Tag: Finance

ATHENS, Ga., March 23, 2022 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree's audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.

BALTIMORE, Md., March 22, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot.

AVON, Conn., March 17, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.

WASHINGTON, D.C., March 9, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered.

IRVINE, Calif., March 1, 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 enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

ATHENS, Ga., March 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

ATHENS, Ga., Feb. 18, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer's income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements.

LOS ANGELES, Calif., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

DANBURY, Conn., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.

CLEVELAND, Ohio, Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

NEW YORK CITY, N.Y., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance.

WASHINGTON, D.C., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. Amy Walter is the national editor of the Cook Political Report and a frequent on-air analyst.

ALLENDALE, N.J., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Applebee's Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and "BEE"yond Teacher Essay Contest, which recognizes top teachers - as nominated by their students - by rewarding them with a sponsorship check and end-of-year class party. The contest is being offered at Applebee's restaurants in New Jersey owned and operated by local franchisee Doherty Enterprises.

FORT LAUDERDALE, Fla. /FLORIDA NEWSWIRE/ -- Publicly-held JV Group, Inc. (OTC MARKETS: ASZP) announces the completion of a change in control effective November 23, 2021. Harthorne Capital, Inc has acquired voting control in a private securities purchase agreement for 98.2% of the issued and outstanding shares of the Company's common stock from Michael A Littman ATTY, Defined Benefit Plan, an affiliate of Michael A Littman, as trustee.

PASADENA, Calif., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation's largest lenders of home equity products.

DANBURY, Conn., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the New Jersey Bankers Association (NJBankers) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

DENVER, Colo., Feb. 10, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA's think tank Research Institute for Housing America, to its speaker line-up for the upcoming ACES ENGAGE conference.

PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.