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Suzee Quanta

Suzee Quanta
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: EPIC Welcomes Shelley Yim

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.

News: Down Payment Resource releases Q1 2022 Homeownership Program Index

Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm's analysis of 2,238 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 46 from Q4 2021 to Q1 2022.

News: Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

Mortgage and Finance News: (FRANKLIN, Tenn.) Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

News: Sales Boomerang releases Q1 2022 Mortgage Market Opportunities Report

Mortgage and Finance News: (WASHINGTON, D.C.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q1 2022 report showed an increase in purchase and home-equity loan opportunities that could help lenders offset dwindling refi volume.

News: Apocalyptic Apes Launches: Bringing Web 2.0 to Web 3.0 One NFT at a Time

Mortgage and Finance News: (LOS ANGELES, Calif.) The non-fungible token (NFT) market is changing the way some big companies and major products get exposure. And, Apocalyptic Apes is a unique collection of 8,800 post-apocalypse themed chimp NFTs on the Ethereum platform. They're available on the company's website, and OpenSea, the world's first and largest NFT marketplace.

News: Critical Defect Rate Drops 18% in Q3 2021, Per ACES Quality Management Mortgage QC Industry Trends Report

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 the release of its quarterly ACES Mortgage QC Trends Report covering the third quarter (Q3) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software.

News: KROST Recognized by Los Angeles Business Journal as among Top Accounting Firms for 2022

Mortgage and Finance News: (PASADENA, Calif.) KROST was recognized as one of Los Angeles Business Journals' Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal's Disruptor Awards virtual event.

News: FormFree’s Christy Moss recognized by the Mortgage Bankers Association for outstanding contributions in mortgage technology

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today announced that the Mortgage Bankers Association (MBA) has named FormFree Chief Customer Officer Christy Moss, CMB, a 2022 Tech All-Star. Since 2002, the Tech All-Star Awards have honored leaders who have made outstanding contributions to mortgage technology.

News: NotaryCam surpasses 1 million remote online notarization transactions

Mortgage and Finance News: (NEWPORT BEACH, Calif.) NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage lenders, attorneys, settlement agents and more across the globe.

News: Edgewood Healthcare Advisors Continues Growth with Strategic Hires

Mortgage and Finance News: (NEW YORK, N.Y.) Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

News: Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE

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, has added Duane Gilkison, senior director of loan quality at Fannie Mae, to its speaker line-up for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, May 23 - 25, 2022.

News: EPIC Expands into New Territory with Acquisition of Treloar & Heisel

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

News: Eric Zanotelli and the Z-Team join Sente Mortgage

Mortgage and Finance News: (STILLWATER, Okla.) The Z-Team, a mortgage banking branch based in Stillwater, Oklahoma, has joined independent mortgage company Sente Mortgage, the company announced today. Branch Manager Eric Zanotelli and his team bring deep industry knowledge and a commitment to exceptional, accessible, and engaging service to the Oklahoma market and beyond.

News: James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.

News: EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.

News: Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies

Mortgage and Finance News: (BALTIMORE, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times' ranking of The Americas' Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.

News: Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options

Mortgage and Finance News: (IRVINE, Calif.) 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 integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology.

News: FormFree and Take3Tech integration brings AccountChek asset, income and employment verification to the LoanMAPS mortgage technology platform

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring and report generation.

News: Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons

Mortgage and Finance News: (MERIDEN, Conn.) Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that illustrate the costs and benefits of mortgage loan products and strategies over time.

News: Minnesota Housing Finance Agency partners with ACES Quality Management & Control

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, today announced the Minnesota Housing Finance Agency has selected ACES' flagship platform ACES Quality Management & Control® software to support its mortgage origination compliance and quality control (QC).

News: Ben Itkin Assumes Sales Leadership Position at MCT

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.

News: World Yacht Group Unveils Project Artemis – A Green-built and Environmentally Friendly Yacht That Has It All

Mortgage and Finance News: (MIAMI, Fla.) World Yacht Group, a global yachting firm dedicated to charters, sales, management and new yacht constructions, announces its most recent and best new construction yacht to date - Project Artemis. This eco-friendly, green-built yacht is 150-foot of pure elegance and promises to impress.

News: After, Inc. Partners with Atlas Copco’s Power Technique Division to Deliver a Seamless Post-Sale Experience to its Customers

Mortgage and Finance News: (NORWALK, Conn.) After, Inc. announced that Atlas Copco's Power Technique North American Division will utilize QuickReg® to provide a seamless post-sale experience to its customers. The Power Technique Division designs, manufactures and markets mobile air compressors, handheld pneumatic tools, as well as mobile generators, light towers, and portable pumps.

News: Allegent Community Federal Credit Union Hires Social Media Expert

Mortgage and Finance News: (PITTSBURGH, Pa.) Allegent Community Federal Credit Union (Allegent) has hired Theresa Kisha, an expert in digital marketing, social media, email communication and website development/optimization, to manage and increase the credit union's social media presence, while also enhancing its digital presence, search engine optimization and strategic marketing efforts.

News: FormFree grows executive team, appoints Eric Lapin chief strategy officer

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years' experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree's growth.

News: Digitl Mediums Marks Women’s History Month in Partnership with Fame Lady Squad and NFTignition by Co-Hosting Woman-Centric NFT Events

Mortgage and Finance News: (BEVERLY HILLS, Calif.) Outernational Holdings, LLC (dba Digitl Mediums) is proud to recognize and celebrate women and girls this month around the world in celebration of Women's History Month. Digitl Mediums is committed to continuing its efforts to promote gender equality with meaningful partnerships, celebratory packaging and global storytelling efforts.

News: Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

Mortgage and Finance News: (TUSTIN, Calif.) National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service.

News: George Mason Mortgage selects FormFree AccountChek to streamline its verification of borrower assets, income and employment

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today announced that Washington, D.C.-based George Mason Mortgage (GMM) has selected AccountChek® as the regional lender's exclusive provider of automated asset, income and employment verification services. GMM will use AccountChek to simplify the loan application experience for borrowers, improve productivity for its team of 120 mortgage loan officers and reduce loan cycle times.

News: Real Estate Technology Firm Swift Homes Partners with KBME on Marketing Campaign

Mortgage and Finance News: (HOUSTON, Texas) Today, Swift Homes announced a partnership with KBME Sports talk 790AM on a marketing campaign in Houston, Texas to help build awareness of Swift Homes' benefits and seller-friendly offerings that are available to consumers who are looking for real estate advice and services.

News: Mid America Mortgage adds Kyle Hilton as Quality Control Manager

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.