Category Archives: Finance

Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022

SAN FRANCISCO, Calif. /ScoopCloud/ -- Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact. At DBL (standing for "Double Bottom Line"), Nancy and her team built a firm whose raison d'être is to foster investment with impact. The firm strives to optimize both financial return (First Bottom Line) and positive social impact, including social, environmental and economic benefits (Second Bottom Line) in the regions and sectors in which it invests. Nancy was an early investor in Tesla, SpaceX, SolarCity, and Pandora, among many others.

In addition to her innovation and leadership in building a clean energy future for the planet and putting social impact on the boardroom agenda, Nancy has consistently been an advocate for advancing the participation and leadership of women. Nancy firmly believes that the future will be brighter with a more diverse and representative workforce building it. FWSF shares Nancy's commitment to making an impact, increasing diversity, and advancing women-these are a few of the many reasons why Nancy is being honored by FWSF in 2022.

"Building my finance career in San Francisco over the years," says Nancy, "I have always been struck by the abundance of professional women who lead not only in their own fields, but in proactively helping other women advance in theirs. The Financial Women of San Francisco organization has played a key role in highlighting the importance and accomplishments of Bay Area women in finance, and I am honored to join the ranks of outstanding women who have won this award before me."

Melissa Maquilan Radic, the 2022 President of FWSF and Managing Director of Investor Relations & Capital Markets at IMPACT Community Capital, LLC is particularly excited about this year's honoree. "Nancy Pfund was a leader in the impact investing space long before this type of investing gained the widespread recognition it has today. She is a champion of social and environmental change, both personally and professionally, and is an inspiring role model for women who want to lead in the investment management or impact space. We are so proud to grant Nancy our highest honor and look forward to sharing her insights with the FWSF community."

"When I first started my impact investing journey, it was a lonely place to be," Nancy explained, "Undaunted, and determined to bring the worlds of finance, investment and social and environmental progress together, I relied on the support of early adopters willing to bet on me and on this new vision. Many of these early adopters were women, and women continue to lead in impact today. FWSF embodies the spirit of impact-and its benefits-by steadfastly lifting women up and passing the baton to younger women through its scholarship program that creates the next generation of financial women leaders."

The Financial Woman of the Year award was established in 1996 to celebrate the organization's 40th anniversary. Past FWSF Presidents Leslie Miller and Shelly Porges created the Financial Woman of the Year event with the triple purposes of raising funds for FWSF's scholarship program, increasing awareness of FWSF, and celebrating the careers of senior leaders in finance. Since then, it has provided a platform for high-achieving honorees to share their professional experience with others and to inspire other women in their own careers and ambitions. Nancy joins a distinguished list of former honorees including Jenny Johnson, CEO of Franklin Templeton, Terri Kallsen, Chief Operating Officer at Wealth Enhancement Group, Heidi Roizen, Partner at Threshold Ventures; Robin Washington, former chief financial officer (CFO) of Gilead; Debbie Messemer, former managing partner of KPMG's Bay Area Market; Carrie Dolan, CFO of Kraken Digital Asset Exchange; Sarah Friar, CEO of Next Door and former CFO of Square; and Pat Yarrington, former CFO of Chevron.

About Nancy Pfund

Nancy Pfund is the Founder and Managing Partner of DBL Partners and one of the world's pioneers in impact investing. Through Nancy's passion and leadership, DBL has revealed the power of venture capital to promote social change and environmental improvement. Nancy writes and speaks frequently on the field of impact investing, and she sponsors or sits on the boards of several companies, including; Farmers Business Network, The Muse, Zola Electric, Bellwether Coffee, Spatial, and, prior to their public offerings, Tesla, SolarCity and Pandora. Prior to founding DBL, Nancy was a Managing Director in Venture Capital at JPMorgan, having started her investment career at Hambrecht & Quist in 1984. Previously, Nancy worked at Intel Corporation, The State of California, Stanford University, and the Sierra Club. Nancy received her BA and MA in Anthropology from Stanford University and her MBA from the Yale School of Management.

In September 2020, Nancy was named to the Forbes Impact 50 List of the most notable impact investors. She is also a recipient of the Commonwealth Club 2018 Distinguished Citizen Award and the Earth Day Network 2018 Climate Visionary Award. She was featured as #17 in the 2014 Fortune Inaugural World's Top 25 Eco-Innovators and appeared in Fast Company's 2016 List of Most Creative People in Business.

To learn more about Nancy Pfund's incredible leadership and career, please visit: https://www.dbl.vc/people/nancy-pfund/

About DBL Partners

DBL Partners was formed with a "Double Bottom Line" investment strategy to invest in companies that can deliver top-tier venture capital returns (First Bottom Line), while working with companies to enable social, environmental, and economic improvement in the regions in which they operate (Second Bottom Line).

DBL Partners uses venture capital to accelerate innovation in a way that positively affects an organization's social impact, as well as its financial success. DBL strongly believes that these two drivers-positive social change and healthy financial performance-are inherently connected. DBL invests and helps nurture outstanding entrepreneurs and companies in Cleantech, Information Technology, Sustainable Products and Services and Healthcare.

For more information about DBL Partners, please visit: https://www.dbl.vc/

About Financial Women of San Francisco

The Financial Women of San Francisco seeks to advance the success of women in finance and financial services and to be a source of insight and inspiration to financial women executives and managers throughout the Bay Area. In addition to the FWSF's professional organization focused on advancing women, since 1985, the FWSF Scholarship Fund (a 501(c)(3) organization) has awarded more than $2.7 million in scholarship grants to more than 325 Bay Area women. Beyond financial support, FWSF scholarship recipients are mentored by FWSF members, become members of the organization, and attend career development and networking events.

For more information, please visit https://financialwomensf.org/ or follow Financial Women of San Francisco on LinkedIn, Facebook and Twitter.

Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact.

Related link: https://financialwomensf.org/

Southwestern Investment Group Celebrates 20th Anniversary

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

The firm was founded on March 16, 2002, with the mission to become the wealth advisory firm of choice for clients and its own advisors. Today, the firm has approximately $5.8 billion in AUM and employs 44 advisor teams responsible for serving more than 13,000 clients nationwide from its offices in Tennessee, Alabama, Texas, Iowa, and Nebraska.

