Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
| From: Blaylock Van LLC
NEW YORK CITY, N.Y., June 23, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.
| From: DocMagic, Inc.
TORRANCE, Calif., June 22, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.
| From: Click n' Close Inc.
ADDISON, Texas, June 21, 2022 (SEND2PRESS NEWSWIRE) — 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 their customers and enhance relationships with their existing real estate and title partners amidst an otherwise challenging operating environment.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., June 20, 2022 (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 follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.
| From: Edward Jones
COLORADO SPRINGS, Colo., June 17, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., June 16, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT’s state-of-the-art MSR valuation platform to clients’ systems for more precise and accurate loan-level pricing in real time.
| From: ACES Quality Management
DENVER, Colo., June 16, 2022 (SEND2PRESS NEWSWIRE) — 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 derived from ACES Quality Management & Control® software.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 15, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
| From: OpenClose
WEST PALM BEACH, Fla., June 14, 2022 (SEND2PRESS NEWSWIRE) — OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.
| From: Mortgage Coach
IRVINE, Calif., June 8, 2022 (SEND2PRESS NEWSWIRE) — 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.
| From: ACES Quality Management
DENVER, Colo., June 7, 2022 (SEND2PRESS NEWSWIRE) — 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.
| From: Down Payment Resource
ATLANTA, Ga., June 7, 2022 (SEND2PRESS NEWSWIRE) — 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.
| From: Housing Finance Strategies
WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., June 6, 2022 (SEND2PRESS NEWSWIRE) — 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 May 2022.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., June 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
| From: EPIC Insurance Brokers and Consultants
NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.
| From: IEmergent
DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) — 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 effectively expand into new markets.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
| From: FormFree
ATHENS, Ga., June 1, 2022 (SEND2PRESS NEWSWIRE) — 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.
| From: Sales Boomerang
WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) — 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. (UPDATED)
| From: Move For Hunger
RED BANK, N.J., June 1, 2022 (SEND2PRESS NEWSWIRE) — Assurant, Inc. (NYSE: AIZ), a leading global business services company that supports, protects and connects major consumer purchases, embarked on the third annual “Turning Miles Into Meals” challenge this April to benefit core charitable partner, Move For Hunger.
| From: ICS Tax LLC
SAVAGE, Minn., June 1, 2022 (SEND2PRESS NEWSWIRE) — Choosing a tax consulting firm as a trusted advisor is an exceptionally important decision for both businesses needing such services as well as accounting firms who refer them to their clients, says ICS Tax, LLC.
| From: Stack Sports
PLANO, Texas, May 31, 2022 (SEND2PRESS NEWSWIRE) — Stack Sports, the global leader in SaaS platform offerings for the sports industry, today announced its launch of payments powered by Stripe to help Partners offer more flexible payment methods, increase their global reach, and get paid faster.
| From: Mobility Market Intelligence
SALT LAKE CITY, Utah, May 26, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has ranked No. 29 on Inc. Magazine’s third annual Inc. 5000 Regionals: Rocky Mountains list.
| From: DocMagic, Inc.
TORRANCE, Calif., May 24, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it attained MISMO’s eClosing System and remote online notarization (RON) certifications for its Total eClose™ solution.
| From: Southwestern Investment Group
FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
| From: Valentis International
PITTSBURGH, Pa., May 23, 2022 (SEND2PRESS NEWSWIRE) — Valentis International Group, Inc. has entered into agreements for investment consultancy and advisory services related to expansion and moving the company towards an initial public offering (IPO) public listing on a major exchange or trading medium.
| From: DocMagic, Inc.
TORRANCE, Calif., May 19, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has been recognized by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.
| From: OpenClose
WEST PALM BEACH, Fla., May 17, 2022 (SEND2PRESS NEWSWIRE) — OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its director of support services, Kathy Olsen, has been honored by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.
| From: DocMagic, Inc.
TORRANCE, Calif., May 17, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight’s loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services.
| From: Down Payment Resource
ATLANTA, Ga. and WEST BABYLON, N.Y., May 17, 2022 (SEND2PRESS NEWSWIRE) — 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.
| From: Agile Trading Technologies
PHILADELPHIA, Pa., May 11, 2022 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers onto a single electronic platform, today announced the launch of Agile Chat, a new chat feature designed to increase transparency and efficiency between lenders and broker dealers.
| From: Click n' Close Inc.
ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) — 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 additions, such as its correspondent down payment assistance (DPA) program.
| From: KROST CPAs and Consultants
PASADENA, Calif., May 10, 2022 (SEND2PRESS NEWSWIRE) — KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to add value for their clients.
| From: Down Payment Resource
ATLANTA, Ga. and JACKSONVILLE, Fla., May 10, 2022 (SEND2PRESS NEWSRIE) — 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.
| From: Mortgage Coach
IRVINE, Calif., May 10, 2022 (SEND2PRESS NEWSWIRE) — 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 promoted from director of account management to VP, customer engagement.
| From: FormFree
ATHENS, Ga., May 10, 2022 (SEND2PRESS NEWSWIRE) — 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 organization that provides emergency assistance and preparedness education to communities affected by disaster.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., May 9, 2022 (SEND2PRESS NEWSWIRE) — MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry.
| From: Mobility Market Intelligence
SALT LAKE CITY, Utah, May 9, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers’ responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients.
