News: MCTlive! Lock Volume Indices: July 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
News: COVERGENCE – the research institution tech and startup gap fund and startup accelerator summit
Mortgage and Finance News: (SALT LAKE CITY, Utah) COVERGENCE, co-hosted by innovosource and the University of Utah's PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering.
News: Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor
Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
News: EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
News: KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax
Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
News: EPIC Welcomes Natalia Greene, Esq.
Mortgage and Finance News: (ARLINGTON HEIGHTS, Ill.) EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.
News: Mortgage Banker Magazine Names Curtis Richins on Legends of Lending List
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.
News: After, Inc.’s QuickSuite® Named ‘Product of the Year’ in the 2022 Sales and Marketing Technology Awards
Mortgage and Finance News: (NORWALK, Conn.) After, Inc. announced today that it received "Product of the Year" in the 2022 Sales and Marketing Technology Awards program (The Sammys) for its QuickSuite® post-sale customer experience technology. The Sammys honors organizations and products helping to solve the challenges businesses have connecting and collaborating with prospects and customers.
News: IRS Releases Updated Practice Unit for Auditing the 179D Energy Efficient Commercial Buildings Deduction
Mortgage and Finance News: (EGAN, Minn.) The IRS Large Business and International (LB&I) Division released an updated Practice Unit for its agents to audit the 179D Energy Efficient Commercial Buildings Deduction (179D Deduction), ICS Tax, LLC announced today. It confirms that taxpayers can use the ASHRAE Standard 90.1-2007 rather than newer, more strict standards but also could be an indication that the IRS will have added scrutiny on 179D projects.
News: ACES Quality Management Updates Reporting Library to Incorporate Recent Guidance by Fannie Mae
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 that it has enhanced its reporting library within its flagship audit platform ACES Quality Management & Control® Software to help align with recent mortgage quality control (QC) reporting recommendations issued by Fannie Mae.
News: Sales Boomerang named Organization of the Year in the 2022 Sales and Marketing Technology Awards
Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it was selected Organization of the Year in the Business Intelligence Group's 2022 Sales and Marketing Technology Awards program, also known as The Sammys.
News: Keller Mortgage deploys Mortgage Coach enterprise-wide to support borrowers with modern mortgage advice and education
Mortgage and Finance News: (OWINGS MILLS, Md.) Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.
News: NMP Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company's chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.
News: National Mortgage Professional names Dave Savage to list of Most Connected Mortgage Professionals
Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that Chief Innovation Officer Dave Savage was named to National Mortgage Professional's (NMP) 2022 list of Most Connected Mortgage Professionals.
News: Millionaire Mastermind Academy Now Accepting Applications for Fall Real Estate Accelerator Program for Minority Women
Mortgage and Finance News: (TAMPA, Fla.) Further expanding access to careers in the real estate industry, the Millionaire Mastermind Real Estate Accelerator Program is now accepting applications for its upcoming fall 2022 program, Thinkzilla Consulting Group announced today. Welcoming up to 50 diverse women applicants, the 12-week hybrid program consists of virtual classes plus two in-person days of intensives.
News: innovosource summit to connect early-stage investors with university-managed tech and startup funds and accelerator programs
Mortgage and Finance News: (MINNEAPOLIS, Minn.) innovosource will host its fifth annual COVERGENCE Summit from Oct. 20-21, 2022, at the University of Utah Rice-Eccles Stadium Club. The event gathers more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners to discuss best practices and review portfolios and investable projects and startups.
News: Sales Boomerang Q2 2022 Mortgage Market Opportunities Report
Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage market
News: Down Payment Resource releases Q2 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 findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,273 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q1 to Q2 2022.
News: NotaryCam Announces eClose360 Product Updates
Mortgage and Finance News: (NEWPORT BEACH, Calif.) NotaryCam®, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360® platform to expand its capabilities and deliver a better user experience for both notaries and document signers.
News: System4 Opens 6th New Office in Florida, in the Fort Lauderdale Area
Mortgage and Finance News: (FORT LAUDERDALE, Fla.) System4 Facility Services Management, an industry leader in facility management solutions that specializes in customized commercial cleaning, disinfection and repair and maintenance services announced opening its sixth office in Florida. The new Florida office is in the Fort Lauderdale area.
News: Mortgage Banker Magazine Honors DocMagic’s Dominic Iannitti with Inaugural Legends of Lending Award
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that its president and CEO, Dominic Iannitti, has been selected by Mortgage Banker magazine as a 2022 Legends of Lending award recipient.
News: Sales Boomerang’s New Life Event Alerts Help Lenders Grow Pipelines While Fostering Strong Financial Friendships
Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of its newest automated alert offering, Life Event Alerts, which notify mortgage advisors when a borrower or a prospect in their customer database experiences a major life change that could alter their financial situation and/or goals.
News: Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America
Mortgage and Finance News: (DANBURY, Conn.) Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America's (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry.
News: MCTlive! Lock Volume Indices: June 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for June 2022.
News: After, Inc.’s QuickCover Extension is Now Available on the Top Four eMarketplace App Stores – Shopify, Adobe Commerce, Woo Commerce,...
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., a pioneer in the Warranty Services industry, just announced that its QuickCover® product protection technology is officially available on Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce. QuickCover® is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.
News: Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
News: Hero Homes Solutions acquires 30 homes in Urbana, Ohio
Mortgage and Finance News: (URBANA, Ohio) Hero Homes Solutions LLC, has acquired a 30-home subdivision in Urbana, Ohio located in Champaign County, Ohio from Waltco Investments LLC. To date the company has purchased over 500 homes in Ohio with a goal of getting to 1,000 homes within 24 months.
News: ‘ALICE’ Families Focus of New Docudrama by Education Based Housing, Premieres July 21
Mortgage and Finance News: (HOUSTON, Texas) A $500 or $1,000 unplanned expense is enough to send an ALICE (Asset Limited, Income Constrained, Employed) family spiraling according to a report by Bankrate. Education Based Housing, a Houston nonprofit that serves ALICE families and communities knows this to be true. It partnered with Cypress creative agency, PrettyWork Creative to produce a docudrama to show situations real families face and expand the national conversation on ALICE families.
News: OpenClose’s Mitch Swanson Honored by PROGRESS in Lending with Next Gen Leader Award
Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its product delivery manager, Mitch Swanson, has been recognized as a Next Gen Leader within the industry by PROGRESS in Lending Association.
News: Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.