"We're excited to celebrate this important milestone for the firm, and I want to thank all our wonderful employees and clients for making this a reality," said Jeff Dobyns, founder and CEO of SWIG. "As a firm that is majority owned by our advisors, our business model is based on always doing the right thing for all the firm's stakeholders. Our firm believes in a strong culture of independence and entrepreneurial spirit. Our interests are fully aligned with the clients we serve."

"The 20th anniversary comes on the heels of some important developments for the firm which we believe will position us strongly for many years to come," continued Dobyns. "Next up will be a rebrand later this year which will serve to codify and enhance our positioning going forward."

SWIG sits in the top 25% in Raymond James branch firm peer rankings (1,871 firms) in terms of Total Assets (#2) and Annual Revenue (#2). Individual advisors have consistently been recognized by Raymond James as members of the Chairman's Council (every year since 2008), the Leaders Council, and the Executive Council. In addition, advisors have been designated top Best-In-State Wealth Advisors by Forbes. SWIG was also recognized as one of the Tennessean Top Workplaces (2020, 2021). The firm experienced strong growth in AUM of approximately 34% year over year from end of 2020 to end of 2021.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 and oversees approximately $5.8 billion in client assets as of the end of December 2021. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and help protect your wealth. For more information, visit https://www.swinvestmentgroup.com/.

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. Any opinions are those of Southwestern Investment Group and not necessarily those of Raymond James.

Southwestern Investment Group's main offices are located at 801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067, and can be reached at (615) 861-6100.

Raymond James' council membership is based on prior fiscal year production. Re-qualification is required annually.

:: Forbes Best-In-State Wealth Advisors (2021)

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

:: Tennessean Top Workplaces (2020, 2021)

More than 1,000 companies were invited to participate, 90 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 5 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. Neither Energage nor the Tennessean is affiliated with Raymond James.

These rankings may not be representative of any one client's experience, are not an endorsement, and are not indicative of an advisor's future performance. No fee is paid in exchange for these awards/rankings.

Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Related link: https://www.swinvestmentgroup.com/

MCT Integrates with the Fannie Mae Connect Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif. /ScoopCloud/ -- MCT's award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System (LOS). The integration also allows MCTlive's Loan Commitment Tracker to automatically draw down outstanding commitments as loans are purchased by Fannie Mae.

"We thank Fannie Mae for again providing leadership in API system to system communication in capital markets. As the largest purchaser of whole loans in the MCT lender client base, integrating to the Fannie Mae Connect Whole Loan Purchase Advice Seller API completes a large step in MCT's roadmap for automating and independently verifying performance reporting," said Phil Rasori, COO of MCT. "By removing manual data entry into the LOS the connection to this API will provide more accurate and timely 'Held For Sale' reporting."

MCT is in the process of working with many whole loan buyers to automate the delivery of their purchase advices into MCTlive! MCT can be contacted to start the process of automating purchase advices for whole loan buyers or sellers.

About MCT:

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully-integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes. Headquartered in San Diego, California, MCT also has offices in Philadelphia, Santa Rosa, Los Angeles and Dallas. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love.

For more information, visit https://mct-trading.com/ or call (619) 543-5111.

RELATED LINKS:

https://mct-trading.com/solutions/mortgage-hedging/mctlive/

https://mct-trading.com/contact/

MCT's award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System (LOS).

Related link: https://mct-trading.com/

Promontory MortgagePath earns a spot on HousingWire’s 2022 Tech100 list

DANBURY, Conn. /ScoopCloud/ -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it's been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy.

"Promontory MortgagePath gives community and regional lenders the digital mortgage, back-office technology and talent needed to compete," said Gene Ludwig, Promontory MortgagePath founder and CEO. "Our white-label, completely compliant product helps increase revenue and lower costs. We are honored to be included among the fintech firms driving innovation in the housing industry."

Promontory MortgagePath was selected for the ability of its intuitive, collaborative digital mortgage platform, including its proprietary point-of-sale technology Borrower Wallet®, to increase pull-through and reduce the cost to originate for community lenders while providing consumers with a modern, fully-online lending experience. Community lenders partnering with Promontory MortgagePath leverage their tech-powered end-to-end fulfillment services to build franchise value, expand relationships with their customers and profitably grow their businesses.

"As the only program in the industry that highlights tech innovation, Tech100 is truly a special honor for these organizations that span across every aspect of the housing economy," HW Media Editor in Chief Sarah Wheeler said. "These companies are continuing to raise the bar in supporting a more efficient, accessible and sustainable housing economy and each year continues to be more competitive than the last."

To view the full list of winners, visit https://www.housingwire.com/articles/2022-housingwire-tech100-mortgage-honorees/

About Promontory MortgagePath LLC | NMLS ID 1532373

Promontory MortgagePath is a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage business. The company combines an intuitive, collaborative digital mortgage platform with modern, comprehensive fulfillment services, giving lenders the progressive technology and scalability required to profitably compete in today's rapidly changing residential mortgage market. Promontory MortgagePath's founder, former U.S. Comptroller of the Currency Gene Ludwig, is widely recognized as a visionary thinker on the critical issues confronting financial services, and his companies are renowned for helping community lenders resolve their most pressing challenges. To learn more, visit https://www.mortgagepath.com.

About HousingWire

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it's been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy.

Related link: https://www.mortgagepath.com/

HousingWire Names DocMagic One of the Top 100 Most Innovative Mortgage Companies for 2022

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire's coveted 2022 Tech100 list for the ninth straight year.

HousingWire's Tech100 program provides housing professionals with a comprehensive list of the most innovative and impactful organizations that are being leveraged to address the challenges that mortgage lenders and real estate professionals face every day.

"We're always innovating and enhancing our solutions to maximize customer success as our digital lending ecosystem advances," said Dominic Iannitti, president and CEO at DocMagic. "Over the course of 2021, we launched several new solutions designed to improve the borrower experience and make back-office staff more efficient. We are elated that HousingWire has recognized our innovations and again listed DocMagic as a Tech100 winner."

In 2021, DocMagic unveiled eSign 3.0, a redesigned user interface that dramatically enhances the borrower experience. eSign 3.0 also offers lenders and settlement providers new features that help them more easily initiate remote online notarizations (RON) to enable fully paperless eClosings via its Total eClose(tm) platform.

