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.
Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., has been named to the 2017 Financial Times 401 Top Retirement...
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC's Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.
Restaurant Owner 2017 Recruiting Survey Report Details What Independent Restaurant Operators Are Doing to Attract Top Candidates
Mortgage and Finance News: (PHOENIX, Ariz.) Restaurant Owner today released the results of their 2017 Independent Restaurant Recruiting Survey. The report summarizes input gathered from over 400 independent restaurant owners and operators regarding their proven recruiting practices.
FormFree Expands Alliance with LexisNexis Risk Solutions and impending launch of AccountChek Plus
Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced the impending launch of AccountChek Plus, a new tool for lenders that combines the features of AccountChek, the nation's most trusted asset verification app, with liens and civil judgments data from LexisNexis Risk Solutions. By giving lenders a more complete picture of borrower ability-to-pay before loans go to underwriting, AccountChek Plus cuts costs, reduces risk and empowers better lending decisions.
The Mortgage Collaborative welcomes BUILT to Preferred Partner Network
Mortgage and Finance News: (NASHVILLE, Tenn.) Built was named to The Mortgage Collaborative's Preferred Partner Network, providing solutions for digital draw management and collaboration software for the network's lenders active in construction lending. Built is the leading provider of secure, cloud-based construction lending software.
Next Generation Manufacturing Signature Event 2017: EPIC’s Tom Mackey to Present on Protecting Ops from Cyber Security Threats
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Sept. 28, 2017 at Mercedes-Benz Stadium in Atlanta.
ARMCO Releases Q1 2017 Trends Report: Critical Defect Rates Continue Upward Trend
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 the release of the ARMCO Mortgage QC Trends Report for the first quarter of 2017.
TRK Connection enhances Insight RDM Mortgage QC Audit Platform with Data Subscriptions Feature
Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced today that it has added a data subscriptions feature to its flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).
Lender Price Opens New $5 – $10 Million Investment Round and Names Jerry L. Halbrook as CEO
Mortgage and Finance News: (PASADENA, Calif.) Lender Price, the emerging leader in digital mortgage lending technology, announced today that it has named veteran mortgage industry executive Jerry Halbrook as its CEO and has opened a fresh round of equity funding to fuel its growth trajectory.
A Prime Time to Plan for Long-Term Care for Yourself Is After Arranging It for A Loved One, says ACSIA Partners
Mortgage and Finance News: (KIRKLAND, Wash.) Have you been called upon to arrange care for an aging parent or other loved one? If so, "it can be a blessing in disguise," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "It can inspire you to plan ahead for your own care, without delay."
Mike Zarrilli of DocMagic named to 2017 HW Insiders Award List
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire's Insiders Award list for 2017.
ACS Accounting joins TMC Preferred Partner Network serving Mortgage Lenders
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new partnership with east-coast based CPA and advisory firm, ACS Accounting. The new relationship with ACS, adds another best-in-class tax and accounting firm to their preferred partner network.
TechCrunch Disrupt SF 2017: Matic Insurance Services Debuts Integration with Roostify
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Matic Insurance Services, a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch's Startup Battlefield, part of the TechCrunch Disrupt SF conference held in San Francisco this week. Matic was one of just six elite startups chosen to advance to the final round of the competition.
Rich Swerbinsky named Chief Operating Officer (COO) at The Mortgage Collaborative
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as its COO.
U.S. Credit Unions Now Successfully Leveraging OpenClose LenderAssist 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 that multiple credit unions are now using OpenClose's LenderAssist(TM) LOS platform to automate the mortgage side of their businesses.
Xanegy 2017 Nonprofit Executive Series Fall and Winter Schedule Announced
Mortgage and Finance News: (AUSTIN, Texas) The Nonprofit Executive Series webcasts, hosted by Xanegy, will kick off on Tuesday, September 26, 2017, with "Trends in Human Capital Management." The Nonprofit Executive Series is a monthly webcast for nonprofit leaders.
EPIC Insurance Brokers adds Broker Anthony ‘Tony’ Gerrato in New York City
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.
