Finance News - Page 8

Page 8 of Finance News issued by the Send2Press® Newswire service.



Capstone Logistics Announces Acquisition of Last Mile Distribution Provider Rapid Response Delivery

PEACHTREE CORNERS, Ga., May 9, 2023 (SEND2PRESS NEWSWIRE) — Capstone Logistics, LLC (“Capstone” or the “Company”), a leader in end-to-end supply chain solutions, announces the acquisition of Rapid Response Delivery (“Rapid Response”). Rapid Response is a Maryland-based company that has been in business for over twenty years, providing final-mile delivery services throughout the mid-Atlantic region.

Houston Association of Realtors implements Down Payment Resource to engage homebuyers with affordable pathways to homeownership

ATLANTA, Ga., May 9, 2023 (SEND2PRESS NEWSWIRE) — The Houston Association of REALTORS® (HAR) has implemented Down Payment Resource (DPR) to bring Greater Houston area homebuyers’ attention to homebuyer assistance programs in the wake of declining housing affordability. Data indicates that homebuyer assistance programs can be especially impactful in the Greater Houston area, where 89% of listings are eligible for assistance and HAR reports that only 40% of households could afford to buy a home in Q4 2022.

Georgeo Pulikkathara joins Dovenmuehle as Chief Information Security Officer

LAKE ZURICH, Ill., May 9, 2023 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that it has hired Georgeo Pulikkathara as the company’s Chief Information Security Officer (CISO). In this role, he will be responsible for the information security at Dovenmuehle, protecting data security and privacy, including borrowers’ nonpublic personal information (NPI) and ensuring that Dovenmuehle maintains the appropriate internal systems, organization and information security controls necessary for financial reporting and protecting clients’ confidential data.

NotaryCam’s Brian Webster named Inman Best of Finance award winner

NEWPORT BEACH, Calif., May 5, 2023 (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 that NotaryCam president Brian Webster has been recognized as one of 2023’s Best in Finance by Inman. The Inman Best of Finance Awards celebrate those at the forefront of the mortgage and finance space.

LenderLogix enhances LiteSpeed point-of-sale platform to support communication with Spanish-speaking mortgage borrowers

BUFFALO, N.Y., May 5, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced its streamlined point-of-sale (POS) LiteSpeed now offers a Spanish version of the residential loan application to support communication with Spanish-speaking borrowers in their native language.

Salomon Brothers Expands Capital Markets Team with New Initiative in Equity Research

NEW YORK, N.Y., May 4, 2023 (SEND2PRESS NEWSWIRE) — Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm’s equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank’s commitment to hiring exceptional professionals. [UPDATED]

OptionsSwing Inc. Acquires Apex Alliance, Broadening Assets for Learning Technology and Instruction

MIAMI, Fla., May 3, 2023 (SEND2PRESS NEWSWIRE) — OptionsSwing Inc. (“OptionsSwing”), a leading innovative edtech and retail trading community in the United States, has declared the finalization of its share acquisition agreement to procure all of the shares of Apex Alliance Inc. (“Apex Alliance”). Apex Alliance, a start-up in financial education, is focused on educating future generations of retail investors on personal finance, investing, technology, and stock markets. The financial terms of the transaction have not been revealed yet.

MCTlive! Lock Volume Indices: April 2023 Data

SAN DIEGO, Calif., May 3, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (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 April 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

FormFree’s Brent Chandler named an Inman Best of Finance award honoree

ATHENS, Ga., May 3, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its founder and CEO Brent Chandler was named to Inman’s 2023 Best of Finance award program, which recognizes the leaders who are reshaping the mortgage and finance industries for both professionals and consumers. The inaugural class of Inman’s Best of Finance winners were honored for their unwavering commitment to innovation and service in the residential mortgage space.

JTC CPAs Takes Home Top Honors at Idaho’s Best Awards 2023, Solidifying Their Place as State’s Premier Accounting Firm

BOISE, Idaho, May 2 2023 (SEND2PRESS NEWSWIRE) — JTC CPAs, a leading accounting firm based in Idaho, is thrilled to announce their recent award-winning recognition as the 2023 best accountant in both Treasure Valley and statewide in Idaho. Winning the 2023 Best CPA for Treasure Valley and Best Statewide Accountant in Idaho awards is a great achievement for JTC CPAs, and it reflects the firm’s dedication to excellence in the field of accounting.

Palisade Capital Management Announces New Equity Partners

FORT LEE, N.J., May 2, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade’s strategic plan and evolution.

Down Payment Resource adds four team members to help the housing industry meet strong consumer demand for homebuyer assistance programs

ATLANTA, Ga., May 2, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, today announced that it has brought on four new team members to grow its sales footprint, expand its relationships with housing finance agencies (HFAs) and provide enhanced support to DPR’s growing customer base.

Nomis Solutions Joins FIS Emerald 2023 as Silver Sponsor

SAN FRANCISCO, Calif., May 1, 2023 (SEND2PRESS NEWSWIRE) — Nomis Solutions (“Nomis”), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the FIS Emerald 2023 Conference, which will be held May 15-18 at Walt Disney World resorts in Orlando, Fla., hosted by FIS Global, a global leader in financial services technology.

