News Topic: Business
News: MCTlive! Capital Markets Platform Becomes First to Integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT's award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac's Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
News: CDF LABOR LAW LLP Named to Bloomberg Law’s Second Annual Diversity, Equity, and Inclusion Framework
Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP, a California employment, labor and immigration employer-side law firm, was named one of only 43 U.S.-based law firms to earn a place on Bloomberg Law's second Diversity, Equity & Inclusion (DEI) Framework list.
News: DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
Mortgage and Finance News: (WESTLAKE VILLAGE, Calif.) DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
News: PitBullTax Software Named to the 2022 Inc. 5000 List of the Fastest Growing Private Companies in America
Mortgage and Finance News: (CORAL SPRINGS, Fla.) PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.
News: Sales Boomerang named to Inc. 5000 list for second consecutive year
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 the Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.'s annual Inc. 5000 list.
News: Promontory MortgagePath adds John Gust as Director of Product Management
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.
News: How A Mortgage Focused Agency Launched to Make Impact
Mortgage and Finance News: (INDIANAPOLIS, Ind.) In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.
News: MMI debuts in top 1500 on the 2022 Inc. 5000 Annual List
Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.
News: Mortgage Women Magazine Names Natalie Arshakian as a 2022 Mortgage Star
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.
News: ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference
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 Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association's (MBA) Risk Management, Quality Assurance and Fraud Prevention Forum (RMQA) taking place September 11-13 in Nashville, Tenn.
News: EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader
Mortgage and Finance News: (PHILADELPHIA, Pa.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
News: After, Inc. Announces the Launch of QuickInsight® – Its Powerful Post-Sale Customer Data Enrichment Platform
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for "Product of the Year."
News: Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.
News: FormFree and HomeScout partner to help lenders identify mortgage-ready borrowers earlier in the home buying journey
Mortgage and Finance News: (ATHENS, Ga.) FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.
News: Mortgage Professional America Magazine Names Natalie Arshakian to List of Elite Women For 2022
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.
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.