Finance News

Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.


Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader

ATLANTA, Ga., Nov. 24, 2020 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm’s defined benefit (DB) administration team. Lorino possesses 30 years’ experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.

NotaryCam Marks Significant Spike in Use of Remote Online Notarization for eWills in Second Half of 2020

NEW SMYRNA BEACH, Fla. and NEWPORT BEACH, Calif., Nov. 23, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has seen a 10X-increase in the number of remote online notarization (RON) transactions the company has performed for electronic wills (eWills) thus far in 2020.

Community State Bank Implements Fully Paperless eClosing Process with DocMagic’s Total eClose™ Platform

TORRANCE, Calif., Nov. 23, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank’s mortgage closing process, making it 100 percent digital.

Bright Road Recovery Contracts with Magellan to Provide Eating Disorder Treatment for Blue Shield Subscribers

CLAREMONT, Calif., Nov. 23, 2020 (SEND2PRESS NEWSWIRE) — Bright Road Recovery, the Inland Empire’s Premier Eating Disorder Treatment Program, announced today that they are now in-network with Magellan Healthcare. This is good news for Blue Shield subscribers in the Inland Empire who are looking for help with anorexia, bulimia, binge eating disorder, or ARFID.

SimpleNexus Makes Deloitte Technology Fast 500 List for Cutting-Edge Mortgage Technology, Triple-Digit Revenue Growth

LEHI, Utah, Nov. 20, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has earned a spot on the Deloitte Technology Fast 500 list for a second time. For 26 years, Deloitte has recognized the fastest-growing technology companies in North America, honoring firms that define the cutting edge by combining technology and entrepreneurship to transform the way business is done.

OutcomeRx, a unit of CareMetx, announces First Independent Reinsurance Product for Rare Disease Specialty, Cell and Gene Therapies

BETHESDA, Md., Nov. 19, 2020 (SEND2PRESS NEWSWIRE) — OutcomeRx (ORx), a division of CareMetx, LLC, announced today a new reinsurance product to provide coverage access to high-cost specialty drugs including therapies in the emerging cell and gene therapy market.

NotaryCam Certifies Compliance with MISMO RON Standards for Real Estate Transactions

NEWPORT BEACH, Calif., Nov. 18, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program.

ReverseVision Supports HECM Lenders’ Transition from LIBOR to CMT Index, Updates Documents to Facilitate Index Migration

SAN DIEGO, Calif., Nov. 17, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has updated all documents that reference an index to support both the Constant Maturity Treasury (CMT) and London Interbank Offer Rate (LIBOR) indexes.

Promontory MortgagePath Expands Team, Hires Regional Vice Presidents of Sales Diane Capers and Greg Bruns

DANBURY, Conn., Nov. 17, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company’s sales division.

Paramount Property Tax Appeal Offers Free Consultation to California Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes Limiting Tax Breaks’

SAN DIEGO, Calif., Nov. 12, 2020 (SEND2PRESS NEWSWIRE) — Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.

Papa Inc. Adds Reliance to Its Growing List of Medicare Advantage Plans to Provide ‘Family on Demand’ to Their HMO Population

MIAMI, Fla., Nov. 12, 2020 (SEND2PRESS NEWSWIRE) — Papa Inc, the leading technology-enabled platform for companionship & assistance for older adults & families, today announced it has been selected by Reliance Medicare Advantage to provide services beginning January 1, 2021 to their Michigan HMO population in order to enhance their quality of life through the eradication of social isolation and loneliness.

SimpleNexus Collaboration with Progressive Insurance Brings Home Insurance to Mobile Mortgage App Used by Nearly 3 Million Borrowers

LEHI, Utah, Nov. 12, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of home insurance quotes from Progressive® (NYSE: PGR) within the SimpleNexus digital mortgage app.

LBA Ware’s LimeGear Business Intelligence Platform Brings Performance Dashboards and Scorecards to Users of Fiserv’s Mortgage Director LOS

MACON, Ga., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has partnered with Fiserv Inc. (NASDAQ: FISV) to provide out-of-the-box business dashboards and reports to users of the Mortgage Director loan origination system (LOS).

