Finance News - Page 19

Page 19 of Finance News issued by the Send2Press® Newswire service.



JV Group, Inc (OTC MARKETS:ASZP) announces Change of Control

FORT LAUDERDALE, Fla., Feb. 14, 2022 (SEND2PRESS NEWSWIRE) — Publicly-held JV Group, Inc. (OTC MARKETS: ASZP) announces the completion of a change in control effective November 23, 2021. Harthorne Capital, Inc has acquired voting control in a private securities purchase agreement for 98.2% of the issued and outstanding shares of the Company’s common stock from Michael A Littman ATTY, Defined Benefit Plan, an affiliate of Michael A Littman, as trustee.

Spring EQ Offers Home Equity Loans to Brokers in Lender Price’s Marketplace

PASADENA, Calif., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation’s largest lenders of home equity products.

New Jersey Bankers Association endorses Promontory MortgagePath’s mortgage fulfillment services and POS technology

DANBURY, Conn., Feb. 11, 2022 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today the New Jersey Bankers Association (NJBankers) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda

DENVER, Colo., Feb. 10, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA’s think tank Research Institute for Housing America, to its speaker line-up for the upcoming ACES ENGAGE conference.

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Down Payment Resource Presents 2021 Beverly Faull Affordable Housing Leadership Award to Ruth Johnson

ATLANTA, Ga., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Ruth Johnson, founder and CEO of Homes for Heroes, has been selected the winner of its fourth annual 2021 Beverly Faull Affordable Housing Leadership Award.

Mortgage Coach expands partnership with NAMMBA to grow diversity, equity and inclusion in housing finance

IRVINE, Calif., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners

BALTIMORE, Md., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company’s existing Rate Alert product.

ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth

SAN DIEGO, Calif., Feb. 3, 2022 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is responsible for the design and implementation of its new marketing strategy.

After, Inc. Acquires Accentf(x) to Deepen its Post-Sale Marketing Services Offering

NORWALK, Conn., Feb. 2, 2022 (SEND2PRESS NEWSWIRE) — After, Inc., the leading customer experience technology company providing post-sale software and services to the world’s top manufacturers, retailers, and ecommerce sellers, just announced its acquisition of Accentf(x) Marketing.

Mortgage Coach unveils redesigned website

IRVINE, Calif., Feb. 2, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources.

LANtelligence Becomes a Matrix Networks Company to Create a Connectivity First CX-Automation Powerhouse

SAN DIEGO, Calif., Feb. 1, 2022 (SEND2PRESS NEWSWIRE) — Matrix Networks announced its recent acquisition of LANtelligence to create a new business venture enabling a powerful combination of modern business technology. Having informally shared resources for more than 10 years, it just made sense for these two companies to come together in a more structured way.

Paragon Hires Industry Vet for East Coast Expansion

AVON, Conn., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president – Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers’ compensation experience to his role at Paragon.

Sales Boomerang releases Q4 2021 Mortgage Market Opportunities Report

WASHINGTON, D.C., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q4 2021 report identified increasing opportunities for mortgage lenders to assist borrowers with tappable home equity, lending credence to analysts’ expectations for a surge in home-equity-related mortgage activity in 2022.

Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022

ATLANTA, Ga., Jan. 27, 2022 (SEND2PRESS NEWSWIRE) — Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

Down Payment Resource releases Q4 2021 Homeownership Program Index

ATLANTA, Ga., Jan. 25, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced the release of its latest Homeownership Program Index (HPI). The firm’s analysis of 2,192 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database showed measurable quarter-over-quarter gains in program funding levels and an increased prevalence of programs aimed at assisting community heroes.

IDS expands mortgage eClosing platform with addition of eVault

SALT LAKE CITY, Utah, Jan. 25, 2022 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that it has released its eVault, expanding the capabilities of its eClosing platform, Solitude Solution. With the addition of the eVault to Solitude Solution, lenders now have the ability to deliver documents, including eNotes, to partners though Mortgage Electronic Registration Systems, Inc. (MERS) eRegistry.

TMC Emerging Technology Fund LP Invests in Capacity

SAN DIEGO, Calif., Jan. 25, 2022 (SEND2PRESS NEWSWIRE) — 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 $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform.

KROST Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022

LOS ANGELES, Calif., Jan. 24, 2022 (SEND2PRESS NEWSWIRE) — KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. “We were involved in 21 buy-side and sell-side transactions in 2021,” said Paren Knadjian, Head of M&A and Capital Markets at KROST.

Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships

SAN FRANCISCO, Calif., Jan. 20, 2022 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.

ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development

SAN DIEGO, Calif., Jan. 20, 2022 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company’s sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.

EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability

STATE COLLEGE, Pa., Jan. 19, 2022 (SEND2PRESS NEWSWIRE) — EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.

ACES Quality Management software analyzes more than 4.5 million audits, while company achieves record new client growth in 2021

DENVER, Colo., Jan. 13, 2022 (SEND2PRESS NEWSWIRE) — 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.

Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts

ADDISON, Texas, Jan. 12, 2022 (SEND2PRESS NEWSWIRE) — 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.

Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability

NOVI, Mich., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) — 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.

Housing Finance Strategies Announces #HousingDC22

WASHINGTON, D.C., Jan. 12, 2022 (SEND2PRESS NEWSWIRE) — 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.

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

SAN FRANCISCO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — 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.

IRS Mandates Additional Requirements for R&D Tax Credit Refund Claims

SAVAGE, Minn., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — 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.

Trust Lending Leveraging ReverseVision Platform to Grow Reverse Mortgage Wholesale Business

SAN DIEGO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — 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.

Capstone Logistics Signs Definitive Agreement to Acquire Insource Performance Solutions

PEACHTREE CORNERS, Ga., Jan. 10, 2022 (SEND2PRESS NEWSWIRE) — Capstone Logistics, LLC (“Capstone” or the “Company”), a leading provider of end-to-end supply chain solutions, announced today that it has acquired Insource Performance Solutions, LLC (“Insource”) for cash from management. Insource is a Charlotte, North Carolina-based warehouse services company providing a range of value-added, outsourced services to distribution centers.

Wall Street’s Oldest Continually Expands Partnerships and Push to Increase Women Investment Leaders through Corporate DE&I Goals

NEW YORK CITY, N.Y., Jan. 6, 2022 (SEND2PRESS NEWSWIRE) — 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.

Alliance Group and Living Benefits Awareness Month

LAWRENCEVILLE, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — 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.

After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers

NORWALK, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — 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®.

Promontory MortgagePath promotes Kevin Wheeler to managing director

DANBURY, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — 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.

BankSouth Mortgage’s Shannon K. Bradshaw named 2022 Five Star Mortgage Professional

ATLANTA, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — 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.

Mid America Mortgage announces completion of new funding source for its down payment assistance program through J.V.B. Financial Group, LLC

ADDISON, Texas, Jan. 5, 2022 (SEND2PRESS NEWSWIRE) — 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.

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO and SAN DIEGO, Calif. and FORT LAUDERDALE, Fla., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — 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.

Promontory MortgagePath Chief Compliance Officer Elisha Werner makes Mortgage Professional America’s list of 2021 Elite Women

DANBURY, Conn., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced its Chief Compliance Officer Elisha Werner has been named one of Mortgage Professional America’s (MPA) Elite Women 2021. The MPA Elite Women award seeks to honor women in the mortgage sector who are pushing boundaries to diversify a traditionally male-dominated industry.

Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

IRVINE, Calif., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — 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.