Finance News - Page 27

WASHINGTON, D.C., Sept. 8, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced this year’s Housing Champion Award recipient is the late Frank Nothaft. Each year Housing Finance Strategies reviews a short list of candidates for the prestigious Housing Champion award and announces the winner at the #HousingDC conference.

AVON, Conn., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon’s commitment to continuing investment in the green technology space.

SAN DIEGO, Calif., Sept. 7, 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 August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels. (UPDATED)

DENVER, Colo., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Financial Center First Credit Union (FCFCU) has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support quality control (QC) audits for FCFCU’s consumer lending channels.

SALT LAKE CITY, Utah, Sept. 7, 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 that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI’s clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).

NASHVILLE, Tenn. and SAN FRANCISCO, Calif., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

SAN DIEGO, Calif., Sept. 2, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation’s fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is the second year in a row that MCT made Inc. 5000’s list and the company’s 11th year making the list since its inception.

AVON, Conn., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets, today announces the acquisition of Reel Media, LLC, a leading provider of insurance solutions for the broader entertainment and sports industries.

OWINGS MILLS, Md. and IRVINE, Calif., Sept. 1, 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 two of its employees – Director of Customer Success Rachel Cunningham and VP of Technology Jacob Gibbs – have been recognized by HousingWire in its 2022 HW Insiders awards program.

DENVER, Colo., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Operations Sharon Reichhardt has been honored by HousingWire magazine in its annual Insiders awards program.

SAN DIEGO, Calif., Aug. 31, 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 $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, Webb Investment Network and Zigg Capital.

LOS ANGELES, Calif., Aug. 30, 2022 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST’s Principal in Development (PID) program.

LOS ANGELES, Calif., Aug. 29, 2022 (SEND2PRESS NEWSWIRE) — California firm, ProNova Partners, has been chosen to handle the sale of the patent and rights to an easily removable mesh sling based on the natural encapsulation around monofilament wires or its interconnected narrow and flat strips. This encapsulation allows its easy removability.

ATHENS, Ga., Aug. 29, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced the integration of AccountChek®, a service that allows lenders to verify borrowers’ assets, income, employment and rent payment history, with Solex®, a comprehensive eDelivery, eSign, eClose and eVault platform from Docutech®, a First American company.

SALT LAKE CITY, Utah, Aug. 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 ranks No. 11 on the 2022 Utah Business list of fastest growing companies in the state.

TORRANCE, Calif., Aug. 25, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that it again made Inc. 5000’s list of fastest-growing private companies for 2022.

LOS ANGELES, Calif., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) — ProNova Partners, an L.A. based Mergers and Acquisitions firm, has been selected to oversee investment in or the sale of a patented, groundbreaking ID and security technology. This technology involves iris recognition including in the outdoors under bright sunlight, plus world-leading iris recognition tech secured by crypto wallet.

ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm’s Greyling division as Senior Vice President, Risk Management.

PHOENIX, Ariz., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment bank, will serve as a sponsorship partner for the 2nd annual United Diversity Business Summit, Presented by Thinkzilla Consulting Group & The City of Scottsdale. The Sept. 14 summit will convene diverse business leaders and entrepreneurs across Arizona.

ATHENS, Ga. and LONDON, U.K., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) — Finastra and FormFree®, a market-leading fintech company that enables lenders to understand people’s true ability to pay (ATP®), have partnered to further streamline electronic borrower verification for mortgage lenders.

NOVI, Mich., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac’s Cash Settlement Purchase Statement application programming interface (API).

AVON, Conn., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.

SAN DIEGO, Calif., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Cash Settlement Purchase Statement API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS). (UPDATED)

WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

CORAL SPRINGS, Fla., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.

OWINGS MILLS, Md. and IRVINE, Calif., Aug. 16, 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 that the Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.’s annual Inc. 5000 list.

DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath’s mortgage fulfillment services and end-to-end technology solution.

INDIANAPOLIS, Ind., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) — In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.

SALT LAKE CITY, Utah, Aug. 16, 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 ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy’s most dynamic segment-its independent businesses.

SAN DIEGO, Calif., Aug. 12, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional’s Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.

DENVER, Colo., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association’s (MBA) Risk Management, Quality Assurance and Fraud Prevention Forum (RMQA) taking place September 11-13 in Nashville, Tenn.

PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.

NORWALK, Conn., Aug. 9, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for “Product of the Year.”

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead – or are viewed as potential leaders of – their teams.

ATHENS, Ga., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.

SAN DIEGO, Calif., Aug. 5, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.

SAN DIEGO, Calif., Aug. 4, 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 July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

SALT LAKE CITY, Utah, Aug. 2, 2022 (SEND2PRESS NEWSWIRE) — COVERGENCE, co-hosted by innovosource and the University of Utah’s PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering.

WASHINGTON, D.C., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.