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.


VirPack and Mortgage Builder Announce Integration Built to Streamline the Digital Mortgage Process

MCLEAN, Va., Sept. 24, 2020 (SEND2PRESS NEWSWIRE) — VirPack is pleased to announce a new partnership with Mortgage Builder, a Constellation Mortgage Solution Company and full loan lifecycle solution. This new integration will provide Mortgage Builder customers advanced workflow and document management capabilities.

The Medicare Resource Center Now Open in Santa Barbara

SANTA BARBARA, Calif., Sept. 24, 2020 (SEND2PRESS NEWSWIRE) — The Medicare Resource Center – created by AMA Insurance Agency, an unbiased insurance agency that works with major insurance companies to offer Medicare supplement and Medicare Advantage plans – has opened its Santa Barbara location at 121 South Hope Ave., Unit A101, in La Cumbre Plaza.

Global DMS Integrates EVO Appraisal Management Software with ProxyPics, Enabling Remote Real Estate Inspections

LANSDALE, Pa., Sept. 22, 2020 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based appraisal management software, announced that it has integrated its new EVO platform, an innovative valuation technology that shatters the constraints of yesteryear software designs, with ProxyPics to provide its clients with a secure method of facilitating the delivery of photographs of a subject property when access to the property is unavailable.

Promontory MortgagePath Launches End-to-End Mortgage Origination, Fulfillment Platform for Community Financial Institutions

DANBURY, Conn., Sept. 22, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has launched Transform, a new service delivery model bundling licensed loan coordinators, point-of-sale (POS) technology and fulfillment services to offer a complete mortgage operations platform from application to close.

The Future of Appraisal Form Filling Has Arrived with Nexus Level Forms

RED DEER, Alberta, Sept. 21, 2020 (SEND2PRESS NEWSWIRE) — Anow is excited to announce the launch of Nexus, a simple, but sophisticated cloud-based form filler that’s designed to help licensed real estate appraisers collectively work on appraisals in a live, multi-collaborative nature.

HousingWire Honors DocMagic Director of Client Services Lori Johnson with 2020 Insiders Award

TORRANCE, Calif., Sept. 21, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Director of Client Services, Lori Johnson, has been designated a 2020 Insider Award winner by HousingWire for her ongoing success with eClosing implementations.

FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions

NEW YORK, N.Y., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) — Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

ACES Quality Management Q1 2020 Mortgage QC Trends Report: EPDs Rising, Critical Defect Rate Hits Three-Year Low

DENVER, Colo., Sept. 17, 2020 (SEND2PRESS NEWSWIRE) — ACES Quality Management (ACES), formerly known as ARMCO and the leading provider of enterprise quality management and control software for the financial services industry, announced the release of the quarterly ACES Mortgage QC Trends Report.

PayneWest Insurance, a Top 100 National Insurance Brokerage, selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology in their leading Compliance Service Practice

SAN FRANCISCO, Calif., Sept, 15, 2020 (SEND2PRESS NEWSWIRE) — PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices.

Executives Call for Congressional Action to Prevent Homelessness

WASHINGTON, D.C., Sept. 11, 2020 (SEND2PRESS NEWSWIRE) — Faith Schwartz, President, Housing Finance Strategies, Washington, D.C. and Lee Raagas, CEO, Skid Row Housing Trust, Los Angeles, Calif., issue statement on housing crisis.

Utah Business Ranks SimpleNexus 31st Among the State’s Fast 50

LEHI, Utah, Sept. 10, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has placed 31st among Utah’s Fast 50, a list of the state’s 50 fastest-growing businesses as determined by Utah Business magazine.

ARMCO Rebrands as ACES Quality Management

DENVER, Colo., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the financial services industry, announced today the completion of its months-long rebranding effort to align the company’s image with its expanded focus on quality and risk management for banks and credit unions, as well as independent mortgage lenders.

FormFree Adds SaaS Executive Tyler Brantley as Director of Implementation

ATHENS, Ga., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) — FormFree has hired SaaS sales executive Tyler Brantley as director of implementation. In this role, Brantley will serve as the internal liaison between FormFree’s sales and operations teams and support revenue growth by working to ensure an ideal onboarding experience for every FormFree customer.

