Tag: Finance

OWINGS MILLS, Md., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) -- Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization's vision to help lenders drive undeniable value as clients' trusted financial advisors. The name also reflects the brand's heritage as a trusted service provider to mortgage lenders for more than a quarter-century.

NORWALK, Conn., Feb. 7, 2023 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today that ENVE (enve.com) will utilize QuickReg® to provide a seamless post-sale registration experience to its dealers and customers. ENVE Composites designs, manufactures, and markets handmade carbon fiber bicycle rims and components, and custom bikes (through its premium dealer network) and is highly respected amongst professional riders and biking enthusiasts for its engineering, innovation and customer service and support.

MURRAY, Utah, Feb. 7, 2023 (SEND2PRESS NEWSWIRE) -- MonitorBase, a mortgage fintech company that monitors prescreened credit information and real-time behavioral data to alert lenders when one of their contacts is in the market to purchase or refinance a home, today announced the launch of instant credit inquiry alerts for their mortgage lender clients.

WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

LOS ANGELES, Calif., Jan. 31, 2023 (SEND2PRESS NEWSWIRE) -- Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.

SALT LAKE CITY, Utah, Jan. 30, 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 that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country. /CORRECTION/

ATLANTA, Ga., Jan. 26, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4 2022.

WESTBOROUGH, Mass., Jan. 25, 2023 (SEND2PRESS NEWSWIRE) -- Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.

SAN DIEGO, Calif., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac's Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits allows for the accurate pricing of Credit Fee in Price (Exhibit 19, or "Credit Fees") waivers.

BOALSBURG, Pa., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) -- EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the launch of CarbonHub, a new solution that offers financial-grade carbon accounting and sustainability reporting.

NORWALK, Conn., Jan. 24, 2023 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 - February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during the show at Booth SL4279!

SALT LAKE CITY, Utah and BOSTON, Mass., Jan. 20, 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 that it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.

FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

OWINGS MILLS, Md., and IRVINE, Calif., Jan. 19, 2023 (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.

TORONTO, Ontario and SAN FRANCISCO, Calif., Jan. 19, 2023 (SEND2PRESS NEWSWIRE) -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis' client portfolio as well as non-customer financial institutions (FIs) across the country.

DENVER, Colo., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its free Compliance NewsHub resource, in addition to launching its inaugural ACES ENGAGE conference.

WASHINGTON, D.C., Jan. 18, 2023 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued delivery.

SHELBY TOWNSHIP, Mich., Jan. 12, 2023 (SEND2PRESS NEWSWIRE) -- The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization's new purpose and direction as the connection point, legislative voice and educational resource for Michigan's real estate finance economy.

SAN DIEGO, Calif., Jan. 12, 2023 (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 $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.