Authors Posts by Suzee Quanta

Suzee Quanta

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Suzee Quanta is the lead content editor for Mortgage & Finance News magazine, responsible for quality control and uptime. Suzee has worked in the finance industry for over 20 years in various support service positions, and joined the Neotrope News Network team in 2017.

News: ACES Quality Management Execs Sharon Reichhardt and Phil McCall to Speak at 2023 MBA Compliance and Risk Management Conference

Mortgage and Finance News: (DENVER, Colo.) ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced two of its top executives, Executive Vice President of Operations Sharon Reichhardt and President and COO Phil McCall, will be speaking at the 2023 Mortgage Bankers Association (MBA) Compliance and Risk Management Conference taking place September 10-12, 2023, at the Grand Hyatt in Washington, D.C.

News: Attorney David L. Goldman Recognized by Florida Trend’s Magazine As A 2023 Legal Elite

Mortgage and Finance News: (SARASOTA, Fla.) Attorney David L. Goldman, from the Sarasota Florida law firm of Goldman, Babboni, Fernandez, Murphy & Walsh, has been recognized as a Florida Trend Magazine's 2023 Legal Elite. Factors reviewed by the panel include the candidate's expertise, ethics, and dedication to the Florida justice system.

News: For the Second Year, PitBullTax Named to the 2023 Inc. 5000 List of Fastest Growing Private Companies in America

Mortgage and Finance News: (CORAL SPRINGS, Fla.) PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.

News: Revolutionizing Timeshare Cancellation: Introducing Online Courses as the Affordable and Transparent Alternative to Costly Services

Mortgage and Finance News: (PENANG, Malaysia) Timeshare Cancellation Mastery, an innovative venture led by Wayne C. Robinson, a seasoned expert in the timeshare industry, has successfully completed its pilot program, marking a pivotal moment in the realm of timeshare cancellation solutions. With over 220 enthusiastic timeshare owners enrolled in their cutting-edge timeshare cancellation course, Robinson's brainchild is poised to redefine the industry.

News: MMI on Inc 5000 list for second consecutive year, ranking No. 1971 in 2023

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1971 on the 2023 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.

News: Down Payment Resource debuts on the Inc. 5000 list of America’s fastest-growing companies

Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2023 Inc. 5000 list of the nation's fastest-growing private companies. This marks DPR's inaugural year on the list.

News: MMI provides access to loan originator production data with LO Quick Profiles

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its new LO Quick Profile search tool, which provides a summary view of a loan originator's (LO) production and top referral partners.

News: MCT Appoints Steve Pawlowski Head of Technology Solutions to Continue Industry-Changing Innovation

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT's proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT's COO, Phil Rasori.

News: The Alliven Group announces new hiring

Mortgage and Finance News: (LAKEWOOD, N.J.) The Alliven Group, a leading New Jersey-based real estate firm, has hired Sheya Herzberg as a Senior Analyst. Mr. Herzberg will play a crucial role in assisting senior leadership in the oversight and management of the Alliven portfolio as well as the underwriting of new opportunities.

News: July’s Mortgage Lock Volume Flat Amongst Rising Rates in Latest MCT Indices Report

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT's site to download the full report.

News: Palisade Capital Management Named a Top RIA by FA Magazine

Mortgage and Finance News: (FORT LEE, N.J.) Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

Legal News: Obeidy and Associates, P.A. Wins Discrimination Lawsuit Against Broward County Sheriff’s Office

Mortgage and Finance News: (FORT LAUDERDALE, Fla.) Obeidy and Associates, P.A. (OBD Legal) announces that it recently represented Scott Thomas, Plaintiff, against the Broward County Sheriff's Office (BCSD), Defendant, and won the initial case as well as follow-up appeals.

News: MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.

News: Northwest Bank Collects Fees within Minutes with LenderLogix FeeChaser

Mortgage and Finance News: (BUFFALO, N.Y.) LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.

News: Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine

Mortgage and Finance News: (NEW YORK, N.Y.) Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

News: HousingWire honors TrustEngine Vice President Rachel Cunningham as a 2023 Women of Influence

Mortgage and Finance News: (ELLICOTT CITY, Md.) TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced Vice President of Customer Success Rachel Cunningham has been named a HousingWire 2023 Women of Influence award honoree. The Women of Influence awards program recognizes the achievements of women who are shaping the U.S. housing economy.

News: Christopher Henderson joins Palisade Capital Management

Mortgage and Finance News: (FORT LEE, N.J.) Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.

News: Seaside Consultants Offers Timeshare Exit Services to People in the U.S.

Mortgage and Finance News: (ENCINITAS, Calif.) When they first sign up, a timeshare can feel like a dream to the person putting pen to paper. But as the reality of the cost sets in, it can start to look more like a nightmare. Fortunately, there's help. Seaside Consultants Group supports people in exploring their timeshare contract termination options.

News: CDF Labor Law LLP Named to Bloomberg Law’s 3rd Annual Diversity, Equity, and Inclusion Framework

Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP is pleased to announce that it has been named to Bloomberg Law's third annual Diversity, Equity, and Inclusion (DEI) Framework for the third consecutive year. CDF is one of 55 U.S.-based law firms that was recognized for its level of disclosure of diversity-related metrics and distinguished performance against six core pillars and more than 85 metrics.

News: LenderLogix Q2 2023 Homebuyer Intelligence Report Data Shows Slight Increase in Homebuying Activity Despite Affordability and Inventory Challenges

Mortgage and Finance News: (BUFFALO, N.Y.) LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.

News: TrustEngine releases Q2 2023 Mortgage Market Opportunities Report

Mortgage and Finance News: (ELLICOTT CITY, Md.) TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.

News: Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract

Mortgage and Finance News: (OXNARD, Calif.) Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.

News: Down Payment Resource Issues Q2 2023 Homeownership Program Index Report

Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm's analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373.

News: Matrix Announces the Successful Sale of Vital Plastics, Inc.

Mortgage and Finance News: (BALTIMORE, Md.) Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. ("Vital Plastics" or the "Company"), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners ("Wolverine Capital").

News: Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services

Mortgage and Finance News: (BOCA RATON, Fla.) Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.

News: Matrix Announces the Successful Sale of BeWell Network, LLC

Mortgage and Finance News: (RICHMOND, Va.) Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised BeWell Network, LLC ("BeWell" or the "Company") on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.

News: iEmergent CEO Laird Nossuli named to MPA’s 2023 list of Elite Women in Mortgage

Mortgage and Finance News: (DES MOINES, Iowa) iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine's 2023 list of Elite Women in Mortgage.

News: Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

News: Down Payment Resource Reports on Homebuyer Assistance Programs for People with Disabilities for Disability Pride Month

Mortgage and Finance News: (ATLANTA, Ga.) In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus U.S. homebuyer assistance programs, this report sheds light on programs specially developed to promote accessibility and inclusivity for aspiring homeowners with disabilities.

News: Monthly Lock Volume Increases 31% in Latest MCT Indices Report

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT's website to download the full report. The increase in June's lock volume activity, which is based on actual locked loans, comes after a 15% drop in May's total lock production.