Maxwell adds underwriting and closing services to fulfillment platform

DENVER, Colo., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) — Digital mortgage platform Maxwell today announced it has added underwriting and closing services to the Maxwell Fulfillment Platform, enhancing the company’s comprehensive suite of technology and outsourced services for small and midsize lenders.

ReverseVision VP Wendy Peel Selected for a Most Powerful Women in Fintech Award by PROGRESS in Lending Association

SAN DIEGO, Calif., Sept. 9, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced that company Vice President of Sales and Marketing Wendy Peel has been recognized as a Most Powerful Women in Fintech award honoree by PROGRESS in Lending Association.

SimpleNexus Taps Board Member Cathleen Schreiner Gates as Company President

LEHI, Utah, Sept. 8, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the appointment of Board Member Cathleen Schreiner Gates as company president.

NotaryCam CEO Rick Triola Receives 2020 October Research Innovation Award for Driving Title Industry RON Adoption

NEWPORT BEACH, Calif., Sept. 8, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola has received the 2020 October Research Award for Innovation for his innovations in and driving adoption of remote online notarization (RON) in the lending and title/settlement services industries.

FormFree Promotes Cindy Snow to Chief Operating Officer (COO)

ATHENS, Ga., Sept. 3, 2020 (SEND2PRESS NEWSWIRE) — FormFree has promoted Cindy Snow to the position of Chief Operating Officer (COO). In her role as COO, Snow will craft efficient systems that elevate FormFree’s performance while directly overseeing business operations, product management, business intelligence, integrations and customer support.

Bryan Traeger, Head of Customer Success at Maxwell, Announced as a 2020 HousingWire Insider

DENVER, Colo., Sept 3, 2020 (SEND2PRESS NEWSWIRE) — We are proud to announce that Bryan Traeger, Head of Customer Success at digital mortgage provider Maxwell, has been announced as a winner of the 2020 HousingWire Insider Award.

HousingWire Recognizes NotaryCam’s Katie Maxson as 2020 Insider

NEWPORT BEACH, Calif., Sept. 3, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Katie Maxson, the firm’s technology/product quality assurance and compliance Lead, has been named to HousingWire’s 2020 Insiders Award list.

SimpleNexus VP of Product Shane Westra named 2020 HousingWire Insiders Award honoree

LEHI, Utah, Sept. 2, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced that VP of Product Shane Westra has been named a 2020 HousingWire (HW) Insider.

EnergyCAP, Inc. Celebrates 40th Anniversary with New Headquarters, Logo, Training Services, and More

STATE COLLEGE, Pa., Sept. 2, 2020 (SEND2PRESS NEWSWIRE) — EnergyCAP, Inc. (ECI) is pleased to announce a list of notable accomplishments as it celebrates its 40th anniversary in 2020. ECI employees will begin operating from the company’s new state-of-the-art, 20,000-square-foot headquarters facility this month.

ReverseVision Partners with Mortgage Bankers Association to Articulate the Business Case for HECM Lending in September 10 Webinar

SAN DIEGO, Calif., Sept. 2, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading Home Equity Conversion Mortgage (HECM) and private reverse lending platform, today announced it will co-host a webinar with the Mortgage Bankers Association (MBA) to dispense HECM myths and educate mortgage lenders on the business case for incorporating HECMS into their lending portfolio.

LBA Ware’s Mari Denton Named a 2020 HousingWire Insider

MACON, Ga., Sept. 2, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced the selection of Director of Client Success Mari Denton to HousingWire’s list of 2020 HW Insiders.

HousingWire Lists FormFree’s Cindy Snow Among its 2020 HW Insiders

ATHENS, Ga., Sept. 1, 2020 (SEND2PRESS NEWSWIRE) — FormFree today announced the inclusion of Director of Product Cindy Snow in HousingWire’s list of 2020 HW Insiders. Now in its fifth year, the annual awards program recognizes 50 housing industry professionals making critical contributions to their companies’ success.

Global DMS COO Jody Collup Receives 2020 Most Powerful Women in Fintech Award from PROGRESS in Lending

LANSDALE, Pa., Sept. 1, 2020 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based real estate appraisal management software, is proud to announce that its COO, Jody Collup, was recognized by PROGRESS in Lending for its second annual Most Powerful Women in Fintech Award.