2021 also saw the launch of DocMagic's eDecision(tm) tool, which instantly determines e-eligibility and provides the most beneficial level of eClosing that a lender can offer borrowers. The automatic decisioning process begins as soon as the first set of disclosures is generated and continues to perform e-eligibility checks throughout the process.

In addition, DocMagic recently introduced AutoPrep(tm), a solution that applies AI, OCR and machine learning technology to instantly e-enable third-party documents, streamlining electronic document execution within its award-winning Total eClose(tm) platform. AutoPrep has been gaining steady adoption since being launched in 2020.

"This year's list of Tech100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

Notable is that DocMagic was the first vendor in the mortgage industry to launch a fully paperless eClosing solution, complete with remote notary capability. Total eClose was officially introduced in 2014 and has since become award-winning technology with widespread industry adoption.

About DocMagic:

DocMagic, Inc. is the leading provider of fully compliant document generation, automated compliance, eSignature and comprehensive eMortgage solutions for the mortgage industry. Founded in 1987 and headquartered in Torrance, Calif., DocMagic, Inc. develops award-winning software, mobile apps, and web-based systems for the production and delivery of compliant loan document packages. The company's solutions connect industry participants, promote collaboration, and ensure data integrity to execute precision-based digital lending transactions. The company's compliance experts and in-house legal staff consistently monitor legal and regulatory changes at both the federal and state levels to ensure accuracy. For more information on DocMagic, visit https://www.docmagic.com/.

About HousingWire:

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire's coveted 2022 Tech100 list for the ninth straight year.

Related link: https://www.docmagic.com/

#HousingDC22 Announces New Sponsors and Author Nick Timiraos

WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022.

"We are so excited to announce additions to our sponsorship ranks this week as ADCO, Assurant and Snapdocs have joined as Silver Sponsors. Our sponsors are critical to our success and they open our event to all who wish to attend as guests with our compliments.

"And given #HousingDC22 focuses in part on the balancing act of public policy, who better than Nick Timiraos to address the ongoing monetary policy debate of the Fed as it grapples with the war in Russia and inflation. I've known Nick and communicated with him on key issues the mortgage industry has faced since the Housing Crisis and in my role leading HOPE NOW. Nick is an engaging speaker and having him on our agenda is in keeping with our mission to feature the highest quality level speakers that our audience has come to expect from a Housing Finance Strategies produced event," said Faith Schwartz.

Nick Timiraos is the chief economics correspondent for The Wall Street Journal, where he covers the Federal Reserve and U.S. economic policy. He is the author of "Trillion Dollar Triage" (2022), a narrative account of the economic-policy response to the shock caused by the Covid pandemic. He joined the Journal in 2006 and previously wrote about the U.S. housing bust and the 2008 election. He is a graduate of Georgetown University and lives with his family in Washington, D.C.

The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered. Caliber, FICO, Finance of America Reverse, FormFree, Freedom, JPM Chase, Mr. Cooper and RiskSpan are Platinum sponsors. CoreLogic, LoanCare, Mortgage Connect, Notarize and Volly are Gold sponsors. And ADCO, Assurant, Black Knight, Depth PR, Snapdocs and USMI are Silver sponsors.

Make plans now to Save the Date: https://www.housingdc22.com/.

Registration is complimentary. And watch for more sponsor updates, key speaker announcements and event details to come.

Housing Finance Strategies was established by Faith Schwartz in 2016 as a professional services and advisory firm specializing in mortgage modernization, housing policy and legislative and regulatory affairs. Schwartz serves on a number of bank and fintech boards and has a lengthy record of hosting and moderating housing industry events. Schwartz has created and delivered multiple housing events and a number of national housing policy conferences. Learn more: https://housingfinancestrategies.com/

Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered.

Related link: https://housingfinancestrategies.com/

HomeBinder’s Adaptive Home Value™ model keeps homeowners coming back to mortgage lenders, home inspectors and Realtors with equity-building insights

BOSTON, Mass. /ScoopCloud/ -- HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home's value by taking into consideration property-specific details that other automated valuation models (AVMs) fail to consider, such as regular maintenance and upkeep, projects and renovations, and updates to the major systems and appliances of the home.

HomeBinder's Adaptive Home Value tool is powerful enough to take in a breadth of home data logged in a homeowner's binder, analyze that data and algorithmically calculate its immediate and long-term impact on overall home value. The web-based platform also features a user-friendly interface, ensuring homeowners can easily log maintenance, home improvement projects, appliance upgrades and other items that can affect their adaptive home value estimate.

In addition to tracking homeowners' personalized adaptive home value within the HomeBinder dashboard, the platform automates monthly emails containing adaptive home value updates and maintenance recommendations for increasing home value. HomeBinder's adaptive home value email updates are branded with the colors, logos and images of authorized professionals who have gifted the HomeBinder, keeping them top of mind with homeowners for years beyond close.

"Most homeowners are aware that home valuation goes beyond beds, baths and square footage, but are in the dark about the types of work that grows their home's value and by how much," said HomeBinder Chief Product Officer Guy Tassinari. "Our goal with Adaptive Home Value is to gamify equity building by showing homeowners the quantifiable impact maintenance and home improvement projects have on their home's value."

"Empowering homeowners with transparency into adaptive home value helps them be better stewards of their investment, and directs them back to their HomeBinder sponsor when they're in the position to sell, refinance or buy another home," continued Tassinari.

HomeBinder will be providing demos of Adaptive Home Value at exhibit booth 121 of ICE Mortgage Technology's Experience 2022 conference, being held at the Wynn Las Vegas, March 14-16, 2022.

Onsite demos can be scheduled in advance by clicking here https://meetings.hubspot.com/marketing-homebinder?utm_campaign=Lender%20Vertical%20Campaign&utm_source=Marketing%20Calendar

About HomeBinder:

HomeBinder is a home management platform that makes maintaining a home's value easy and actionable while improving relationships between homeowners and the businesses that serve them. Unlike traditional leave-behinds like business cards and refrigerator magnets, HomeBinder maintains an ongoing digital connection with homeowners as they manage their home improvements, data, documents and relationships over time. Founded in 2015, HomeBinder is a venture-backed Techstars Boston '19 company headquartered in Burlington, Massachusetts.

For more information, visit https://pages.homebinder.com/.

HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home's value by taking into consideration property-specific details that other automated valuation models (AVMs) fail to consider.

