. The latest report analyzes post-closing quality control data […]

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News: Mortgage Markets CUSO implements Mortgage Coach to increase mortgage lending engagement at credit unions | 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, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.

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News: ACES Quality Management Unveils Certified ACES Administrator Program at Inaugural ACES ENGAGE Event in Colorado Springs | 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 launch of its Certified ACES Administrator (CAA) program during its inaugural ACES ENGAGE event, held May 23-25, 2022 at the Broadmoor Hotel in Colorado Springs.

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News: Down Payment Resource analysis finds that 33% of declined mortgage applications are declined for reasons addressable with homebuyer assistance | CitizenWire

ATLANTA, Ga. /CitizenWire/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from an analysis showing that a substantial share of mortgage loan applications are both declined for reasons that can be addressed with homebuyer assistance and eligible for homebuyer assistance programs.

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News: iEmergent appoints Chris Richey as Chief Analytics Officer | CitizenWire

DES MOINES, Iowa /CitizenWire/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and […]

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News: Mortgage lenders are now able to use FormFree AccountChek to satisfy Freddie Mac’s reverification of employment requirement | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree® today announced that its AccountChek® digital asset verification service supports a new enhancement to Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution that makes assessment of borrower employment easier, faster, less expensive and more fraud-resistant.

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News: Cheryl Messner joins Sales Boomerang to oversee customer experience department | CitizenWire

WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang’s customer experience, engagement, success and operations as well as help the company build […]

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News: OneKey MLS names Down Payment Resource partners as designated provider of down payment assistance tools | CitizenWire

ATLANTA, Ga. /CitizenWire/ — OneKey® MLS, the largest multiple listing service (MLS) in New York, today announced that it has partnered with Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, to indicate MLS residential listings that may be eligible for down payment assistance and other homebuyer affordability programs.

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News: Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage | CitizenWire

ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line […]

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News: realMLS enhances listing service with Down Payment Resource to help subscribers connect consumers with homebuyer assistance programs | CitizenWire

ATLANTA, Ga. /CitizenWire/ — realMLS, serving 11,000 members in Northeast Florida, today announced that it has partnered with Down Payment Resource (DPR) to enhance its platform with DPR’s suite of real estate agent tools that help MLS customers connect homebuyers with homebuyer assistance programs.

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News: Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement | 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, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was […]

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News: FormFree opens registration to its third annual Heroes Golf Classic 2022 benefiting the American Red Cross of Northeast Georgia | CitizenWire

ATHENS, Ga. /CitizenWire/ — FormFree today announced it has opened registration to the organization’s third annual Heroes Golf Classic, which will be held on September 9, 2022, at Lanier Islands Legacy Golf Course in Buford, Georgia. All proceeds from the event will be donated to the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit […]

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