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: Supreme Lending’s Trey Horton Supports Alabama Communities Through Mortgage Loans and Charitable Contributions
Mortgage and Finance News: (BIRMINGHAM, Ala.) Trey Horton (NMLS # 208824), a loan officer with Supreme Lending's Birmingham, Alabama branch, is using his knowledge and experience with purchase mortgage loan products including renovation home loans, to help rebuild communities in Alabama. Horton, who is a board member with Grace Klein Community, a nonprofit organization that focuses on providing relief to the poor, the distressed and the underprivileged, has volunteered for the organization for over three years.
News: Unalp CPA Group White Paper Comparing Xero, QuickBooks, and Sage Intacct Assists Buyers with Accounting Software Purchase
Mortgage and Finance News: (WALNUT CREEK, Calif.) Unalp CPA Group, Inc. announced today the availability of a white paper comparing popular accounting software solutions Xero, QuickBooks, and Sage Intacct. Unalp's document 'Comparing Xero, QuickBooks, and Sage Intacct' covers pricing, ease of use and more than half a dozen functional areas such as reporting, payroll, and invoicing.
News: EPIC Attends Worldwide Broker Network Global Conference in Paris and Hosts WBN 2018 Spring Conference
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 57th Worldwide Broker Network (WBN) Global Conference on Oct. 25-28, 2017 in Paris, France.
News: Mortgage Coach Platform to Integrate with Tavant’s AI-Powered Digital Lending Platform for an End-To-End Seamless Experience
Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience - Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience - Retail and Mortgage Coach.
News: After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.
News: EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab
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 Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m. PT.
News: Coalition for Responsible Community Development Expands Executive Leadership Team
Mortgage and Finance News: (LOS ANGELES, Calif.) The Coalition for Responsible Community Development (CRCD), a South LA based non-profit serving the community through youth, workforce and economic development initiatives, is proud to announce the addition of two members to their executive leadership team, Chief Operating Officer Angela LoBue and Chief Real Estate and Economic Development Officer Alejandro Martinez. The increase in senior staff will allow CRCD to develop new programs and initiatives while expanding their footprint.
News: The Mortgage Collaborative Notches 20 Percent Growth in Lender Membership since Q1
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced that they have reached another milestone, adding 20 new lender members since their August summer conference in Nashville. This brings the Collaborative's membership total to 120 and an annual aggregate origination volume of $210 Billion.
News: Rocky Davidson, CPA, is First to Receive AICPA Client Accounting Advisory Services Certification
Mortgage and Finance News: (MACON, Ga.) Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services.
ARMCO Launches ACES Automated Document Manager, which Uses Robotic Process Automation to Help Lenders Lower Gross Defects
Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that it has launched ACES Automated Document Manager (ADM), a new technology that uses robotic process automation to automate the core activities lenders undertake to reduce gross loan defects. ARMCO will be demonstrating ADM, which is available through ARMCO's ACES Audit Technology(TM) and as a stand-alone product, by appointment at MBA's Annual Convention and Expo 2017 in Denver, Colorado.
FormFree Delivers Combined Income, Asset and Employment Report for Fannie Mae’s Single Source Validation Pilot
Mortgage and Finance News: (ATHENS, Ga.) FormFree(R) today announced that it has entered into a pilot with Fannie Mae that could allow mortgage lenders to validate borrower income, asset and employment data through a single report as early as 2018.
31 Jurisdictions Across Eastern U.S. Join Simplifile E-recording Network
Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions throughout the Northeast, Southeast and Mid-Atlantic have signed on to Simplifile's e-recording platform.
Gateway Mortgage Selects TRK Connection’s Insight RDM QC Audit Platform
Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced today that Oklahoma-based Gateway Mortgage Group has chosen the Insight Risk & Defect Management (RDM) platform to conduct its internal quality control (QC) audits.
Norcom Mortgage Names ReverseVision Its Provider of Choice for End-to-End HECM Technology
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Norwich Commercial Group, Inc. dba Norcom Mortgage (Norcom) has selected ReverseVision as its provider of choice for end-to-end HECM technology.
Mid America Mortgage Assists Lenders, Borrowers Affected By Recent Disasters
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced measures it has taken to provide assistance to both lenders and borrowers that were impacted by recent federally declared disasters. In addition to $20,000 in donations from employees and the corporation toward relief efforts, Mid America will also purchase loans on properties located in areas impacted by the recent storms or fires. This includes both government and conventional loans underwritten to agency guidelines.