Sparkle Coin, Inc. Announces ICO – Initial Coin Offering at 2017 TechCrunch Disrupt SF
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sparkle Coin, Inc., designed to be the most transactable cryptocurrency available, is launching its initial coin offering (ICO) at 1 p.m. PDT September 20 and running through October 20, 2017 with coins beginning at $5. A LIVE STREAMING event will start at 12 p.m. PDT at TechCrunch SF.
The Mortgage Collaborative Welcomes Addition of First Community Mortgage to TMC Preferred Partner Network
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new preferred partnership with national correspondent investor and mortgage loan servicer, First Community Mortgage (FCM). The new relationship with FCM adds another best-in-class national correspondent investor to their preferred partner network.
ACES Risk Management (ARMCO) Releases ACES Automated Document Manager
Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, today announced the release of ACES Automated Document Manager. ADM can parse hundreds of PDF files, identify each document in the file, and categorize them by document type or name.
ReverseVision announces UserCon 2018 – Third Annual User Conference for its LOS Mortgage Technologies
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, Inc., the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, will host its third annual user conference February 6-8, 2018, at the Kona Kai Resort and Spa on San Diego's Shelter Island.
EPIC’s Duane Dennis and Jamie Chambers to Present HR Technology Strategies at Cement Employers Association Annual Meeting
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 and Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at 8:15 a.m. at South Point Hotel Casino Spa in Las Vegas.
Insight RDM Mortgage QC Audit Platform from TRK Connection selected by JMAC Lending
Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that JMAC Lending, a Southern California-based wholesale and correspondent lender, has selected TRK's flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).
At TechCrunch Disrupt SF 2017: CEO of Sparkle Coin, Inc. Shows New eCommerce-optimized Cryptocurrency
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sparkle Coin, Inc., founders of Sparkle Coin, a new cryptocurrency that allows users to make purchases from popular online retailers - like Amazon and Walmart - and features a currency exchange for liquidity, will be hosting a "lunch and launch" event during TechCrunch Disrupt SF 2017.
Unity National Bank (PRK) Pledges $100K Towards the Construction of New Tipp City Stadium in Ohio
Mortgage and Finance News: (TIPP CITY, Ohio) The Tipp Pride Association Board of Directors announced today that the organization has received a $100,000 sponsorship from Unity National Bank for the construction of Tipp City's new community stadium. The generous gift will lead ongoing fundraising to support stadium construction.
EXPERTS AVAILABLE: ReverseVision Experts Available to Discuss HUD Changes to HECM Reverse Mortgage Program
Mortgage and Finance News: (SAN DIEGO, Calif.) The following ReverseVision experts, whose expertise on the Home Equity Conversion Mortgage (HECM) ranges from HUD guideline interpretation to market analysis to education, are available for interviews regarding HUD's planned changes to the HECM program.
The Wilshire Foundation announces the close of first-round funding for its Conscious Capital Fund, says CEO Taylor Wilshire
Mortgage and Finance News: (NEW YORK, N.Y.) The Wilshire Foundation recently announced the close of first-round funding for its Conscious Capital Fund. The Wilshire Foundation, created by the team at Wilshire Financial including CEO Taylor Wilshire, constructs programs and invests in organizations that address chronic environmental, social, and economic challenges in unique and transformative ways.
Texas Total Rewards Conference: EPIC’s Clay Ma to present ‘Wait! How Did I Get on the Pension Committee?’
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Senior Associate Clay Ma will present at the Texas Total Rewards Conference on Friday, Sept. 15 at 8:30 a.m. at The Worthington Renaissance Fort Worth Hotel in Fort Worth, Texas.
US Mortgage Implements CompenSafe from LBA Ware for its Loan Originators
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 Melville, New York-based US Mortgage Corporation (US Mortgage) has implemented CompenSafe to automatically calculate commissions for its loan originators and operations staff located in 24 branches across the United States.
Colton Hansen named VP of Business Development at TRK Connection
Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted Colton Hansen to vice president of business development. In this new role, Hansen will be responsible for leading and executing company objectives for sales and marketing campaigns, implementing new technologies, and analyzing new opportunities.
John Whitlow of PENDO Wins 2017 HW ‘Insiders Award’ for Housing Industry Leadership
Mortgage and Finance News: (LEE'S SUMMIT, Mo.) Pendo, a nationwide appraisal management company (AMC), announced that John Whitlow, the company's vice president of operations and technology, has been named to the second annual HousingWire Insiders list.