Tag: Finance
Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors
NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).
Aclaró AI Announces Data Lake API That Directly Integrates Into the CDK Platform
MIAMI, Fla., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) -- Aclaró AI, the fast-growing startup that specializes in the science of personalized experiences, is announcing a new product, The Aclaró Data Lake, which integrates directly with auto dealers' CDK platforms.
HomeWork Solutions Sees Huge Demand in Nanny-Share and Education PODS during COVID Epidemic
STERLING, Va., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) -- HomeWork Solutions (HWS), industry experts in household payroll and employment taxes, have announced a major effort to support working families interested in Nanny Share and Educator PODs. This action is in direct response to families struggling to find in-home caregivers for their children and continuing their educational learning.
CardTapp and Top of Mind Enhance Integration with Time-Saving App Sharing and Contact Tagging Features
ATLANTA, Ga., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) -- Virtual client engagement platform, CardTapp, has enhanced its integration with Top of Mind Networks (Top of Mind) by adding new app-sharing and contact-tagging features that help mortgage loan originators work more efficiently.
Blue Sage and FormFree Partner to Streamline Lending Process with AccountChek Automated Asset Verification Integration
ATHENS, Ga., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) -- FormFree today announced the availability of its AccountChek automated asset verification service within Blue Sage's cloud-based digital mortgage lending platform. The integration makes it possible for borrowers to verify assets with AccountChek through the Blue Sage Borrower Portal.
LBA Ware Recruits Fintech Data Expert Matt Semrad to Build Predictive Analytics for LimeGear BI Platform
MACON, Ga., Aug. 18, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has hired veteran fintech executive and data analytics expert Matt Semrad to enhance its BI platform LimeGear with predictive loan production analytics and machine learning.
Promontory MortgagePath Adds New Sales Executives to Capitalize on Interest in Its Mortgage Fulfillment, Fintech Offerings
DANBURY, Conn., Aug. 18, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today that it has hired Jordan Higgins and Kim Joyce as regional vice presidents in the company's sales division. The new hires are the latest result of Promontory MortgagePath's accelerated recruitment efforts.
FormFree to Host Heroes Golf Classic on Oct. 30 in Support of the American Red Cross
ATHENS, Ga., Aug. 18, 2020 (SEND2PRESS NEWSWIRE) -- FormFree® today announced it will host the 2020 Heroes Golf Classic on October 30, 2020, at Château Élan in Braselton, Georgia. All proceeds from the charity golf tournament will be donated to the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit that helps feed, shelter and provide support for people affected by fires and other disasters.
LBA Ware Climbs Over 1,000 Spots to Clinch Inc. 5000 for Second Consecutive Year
MACON, Ga., Aug. 13, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has ranked number 2,173 on Inc. magazine's annual Inc. 5000 list, a ranking of the nation's fastest growing companies.
KROST Launches PPP Loan Forgiveness Review Services for Borrowers and Lenders
PASADENA, Calif., Aug. 11, 2020 (SEND2PRESS NEWSWIRE) -- Award-winning tax, accounting, and consulting firm, KROST, announced the launch of their PPP Loan Forgiveness Application Review Service for both Borrowers and Lenders. The services are intended to aid both borrowers and lenders by taking on the burden of calculating forgiveness values.
ARMCO Executive Joins QC-Focused Panel for Mortgage Bankers Association’s Virtual Risk Management Conference
DENVER, Colo., Aug. 11, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the financial services industry, announced that Executive Vice President of Operations, Sharon Reichhardt has been selected to speak on the topic of quality control during the MBA Live - Risk Management, QA and Fraud Prevention Forum 2020, hosted virtually September 15 - 16, 2020 by the Mortgage Bankers Association (MBA).
Velocity Credit Union gives members free access to their FICO® Scores
AUSTIN, Texas, Aug. 5, 2020 (SEND2PRESS NEWSWIRE) -- Velocity Credit Union credit card holders can now access their FICO Scores at no charge through monthly statements and online banking. FICO Scores will be refreshed on a quarterly basis and checking them will not affect credit ratings.
Florida digital title company, EXPETITLE, completes a $850,000 fundraising round
MIAMI, Fla. /Florida Newswire/ -- Expetitle, a digital title company and a leader in remote real estate closings, announced today it has completed a $850,000 fundraising round. The investment brings Expetitle's total funding to over $1 million and will help the company aggressively expand its sales and marketing efforts, as well as to continue to develop additional product functionality.
The Alliven Group Names Yehuda Newman as Vice President of Acquisitions
LAKEWOOD, N.J., July 29, 2020 (SEND2PRESS NEWSWIRE) -- The Alliven Group, a leading New Jersey-based real estate firm, has announced the arrival of Yehuda Newman as Vice President of Acquisitions. Mr. Newman will be focusing on all aspects of new transactions with Joint Venture partners.
Independent Bankers Association of Texas Announces Promontory MortgagePath as Its Newest Endorsed Service Provider
AUSTIN, Texas, July 27, 2020 (SEND2PRESS NEWSWIRE) -- The Independent Bankers Association of Texas (IBAT) is pleased to announce that Promontory MortgagePath, LLC (PMP) has been selected as the newest IBAT Endorsed Service Provider for its ability to deliver a tailored, modern and cost-effective set of mortgage solutions.
LBA Ware Issues Q2 2020 Mortgage Loan Originator Compensation Report
MACON, Ga., July 23, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry compensation in the second quarter of 2020.
New UniConverter v12 with Powerful Media Convert Feature Upgrade
SHENZHEN, China, July 22, 2020 (SEND2PRESS NEWSWIRE) -- On July 08, 2020, Wondershare (SHE: 300624) launched UniConverter v12 to hit the market. The latest version has an overhauled navigation bar-based interface and claims to offer drastically improved performance of the 'Video Converter' tool.
Valligent Technologies Hires Walter Allen as EVP of Digital Transformation
ROSEVILLE, Calif., July 22, 2020 (SEND2PRESS NEWSWIRE) -- Valligent Technologies (Valligent), the mortgage industry's residential valuation technology trendsetter, announced today that it has hired Walter Allen as executive vice president of digital transformation.
Promontory MortgagePath Expands Operations with Addition of Mortgage Fulfillment Center in Denver
DANBURY, Conn., July 15, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today that it has opened a new fulfillment center in Denver. The new fulfillment center will allow Promontory MortgagePath to expand its operations in the western United States while maintaining the high level of service its clients are accustomed to receiving.
IDS’ Tamara Olsen Honored By NEXT Mortgage Events’ Powerhouse Award
SALT LAKE CITY, Utah, July 15, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced that Customer Service Representative Tamara Olsen has been named to the NEXT Mortgage Events' (NEXT) inaugural Powerhouse Awards list.



















