Finance News - Page 4

Page 4 of Finance News issued by the Send2Press® Newswire service.



EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO and SAN DIEGO, Calif. and FORT LAUDERDALE, Fla., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Promontory MortgagePath Chief Compliance Officer Elisha Werner makes Mortgage Professional America’s list of 2021 Elite Women

DANBURY, Conn., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced its Chief Compliance Officer Elisha Werner has been named one of Mortgage Professional America’s (MPA) Elite Women 2021. The MPA Elite Women award seeks to honor women in the mortgage sector who are pushing boundaries to diversify a traditionally male-dominated industry.

Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

IRVINE, Calif., Jan. 4, 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 promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

EPIC and DIATOMS, Inc. Create Exclusive Partnership

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Dec. 29, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

DocMagic Officially Launches eDecision™, Fully Automating and Perfecting Digital Closing Eligibility

TORRANCE, Calif., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings.

PROGRESS in Lending Recognizes DocMagic’s Director of Product Development Michael Morford with 2021 Tech Thought Leader Award

TORRANCE, Calif., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association.

HomeBinder and Own Up announce strategic partnership to strengthen borrower relationships with lenders, real estate agents and home pros

BOSTON, Mass., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced a strategic partnership with Boston-based Own Up to support homeowners who receive HomeBinder from a non-mortgage industry business, such as a home inspector or insurance agent.

Galway Holdings Acquires Simatree

SAN FRANCISCO, Calif. and WASHINGTON, D.C., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) — Galway Holdings (“Galway”) today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst.

Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program

DENVER, Colo., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite Women Awards program.

Mid America Mortgage COO Jemma Pachiano selected by Mortgage Professional America in its 2021 Elite Women Awards Program

ADDISON, Texas, Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today Jemma Pachiano has been honored as an Elite Woman by industry publication, Mortgage Professional America (MPA). The MPA 2021 Elite Women Award seeks to honor outstanding women in the mortgage and housing industry.

Mortgage Professional America Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award

TORRANCE, Calif., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA).

Lender Price and Blend Integrate to Enhance User Experience for Digital Lending Processes

PASADENA, Calif., Dec. 17, 2021 (SEND2PRESS NEWSWIRE) — Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price’s FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate.

After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022

NORWALK, Conn., Dec. 15, 2021 (SEND2PRESS NEWSWIRE) — After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 – 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different.

DocMagic’s Chief Compliance Officer Wins Top 40 Under 40 Most Influential Mortgage Professionals Award

TORRANCE, Calif., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.

Sales Boomerang named to Inc.’s 2021 Best in Business list in ‘On the Rise’ category

WASHINGTON, D.C., Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang has been named to the Inc. 2021 Best in Business list in the On the Rise category for businesses 0-4 years old. Inc.’s Best in Business Awards honor companies that have gone above and beyond to make a positive impact.

Critical defect rate increases 13% Q2 2021, according to ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., Dec. 14, 2021 (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 Trends Report covering the second quarter (Q2) of 2021.

Mortgage Coach president Joe Puthur lauded as National Mortgage Professional 2021 40 Under 40 honoree

IRVINE, Calif., Dec. 14, 2021 (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 that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine.

SimpleNexus Chief Customer Officer Andria Lightfoot earns a spot on National Mortgage Professional’s 40 Under 40 lineup

LEHI, Utah, Dec. 14, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Andria Lightfoot, chief customer officer, was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP).

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance

ATLANTA, Ga., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) — Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.

Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey

SARATOGA, Calif., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) — Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.

MCT Launches Dynamic Learning Center to Empower Lender Growth and Profitability

SAN DIEGO, Calif., Dec. 9, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage lender in the secondary market.

OpenClose Launches Mobile Assist™ Native Mobile App Platform

WEST PALM BEACH, Fla., Dec. 8, 2021 (SEND2PRESS NEWSWIRE) — OpenClose, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist which adds features and functionality to make originators more successful with a real-time omnichannel device platform.

Mortgage Coach announces integration with ICE Mortgage Technology enabling lenders to deliver accurate loan comparisons

IRVINE, Calif., Dec. 7, 2021 (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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.

SimpleNexus’ Shane Westra and Suzy Djilas recognized for outstanding leadership in mortgage technology

LEHI, Utah, Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that two staff members were honored by housing finance media organizations for their respective contributions to the mortgage industry.

Sales Boomerang adds ‘Previous Alerts’ to facilitate better-informed conversations between mortgage advisors and prospects

WASHINGTON, D.C., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the availability of a new feature that lets lenders view a history of Sales Boomerang alerts that have previously triggered for each contact in their monitored database.

ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions

DENVER, Colo., Dec. 7, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®.

Mortgage Coach executive Kelli Hodges honored with National Mortgage Professional’s 2021 Mortgage Lending’s Women of Inspiration award

IRVINE, Calif., Dec. 1, 2021 (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 that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending’s Women of Inspiration award recipient by National Mortgage Professional Magazine.

SimpleNexus makes third consecutive appearance on Deloitte Technology Fast 500™, ranking number 292

LEHI, Utah, Dec. 2, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it earned the number 292 spot on the Deloitte Technology Fast 500™.

HousingWire recognizes Sales Boomerang’s Mike Spotten for innovations in mortgage technology

WASHINGTON, D.C., Dec. 1, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that Mike Spotten, vice president of product, was named a 2021 HW Tech Trendsetter by HousingWire Magazine. Now in its third year, the HW Tech Trendsetters award program highlights the leading players in the housing economy who drive innovation with advanced digital products and services.

Choyce Peterson Hires Scott J. Lipow as Senior Associate

NORWALK, Conn., Nov. 29, 2021 (SEND2PRESS NEWSWIRE) — Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson’s Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.

Sales Boomerang named 49th fastest-growing company in North America on the 2021 Deloitte Technology Fast 500

WASHINGTON, D.C., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang today announced it ranked 49 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year. Sales Boomerang grew 3,882% during this period.

The Chelsea Groton Foundation Passes $5 Million in Giving Since Founding – Following Approval of $255K in Grants During Fall Giving Cycle

GROTON, Conn., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) — This fall, the Chelsea Groton Foundation provided $255,827 to 45 non-profit organizations from Connecticut and Rhode Island. The Foundation has given over $500,000 in grants in 2021 alone, and over $5 million to the community since its founding.

Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process

IRVINE, Calif., Nov. 18, 2021 (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 its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).

Promontory MortgagePath Founder and CEO Eugene Ludwig honored as top technology executive by Northern Virginia Technology Council

DANBURY, Conn., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today its Founder and CEO Gene Ludwig was named one of the top technology executives by the Northern Virginia Technology Council (NVTC) as part of its annual NVTC Tech 100 awards.

2021 Deloitte Technology Fast 500™ Ranks FormFree 379th Fastest-Growing Company in North America

ATHENS, Ga., Nov. 17, 2021 (SEND2PRESS NEWSWIRE) — FormFree today announced it ranked 379 on the Deloitte Technology Fast 500, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year.

ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure

SAN DIEGO, Calif., Nov. 16, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.

Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division

ADDISON, Texas, Nov. 15, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company’s reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president. At Mid America, Loxton will be responsible for recruiting top-tier loan officers to join the company’s reverse mortgage division.

David McNeil Receives Broker of the Year Award

SAN FRANCISCO and ONTARIO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions

SAN FRANCISCO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada.

Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer

DANBURY, Conn., Nov. 10, 2021 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).