Tag: Finance

WEST PALM BEACH, Fla., June 14, 2022 (SEND2PRESS NEWSWIRE) -- OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.

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.

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.

WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.

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.

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.

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 as well as help the company build upon its growth from a fintech startup to the industry's leading borrower intelligence solution.

RED BANK, N.J., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Assurant, Inc. (NYSE: AIZ), a leading global business services company that supports, protects and connects major consumer purchases, embarked on the third annual "Turning Miles Into Meals" challenge this April to benefit core charitable partner, Move For Hunger.

SAVAGE, Minn., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Choosing a tax consulting firm as a trusted advisor is an exceptionally important decision for both businesses needing such services as well as accounting firms who refer them to their clients, says ICS Tax, LLC.

PITTSBURGH, Pa., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Valentis International Group, Inc. has entered into agreements for investment consultancy and advisory services related to expansion and moving the company towards an initial public offering (IPO) public listing on a major exchange or trading medium.

PHILADELPHIA, Pa., May 11, 2022 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers onto a single electronic platform, today announced the launch of Agile Chat, a new chat feature designed to increase transparency and efficiency between lenders and broker dealers.

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.

PASADENA, Calif., May 10, 2022 (SEND2PRESS NEWSWIRE) -- KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to add value for their clients.

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.

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.

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.

WASHINGTON, D.C., May 6, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.

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.

AVON, Conn., April 29, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.

WARRENVILLE, Ill., April 28, 2022 (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 for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.