Vice Capital Markets’ Shawn Ansley Honored As 2020 HousingWire Insider

NOVI, Mich., Sept. 1, 2020 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that its Managing Director Shawn Ansley has been named a 2020 HousingWire Insiders Award winner.

ARMCO’s Kacey Olson Named 2020 HW Insider

DENVER, Colo., Sept. 1, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the financial services industry, announced today that its Director of Compliance Kacey Olson has been chosen as one of HousingWire’s 2020 Insiders Award winners.

Mid America Mortgage Hires Julas Hollie as Correspondent Division Sales Director

ADDISON, Texas, Sept. 1, 2020 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Julas Hollie has joined the company as sales director for Mid America’s Correspondent Lending division. In this role, Hollie is responsible for increasing loan acquisitions through strategic marketing and customer outreach.

Digital Currency was in Computer Industry for 20+ years

NEWPORT BEACH, Calif., Aug. 31, 2020 (SEND2PRESS NEWSWIRE) — CMTLabs, Inc. (Currency Method Tokenizing Labs) released information today revealing a digital currency was successfully in use “under the radar screen” within the computer industry for over 20 years.

Promontory MortgagePath Hires Scott Turnquest as Chief Technology Officer

DANBURY, Conn., Aug. 27, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has added Scott Turnquest as its new Chief Technology Officer.

Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

ReverseVision Taps Credit Union Veteran Justin Burns as VP Operations, Invests in Platform Enhancements with Hire of Two Senior Software Engineers

SAN DIEGO, Calif., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading Home Equity Conversion Mortgage (HECM) and private reverse lending platform, today announced the hire of credit union veteran Justin Burns as VP operations, and Senior Software Engineers Aron Weiler and Alan Gutierrez.

Fanplayr Announces Strategic Expansion to Accommodate its Growth

PALO ALTO, Calif., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) — Fanplayr, a leader in online behavioral personalization and AI for the past 10 years, today announced major changes to support significant growth in its business and customer base.

Aclaró AI Announces Data Lake API That Directly Integrates Into the CDK Platform

MIAMI, Fla., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) — Aclaró AI, the fast-growing startup that specializes in the science of personalized experiences, is announcing a new product, The Aclaró Data Lake, which integrates directly with auto dealers’ CDK platforms.

HomeWork Solutions Sees Huge Demand in Nanny-Share and Education PODS during COVID Epidemic

STERLING, Va., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) — HomeWork Solutions (HWS), industry experts in household payroll and employment taxes, have announced a major effort to support working families interested in Nanny Share and Educator PODs. This action is in direct response to families struggling to find in-home caregivers for their children and continuing their educational learning.

CardTapp and Top of Mind Enhance Integration with Time-Saving App Sharing and Contact Tagging Features

ATLANTA, Ga., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) — Virtual client engagement platform, CardTapp, has enhanced its integration with Top of Mind Networks (Top of Mind) by adding new app-sharing and contact-tagging features that help mortgage loan originators work more efficiently.

Blue Sage and FormFree Partner to Streamline Lending Process with AccountChek Automated Asset Verification Integration

ATHENS, Ga., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) — FormFree today announced the availability of its AccountChek automated asset verification service within Blue Sage’s cloud-based digital mortgage lending platform. The integration makes it possible for borrowers to verify assets with AccountChek through the Blue Sage Borrower Portal.

Tapcheck Partners with Independent Organization of Little Caesar Franchisees

TARZANA, Calif., Aug. 24, 2020 (SEND2PRESS NEWSWIRE) — Employee retention and satisfaction remain vital for U.S. businesses-and franchisees of pizza conglomerate Little Caesars Enterprises are no exception. Enter the financial solutions platform Tapcheck, which has entered a partnership with the Independent Organization of Little Caesars Franchisees (IOLCF).

SimpleNexus and MobilityRE Enhance Mobile Integration with Push Notifications, More Powerful Home Search Features

LEHI, Utah, Aug. 24, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has enhanced its integration with MobilityRE with new features that improve the home search experience for borrowers and enable lenders and Realtors to respond more swiftly to borrower requests.