Related link: https://pages.homebinder.com/

ACES Quality Management Makes its Eighth Appearance on HousingWire TECH100 List

DENVER, Colo. /ScoopCloud/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry has been selected for the eighth consecutive year by HousingWire magazine for its annual TECH100 awards program.

HousingWire's TECH100 award seeks to highlight the most innovative technology companies across the housing sector. ACES was selected for its continued excellence in supporting lenders' quality management, risk mitigation and cost control efforts. Its flagship product ACES Quality Management & Control® software provides lenders with a secure, flexible, web-based platform to drive pre-funding, post-closing and servicing quality control (QC) audits. ACES users have increased their audit speeds by more than 50% while reducing overhead costs by as much as six figures annually.

"In a rising interest rate environment where volume is declining and margins are tight, it is easy to lose sight of the value of having a robust quality and risk management program, but this is exactly when lenders can least afford to suffer the financial consequences of a bad loan," said Trevor Gauthier. "It is these types of concerns that continuously drive ACES to expand and improve the ability of our product and services and honors such as the TECH100 reflect the value and results our users are experiencing from those efforts."

Last year ACES processed more than 4.5 million audits, experienced a 60% surge in new clients and launched ACES CONNECT, the organization's newest communication functionality designed to help relay critical exceptions immediately and provide secure collaboration between quality control and other lines of business. Additionally, ACES announced ACES ENGAGE, a two-day conference designed to bring together the nation's top financial services quality management professionals to discuss industry trends and best practices, taking place in May 2022.

"This year's list of TECH100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

To view the full list of winners, visit https://www.housingwire.com/articles/2022-housingwire-tech100-mortgage-honorees/

About ACES Quality Management

ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry. The nation's most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control® software to improve audit throughput and quality while controlling costs, including:

* 3 of the top 5 and more than 50% of the top 50 independent mortgage lenders;

* 7 of the top 10 loan servicers;

* 11 of the top 30 banks; and

* 1 of the top 3 credit unions in the USA.

Unlike other quality control platforms, only ACES delivers Flexible Audit Technology, which gives independent mortgage lenders and financial institutions the ability to easily manage and customize ACES to meet their business needs without having to rely on IT or other outside resources. Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit https://www.acesquality.com/ or call 1-800-858-1598.

About HousingWire

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry has been selected for the eighth consecutive year by HousingWire magazine for its annual TECH100 awards program.

Related link: https://www.acesquality.com/

FormFree celebrates recognition as an eight-time HousingWire Tech100 honoree

ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced it has been named a HousingWire (HW) Tech100 winner for the eighth time. The HW Tech100 Mortgage awards program recognizes companies revolutionizing the mortgage lending process from origination to closing and beyond.

FormFree was recognized on the HW Tech100 for its innovative AccountChek® and Passport(tm) solutions that are revolutionizing the way mortgage lenders understand people's true ability to pay (ATP). By automatically verifying and analyzing borrower permissioned data, FormFree enables lenders to verify asset, income, employment and rental history with a combined, underwriter-friendly report in seconds.

"I am thrilled to see FormFree recognized in the HW Tech100 lineup once again, an achievement our company has reached eight times since its inception," said FormFree Founder and CEO Brent Chandler. "By providing a more accurate and comprehensive picture of a borrower's ATP than traditional credit scoring alone, we are helping lenders make homeownership more accessible to underserved communities."

"This year's list of Tech100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

About FormFree®

FormFree® is a market-leading fintech company whose revolutionary products AccountChek® and Passport® make for a more inclusive credit decisioning landscape by enabling lenders to understand people's true ability to pay (ATP®). To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing trillions of dollars in loan verifications. FormFree delights borrowers and lenders with a paperless experience, dramatically reduces origination timelines and offers automated analysis and standardized delivery to lenders and investors using a secure ReissueKey®.

For more information, visit https://www.formfree.com/ or follow FormFree on LinkedIn.

FormFree today announced it has been named a HousingWire (HW) Tech100 winner for the eighth time. The HW Tech100 Mortgage awards program recognizes companies revolutionizing the mortgage lending process from origination to closing and beyond.

Related link: https://www.formfree.com/

IDS earns eighth HW Tech100 Mortgage Award

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has been named to the 2022 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire. The inclusion on the 2022 list marks IDS' fourth consecutive and eighth overall HW Tech100 honor.

"IDS is honored to once again be recognized by HousingWire as a tech leader in the mortgage space, and I would like to credit our team for all their hard work this year and in years past that has made this possible," said IDS Vice President and General Manager Mark Mackey. "At IDS, we have always strived to provide our clients and their customers with the best possible experience while remaining compliant and meeting the needs of today's borrowers and it's extremely rewarding to have our efforts consistently acknowledged by fellow industry leaders."

For the tenth year, the Tech100 program provides housing professionals with a comprehensive list of the most innovative and impactful organizations that can be leveraged to identify partners and solutions to the challenges that mortgage lenders and real estate professionals face every day. HousingWire highlighted IDS' compliance and digital mortgage readiness as evidence for IDS' place on the 2022 Tech100 Mortgage list.

IDS' flagship mortgage document preparation platform idsDoc addresses both of these concerns by supplying over 2,000 different audits to ensure compliant, defect-free state, federal and investor documents while also providing eClosing functionality to keep lenders at the forefront of origination innovation. From Q2 to Q4 2021, lenders that have closed a loan using Solitude Solution, IDS' eClose platform, increased by 167%. Additionally, IDS saw a 367% increase in eClosing document orders from Q3 to Q4 last year.

"As the only program in the industry that highlights tech innovation, Tech100 is truly a special honor for these organizations that span across every aspect of the housing economy," HW Media Editor in Chief Sarah Wheeler said. "These companies are continuing to raise the bar in supporting a more efficient, accessible and sustainable housing economy and each year continues to be more competitive than the last."

"This year's list of Tech100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

To view the full list of HW Tech100 Mortgage winners, visit https://www.housingwire.com/articles/2022-housingwire-tech100-mortgage-honorees.

About HousingWire

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 7.5 million unique visitors each year. Our audience of mortgage, real estate, financial services and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

About IDS, Inc.

