Page 5 of Finance News issued by the Send2Press® Newswire service.
| From: KBKG
PASADENA, Calif., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.
| From: LBA Ware
MACON, Ga., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.
| From: KROST CPAs and Consultants
PASADENA, Calif., Feb. 8, 2021 (SEND2PRESS NEWSWIRE) — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.
| From: SimpleNexus
LEHI, Utah, Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.
| From: Commercial Loan Corporation
NEWPORT BEACH, Calif., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis.
| From: Policy Inspector Inc.
STOWE, Vt., Feb. 3, 2021 (SEND2PRESS NEWSWIRE) — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
| From: Sales Boomerang
WASHINGTON, D.C., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of ‘smart’ loan scenarios designed to identify the ideal loan for each borrower.
| From: Wilshire Foundation
NEW YORK, N.Y., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation’s outstanding achievements, advancements, and innovations in international business and global affairs.
| From: ACES Quality Management
DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.
| From: Pereview Software
PORTLAND, Ore., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) — Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client’s data across the entire asset lifecycle from acquisition to disposition.
| From: LBA Ware
MACON, Ga., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a whole.
| From: Paramount Property Tax Appeal
SAN DIEGO, Calif., Jan. 26, 2021 (SEND2PRESS NEWSWIRE) — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners – to determine what steps to take to lower their property tax bill.
| From: Mid America Mortgage, Inc.
ADDISON, Texas, Jan. 25, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. announced today that mortgage industry veteran Katherine Carlsen has joined the company as underwriting manager. In her new role, Carlsen will utilize her more than 30 years of mortgage industry experience to lead underwriting for Mid America, enabling the company to sustain its track record of compliant loan origination while maintaining its industry-leading turn times.
| From: International Document Services Inc.
SALT LAKE CITY, Utah, Jan. 22, 2021 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it is fully integrated with Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, as part of a preferred partnership agreement signed with Promontory MortgagePath earlier this year.
| From: Top of Mind Networks
ATLANTA, Ga., Jan. 21, 2021 (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, today announced the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.
| From: Beyond Benign
WILMINGTON, Mass., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) — Beyond Benign, a green chemistry education nonprofit, today announced the launch of its Green Chemistry Commitment (GCC) 25×25 Initiative, working to ensure that 25 percent of graduating chemists in the US have a background in green chemistry by 2025 with the support of Beyond Benign partner Dow (NYSE: DOW).
| From: SimpleNexus
LEHI, Utah, Jan. 19, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it has hired Richard Jackman to its executive team as vice president of marketing.
| From: Expetitle
MIAMI, Fla., Jan. 19, 2021 (SEND2PRESS NEWSWIRE) — SimpleShowing, an online real estate startup disrupting the traditional real estate brokerage by changing the way buyers and sellers use real estate services, is pleased to announce its partnership with Expetitle, a Wynwood-based technology-driven startup, to bring a fully digital-first closing solution to reality.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., Jan. 19, 2021 (SEND2PRESS NEWSWIRE) — MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT’s MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.
| From: Housing Finance Strategies
WASHINGTON, D.C., Jan. 19, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that FICO and DepthPR have joined the ranks of Sponsors of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
| From: UniversalCIS
PHILADELPHIA, Pa., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.
| From: ReverseVision Inc.
SAN DIEGO, Calif., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders’ entry into reverse lending and support their success.
| From: ACES Quality Management
DENVER, Colo., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the latest results of its ACES CARES philanthropic campaign and matching gift program.
| From: Mid America Mortgage, Inc.
ADDISON, Texas, Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with the Rosebud Economic Development Corporation.
| From: Alliance Group
ATLANTA, Ga., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.
| From: Nocera Inc.
TAIPEI and ATLANTA, Ga., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies.
| From: Chelsea Groton Bank
GROTON, Conn., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) — Last year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year’s giving total above the $1 Million mark for the first time ever. (*UPDATED*)
| From: Housing Finance Strategies
WASHINGTON, D.C., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that the firm will host a 100% virtual housing summit on September 20-21, 2021.
| From: Klingenstein Fields Advisors
NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
| From: Top of Mind Networks
ATLANTA, Ga., Jan. 12, 2021 (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, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.
| From: DDK and Company LLP
NEW YORK, N.Y., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) — DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK’s Audit department, helping clients grow and improve their businesses, and developing DDK’s next generation.
| From: EnergyCAP Inc
STATE COLLEGE, Pa., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) — EnergyCAP, Inc. (ECI) is pleased to announce that its EnergyCAP® energy management information solution (EMIS) has been granted an Authorization to Operate (ATO) under the U.S. Government’s FedRAMP program and is now an authorized participant in the FedRAMP Marketplace. The U.S. Department of State granted the ATO and is now the first EnergyCAP client in the FedRAMP environment.
| From: Agent Review
BELLEVUE, Wash., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review’s Operations Manager.
| From: Dennis Tubbergen
GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.
| From: Mid America Mortgage, Inc.
ADDISON, Texas, Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).
| From: TransFamily Support Services
SAN DIEGO, Calif., Jan. 6, 2021 (SEND2PRESS NEWSWIRE) — TransFamily Support Services (transfamilysos.org) today announced a milestone victory in the organization’s mission to build a world where all genders are accepted and treated equally.
| From: SimpleNexus
LEHI, Utah, Jan. 5, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform connecting loan officers, borrowers, real estate agents and settlement agents, has received a follow-on investment of $108 million in Series B funding led by global venture-capital and private-equity firm Insight Partners.
| From: ReverseVision Inc.
SAN DIEGO, Calif., Jan. 4, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision’s mission to empower America’s seniors to use home equity as part of retirement finance.