Pureloan Provides Enterprise-Grade Advanced Mortgage Search Functionality at No Cost to Millions of Home Buyers

PALO ALTO, Calif., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) — Pureloan.com is the first website to offer professional loan officer-level mortgage search functionality for both home loans and home refinancing to all interested shoppers. Other websites simply allow searches using basic fields like location, LTV, and credit score, but Pureloan performs searches on the exact fields being used by loan underwriters.

Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected

COLORADO SPRINGS, Colo., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) — Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

U.S. Mortgage Industry Launches ‘NOT OK? THAT’S OK’ Borrower Awareness Campaign

WASHINGTON, D.C., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) — Today, an independent coalition of U.S. mortgage industry leaders launched the ‘NOT OK? THAT’S OK’ campaign to raise awareness among customers who have missed one or more mortgage payments in 2020 and may be eligible for forbearance assistance under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Faith Schwartz, president of Housing Finance Strategies, spearheaded the industry effort.

NotaryCam’s ‘Help a Hero’ Initiative Resumes for Eighth Consecutive Year

NEWPORT BEACH, Calif., Nov. 9, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual “Help a Hero” initiative.

Lee Duncan Succeeds John Craft, Becomes Second CEO of Alliance Group

LAWRENCEVILLE, Ga., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) — Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.

Edward Jones Adds Financial Advisor Keith Eckhardt

COLORADO SPRINGS, Colo., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) — Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

LBA Ware Recruits Kim Schnieders to Propel Sales Strategy, Accelerate Rapid Business Growth Among Mortgage Bankers

MACON, Ga., Nov. 5, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware’s business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology.

Certified Tax Resolution Specialist, James Cha from Ace Plus Tax Resolution, Advises Non-Filers to File Their Back Tax Returns Now

LOS ANGELES, Calif., Nov. 2, 2020 (SEND2PRESS NEWSWIRE) — James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can’t pay off, as they’re only increasing their tax bill by delaying.

After, Inc. awarded ‘Disruptor of the Year 2020’ by the Internet Marketing Association for its QuickReg™ Smart Registration Platform

NORWALK, Conn., Oct. 30, 2020 (SEND2PRESS NEWSWIRE) — The Internet Marketing Association held its annual IMPACT Conference on October 2, 2020, where After, Inc., a global leader in warranty and after-market services for some of the largest manufacturers in the world, received the “Disruptor of the Year 2020” Award for its QuickReg™ Smart Registration Platform.

Surefire CRM by Top of Mind Integrates with Floify to Maximize Mortgage Loan Originators’ Sales Process

ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) — 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 mortgage point-of-sale solution Floify.

Strategic Benefits Advisors Urges 401(k) Plan Sponsors to Review Payroll Procedures Before Year’s End to Ensure SECURE Act Readiness

ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.

SimpleNexus ROI Calculator lets mortgage lenders accurately model the financial and operational benefits of investing in digital mortgage technology

LEHI, Utah, Oct. 29, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of the SimpleNexus ROI Calculator.

LBA Ware Issues Q3 2020 Mortgage Loan Originator Compensation Report, Enhances Analysis with Addition of Loan Processor Compensation Data

MACON, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) — 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 compensation in the third quarter of 2020.

Promontory MortgagePath Launches Initiative to Help Minority-Owned Financial Institutions Expand Mortgage Credit Access to Underserved Communities

DANBURY, Conn., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC today launched its initiative to support minority depository institutions’ (MDIs) efforts to expand access to credit and homeownership in underserved communities. Through this initiative, Promontory MortgagePath, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, will partner with minority-owned banks and credit unions.

Dominic Iannitti Honored with 2020 Lending Luminary Award by PROGRESS in Lending Association

TORRANCE, Calif., Oct. 28, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that its president and CEO, Dominic Iannitti, was recognized as a Lending Luminary award winner in the second annual list of honorees. Winners were announced on Oct. 15 at the 10th annual ENGAGE event, which PROGRESS in Lending held virtually this year.

