Finance News - Page 3

Page 3 of Finance News issued by the Send2Press® Newswire service.



Mid America Mortgage adds Kyle Hilton as Quality Control Manager

ADDISON, Texas, March 23, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.

Mary Costello joins FormFree team as director of vendor management, risk and compliance

ATHENS, Ga., March 23, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree’s audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.

Spokane Association of REALTORS® rolls out Down Payment Resource to help subscribers connect homebuyers with down payment assistance

ATLANTA, Ga. and SPOKANE, Wash., March 22, 2022 (SEND2PRESS NEWSWIRE) — The Spokane Association of REALTORS® (SAR) today announced that it has partnered with Down Payment Resource (DPR) to provide its 2,500 MLS subscribers with access to DPR’s toolset that helps real estate agents connect clients with programs that can help save on down payments and closing costs.

Sales Boomerang joins forces with Bonzo to enable automated mortgage marketing with personality

BALTIMORE, Md., March 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot.

Paragon Acquires Greener Future and ESG-focused New Energy Risk

AVON, Conn., March 17, 2022 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.

Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022

SAN FRANCISCO, Calif., March 17, 2022 (SEND2PRESS NEWSWIRE) — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact.

Southwestern Investment Group Celebrates 20th Anniversary

FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

MCT Integrates with the Fannie Mae Connect Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif., March 11, 2022 (SEND2PRESS NEWSWIRE) — MCT’s award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System (LOS).

Promontory MortgagePath earns a spot on HousingWire’s 2022 Tech100 list

DANBURY, Conn., March 11, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it’s been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy.

Southwest Airlines New Amarillo to Austin Flight Takes Off Today

AMARILLO, Texas, March 10, 2022 (SEND2PRESS NEWSWIRE) — Amarillo travelers today experienced the start of new options featuring the state capital as Southwest Airlines (NYSE: LUV), in conjunction with Rick Husband Amarillo International Airport, celebrated the start of Southwest Airlines’ new daily non-stop service to Austin.

HousingWire Names DocMagic One of the Top 100 Most Innovative Mortgage Companies for 2022

TORRANCE, Calif., March 9, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire’s coveted 2022 Tech100 list for the ninth straight year.

#HousingDC22 Announces New Sponsors and Author Nick Timiraos

WASHINGTON, D.C., March 9, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm’s annual housing policy and technology event on September 26-27, 2022. The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered.

HomeBinder’s Adaptive Home Value™ model keeps homeowners coming back to mortgage lenders, home inspectors and Realtors with equity-building insights

BOSTON, Mass., March 8, 2022 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home’s value by taking into consideration property-specific details that other automated valuation models (AVMs) fail to consider.

ACES Quality Management Makes its Eighth Appearance on HousingWire TECH100 List

DENVER, Colo., March 7, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry has been selected for the eighth consecutive year by HousingWire magazine for its annual TECH100 awards program.

FormFree celebrates recognition as an eight-time HousingWire Tech100 honoree

ATHENS, Ga., March 4, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has been named a HousingWire (HW) Tech100 winner for the eighth time. The HW Tech100 Mortgage awards program recognizes companies revolutionizing the mortgage lending process from origination to closing and beyond.

IDS earns eighth HW Tech100 Mortgage Award

SALT LAKE CITY, Utah, March 4, 2022 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has been named to the 2022 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire. The inclusion on the 2022 list marks IDS’ fourth consecutive and eighth overall HW Tech100 honor.

HomeBinder lands a spot on HousingWire’s 2022 Tech100 list

BOSTON, Mass., March 4, 2022 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced that it has been honored on HousingWire’s (HW) Tech100 list of the most innovative companies shaping the housing industry.

NotaryCam listed as one of HousingWire’s Tech100 innovative mortgage technology companies

NEWPORT BEACH, Calif., March 3, 2022 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has been named to the HousingWire Tech100 Mortgage list.

Mortgage Coach lauded as HousingWire 2022 Tech100 honoree

IRVINE, Calif., March 3, 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, today announced it has been named to HousingWire’s (HW) 2022 Tech100 Mortgage list.

HousingWire Magazine selects Sales Boomerang for 2022 Tech100 Mortgage Awards

BALTIMORE, Md., March 2, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine’s 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.

Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

IRVINE, Calif., March 1, 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, today announced an enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth

ATHENS, Ga., March 1, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization’s finance, accounting and compliance functions.

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Recently Launched LoanMAPS™ LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department

TORRANCE, Calif., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies’ (“Take3”) cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income

ATHENS, Ga., Feb. 18, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer’s income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements.

KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory

LOS ANGELES, Calif., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

National Bankers Association Endorses Promontory MortgagePath for Mortgage Fulfillment Services and POS Technology

DANBURY, Conn., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.

Fairport Wealth Announces 2022 Community Beacon Recipient

CLEVELAND, Ohio, Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook’s mission.

Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects

ATLANTA, Ga., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.

Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance

NEW YORK CITY, N.Y., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance.

#HousingDC22 Announces New Sponsors and Political Commentator Amy Walter

WASHINGTON, D.C., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm’s annual housing policy and technology event on September 26-27, 2022. Amy Walter is the national editor of the Cook Political Report and a frequent on-air analyst.

New Jersey Applebee’s Locations Announce 6th Annual Above and ‘BEE’yond Teacher Essay Contest

ALLENDALE, N.J., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Applebee’s Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and “BEE”yond Teacher Essay Contest, which recognizes top teachers – as nominated by their students – by rewarding them with a sponsorship check and end-of-year class party. The contest is being offered at Applebee’s restaurants in New Jersey owned and operated by local franchisee Doherty Enterprises.

JV Group, Inc (OTC MARKETS:ASZP) announces Change of Control

FORT LAUDERDALE, Fla., Feb. 14, 2022 (SEND2PRESS NEWSWIRE) — Publicly-held JV Group, Inc. (OTC MARKETS: ASZP) announces the completion of a change in control effective November 23, 2021. Harthorne Capital, Inc has acquired voting control in a private securities purchase agreement for 98.2% of the issued and outstanding shares of the Company’s common stock from Michael A Littman ATTY, Defined Benefit Plan, an affiliate of Michael A Littman, as trustee.

Spring EQ Offers Home Equity Loans to Brokers in Lender Price’s Marketplace

PASADENA, Calif., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation’s largest lenders of home equity products.

New Jersey Bankers Association endorses Promontory MortgagePath’s mortgage fulfillment services and POS technology

DANBURY, Conn., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the New Jersey Bankers Association (NJBankers) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda

DENVER, Colo., Feb. 10, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA’s think tank Research Institute for Housing America, to its speaker line-up for the upcoming ACES ENGAGE conference.

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Down Payment Resource Presents 2021 Beverly Faull Affordable Housing Leadership Award to Ruth Johnson

ATLANTA, Ga., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Ruth Johnson, founder and CEO of Homes for Heroes, has been selected the winner of its fourth annual 2021 Beverly Faull Affordable Housing Leadership Award.