IDS, a Reynolds and Reynolds company, was founded in 1986 in Salt Lake City, Utah, and is a nationwide provider of mortgage documents and compliance. IDS services include eSignatures, closing documents, initial disclosures, document fulfillment and integration with leading loan origination systems and eClosing platforms. The IDS flagship doc prep solution, idsDoc, is recognized in the industry for its ability to be customized to meet specific lender needs, particularly in regards to major industry compliance changes.

Learn more: https://info.idsdoc.com/.

Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has been named to the 2022 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire. The inclusion on the 2022 list marks IDS' fourth consecutive and eighth overall HW Tech100 honor.

Related link: https://info.idsdoc.com/

HomeBinder lands a spot on HousingWire’s 2022 Tech100 list

BOSTON, Mass. /ScoopCloud/ -- HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced that it has been honored on HousingWire's (HW) Tech100 list of the most innovative companies shaping the housing industry.

As a 2022 HW Tech100 Real Estate honoree, HomeBinder was recognized for helping housing professionals increase repeat and referral business with its digital platform that makes managing a home and maintaining its value easier. A gift that homeowners love and use, HomeBinder's features include document storage, maintenance reminders, appliance recall notifications, digital home inventory and a first-of-its-kind adaptive home valuation tool. Prominent placement of branding and contact information keeps housing professionals top of mind with homeowners long after close.

"HomeBinder has seen incredible growth in the past year thanks to our platform's ability to deliver unmatched value to its more than 700,000 homeowner users," said HomeBinder Founder and CEO Jack Huntress. "Now in the ranks of HousingWire's Tech100, we look forward to furthering HomeBinder's partnerships with real estate agents, mortgage lenders, home inspectors and home professionals who share our vision of creating deeper, longer-lasting relationships with homeowners."

"This year's list of Tech100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

About HomeBinder:

HomeBinder is a home management platform that makes maintaining a home's value easy and actionable while improving relationships between homeowners and the businesses that serve them. Unlike traditional leave-behinds like business cards and refrigerator magnets, HomeBinder maintains an ongoing digital connection with homeowners as they manage their home improvements, data, documents and relationships over time. Founded in 2015, HomeBinder is a venture-backed Techstars Boston '19 company headquartered in Burlington, Massachusetts.

For more information, visit https://pages.homebinder.com/.

HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced that it has been honored on HousingWire's (HW) Tech100 list of the most innovative companies shaping the housing industry.

Related link: https://pages.homebinder.com/

NotaryCam listed as one of HousingWire’s Tech100 innovative mortgage technology companies

NEWPORT BEACH, Calif. /ScoopCloud/ -- NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has been named to the HousingWire Tech100 Mortgage list. 2022 is the fourth consecutive year that HousingWire has recognized NotaryCam for its efforts in delivering remote online notarization (RON) to the housing industry.

Specifically, HousingWire highlighted NotaryCam's inclusive platform and expansive reach as evidence for its inclusion on this year's list of mortgage tech leaders. Other notable NotaryCam achievements that were acknowledged include:

* Facilitating nearly 1 million transactions in all 50 states and 150 countries;

* Adding nearly 200,000 users in 2021, resulting in a total of more than 1 million global users; and

* Achieving and sustaining the highest Net Promoter Score (NPS) in the niche.

"As the mortgage industry moves closer and closer to the fully digital mortgage becoming standard, reliable RON technology will be the key to tying it all up with a bow," said NotaryCam division president Rick Triola. "Since our inception, NotaryCam has been committed to providing a RON platform that facilitates a smooth mortgage closing experience without any of the limits imposed on traditional closings. The continued recognition from HousingWire as one of the leading mortgage technology firms is an honor we are happy to share with both our team and our clients."

According to the publication, "the Tech100 program provides housing professionals with a comprehensive list of the most innovative and impactful organizations that can be leveraged to identify partners and solutions to the challenges that mortgage lenders and real estate professionals face everyday...For the third year in a row, the Tech100 program was divided into the HW Tech100 Mortgage and the HW Tech100 Real Estate to highlight the innovation and achievements of organizations within both sectors."

"As the only program in the industry that highlights tech innovation, Tech100 is truly a special honor for these organizations that span across every aspect of the housing economy," HW Media Editor in Chief Sarah Wheeler said. "These companies are continuing to raise the bar in supporting a more efficient, accessible and sustainable housing economy and each year continues to be more competitive than the last."

To view the complete list of the 2022 HW Tech100 Mortgage winners, visit https://www.housingwire.com/articles/2022-housingwire-tech100-mortgage-honorees/.

About NotaryCam, a Stewart Company

NotaryCam, a Stewart-owned company, is the leader in online notarization and mortgage eClosing solutions, having notarized documents worldwide for hundreds of thousands of customers in all 50 states and more than 146 countries. The company's eClose360® platform delivers the "perfect" online mortgage closing in every jurisdiction and supports all eClosing scenarios - RON, IPEN or Hybrids - with a flexible workflow for document recording and unparalleled identity verification, security and customer convenience. In addition to real estate transactions, NotaryCam provides RON services to many Fortune 500 companies as well as small and midsize business and includes the execution of electronic wills (eWills), legal docs (i.e. power of attorneys) and Apostilles. The company also proudly maintains an industry-leading 99.8 percent customer satisfaction rating and the highest Net promotor score (NPS) amongst the best global tech brands.

Visit https://www.notarycam.com for additional information or to get a document notarized today.

NotaryCam, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has been named to the HousingWire Tech100 Mortgage list.

Related link: https://www.notarycam.com/

Mortgage Coach lauded as HousingWire 2022 Tech100 honoree

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced it has been named to HousingWire's (HW) 2022 Tech100 Mortgage list. Now in its tenth year, the HW Tech100 awards program honors the most innovative and impactful companies serving mortgage lenders and real estate professionals.

Mortgage Coach was recognized by HousingWire for enabling lenders to compliantly deliver on-brand, home financing advice to borrowers at scale. Relied on by more than 130 enterprise credit unions, depository banks and independent mortgage banks, Mortgage Coach's interactive loan comparisons provide education and transparency into the home financing process that increases borrower conversion and loyalty.

"As the only program in the industry that highlights tech innovation, Tech100 is truly a special honor for these organizations that span across every aspect of the housing economy," said HW Media Editor in Chief Sarah Wheeler. "These companies are continuing to raise the bar in supporting a more efficient, accessible and sustainable housing economy and each year continues to be more competitive than the last."