SimpleNexus Makes Top 10 in Two Independent Rankings of Utah’s Fastest-Growing Companies

LEHI, Utah, Oct. 27, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, earned a top-10 ranking in Utah Valley Business Q magazine’s UV50 and MountainWest Capital’s Utah 100, both lists of the fastest-growing companies in the state.

Texas Firm Launches New Product to Help Support Collegiate Sports This Fall

AMARILLO, Texas, Oct. 26, 2020 (SEND2PRESS NEWSWIRE) — In response to the national discussion surrounding collegiate sports, Texas-based Fairly Group and sister-company OccuNet have unveiled an insurance product which covers medical expenses for collegiate student-athletes who contract COVID, bringing a relevant solution to the intense national discussion regarding collegiate sports.

SimpleNexus Selects Mortgage Technology Expert Tracy Farber as Director of Solution Engineering

LEHI, Utah, Oct. 21, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has recruited Tracy Farber as its director of solution engineering.

Community Development Bankers Association Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, POS Technology

DANBURY, Conn., Oct. 21, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today that the Community Development Bankers Association (CDBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet.

Sente Mortgage Surpasses 20,000 Home Loans – Company Points to Unmatched 5-Star Experience

AUSTIN, Texas, Oct. 16, 2020 (SEND2PRESS NEWSWIRE) — Sente Mortgage has helped over 20,000 families and individuals make their homeownership dreams a reality as of September 2020, the company announced today.

FormFree Receives US Patent for Its Ground-Breaking Approach to Credit Decisioning

ATHENS, Ga., Oct. 13, 2020 (SEND2PRESS NEWSWIRE) — FormFree has been granted Patent Number 10,769,723 for its proprietary ‘Systems and Methods for Electronic Account Certification and Enhanced Credit Reporting’ by the United States Patent and Trademark Office.

Velocity Credit Union Provides Employees Paid Time Off to Vote Early

AUSTIN, Texas, Oct. 9, 2020 (SEND2PRESS NEWSWIRE) — Velocity Credit Union understands the importance of voting. To remind its employees that their vote is their voice and to encourage them to use it, the financial institution has announced a company-wide perk: paid time off to vote.

MCT’s Business Intelligence Platform Gives Lenders Competitive Advantage with Actionable Insights and Data

SAN DIEGO, Calif., Sept. 9, 2020 (SEND2PRESS NEWSWIRE) — MCT announced the upcoming launch of their Business Intelligence Platform, a powerful web-based analytics platform designed to empower lenders to understand the market, optimize their loan sales, and improve performance relative to their peers. The platform will be officially released and demonstrated during an MCT client webinar on October 15, 2020 at 11 a.m. PT/PDT.

After, Inc. announces its Platinum Sponsorship of the 11th Annual Extended Warranty and Service Contract Innovations Conference on October 13-15, 2020

NORWALK, Conn., Oct. 9, 2020 (SEND2PRESS NEWSWIRE) — After, Inc., a leader Warranty Analytics Solutions since 2005, announced today that it will be the Platinum Sponsor for the 11th Annual Extended Warranty and Service Contract Innovations Conference, to be held virtually due to COVID-19. The company will host multiple sessions over the two-day event .

Promontory MortgagePath Hires Theresa Sloan as Managing Director, National Mortgage Operations

DANBURY, Conn., Oct. 8, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has hired industry veteran Theresa Sloan as Managing Director, National Mortgage Operations.

SimpleNexus Extends Ellie Mae Integration with Hybrid eClosings for Mortgage Lenders and Borrowers

LEHI, Utah, Oct. 7, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of its recently launched hybrid eClosing feature on the Ellie Mae Digital Lending Platform.

VIP Mortgage Implements Surefire Power Messaging by Top of Mind, Generates Hundreds of Extra Deals in Q2 2020

ATLANTA, Ga., Oct. 7, 2020 (SEND2PRESS NEWSWIRE) — Arizona-based independent mortgage lender VIP Mortgage reported that it has generated hundreds of extra deals in Q2 of 2020 with the help of Surefire Power Messaging from Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry.