DepthPR News - Page 8

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



Sales Boomerang’s new Life Event Alerts help lenders grow pipelines while fostering strong financial friendships

OWINGS MILLS, Md. and IRVINE, Calif., July 14, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of its newest automated alert offering, Life Event Alerts, which notify mortgage advisors when a borrower or a prospect in their customer database experiences a major life change that could alter their financial situation and/or goals.

Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America

DANBURY, Conn., July 13, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America’s (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry.

Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite

ADDISON, Texas, July 6, 2022 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.

HousingWire identifies Sales Boomerang’s Richard Grieser as a Marketing Leader

WASHINGTON, D.C., July 1, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that Richard Grieser, vice president of marketing, was named to the prestigious 2022 HW Marketing Leaders List. This award, presented by HousingWire magazine, is presented to marketing leaders driving outsized business performance in the mortgage and real estate industries.

FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters

ATHENS, Ga., June 30, 2022 (SEND2PRESS NEWSWIRE) — FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants’ 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers.

iEmergent appoints Megan Horn as Chief Marketing Officer

DES MOINES, Iowa, June 30, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines

DENVER, Colo., June 29, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company’s origination and servicing quality control (QC) audits.

Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

OWINGS MILLS, Md., and IRVINE, Calif., June 28, 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 their merger and the appointment of SaaS executive Richard Harris as CEO.

Mid America Mortgage rebrands to Click n’ Close

ADDISON, Texas, June 27, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n’ Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n’ Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering innovative down payment assistance (DPA) and adjustable-rate mortgage (ARM) products through its third-party originator (TPO) channels.

Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel

ADDISON, Texas, June 21, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience digital closings provide to their customers and enhance relationships with their existing real estate and title partners amidst an otherwise challenging operating environment.

TMC Emerging Technology Fund LP Invests in leadPops

SAN DIEGO, Calif., June 20, 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 follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.

Q4 2021 Critical Defect Rate Rose to 1.95%, Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., June 16, 2022 (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 Industry Trends Report covering the fourth quarter (Q4) and full calendar year (CY) of 2021. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

Mortgage Markets CUSO implements Mortgage Coach to increase mortgage lending engagement at credit unions

IRVINE, Calif., June 8, 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 today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.

ACES Quality Management Unveils Certified ACES Administrator Program at Inaugural ACES ENGAGE Event in Colorado Springs

DENVER, Colo., June 7, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the launch of its Certified ACES Administrator (CAA) program during its inaugural ACES ENGAGE event, held May 23-25, 2022 at the Broadmoor Hotel in Colorado Springs.

Down Payment Resource analysis finds that 33% of declined mortgage applications are declined for reasons addressable with homebuyer assistance

ATLANTA, Ga., June 7, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from an analysis showing that a substantial share of mortgage loan applications are both declined for reasons that can be addressed with homebuyer assistance and eligible for homebuyer assistance programs.

iEmergent appoints Chris Richey as Chief Analytics Officer

DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.

Mortgage lenders are now able to use FormFree AccountChek to satisfy Freddie Mac’s reverification of employment requirement

ATHENS, Ga., June 1, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its AccountChek® digital asset verification service supports a new enhancement to Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution that makes assessment of borrower employment easier, faster, less expensive and more fraud-resistant.

Cheryl Messner joins Sales Boomerang as EVP of customer success and experience

WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang’s customer experience, engagement, success and operations. (UPDATED)

MMI earns a spot on the 2022 Inc. 5000 Regionals List

SALT LAKE CITY, Utah, May 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 has ranked No. 29 on Inc. Magazine’s third annual Inc. 5000 Regionals: Rocky Mountains list.

OneKey MLS names Down Payment Resource partners as designated provider of down payment assistance tools

ATLANTA, Ga. and WEST BABYLON, N.Y., May 17, 2022 (SEND2PRESS NEWSWIRE) — OneKey® MLS, the largest multiple listing service (MLS) in New York, today announced that it has partnered with Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, to indicate MLS residential listings that may be eligible for down payment assistance and other homebuyer affordability programs.

Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage

ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.

realMLS enhances listing service with Down Payment Resource to help subscribers connect consumers with homebuyer assistance programs

ATLANTA, Ga. and JACKSONVILLE, Fla., May 10, 2022 (SEND2PRESS NEWSRIE) — realMLS, serving 11,000 members in Northeast Florida, today announced that it has partnered with Down Payment Resource (DPR) to enhance its platform with DPR’s suite of real estate agent tools that help MLS customers connect homebuyers with homebuyer assistance programs.

Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif., May 10, 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 advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.

FormFree opens registration to its third annual Heroes Golf Classic 2022 benefiting the American Red Cross of Northeast Georgia

ATHENS, Ga., May 10, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced it has opened registration to the organization’s third annual Heroes Golf Classic, which will be held on September 9, 2022, at Lanier Islands Legacy Golf Course in Buford, Georgia. All proceeds from the event will be donated to the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit organization that provides emergency assistance and preparedness education to communities affected by disaster.

MMI appoints Kortney Lane-Schafers as Regional Director of Growth

SALT LAKE CITY, Utah, May 9, 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 has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers’ responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients.

EY announces Mark Cunningham and Alex Kutsishin of Sales Boomerang as Entrepreneur Of The Year® 2022 Mid-Atlantic Award finalists

BALTIMORE, Md., May 4, 2022 (SEND2PRESS NEWSWIRE) — Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders of high-growth companies who think big to succeed.

Down Payment Resource teams up with Realtor.com to Help Home Shoppers Find Homebuyer Assistance Programs

ATLANTA, Ga., May 3, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Realtor.com® has deployed DPR’s search tool that helps home shoppers find homebuyer assistance programs.

Logix Federal Credit Union launches Mortgage Coach to enhance mortgage advisory service for members

IRVINE, Calif., April 27, 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 today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.

SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs

ATLANTA, Ga., April 27, 2022 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced the firm is celebrating its 20th anniversary. Since opening its doors in April 2002, SBA has helped organizations in every sector of the North American economy navigate their toughest employee benefits challenges while reducing plan expenses and improving efficiency, compliance and the participant experience.

MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors

SALT LAKE CITY, Utah, April 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 has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI’s growing roster of mortgage enterprise clients.

Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO

NOVI, Mich., April 21, 2022 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.

Down Payment Resource releases Q1 2022 Homeownership Program Index

ATLANTA, Ga., April 19, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm’s analysis of 2,238 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 46 from Q4 2021 to Q1 2022.

Sales Boomerang releases Q1 2022 Mortgage Market Opportunities Report

WASHINGTON, D.C., April 18, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q1 2022 report showed an increase in purchase and home-equity loan opportunities that could help lenders offset dwindling refi volume.

Critical Defect Rate Drops 18% in Q3 2021, Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., April 14, 2022 (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 third quarter (Q3) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software.

FormFree’s Christy Moss recognized by the Mortgage Bankers Association for outstanding contributions in mortgage technology

ATHENS, Ga., April 12, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that the Mortgage Bankers Association (MBA) has named FormFree Chief Customer Officer Christy Moss, CMB, a 2022 Tech All-Star. Since 2002, the Tech All-Star Awards have honored leaders who have made outstanding contributions to mortgage technology.

NotaryCam surpasses 1 million remote online notarization transactions

NEWPORT BEACH, Calif., April 12, 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 performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage lenders, attorneys, settlement agents and more across the globe.

Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE

DENVER, Colo., April 8, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has added Duane Gilkison, senior director of loan quality at Fannie Mae, to its speaker line-up for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, May 23 – 25, 2022.

Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies

BALTIMORE, Md., April 6, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times’ ranking of The Americas’ Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.

Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options

IRVINE, Calif., April 5, 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 integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology.

FormFree and Take3Tech integration brings AccountChek asset, income and employment verification to the LoanMAPS mortgage technology platform

ATHENS, Ga., April 5, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring and report generation.