ACES Quality Management unveils ACES PROTECT® mortgage compliance testing module

DENVER, Colo., May 1, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announces the addition of ACES PROTECT, a suite of automated regulatory compliance tests, to its flagship ACES Quality Management & Control® quality control (QC) auditing platform.

Peak Residential Lending Builds Digital-First Mortgage Borrowing Experience Using LenderLogix Product Suite

BUFFALO, N.Y., April 27, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced Peak Residential Lending has implemented its complete application suite – LiteSpeed, QuickQual and Fee Chaser – into its existing tech stack to power a digital-first borrower experience.

MMI appoints Brian McKray as director of product development

SALT LAKE CITY, Utah, April 26, 2023 (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 has hired Brian McKray as the director of product development. In this role, McKray will guide the creation of new system features and functionality to maintain alignment with the company’s vision and mission and ensure customer needs are considered at every stage of product development.

Down Payment Resource Issues Q1 2023 Homeownership Program Index Report

ATLANTA, Ga., April. 25, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q1 2023 Homeownership Program Index (HPI). The firm’s analysis revealed a 0.5% uptick in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,362.

Teresa Bryce Bazemore, Inspiring Leader of FHLBank San Francisco, Named FWSF Financial Woman of the Year 2023

SAN FRANCISCO, Calif., April 24, 2023 (SEND2PRESS NEWSWIRE) — Financial Women of San Francisco (FWSF) today named Teresa Bryce Bazemore as the FWSF 2023 Financial Woman of the Year. Ms. Bazemore is the President and CEO of the Federal Home Loan Bank of San Francisco, whose mission is to provide its members with reliable access to low-cost liquidity, essential financial services and expertise, and resources for affordable housing and economic development.

Taylor Wilshire and the Wilshire Foundation again win the Global Excellence Award (GEA) for 2023

NEW YORK, N.Y., April 21, 2023 (SEND2PRESS NEWSWIRE) — Taylor Wilshire and the Wilshire Foundation have again won the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR). This award highlights the Wilshire Foundation’s outstanding success in creating sustainable solutions through partnership, innovation, and best practices in order to advance its mission of eradicating poverty by fostering development and promoting affordable, reliable, and sustainable energy for all.

MMI adds video production tool to platform for loan originator promotion

SALT LAKE CITY, Utah, April 20, 2023 (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 has released LO Highlight Reels, an easy-to-use video creation tool for loan originators (LOs) looking for an eye-catching way to share their success and increase their visibility.

Sales Boomerang releases Q1 2023 Mortgage Market Opportunities Report

OWINGS MILLS, Md., April 20, 2023 (SEND2PRESS NEWSWIRE) — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of Sales Boomerang’s latest Mortgage Market Opportunities Report. The Q1 2023 report indicates quarter-over-quarter improvements across all indicators of mortgage readiness, representing growth in mortgage lending opportunities.

FormFree and Brimma Tech announce partnership to expedite matching of prospective homebuyers with best-fit loan products and lenders

RALEIGH, N.C., April 19, 2023 (SEND2PRESS NEWSWIRE) — Mortgage software development and solutions firm Brimma Tech (Brimma) today announced a strategic collaboration with ability-to-pay fintech FormFree®. The integration of Brimma’s AI-enabled chatbot service into FormFree’s Passport® mobile app will make it possible for prospective homebuyers to find their ideal loan product from the convenience of their mobile device, without the need to first complete a detailed loan application.

Aldy Damian the CEO of Accredas Investments announces the sale of its latest commercial transaction, Walgreens – Denver, CO MSA

ROLLING HILLS ESTATES, Calif. and DENVER, Colo., April 17, 2023 (SEND2PRESS NEWSWIRE) — Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.

Leonard Jones Joins Blaylock Van, Wall Street’s Oldest Continually Operating Black-Owned Firm, as Executive Director of Municipal Banking, Public Finance

NEW YORK CITY, N.Y., April 13, 2023 (SEND2PRESS NEWSWIRE) — Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation’s longest-continuously operating Black-owned investment firm. In this role, he will lead the firm’s banking team and solutions for local and municipal government organizations with a focus on financial and risk management.

MCT AOT Automation Improves Mortgage Lender Profitability and Investor Efficiency

SAN DIEGO, Calif., April 13, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has automated the process of digital TBA trade assignment during the loan sale process for both mortgage lenders and participating correspondent investors. This automation makes assignment of trade loan sales (AOTs) faster, more convenient, and easier for investors to offer.

TurboTenant and Armadillo: Simplifying Self-Management for Landlords

FORT COLLINS, Colo. and LOUISVILLE, Ky., April 13, 2023 (SEND2PRESS NEWSWIRE) — Armadillo, a modern tech-enabled home warranty platform, and TurboTenant, a digital one-stop-shop for landlords looking to simplify then scale their rental business, have launched a partnership to provide landlords with an affordable and comprehensive protection plan for their rental properties.

MMI increases platform’s business intelligence and expands mortgage and real estate data analytics capabilities with its Custom Dashboard Hub

SALT LAKE CITY, Utah, April 13, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has launched its new Custom Dashboard Hub and expanded the business intelligence (BI) tools available on its platform, increasing users’ ability and ease in developing strategy, recruiting, nurturing talent and discovering new opportunities.

SOC 1 and 2 reports affirm Dovenmuehle’s stable and secure mortgage subservicing operations

LAKE ZURICH, Ill., April 11, 2023 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that public accounting and business advisory firm Plante Moran, PLLC has completed an annual review of Dovenmuehle’s subservicing operations and published its findings via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 reports.

iEmergent shares top takeaways from 2022 HMDA data

DES MOINES, Iowa, April 6, 2023 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the immediate availability of 2022 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. To celebrate providing lenders with early access to HMDA reporting, iEmergent CEO Laird Nossuli shared summary observations drawn from the loan-level origination data.

MCTlive! Lock Volume Indices: March 2023 Data

SAN DIEGO, Calif., April 5, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (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 March 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in Illinois

WARRENVILLE, Ill., April 5, 2023 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

National Buyers Agents Association Announces Surprising Survey Results for 2023 Homebuyer Concerns

EVERGREEN, Colo., April 4, 2023 (SEND2PRESS NEWSWIRE) — A National Buyers Agents Association (NBAA) survey of its members reveals surprising homebuyer concerns. Detailed results of the national survey are included in the association’s blog section of its website. Some agents responded in the survey that their markets are not declining.

Rob Chrane of Down Payment Resource honored as a 2023 Tech All-Star by Mortgage Bankers Association

ATLANTA, Ga., April 3, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, announced today that its founder and CEO Rob Chrane has been named a 2023 MBA NewsLink Tech All-Star by the Mortgage Bankers Association (MBA). The MBA is the leading professional group for the mortgage industry with more than 2,100 member companies.

TRUSTSTAR – POWERED BY SENSA AI – AI Driven INSIGHTS for Realty and Mortgage

AUSTIN, Texas, March 30, 2023 (SEND2PRESS NEWSWIRE) — In the fall of 2022, TecnoTree acquired TrustStar, a SaaS application using proprietary artificial intelligence designed to provide mortgage loan officers with a simple way to access relevant market data to grow their businesses. TrustStar delivers a robust set of features that include loan officer insights, listing trends, realtor match, intelligent recruiting, lender competition, and many more through its powerful artificial intelligence platform, and now powered by Tecnotree, a world leader of 5G multi-cloud enabled digital technology.

IndiSoft partners with FormFree to streamline the delivery of housing counseling services to underserved consumers

ATHENS, Ga., March 30, 2023 (SEND2PRESS NEWSWIRE) — FormFree® today announced that developer of collaborative solutions for the housing finance industry, IndiSoft, is leveraging FormFree’s Passport® to enable HUD-approved housing counseling agencies (HCAs) to provide more effective and expeditious consumer counseling.

MMI Announces Small and Mid-Size Business Channel and New Account Executive, Heath Liles

SALT LAKE CITY, Utah, March 30, 2023 (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 has expanded access to its platform with a new user tier for small and mid-size (SMB) independent mortgage lenders and brokers. Previously focused on enterprise accounts, MMI is now making a dedicated effort to providing value to the individual and SMB spaces.

Accounting Today Names KROST Top 100 Firm and Regional Leader 2023

LOS ANGELES, Calif., March 29, 2023 (SEND2PRESS NEWSWIRE) — KROST has been recognized as a Top 100 Firm by Accounting Today for the third year in a row. The firm ranked 72nd with a 16.60% change in revenue from the previous year. In addition, KROST has also been named a Regional Leader of 2023. The firm recently launched a new service, KROST Fund Admin Solutions, to further assist and add value for their clients.

Dovenmuehle adds Anna Krogh as Vice President of Business Development to expand mortgage subservicer’s footprint

LAKE ZURICH, Ill., March 29, 2023 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Anna Krogh has been hired as the company’s vice president of business development. In this role, her responsibilities will include growing Dovenmuehle’s client list by sourcing new prospects and fostering and developing long-term relationships and clients.

Strategic Capital Becomes a Texas Trial Lawyers Association Sustaining Partner

LOS ANGELES, Calif. and NEW YORK, N.Y., March 28, 2023 (SEND2PRESS NEWSWIRE) — For years, Strategic Capital has worked closely as a partner of the Texas Trial Lawyers Association (TTLA), sponsoring events and working alongside TTLA attorneys to help clients best manage their settlements. Now, though, this relationship takes a step forward. Strategic Capital is officially a Texas Trial Lawyers Association Sustaining Partner, making it one of the official TTLA business partners in 2023.

MMI welcomes Shayna Wilmet as its newest Regional Director of Growth

SALT LAKE CITY, Utah, March 24, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Shayna Wilmet as its newest regional director of growth. Wilmet’s responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients, which includes 20 of the top 25 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).