Finance News - Page 2

Page 2 of Finance News issued by the Send2Press® Newswire service.



Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers

ATLANTA, Ga., Dec. 15, 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, has partnered with Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks by responding rapidly to loan opportunities as they arise.

DocMagic’s Leah Sommerville Named to NMP’s 2020 Top 40 Under 40 Most Influential Mortgage Professionals List

TORRANCE, Calif., Dec. 11, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.

Tapcheck Joins the isolved Integration Marketplace as an Earned Wage Access Partner

LOS ANGELES, Calif., Dec. 10, 2020 (SEND2PRESS NEWSWIRE) — Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, announces today that it is now a partner on the isolved Integration Marketplace.

Promontory MortgagePath Recruits Elisha Werner as Chief Compliance Officer

DANBURY, Conn., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations.

ACES Quality Management Makes Key Loan Audit Platform Upgrades to Elevate User Experience for Lending Institutions

DENVER, Colo., Dec. 8, 2020 (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 several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and create a highly customizable, easy-to-use experience.

Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide

ATLANTA, Ga., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as a users-only virtual event.

LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature

MACON, Ga., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly reducing the hassle, time and cost of remediating incentive compensation disputes.

HousingWire Honors DocMagic’s Brian D. Pannell with 2020 Tech Trendsetters Award

TORRANCE, Calif., Dec. 7, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award.

PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

MCTlive! Pool Optimizer Technology Sets New Bar for Best Execution Loan Sales

SAN DIEGO, Calif., Dec. 3, 2020 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.

SimpleNexus and Unify Integrate to Help Mortgage Lenders Streamline the Loan Process, Reduce Application Abandonment

LEHI, Utah, Dec. 3, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify’s Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment.

Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a majority interest of Galway.

NotaryCam’s Henry Smith Named 2020 HW Tech Trendsetter

NEWPORT BEACH, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program.

Dana Dillard to Join Housing Finance Strategies

WASHINGTON, D.C., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.

Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings

PALO ALTO, Calif., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.

LBA Ware’s Lori Brewer Named HousingWire Tech Trendsetter for Innovations in Compensation Management, Business Intelligence for Mortgage Lenders

MACON, Ga., Dec. 1, 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 that company Founder and CEO Lori Brewer has been named a 2020 HousingWire (HW) Tech Trendsetter.

FormFree Founder Brent Chandler Named HousingWire Tech Trendsetter for Second Year

ATHENS, Ga., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — FormFree today announced that Founder and CEO Brent Chandler has been named a HousingWire Tech Trendsetter for a second consecutive year. The list honors executives, product leaders and technology professionals bringing the latest digital lending technology to market for their mortgage and real estate clients.

Utah Business Magazine Names SimpleNexus Among Utah’s Best Companies to Work For

LEHI, Utah, Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has been recognized as a 2020 Best Company to Work For by Utah Business magazine. SimpleNexus earned recognition as one of the top employers in the state on the basis of employee evaluations.

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.