EPIC Insurance adds New Brokerage Team in Pittsburgh, PA
Mortgage and Finance News: (PITTSBURGH, Pa.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the opening of operations in Pittsburgh, Pa. with the hiring of Sean Andreas, Al Dragotto, Kurt Karstens, Pete Kostorick, Sally Krauss, Zach Mendelson, Phil Wakim, Chuck Yorio, Jan Zewe and others.
Mortgage Capital Trading’s Bulk Acquisition Manager™ Technology Achieves 100 Percent Investor Adoption
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has gained unprecedented industry-wide technology adoption among the investor aggregator community. MCT officially unveiled the Bulk Acquisition Manager(TM) (BAM) within its capital markets software platform, MCTlive!, in July of this year.
NAMB Releases Housing Outlook: Congress Needs to Make Key Changes
Mortgage and Finance News: (WASHINGTON, D.C.) NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, has announced its housing outlook and its plans to advocate for change.
The Mortgage Collaborative Expands Metrics-Driven Lender Collaboration Lab Initiative
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, recently announced details surrounding the continued expansion of their Collaboration Lab initiative. Launched in the spring of 2017, TMC's Collaboration Labs offer their Lender Members the opportunity to participate in day and a half long "deep-dive" networking sessions with peers.
Mortgage Industry Veteran John G. Stevens Appointed as New President at NAMB
Mortgage and Finance News: (WASHINGTON, D.C.) NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that former president elect John Stevens has been appointed to the role of president.
PHH Mortgage joins The Mortgage Collaborative’s Preferred Partner Network
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a new strategic partnership with PHH Mortgage, a leading subservicer and portfolio retention provider. The new relationship with PHH Mortgage adds an experienced, best-in-class subservicer to their preferred partner network.
VanDyk Mortgage Encourages Borrowers to Automate Asset Verification Using AccountChek by FormFree
Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced that VanDyk Mortgage Corporation has selected its flagship AccountChek(R) service for automated asset verification. Loan officers at VanDyk have already begun offering AccountChek as an alternative to manual, paper-based asset verification. In addition, borrowers can choose AccountChek as a faster alternative to uploading bank statements when using VanDyk's self-service mortgage portal, powered by Ellie Mae's Encompass Consumer Connect.
TMC Benchmark: The Mortgage Collaborative Unveils New Lender Member Benchmarking Solution
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, has released its monthly benchmarking solution to its Lender Members. The first reports were made available this month and will be provided to participants on a month-to-month, real-time basis.
LBA Ware added to Advanced Technology Development Center’s ATDC Signature Portfolio
Mortgage and Finance News: (MACON, Ga.) LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that the Advanced Technology Development Center (ATDC) - Georgia's technology incubator - has accepted LBA Ware to into its ATDC Signature portfolio. As an ATDC Signature company, LBA Ware will have access to ATDC coaching and programming, potential investment capital and additional resources from the Georgia Institute of Technology, including intellectual property and talent.
Pendo hires VP of Sales and a Regional Account Executive for Appraisal Management
Mortgage and Finance News: (LEE’S SUMMIT, Mo.) Pendo, a nationwide appraisal management company (AMC), announced that Paul Wholley has been hired as VP of Sales, responsible for leading the company's national sales team. The company's proprietary QC technology boasts numerous unique features that assure the highest levels of quality and compliance.
Mortgage Capital Trading, Inc. named to 2017 San Diego Business Journal Best Places to Work
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it earned a spot on the San Diego Business Journal's (SDBJ) Best Places to Work list for the sixth year in a row.
Rich Eagar of EPIC to Present at 2017 PLANADVISER National Conference Oct. 12 in Orlando
Mortgage and Finance News: (ORLANDO, Fla.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.
LiveTraders Announces Launch of its Scholarship Program for Stock Market and Forex Traders
Mortgage and Finance News: (NEW YORK, N.Y.) Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.
Valerie Saunders named as New Executive Director for NAMB
Mortgage and Finance News: (WASHINGTON, D.C.) NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization's new executive director.
New eBook: Optimal Nonprofit Financial Management through Outsourcing, by Rocky Davidson, CPA
Mortgage and Finance News: (MACON, Ga.) Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, "Optimal Nonprofit Financial Management through Outsourcing" is written for Nonprofit Executive Directors who are looking to improve their accounting function.