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Maxwell CPA Review was founded by Kyle Ashcraft, CPA

Maxwell CPA Review LLC in Orlando provides online CPA courses to prepare students for US CPA exams

ORLANDO, Fla. /FLORIDA NEWSWIRE/ -- A new exam-prep company is helping students to pass the U.S. CPA exams in droves. Maxwell CPA Review was founded by Kyle Ashcraft, CPA and provides online CPA courses to prepare students for the U.S. CPA exams. Kyle passed all four CPA exams with a 90 and above, in only six months. Now he works to equip students with the same tools that prepared him for his exams.

MCT Launches BAMCO: Co-issue Loan Sale Marketplace for Shadow Pricing and Unique Executions

SAN DIEGO, Calif., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one of the agencies with a simultaneous sale of the MSRs to a separate third party.
AGILE

Southstate|Duncanwilliams Securities Corp Joins Agile’s Broker-Dealer Network

PHILADELPHIA, Pa., Nov. 17, 2022 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, today announced that SouthState|DuncanWilliams Securities Corp., a FINRA-regulated wholly owned subsidiary of SouthState Bank, N.A, has joined Agile's broker-dealer network. SouthState|DuncanWilliams Securities Corp. has been conducting TBA trades with better efficiency to execute at competitive pricing via Agile as of August 2022.

Sales Boomerang Ranked Number 162 Fastest-Growing Company in North America on the 2022 Deloitte Technology Fast 500™

OWINGS MILLS, Md., and IRVINE, Calif., Nov. 17, 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 that Sales Boomerang ranked No. 162 on the 2022 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 28th year.

New Energy Risk Publishes Sustainability Report, Adds Two Key Hires

AVON, Conn., Nov. 10, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of "Underwriting a Greener Future." The report details the climate, sustainability, and environmental impacts of NER's client portfolio.

NotaryCam’s ‘Help a Hero’ initiative returns with complimentary online notarization for active duty and retired service members

NEWPORT BEACH, Calif., Nov. 9, 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 its semi-annual "Help a Hero" initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer free remote online notarization (RON) sessions to United States veterans and current service members.

MCT Expands Investor Services Team by Appointing Jennifer Kennelly as Senior Director

SAN DIEGO, Calif., Nov. 8, 2022 (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 today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.

Technology Association of Iowa selects iEmergent as a 2022 Prometheus Award winner

DES MOINES, Iowa, Nov. 7, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that it has been named the 2022 FinTech & InsurTech Company of the Year in the Technology Association of Iowa's (TAI's) annual Prometheus Awards program.

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

CHICAGO, Ill. and SAN FRANCISCO, Calif., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

MCTlive! Lock Volume Indices: October 2022 Data

SAN DIEGO, Calif., Nov. 3, 2022 (SEND2PRESS NEWSWIRE) -- 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 October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

Click n’ Close launches proprietary SmartBuy loan suite to provide low- and moderate-income homebuyers with more affordable mortgage options

ADDISON, Texas, Nov. 2, 2022 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announces it has launched SmartBuy, a suite of loan programs designed to give low and moderate-income (LMI) homebuyers an advantage in today's heightened mortgage interest rate environment.

FormFree expands its verification of income and employment network through partnership with Truv

ATHENS, Ga., Nov. 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® announced that it has partnered with Truv to enhance AccountChek®'s verification of income and employment (VOI/E) reporting capabilities with Truv's payroll provider network, expanding the modern convenience of electronically sharing payroll data with mortgage lenders to 120 million workers.

Polly’s PPE integration with Mortgage Coach embeds dynamic product and pricing data into interactive home loan presentations that drive borrower conversion

OWINGS MILLS, Md., and IRVINE, Calif., Nov. 1, 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 a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets space.

Depth Public Relations highlights 16 years of client success with new website unveiled at Mortgage Bankers Association’s 2022 annual conference

ATLANTA, Ga., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) -- Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured clients and industry partners during the Mortgage Bankers Association's Annual Convention & Expo 2022 in Nashville.

EPIC Expands Northern California Presence with Acquisition of SLCO LLC

SAN FRANCISCO, Calif. and LAFAYETTE, Calif., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.

MMI appoints Jordan Woodard as Director of Product Analytics

SALT LAKE CITY, Utah, Oct. 21, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI's business intelligence platform, which provides clients with data intelligence in a user-friendly format.

FormFree supports Freddie Mac’s launch of innovative underwriting enhancement that uses cash flow analysis to help increase home financing access

ATHENS, Ga., Oct. 20, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that mortgage lenders will be able to use AccountChek® to help more lenders qualify more borrowers for home financing as a result of a recently announced Freddie Mac initiative that analyzes loan applicants' account transaction data as part of its automated underwriting system, Loan Product Advisor® (LPA℠).

iEmergent’s Laird Nossuli recognized by Mortgage Banker Magazine as 2022 Powerful Women of Mortgage Banking honoree

DES MOINES, Iowa, Oct. 20, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that CEO Laird Nossuli was recognized as a 2022 Powerful Women of Mortgage Banking honoree by Mortgage Banker Magazine. The annual award spotlights women who have made an indelible impact on the mortgage industry and are fostering the next generation of women leaders in housing finance.

Sales Boomerang releases Q3 2022 Mortgage Market Opportunities Report

OWINGS MILLS, Md., and IRVINE, Calif., Oct. 20, 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 the release of Sales Boomerang's latest Mortgage Market Opportunities Report.

Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs

WALNUT CREEK, Calif., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) -- Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.

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