Page 32 of Finance News issued by the Send2Press® Newswire service.
| From: Top of Mind Networks
ATLANTA, Ga., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.
| From: DDK and Company LLP
NEW YORK, N.Y., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) — DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK’s Audit department, helping clients grow and improve their businesses, and developing DDK’s next generation.
| From: EnergyCAP LLC
STATE COLLEGE, Pa., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) — EnergyCAP, Inc. (ECI) is pleased to announce that its EnergyCAP® energy management information solution (EMIS) has been granted an Authorization to Operate (ATO) under the U.S. Government’s FedRAMP program and is now an authorized participant in the FedRAMP Marketplace. The U.S. Department of State granted the ATO and is now the first EnergyCAP client in the FedRAMP environment.
| From: Agent Review
BELLEVUE, Wash., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review’s Operations Manager.
| From: Dennis Tubbergen
GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.
| From: Click n' Close Inc.
ADDISON, Texas, Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).
| From: TransFamily Support Services
SAN DIEGO, Calif., Jan. 6, 2021 (SEND2PRESS NEWSWIRE) — TransFamily Support Services (transfamilysos.org) today announced a milestone victory in the organization’s mission to build a world where all genders are accepted and treated equally.
| From: SimpleNexus
LEHI, Utah, Jan. 5, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform connecting loan officers, borrowers, real estate agents and settlement agents, has received a follow-on investment of $108 million in Series B funding led by global venture-capital and private-equity firm Insight Partners.
| From: ReverseVision Inc.
SAN DIEGO, Calif., Jan. 4, 2021 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision’s mission to empower America’s seniors to use home equity as part of retirement finance.
| From: SimpleNexus
LEHI, Utah, Jan. 1, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced enterprise account executive Suzy Djilas earned a 2021 Utah Business Magazine SAMY Award for Sales Professional of the Year.
| From: FormFree
ATHENS, Ga., Jan. 1, 2021 (SEND2PRESS NEWSWIRE) — FormFree today launched a new visual identity designed to reflect its mission of empowering consumers and lenders with a transparent view of borrower financial DNA. In tandem with the brand launch, FormFree unveiled a new website that speaks to both consumer and lender audiences about how its AccountChek and Passport solutions enable better financial decisions.
| From: Alliance Group
ATLANTA, Ga., Dec. 29, 2020 (SEND2PRESS NEWSWIRE) — Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth 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 2021.
| From: Fanplayr
PALO ALTO, Calif., Dec. 22, 2020 (SEND2PRESS NEWSWIRE) — Fanplayr, a leader in online behavioral personalization, announced it has acquired Jamu Incorporated, a reseller and development firm based in Tokyo, Japan. The acquisition represents the fulfillment of a long-term relationship between Fanplayr and Jamu Inc.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., Dec. 21, 2020 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Senior Trader, Sarah Hellman, was selected as one of the finalists for San Diego Business Journal’s 2020 Business Women of the Year.
| From: ReverseVision Inc.
SAN DIEGO, Calif., Dec. 21, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award.
| From: Arroyo Energy Investors
HOUSTON, Texas, Dec. 18, 2020 (SEND2PRESS NEWSWIRE) — Arroyo Energy Investors, the Houston-based, independent infrastructure investment firm with a footprint in North and Latin America, today announced it closed three large refinancings totaling $821 million during the COVID-19 pandemic.
| From: SimpleNexus
LEHI, Utah, Dec. 17, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the agenda for SimpleNexus User Group (SNUG) 2021 conference being held virtually on February 22-24.
| From: Paramount Property Tax Appeal
SAN DIEGO, Calif., Dec. 16, 2020 (SEND2PRESS NEWSWIRE) — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal their tax bill.
| From: LBA Ware
MACON, Ga., Dec. 16, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.
| From: ACES Quality Management
DENVER, Colo., Dec. 16, 2020 (SEND2PRESS NEWSWIRE) — 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 2020.
| From: Kiosk Manufacturer Association
WESTMINSTER, Colo., Dec. 15, 2020 (SEND2PRESS NEWSWIRE) — The Kiosk Manufacturer Association (KMA), the leading unattended self-service kiosk association established in 1995, today announced the launch of new initiatives in the PCI Compliance space for unattended self-service kiosks.
| From: Top of Mind Networks
ATLANTA, Ga., Dec. 15, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks by responding rapidly to loan opportunities as they arise.
| From: Modern Foot and Ankle
TAMPA and ORLANDO, Fla., Dec. 11, 2020 (SEND2PRESS NEWSWIRE) — Three Central Florida podiatric practices announced they have entered into a definitive merger agreement to create the new Modern Foot & Ankle®. The combined medical group will provide patients with additional board-certified physicians, a brand-new location, and the miniBunion™ system, a groundbreaking, minimally-invasive procedure for bunion correction.
| From: DocMagic, Inc.
TORRANCE, Calif., Dec. 11, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.
| From: Tapcheck
LOS ANGELES, Calif., Dec. 10, 2020 (SEND2PRESS NEWSWIRE) — Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, announces today that it is now a partner on the isolved Integration Marketplace.
| From: Promontory MortgagePath
DANBURY, Conn., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations.
| From: ACES Quality Management
DENVER, Colo., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — ACES Quality Management (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and create a highly customizable, easy-to-use experience.
| From: Top of Mind Networks
ATLANTA, Ga., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as a users-only virtual event.
| From: LBA Ware
MACON, Ga., Dec. 8, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly reducing the hassle, time and cost of remediating incentive compensation disputes.
| From: DocMagic, Inc.
TORRANCE, Calif., Dec. 7, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award.
| From: PARAGON Wealth Strategies
JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., Dec. 3, 2020 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.
| From: SimpleNexus
LEHI, Utah, Dec. 3, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify’s Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a majority interest of Galway.
| From: NotaryCam Inc.
NEWPORT BEACH, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program.
| From: Housing Finance Strategies
WASHINGTON, D.C., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.
| From: Pureloan
PALO ALTO, Calif., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.
| From: LBA Ware
MACON, Ga., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today that company Founder and CEO Lori Brewer has been named a 2020 HousingWire (HW) Tech Trendsetter.
| From: FormFree
ATHENS, Ga., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — FormFree today announced that Founder and CEO Brent Chandler has been named a HousingWire Tech Trendsetter for a second consecutive year. The list honors executives, product leaders and technology professionals bringing the latest digital lending technology to market for their mortgage and real estate clients.
| From: SimpleNexus
LEHI, Utah, Dec. 1, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has been recognized as a 2020 Best Company to Work For by Utah Business magazine. SimpleNexus earned recognition as one of the top employers in the state on the basis of employee evaluations.
