Finance

Finance

Finance news from Mortgage & Finance News magazine

Finance

Finance
Finance news from Mortgage & Finance News magazine

News: DocMagic’s Chief Compliance Officer, Gavin T. Ales, Receives 2022 Next Gen Leader 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 Gavin T. Ales, its chief compliance officer, has been named a Next Gen Leader for 2022 by PROGRESS in Lending.

News: Trion Properties Makes Largest Acquisition To Date With $108.75 Million Off-Market Acquisition In Highly Desirable Denver Submarket

Mortgage and Finance News: (EDGEWATER, Colo.) Trion Properties, a multifamily investment sponsor and private equity real estate firm based in West Hollywood, California and Miami, Florida, has successfully completed the off-market acquisition of Terra Village, a 402-unit multifamily community in Edgewater, Colorado, a rapidly gentrifying urban submarket of Denver, for $108.75 million.

News: Hero Homes Solutions acquires 98 homes in Lima, Ohio

Mortgage and Finance News: (The acquisition of the four single family homes marks the company's 98th home purchase in Lima Ohio) Hero Homes Solutions LLC, one of the fastest-growing single family owner-operators in Ohio, announces it has acquired four additional single family rental homes in Lima Ohio and is under contract to purchase an additional 22 with options to purchase an additional 60.

News: PitBullTax Software Integrates with Major Tech Companies to Further Dominate The IRS Tax Resolution Industry

Mortgage and Finance News: (CORAL SPRINGS, Fla.) PitBullTax Software, the Nation's Leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys has announced the release of Version 7.0. PitBullTax Software has licensees in all 50 states that rely on their software to prepare their clients' IRS resolution cases.

News: Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite

Mortgage and Finance News: (ADDISON, Texas) Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.

News: FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters

Mortgage and Finance News: (ATHENS, Ga.) FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants' 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers.

News: U.S. News & World Report Names TerraBella Northridge a Best Senior Living Award Winner

Mortgage and Finance News: (RALEIGH, N.C.) Senior living community TerraBella Northridge earned a top spot in the first-ever Best Senior Living rankings by U.S. News & World Report, winning in the Best Memory Care category. The 2022-2023 Best Senior Living guide is a debut offering from U.S. News & World Report, itself the foremost global authority in health ratings and consumer advice, attracting more than 50 million visitors per month.

News: U.S. News & World Report Names TerraBella Lake Norman a Best Senior Living Award Winner

Mortgage and Finance News: (MOORESVILLE, N.C.,) Senior living community TerraBella Lake Norman earned a top spot in the first-ever Best Senior Living rankings by U.S. News & World Report, winning in the Best Memory Care category. The 2022-2023 Best Senior Living guide is a debut offering from U.S. News & World Report, itself the foremost global authority in health ratings and consumer advice, attracting more than 50 million visitors per month.

News: iEmergent appoints Megan Horn as Chief Marketing Officer

Mortgage and Finance News: (DES MOINES, Iowa) iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

News: Walmart Names Siani Probiotic Body Care as Finalist for 2022 Open Call Event: A Golden Opportunity for Small Business Growth

Mortgage and Finance News: (BENTONVILLE, Ark.) Walmart selected Siani Probiotic Body Care as one of 1,200 finalists from 13,000 applications for its ninth annual Open Call event. Walmart's initiative focuses on increasing jobs in America by supporting products made, grown, or assembled in the USA.

News: Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines

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 Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company's origination and servicing quality control (QC) audits.

News: Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

News: LegalStream, LLC Launches The Largest Online Directory Of Personal Injury Attorneys and Healthcare Providers In America

Mortgage and Finance News: (SAN ANTONIO, Texas) First established in 2019, LegalStream, a U.S. based SaaS company, today announced their brand new APP to help streamline your personal injury case, and they did it right here in San Antonio, Texas. LegalStream has stepped up, filled the communication gap plaguing the personal injury business, and has developed an online directory of the largest networks of personal injury attorneys and healthcare providers across the nation.

News: Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

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 their merger and the appointment of SaaS executive Richard Harris as CEO.

News: Business and Economic Empowerment Leader Dr. Velma Trayham Announced as Keynote Speaker for Takeaway Tax Business Conference in Houston, TX

Mortgage and Finance News: (HOUSTON, Texas) Highlighting the power of entrepreneurship to change the world and end poverty, award-winning B2B/diversity consultant and leader Dr. Velma Trayham (CEO of Thinkzilla Consulting Group) has been announced as the keynote speaker for TakeAway Tax's upcoming Tax Business Conference in Houston on Aug. 4.

News: Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year

Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

News: Lender Price Launches Marketplace 2.0, Providing Wholesale Brokers and Lenders with Enhanced Pricing Capabilities and Deal Intelligence

Mortgage and Finance News: (PASADENA, Calif.) Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry.

News: Mid America Mortgage rebrands to Click n’ Close

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n' Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n' Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering innovative down payment assistance (DPA) and adjustable-rate mortgage (ARM) products through its third-party originator (TPO) channels.

News: EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

Mortgage and Finance News: (HARRISBURG, Pa.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

News: Blaylock Van Partners with Seaport Global to Expand Market Reach

Mortgage and Finance News: (NEW YORK CITY, N.Y.) Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

News: Ari Rastegar and His Childhood Friends Go from Selling Baseball Cards to Cutting Multi-Million-Dollar Deals

Mortgage and Finance News: (AUSTIN, Texas) What do you get when you combine two old friends and a younger brother? It may sound like the start to a bad joke, but these real estate powerhouses are not playing. Ari Rastegar, founder and CEO, Rastegar Property Company; Dustin Mehaffey and Major Miller of American Realty Consultants; and Nic Costello, real estate broker, and Rastegar's younger brother, have joined forces to make real estate deals that are turning heads.

News: DocMagic’s Leah Sommerville Recognized with 2022 Trailblazer 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 Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.

News: Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience digital closings provide to their customers and enhance relationships with their existing real estate and title partners amidst an otherwise challenging operating environment.

News: TMC Emerging Technology Fund LP Invests in leadPops

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.

News: Taking it Down to Earth: Debunking Myths about Lightning Protection

Mortgage and Finance News: (CUMBERLAND, Maine) Old and new myths about lightning protection continue to circulate through the internet and unsafe lightning protection products still manage to find their way into construction job specifications in many parts of the U.S. To help safeguard properties from a leading weather threat, the National Lightning Safety Council (NLSC) is stressing the importance of separating fact from fallacy about lightning protection systems (LPS).

News: Financial Advisor Keith Eckhardt of Edward Jones Receives Certified Exit Planning Advisor® Designation

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

News: New MSR Technology Empowers MSR Buyers with Live Loan-Level Pricing

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT's state-of-the-art MSR valuation platform to clients' systems for more precise and accurate loan-level pricing in real time.

News: Q4 2021 Critical Defect Rate Rose to 1.95%, 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 Industry Trends Report covering the fourth quarter (Q4) and full calendar year (CY) of 2021. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

News: John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

News: OpenClose Adds DataVerify Solutions to its LenderAssist™ LOS

Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.