Finance News

NORWALK, Conn., Feb. 7, 2023 (SEND2PRESS NEWSWIRE) — After, Inc. announced today that ENVE (enve.com) will utilize QuickReg® to provide a seamless post-sale registration experience to its dealers and customers. ENVE Composites designs, manufactures, and markets handmade carbon fiber bicycle rims and components, and custom bikes (through its premium dealer network) and is highly respected amongst professional riders and biking enthusiasts for its engineering, innovation and customer service and support.

MURRAY, Utah, Feb. 7, 2023 (SEND2PRESS NEWSWIRE) — MonitorBase, a mortgage fintech company that monitors prescreened credit information and real-time behavioral data to alert lenders when one of their contacts is in the market to purchase or refinance a home, today announced the launch of instant credit inquiry alerts for their mortgage lender clients.

SAN DIEGO, Calif., Feb. 3, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for January 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

NASHVILLE, Tenn., Feb. 3, 2023 (SEND2PRESS NEWSWIRE) — Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that CEO Charles Williams has been named an RISMedia 2023 Real Estate Newsmaker. Williams was honored in the Futurist category for innovation in the property technology (proptech) field that has enabled real estate brokerages to close more deals and strengthen client relationships.

WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

LOS ANGELES, Calif., Jan. 31, 2023 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.

SALT LAKE CITY, Utah, Jan. 30, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI’s growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country. /CORRECTION/

ATLANTA, Ga., Jan. 26, 2022 (SEND2PRESS NEWSWIRE) — 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 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4 2022.

SALT LAKE CITY, Utah, Jan. 26, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI’s growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

WESTBOROUGH, Mass., Jan. 25, 2023 (SEND2PRESS NEWSWIRE) — Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.

SAN DIEGO, Calif., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits allows for the accurate pricing of Credit Fee in Price (Exhibit 19, or “Credit Fees”) waivers.

BOALSBURG, Pa., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the launch of CarbonHub, a new solution that offers financial-grade carbon accounting and sustainability reporting.

NEW YORK, N.Y., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently has the highest amount of third party reviews of any company in the travel insurance industry.

NORWALK, Conn., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) — After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 – February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during the show at Booth SL4279!

SALT LAKE CITY, Utah, Jan. 23, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI’s growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

SALT LAKE CITY, Utah and BOSTON, Mass., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.

FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — Money profiled 50 innovators shaping Americans’ finances, and included Kramer Wealth Managers’ CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

OWINGS MILLS, Md., and IRVINE, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) — 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 the release of Sales Boomerang’s latest Mortgage Market Opportunities Report.

TORONTO, Ontario and SAN FRANCISCO, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis’ client portfolio as well as non-customer financial institutions (FIs) across the country.

DENVER, Colo., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its free Compliance NewsHub resource, in addition to launching its inaugural ACES ENGAGE conference.

WASHINGTON, D.C., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued delivery.

ATLANTA, Ga., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that it selected Laura Lafayette, CEO of the Richmond Association of REALTORS® (RAR), as the winner of its 2022 Beverly Faull Affordable Housing Leadership Award.

NEW YORK CITY, N.Y., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) — In its year-end report spanning financials, deals, and community investment, Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment banking firm, reported 23 percent growth in notional deal volume year-over-year, with 67 debt capital markets new issues representing nearly $186 billion notional. From 2018 to 2022, Blaylock Van’s closed transactions increased by a CAGR of 23 percent and dealt notional value by 50%.

CHICAGO, Ill., Jan. 17, 2023 (SEND2PRESS NEWSWIRE) — BlueStone Advisors, a specialty commercial insurance brokerage firm, announced today the launch of their BlueStone Lithium-Ion Battery Captive to help advanced battery companies manage their insurance costs and offer a broader policy with comprehensive and consistent coverage terms.

SHELBY TOWNSHIP, Mich., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) — The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization’s new purpose and direction as the connection point, legislative voice and educational resource for Michigan’s real estate finance economy.

SAN DIEGO, Calif., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) — 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 $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.

LOS ANGELES, Calif., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) — Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities.

SEATTLE, Wash., Jan. 11, 2023 (SEND2PRESS NEWSWIRE) — Asset Defense Team and Vast Solutions Group, Inc. (VastSolutionsGroup.com) are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called “Einstein” and is currently in Beta 1.0.

ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.

SAN DIEGO, Calif., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for December 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

ATHENS, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its founder and CEO Brent Chandler was featured in National Mortgage Professional’s list of 2023 Industry Titans. The inaugural Industry Titans awards program recognized 24 of the most notable leaders in mortgage lending.

ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that National Mortgage Professional (NMP) selected its Founder and CEO Rob Chrane to its first cohort of Industry Titans honorees. The 2023 Industry Titans award program recognizes influential leaders that have made impactful contributions to the housing finance industry.

DENVER, Colo., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that CEO Trevor Gauthier has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. This award seeks to highlight the individuals that have dedicated their lives to the mortgage industry with confidence, compassion and pride.

DES MOINES, Iowa, Jan. 4, 2023 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that National Mortgage Professional (NMP) has selected Laird Nossuli to its inaugural list of 2023 Industry Titans – a new award program honoring housing leaders who represent the mortgage industry with professionalism and pride.

LAWRENCEVILLE, Ga., Jan. 2, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group launched their sixth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2023. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families’ financial security.

ATLANTA, Ga., Dec. 30, 2022 (SEND2PRESS NEWSWIRE) — Docsnap, the first nationwide Consumer Health Utility, supports consumers leveraging their HIPAA rights to take ownership of all their medical records. Docsnap announced today its partnership with FlexCare Digital Health to expand access to quality healthcare services for members, families, employees, veterans, Medicare, and Medicaid Patient services.

OWINGS MILLS, Md. and IRVINE, Calif., Dec. 22, 2022 (SEND2PRESS NEWSWIRE) — 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 the appointment of Shelli Holland to the role of Chief People Officer.

ATLANTA, Ga., Dec. 16, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team as part of their upcoming sixth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns and work alongside Alliance Group to spread education and awareness for Living Benefits Awareness Month in January 2023.

ATLANTA, Ga., Dec. 15, 2022 (SEND2PRESS NEWSWIRE) — Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a fast-growing organization.