Tag: Finance
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.
OpenClose Launches ‘Mobile Assist’ Native Mobile App Platform for Loan Origination
WEST PALM BEACH, Fla. /Florida 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.
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.
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...
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.
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).
NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for current, retired military members for Veterans Day
NEWPORT BEACH, Calif., Nov. 10, 2021 (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 once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
Sales Boomerang recognized as Baltimore’s second fastest-growing company
WASHINGTON, D.C., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced it has earned the No. 2 spot on the Baltimore Business Journal's (BBJ) 2021 Fast 50, a list of the greater Baltimore region's 50 fastest-growing private companies. Fast 50 rankings were unveiled by the BBJ at a private reception on Thursday, November 4.
Inspire Escrow Services Launches as All-New Trusted, Safe and Efficient Escrow Company in the Inland Empire
ONTARIO, Calif., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client.
Mortgage Professional America honors FormFree Account Manager Laura Graben with 2021 Rising Stars award
ATHENS, Ga., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Account Manager Laura Graben has been named a 2021 Rising Star by Mortgage Professional America (MPA) magazine. The MPA Rising Stars award program honors promising young professionals who are making an impact on the housing and mortgage industries.
EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer
BOALSBURG, Pa., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.
Fintech provider Promontory MortgagePath’s digital mortgage and fulfillment solutions receive renewed ABA endorsement
DANBURY, Conn., Nov. 4, 2021 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced the renewal of its product endorsement by the American Bankers Association (ABA). Promontory MortgagePath combines extensive mortgage operations and compliance expertise with industry-leading mortgage technology to provide efficient, cost-effective mortgage processing and fulfillment services to lenders of all sizes.
Mortgage Professional America honors multiple Promontory MortgagePath employees
DANBURY, Conn., Nov. 3, 2021 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced trade publication Mortgage Professional America (MPA) has recently recognized several of its employees. Chief Administrative Officer Bryan DeShasier was named a 2021 Housing Industry Icon by MPA in October, and Manager, Project Management Office Darcey O'Neill and Director of Backend Engineering Kevin Wheeler were both featured in MPA's 2021 Rising Star awards program, announced today.
ACES Quality Management announces ACES ENGAGE, a two-day conference defining the future of quality management and control for the financial services...
DENVER, Colo., Nov. 3, 2021 (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 ACES ENGAGE, a conference designed to bring together the nation's top financial services quality management professionals to discuss industry trends and best practices.














