News Topic: AP
News: ACES Quality Management software analyzes more than 4.5 million audits, while company achieves record new client growth in 2021
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 it processed more than 4.5 million audits through its ACES Quality Management & Control® software in 2021.
News: Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America's reverse mortgage presence in the Western U.S.
News: Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability
Mortgage and Finance News: (NOVI, Mich.) Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that the company set a new internal trade volume record last year, trading more than $202 billion on behalf of its full service clients. Using an advantageous mix of delivery and execution, the company was able to help its clients capitalize profitably on each trade.
News: Housing Finance Strategies Announces #HousingDC22
Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies President Faith Schwartz today announced that the firm will host its annual housing policy and technology event on September 26-27, 2022. The returning support of #HousingDC22 sponsors is notable and a testament to the quality of the event.
News: KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.
News: IRS Mandates Additional Requirements for R&D Tax Credit Refund Claims
Mortgage and Finance News: (SAVAGE, Minn.) In 2007, the IRS made the Research & Development (R&D) tax credit a Tier 1 issue, says ICS Tax, LLC (ICS). Tier 1 issues were those of high strategic importance that had a significant impact on one or more industries, essentially meaning that the IRS would audit taxpayers filing amended returns on such issues. To taxpayers' relief, the Tiered Issue Process was eliminated in 2012, effectively placing the R&D tax credit in the same audit pool as other issues.
News: Trust Lending Leveraging ReverseVision Platform to Grow Reverse Mortgage Wholesale Business
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that Trust Lending, a national mortgage banker, has gone live with ReverseVision's Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel into easily and expeditiously originating loans for reverse mortgage products.
News: Wall Street’s Oldest Continually Expands Partnerships and Push to Increase Women Investment Leaders through Corporate DE&I Goals
Mortgage and Finance News: (NEW YORK CITY, N.Y.) Thinkzilla Consulting Group announced today: As the nation's longest continuously operating Black-owned investment firm, Blaylock Van, LLC recognizes and embodies the power of diverse, equitable and inclusive leadership. To further expand its commitment to DE&I and employee success, the firm aims to increase the number of women leaders in the company in 2022 and beyond.
News: Alliance Group and Living Benefits Awareness Month
Mortgage and Finance News: (LAWRENCEVILLE, Ga.) Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.
News: After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., the leading customer experience technology company providing software and services to the world's top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®.
News: Promontory MortgagePath promotes Kevin Wheeler to managing director
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.
News: BankSouth Mortgage’s Shannon K. Bradshaw named 2022 Five Star Mortgage Professional
Mortgage and Finance News: (ATLANTA, Ga.) BankSouth Mortgage today announced that Senior Mortgage Banker Shannon K. Bradshaw has been recognized as a 2022 Five Star Mortgage Professional award winner. Each year, Five Star Professional honors outstanding real estate agents and mortgage professionals across the country, recognizing no more than 7% of all agents in a market.
News: Mid America Mortgage announces completion of new funding source for its down payment assistance program through J.V.B. Financial Group, LLC
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today it has secured an additional line of liquidity from J.V.B. Financial Group, LLC (member of FINRA and SIPC) ("JVB"), an indirect controlled subsidiary of Cohen & Company Inc. (NYSE American: COHN), through the company's Agency MBS & Gestation Repo Group.
News: EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.
News: Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing
Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.
News: Sales4Roofers Enhance Customer Experience with Their Covid-Free Roofing Estimate Online Service
Mortgage and Finance News: (HAWTHORNE, N.J.) The Sales4Roofers team continues to push boundaries in the global roofing industry by providing solutions that help roofers engage their customers - existing and potentials, better, while also ensuring homeowners have a seamless experience.
News: EPIC and DIATOMS, Inc. Create Exclusive Partnership
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).
News: DocMagic Officially Launches eDecision™, Fully Automating and Perfecting Digital Closing Eligibility
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings.
News: HomeBinder and Own Up announce strategic partnership to strengthen borrower relationships with lenders, real estate agents and home pros
Mortgage and Finance News: (BOSTON, Mass.) HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced a strategic partnership with Boston-based Own Up to support homeowners who receive HomeBinder from a non-mortgage industry business, such as a home inspector or insurance agent.
News: Galway Holdings Acquires Simatree
Mortgage and Finance News: (WASHINGTON, D.C.) Galway Holdings ("Galway") today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst.
News: Lender Price and Blend Integrate to Enhance User Experience for Digital Lending Processes
Mortgage and Finance News: (PASADENA, Calif.) Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price's FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate.
News: The Orange County Register Names CDF One of Orange County’s Top Workplaces for Third Year in a Row
Mortgage and Finance News: (IRVINE, Calif.) Acclaimed California labor, employment and immigration defense law firm CDF Labor Law LLP (CDF) proudly announces it has been named one of the 2021 Top Workplaces by the Orange County Register for the 3rd consecutive year. The award rounds out a year of numerous accolades for CDF.
News: Real Estate Technology Firm Swift Homes Partners with Cox Media Group on Marketing Campaign
Mortgage and Finance News: (CHICAGO, Ill.) Today, Swift Homes announced a partnership with Cox Media Group on a multiplatform marketing campaign in Atlanta to help build awareness of Swift Homes' benefits and seller-friendly offerings that are available to consumers who are looking for real estate advice and services.
News: HomeBinder partners with Thumbtack to expand homeowners’ access to home service professionals
Mortgage and Finance News: (BOSTON, Mass.) HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals, today announced a new integration with Thumbtack. The integration expands upon the more than 23,000 recommended service providers already listed in HomeBinder.
News: After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different.
News: DocMagic’s Chief Compliance Officer Wins Top 40 Under 40 Most Influential Mortgage Professionals Award
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 chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.
News: Choyce Peterson Appointed Exclusive Leasing Agent for a Full Floor 3,370 SF Office Space in Downtown Stamford, CT
Mortgage and Finance News: (NORWALK, Conn.) Choyce Peterson, Inc., a commercial real estate brokerage firm, announced that Overseas Development Corporation has appointed Choyce Peterson, Inc. as the exclusive listing agent representing its building at 953 Washington Boulevard in Stamford, CT.
News: Critical defect rate increases 13% Q2 2021, according to 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 Trends Report covering the second quarter (Q2) of 2021.
News: Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning...
Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.
News: National Buyers Agents Association Releases Guide on How to get Young Adults to Listen to their Parents about Buying a...
Mortgage and Finance News: (EVERGREEN, Colo.) The National Buyers Agents Association just released a guide for parents and grandparents who want to advise younger people about using a buyers agent. The association often gets calls from older people who have become convinced that a buyers agent is critical for their family member's success in home buying, but don't know how to best communicate that to their child or grandchild.