"At Mortgage Coach, we equip lenders with information-rich mortgage presentations that promote borrower satisfaction and best-case home financing outcomes," said Mortgage Coach President Joe Puther. "I am truly proud of the incredible borrower engagement and conversion our clients experience with Mortgage Coach - results that have earned us this esteemed recognition from HousingWire."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 130 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://mortgagecoach.com/ or follow @MortgageCoach.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced it has been named to HousingWire's (HW) 2022 Tech100 Mortgage list.

Related link: https://mortgagecoach.com/

HousingWire Magazine selects Sales Boomerang for 2022 Tech100 Mortgage Awards

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine's 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.

The Sales Boomerang borrower intelligence system helps improve borrower retention by monitoring a lender's database and alerting mortgage advisors when a past or prospective customer is ready for a loan. By helping lenders identify the best times to present financial opportunities with its 11 automated alert offerings, Sales Boomerang provides a more nuanced understanding of each past or prospective customer's financial situation. This insight not only makes it easier to convert opportunities into closed loans; it also builds lasting relationships with borrowers that help lenders achieve borrower retention rates greater than 85%.

"Sales Boomerang was recognized by HousingWire for the outstanding customer retention and satisfaction that our platform's borrower intelligence offers today's lenders," said Sales Boomerang Founder and CEO Alex Kutsishin. "The Sales Boomerang team works tirelessly to empower lenders with the innovative tech they need to connect borrowers with the perfect loan opportunities at the ideal time. This effort has led to our lender users closing $150 billion in additional loan volume to date."

Among other achievements, HousingWire highlighted Sales Boomerang's explosive three-year revenue growth of more than 3800% and the $468 billion in loan opportunities it delivered to 150 IMBs, banks and credit unions last year.

"This year's list of Tech100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

For more information about HousingWire's Tech100 Mortgage Awards, and to view the full list of 2022 winners, visit the March issue of HousingWire Magazine at https://www.housingwire.com/articles/housingwire-magazine-march-2022/ .

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About HousingWire:

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine's 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.

Related link: https://www.salesboomerang.com/

Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. The enhancement enables lenders to execute marketing campaigns that help convert borrowers at scale with Mortgage Coach Total Cost Analysis (TCA)-embedded marketing content.

Surefire is Black Knight's CRM and mortgage marketing engine that helps lenders of all sizes win new business, earn repeat business and generate referral business. Through Surefire's integration with Mortgage Coach, TCA-enriched, text- and email-marketing content that engages borrowers with interactive loan comparisons is now available to mutual customers in Surefire's creative asset library. The integration also enables lenders to leverage Surefire's marketing automation capabilities to build TCA-enriched content into prospect, nurture and Client for Life workflows, as well as deploy targeted campaigns on a one-off basis.

"Combining Mortgage Coach's TCAs with Surefire's intelligent marketing workflows equips lenders to engage borrowers at any stage in the homeownership lifecycle with the education they crave via their communication channel of choice," said Mortgage Coach President Joe Puthur. "Empowering borrowers to compare the merits of multiple financial products positions loan originators as highly trusted advisors that can provide counsel, not just pricing."

"Our integration with Mortgage Coach allows Surefire users to seamlessly engage prospects with valuable education on how the type of loan they select impacts their financial outcome - information they may not have seen before," said Erik Enright, Managing Director of Surefire CRM and Mortgage Marketing for Black Knight. "We are excited about this integration that makes it easy for loan officers to provide personalized lending education."

The release of TCA-enriched creative content builds upon Mortgage Coach's existing integration with Surefire, which enables lenders to generate TCAs prefilled with borrowers' current loan and financial data from Surefire's dashboard. Currently, lenders can generate seven types of TCA comparisons in Surefire, including the purchase power analysis, move-up analysis and annual mortgage review.

About Mortgage Coach

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

RELATED LINKS:
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Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

Related link: https://mortgagecoach.com/

FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth

ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.

Prior to joining FormFree, Rutherford served as a leader within ICE's global finance function. As a financial leader at the publicly traded Fortune 500 company, Rutherford oversaw multiple aspects of global forecasting, planning and analysis. He was also a key participant in ICE's mergers and acquisitions (M&A) activities, including its strategic equity raise for the company's initial venture into digital assets and its more recent entry into the mortgage space.

Rutherford served as a finance leader at The Home Depot (NYSE: HD) before joining ICE. During this time, he gained a broad set of finance and strategy experiences while progressing professionally, earning formal recognition by the CEO and CFO for his achievements on multiple occasions.

Rutherford earned his bachelor's degree in finance from the University of Georgia in Athens, Georgia, and his master's degree in business administration from Carnegie Mellon University in Pittsburgh.

"I am thrilled to join FormFree, a company dedicated to revolutionizing how lenders come to understand people's ability to pay," said Rutherford. "As CFO, I will strive to further FormFree's drive of facilitating a more inclusive credit landscape while supporting lenders' business goals."

FormFree welcomes Rutherford to its executive team following years of financial growth. Notably, by helping mortgage lenders understand people's ability to pay (ATP®) with innovative, direct-source data retrieval methods, FormFree saw triple-digit revenue growth between 2017 and 2020, earning it a place on the 2021 Deloitte Technology Fast 500(tm) rankings.

"Patrick's breadth of innovative financial management experience at Fortune 500 companies like ICE and Home Depot made him the perfect choice for helping FormFree reach new heights," said FormFree Founder and CEO Brent Chandler. "We look forward to having Patrick at the helm of FormFree's financial growth."

About FormFree®

FormFree® is a market-leading fintech company whose revolutionary products AccountChek® and Passport® make for a more inclusive credit decisioning landscape by enabling lenders to understand people's true ability to pay (ATP®). To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing trillions of dollars in loan verifications. FormFree delights borrowers and lenders with a paperless experience, dramatically reduces origination timelines and offers automated analysis and standardized delivery to lenders and investors using a secure ReissueKey®.

For more information, visit: https://www.formfree.com/.

Follow FormFree on LinkedIn at: https://www.linkedin.com/company/formfree/.

FormFree today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.

Related link: https://www.formfree.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the CRPS® designation.

Because of ever−increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, this advanced training is specifically designed to focus on design, installation, and maintenance of retirement plans.

