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.

Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology announced by MCT Trading

Mortgage and Finance News: (SAN FRANSISCO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association's (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry's existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT's team of mortgage loan traders.

Arthur Prieston, CMB, named Chair of Newly Formed TMC Capital Markets Committee

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group's lender members.

The Mortgage Collaborative adds The Money Source Inc. as a Correspondent Investor to Preferred Partner Network

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.

It Can Be Easier to Plan for Long-Term Care if We Face Our Personal Concerns Up Front, says ACSIA

Mortgage and Finance News: (KIRKLAND, Wash.) Last year the U.S. Department of Health & Human Services issued a report about Americans' concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). "The main takeaway was not the particulars of the responses, in our view," says Denise Gott, CEO of ACSIA Partners. "It was the fact that participants considered and faced the issues."

Special Risks Facilities, Inc. acquired by JenCap Holdings LLC

Mortgage and Finance News: (NEW YORK, N.Y.) JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.

Phil McCall promoted to President of ACES Risk Management (ARMCO)

Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company's award-winning ACES Audit Technology platform.

Pendo Joins Forces with The Mortgage Collaborative to Offer Appraisal Management Services

Mortgage and Finance News: (LEE'S SUMMIT, Mo.) Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative's preferred partner network to provide appraisal management services to the organization's 112 lender members.

International Document Services, Inc. Expands eSign Room Customization Capabilities

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.

Capital Markets Veteran Bill Berliner joins MCT as Director of Analytics

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance existing solutions, and help expand MCT's footprint as the preeminent industry-leader in secondary marketing capabilities for lender clients.

Mid America Mortgage’s The Cooksey Team named to Dallas ‘2017 Best Places to Work’

Mortgage and Finance News: (DALLAS, Texas) The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its "2017 Best Places to Work" in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored.

DIB Funding, Inc. takes first step in building the digital economy around DIBCOIN, launching Affiliate Program

Mortgage and Finance News: (HOLLYWOOD, Fla.) DIB Funding, Inc. started DIB Nation to build a digital economy centered around DIBCOIN. The new custom website at DIBNation.com will be the hub of the DIB economy. The backbone of DIB Nation is our DIB Affiliate program.

Most Influential Women in Benefit Advising 2017: Two EPIC Insurance Consultants Recognized

Mortgage and Finance News: (MAHWAH, N.J.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

Guaranteed Rate Inc. Adopts Automated Asset Verification from AccountChek by FormFree

Mortgage and Finance News: (ATLANTA, Ga.) FormFree(R) today announced that Guaranteed Rate, Inc. ("Guaranteed Rate"), one of the nation's largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.

Lender Price, the Leading Mortgage Lending Analytics and Digital Mortgage Provider Announces Integration with Ernst Publishing

Mortgage and Finance News: (PASADENA, Calif.) Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.

Luma Wealth Advisors: Understanding Women’s Wealth Needs

Mortgage and Finance News: (CLEVELAND, Ohio) Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

OpenClose Launches Corporate Website to Reflect New Positioning of its Enterprise-class, Multi-channel Loan Origination System

Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company's expanded enterprise-class solution set, customer profile focus and long-term value proposition.

Real Estate Industry Veteran Jake Seid Joins Qualia Labs Advisory Board

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Qualia today announced that Jake Seid will join the company's board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector.

DocMagic UCD Mortgage Tech Solution Now Supports Both Phases of Upcoming UCD Requirements

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement.

Accounting for Mortgage Banking User Conference 2017 to feature Phil Rasori of MCT

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference.

IDS Inc. Adds Pushback Notifications to Interface with Byte Software’s BytePro Enterprise LOS

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications within the LOS platform.

Product Warranty Analytics Specialist After, Inc. acquired by EPIC Insurance

Mortgage and Finance News: (NORWALK, Conn.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. - a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC subsidiary company, PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States.

James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners LLC

Mortgage and Finance News: (KIRKLAND, Wash.) James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.

MCT to Co-Instruct June 20 MBA Webinar on ‘The Lock Desk’s Role in the Secondary Marketing Department’

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within secondary marketing departments.

Lender Price Attending Black Knight Financial Services’ (BKFS) Motivity Solutions User Conference

Mortgage and Finance News: (PASADENA, Calif.) Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services' (BKFS) Motivity Solutions will use pricing data from Lender Price's industry-leading PPE to provide pricing analytics to its users.

The Mortgage Collaborative Partners with Mortgage Quality Management and Research (MQMR)

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a strategic partnership with Mortgage Quality Management and Research, LLC ("MQMR"), a national leader in risk management and compliance services.

Ubermortgage Embraces Home-Equity Conversion Mortgage (HECM) with Technology from ReverseVision Inc.

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, Inc., the leading technology provider for the reverse mortgage industry, has formed a partnership with ubermortgage Inc. to support the budding lender's increasing demand for home-equity conversion mortgages (HECMs) with its RV Exchange (RVX) loan origination technology.

Cloudvirga Names Veteran Tech Entrepreneur Michael Schreck as CEO

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga(SM), developer of next-generation loan officer and direct-to-consumer point-of-sale (POS) systems, has named Michael Schreck its chief executive officer. He succeeds cloudvirga co-founder Bill Dallas, who will continue as chairman of cloudvirga's board of directors.

Paul Clifford of Simplifile Receives 2017 Award for Innovation from October Research LLC

Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Paul Clifford, president, was recognized with the 2017 October Research Award for Innovation for his leadership in establishing Simplifile's e-recording network, along with other achievements in support of the title industry.

OpenClose and QuestSoft to Hold Webinar on the New CFPB HMDA Rules

Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose, a multi-channel loan origination system (LOS) provider, and QuestSoft, a provider of automated mortgage compliance software, announced that they will host a joint webinar covering the new CFPB HMDA regulations, how they will impact organizations, and outline specific plans to make compliance with the new HMDA rules the most efficient and time-saving process in the mortgage industry.

EPIC Insurance Joins the ANSI/ASSE Z390 Hydrogen Sulfide Training Committee

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that as part of the firm's commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ American Society of Safety Engineers (ANSI/ASSE) Z390 "Hydrogen Sulfide Training" Committee.