Keith Eckhardt's office is located at 1763 South 8th St, Ste 1, Colorado Springs, Colorado 80905. The office phone is 719-578-5833.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

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Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Related link: https://www.edwardjones.com/

Recently Launched LoanMAPS™ LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies' ("Take3") cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™. LoanMAPS - an all-in-one LOS, POS, CRM, and report generator - was introduced to the industry via a soft launch in 2019 and is now commercially available for clients.

The new integration with LoanMAPS empowers clients by eliminating the need for an initial disclosure desk and closing department, which results in reducing the clients' full-time employee count and slashes clients' cost to produce loans. Via the integration, LoanMAPS users can easily and compliantly generate loan documents for borrowers, eSign documents, and will offer eClosing capability. Together, the solutions enhance the initial disclosure process, streamline closings, and provide users with an efficient and simplified mortgage process.

"The integration that we developed with Take3's LoanMAPS LOS is seamless and bi-directional, giving users the ability to harness several of our solutions to optimize the borrower experience, reduce lender costs and ensure compliance," stated Steve Ribultan, director of business development at DocMagic. "We are pleased to partner with Take 3 and extend this offering to mutual lender clients residing on LoanMAPS."

LoanMAPS, a cloud-based LOS, runs completely off a standard internet browser accessible from the user's desktop, laptop computer, or mobile device. Automating the entire lending process for mortgage bankers, LoanMAPS applies AI and sophisticated business logic to implement newfound efficiencies across the system from production through post-closing. Additionally, unlike most commercially available LOSs, LoanMAPS also includes a robust CRM, POS, and Report Generator, which eliminates the need to add third party applications, dramatically lowering the cost to originate loans while maximizing productivity. Take3 encourages clients to take their Cost to Produce Challenge and see how much they could save with LoanMAPS.

"A team of mortgage lenders developed LoanMAPS after decades of experience working with other solutions and realizing the value that having one technology provides in terms of one database and one training system," stated Anita Padilla, CEO of Take 3 Technologies. "LoanMAPS was built by mortgage bankers, for mortgage bankers."

Padilla continued: "From its conception, LoanMAPS was developed with the objective to give lenders the flexibility to grow their volume while saving time and money, alleviating compliance and underwriting guideline concerns, and slashing the total cost to manufacture loans. Working with a proven industry leader like DocMagic enables us to optimize the overall value that LoanMAPS offers."

DocMagic's Audit Engine fully automates data and document validation at all phases throughout the lending process to ensure accuracy and compliance. Continuous automated compliance checks validate that the documents are always generated in compliance with federal, state and investor rules and regulations. The integration with LoanMAPS also ensures that the TRID rules are adhered to at all times, eliminating costly errors.

"The interface between DocMagic and LoanMAPS has been hugely beneficial in streamlining our entire initial document disclosure process and ensuring compliance," said Gail Maes, Vice President of Operations at Megastar Financial. "The ease of use it gives our customers helps elevate the borrower experience and complements the intuitive functionality that LoanMAPS gives our back-office staff."

Take 3 Technologies is also integrating DocMagic's Total eClose™ platform with LoanMAPS. Total eClose automates the entire eClosing process via a single-source solution that guides users through a highly efficient eClosing experience which allows them to securely eSign and eNotarize a loan from anywhere via a simple internet browser. The addition of Total eClose to LoanMAPS saves borrowers significant amounts of time at the closing table and helps lenders enhance the borrower experience.

About DocMagic:

DocMagic, Inc. is the leading provider of fully compliant document generation, automated compliance, eSignature and comprehensive eMortgage solutions for the mortgage industry. Founded in 1987 and headquartered in Torrance, Calif., DocMagic, Inc. develops award-winning software, mobile apps, and web-based systems for the production and delivery of compliant loan document packages. The company's solutions connect industry participants, promote collaboration, and ensure data integrity to execute precision-based digital lending transactions. The company's compliance experts and in-house legal staff consistently monitor legal and regulatory changes at both the federal and state levels to ensure accuracy. For more information on DocMagic, visit https://www.docmagic.com/.

About Take 3 Technologies:

Take Three Technologies developed LoanMAPS, a cloud-based and fully-integrated loan origination system. With LoanMAPS, you can replace your current LOS, CRM, POS, and Report Generator with one easy-to-use solution that covers of all of your mortgage banking technology needs. From client management and origination to processing and closing, LoanMAPS is here for you with easy implementation and training at your fingertips. Reduce your cost to close and increase your productivity with LoanMAPS today. For more information, visit the company's website https://welcome.loanmaps.com/.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies' ("Take3") cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.

Related link: https://www.docmagic.com/

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC"), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

In this newly created role, Nelson is being elevated to continue to drive growth within the Private Client Practice of EPIC. He will provide broad direction in the high-net-worth private client space regarding national strategy, new sales development, and talent acquisition.

Nelson's background and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and experience advising some of the wealthiest families in the world.

"We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership. This is another example of EPIC's commitment to build a dedicated platform for high-net-worth clients and their advisors," commented Tim Brenneman, President of EPIC Private Client Practice.

EPIC CEO Steve Denton, agreed, "We couldn't be more excited to have Steve step into this role and help take our Private Client practice to a new level."

"I am thrilled to continue the journey with the EPIC Private Client team. We have fantastic prospective client opportunities that are only going to grow exponentially. We will continue to bring aboard the brightest and best talent to meet the challenges of our meteoric growth mindset," said Steve Nelson.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

Related link: https://www.epicbrokers.com/

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Sales Boomerang monitors mortgage lenders' customer and prospect databases to notify them exactly when a prospect or past customer is ready for a new loan. Sales Boomerang loan opportunity alerts may be triggered by market factors, like interest rate changes and home price appreciation, and consumer behaviors, such as listing a home for sale or improving one's credit score.

OptifiNow is a cloud-based sales and management software platform designed to meet the evolving needs of today's sales force. Optifinow's CRM is tightly integrated into its all-in-one platform of sales and marketing modules, giving users a simple end-to-end solution for managing all aspects of sales, marketing and business development.

Sales Boomerang's new integration with OptifiNow can be applied to any of the borrower intelligence platform's 11 unique loan opportunity alert offerings. When an opportunity alert is triggered by someone in a lender's database, that alert data is automatically ingested into OptifiNow. The CRM will then notify the loan originator (LO) associated with that customer and, depending on the user's specifications, automatically trigger personalized borrower outreach.

OptifiNow's CRM also generates a history of alerts for each prospect in a lender's CRM database. Synchronizing Sales Boomerang's real-time opportunity alerts with OptifiNow's CRM offers LOs a more nuanced understanding of a prospect's financial situation and enables lenders to build custom borrower data reports based on Sales Boomerang alert history.

"OptifiNow's intuitive, all-in-one CRM platform leverages Sales Boomerang's borrower intelligence to create a more streamlined lead generation experience," said Sales Boomerang Vice President of Product Mike Spotten. "Activating the integration between our systems will help our shared users harness the power of their database to ensure no borrower gets left behind at the closing table."

"We are thrilled to add Sales Boomerang to our ecosystem of best-in-class mortgage technology partners," said OptifiNow Vice President Sales Linn Cook. "The integration of OptifiNow and Sales Boomerang will drive greater borrower data integrity for our mutual lender clients, freeing them from the tedious process of manually gathering and tracking borrower information."

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About OptifiNow:

The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues. More information can be found at https://www.optifinow.com/industries/mortgage.

@SalesBoomerang @OptifiNow #fintech #digitalmortgage #mortgageindustry #mortgagemarketing #noborrowerleftbehind

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Related link: https://www.salesboomerang.com/

FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income

ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer's income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements.

FormFree's AccountChek leverages tens of thousands of data connections with more than 16,000 financial institutions to instantly deliver consumer-permissioned asset and income verification all in one report. With an estimated 93% or more of U.S. workers paid via direct deposit, collapsing asset and income verification into a single, paperless step provides cost-saving efficiencies for lenders, reduces the risk of fraud and manual errors and helps borrowers get approved for - and into - their homes more quickly.

"We have long contended that a consumer's data - in particular, asset data sourced directly from financial institutions and extending over 12 months or more - holds the key to better understanding consumers' financial DNA, streamlining lenders' underwriting processes and driving inclusion in homeownership," said FormFree Founder and CEO Brent Chandler. "This latest enhancement to Freddie Mac's AIM brings lenders money-saving process efficiencies by making income assessment instantaneous."

"We're pleased to have FormFree's AccountChek product support this game-changing enhancement to our AIM offering," said Christina Randolph, Director, Strategic Technology Partnerships at Freddie Mac. "Partnering with FormFree has helped unlock more consumer financial data that allows us to uphold our risk management standards while streamlining the mortgage process and increasing homeownership opportunities."

A March Freddie Mac Single-Family Seller/Servicer Guide Bulletin will provide lenders additional requirements and information about when the solution will be available. Once Freddie Mac releases AIM for income using direct deposits, it will be available to lenders using LPA v5.06 or higher.

To learn more, visit https://www.formfree.com/direct-deposit-income/.

ABOUT FORMFREE:

FormFree® is a market-leading fintech company whose revolutionary products AccountChek® and Passport® make for a more inclusive credit decisioning landscape by enabling lenders to understand people's true ability to pay (ATP®). To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing trillions of dollars in loan verifications. FormFree delights borrowers and lenders with a paperless experience, dramatically reduces origination timelines and offers automated analysis and standardized delivery to lenders and investors using a secure ReissueKey®.

For more information, visit https://www.formfree.com/ or follow FormFree on LinkedIn.

Twitter: @RealFormFree @FreddieMac #mortgage #fintech #automation #homeownership

RELATED LINKS:

https://freddiemac.gcs-web.com/news-releases/news-release-details/freddie-mac-announces-first-automated-assessment-direct-deposit

https://www.linkedin.com/company/formfree/

FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer's income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac's Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements.

Related link: https://www.formfree.com/

KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory

LOS ANGELES, Calif. /ScoopCloud/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

Greg Kniss has been actively involved with the firm's business consulting and tax practice for nearly 40 years and has grown the firm from just a few members to now over 270 members. Through his leadership and guidance, the firm has been awarded Best of the Best and Top 100 firm for the last five consecutive years. KROST is proud to appoint Greg from Managing Principal to Chairman of the Board.

"We are grateful for Greg's leadership, and I hope to follow his footsteps to continue to grow firm with the same entrepreneurial spirit and progressive culture," said Jason Melillo, CEO of KROST.

Stepping in as the new CEO, Jason Melillo brings a tremendous amount of institutional knowledge with over 25 years at the KROST. As the previous Principal of the Accounting, and Advisory & Assurances Services team, his areas of expertise include foodservice, manufacturing, real estate, retail, as well as technology and professional services industries. Jason is a recognized as an industry speaker and has been a lecturer to large organizations such as the California Society of CPAs, the American Institute of CPAs, and organizations such as the California Restaurant Association.

"I am very excited for Jason to start his journey as the new CEO of KROST. His dedication to the firm gives me no doubt that he will take KROST to next level," said Greg Kniss, Chairman of the Board.

Following suit, Keith Hamasaki has been promoted to Principal of the firm's Assurance and Advisory practice. With over a decade of consulting experience, Keith specializes in audit and business advisory services to emerging and middle market companies. As an active member of the community, Keith has been a recurring Selection Committee Member for the Los Angeles Business Journal's CFO of the Year Awards and is on the Professional Advisory Board for Accounting Curriculum at Pasadena City College and Glendale Community College.

"I'm most proud of Keith's contribution to the profession. He has been instrumental in leading the A&A practice and has taken an active role in our campus recruiting and mentorship program to ensure a diverse and inclusive firm culture," said Jason Melillo, CEO.

About KROST

Established in 1939 in Pasadena, California, KROST, is a full-service Certified Public Accounting and Consulting firm serving clients across various industries. Their focus is recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, clients depend on KROST to provide timely information, innovative solutions, and result-driven teamwork to ensure success. Along with provide traditional services as Tax, Accounting, Assurance & Advisory, KROST provides special services including Client Accounting, Mergers & Acquisitions, Wealth Management, Tax Specialty Services and KROST Business Intelligence/Data Analytics.

Learn more at: https://www.krostcpas.com/.

Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

Related link: https://www.krostcpas.com/

National Bankers Association Endorses Promontory MortgagePath for Mortgage Fulfillment Services and POS Technology

DANBURY, Conn. /ScoopCloud/ -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.

Founded in 1927, NBA has served as a voice for minority-owned banks. Its members include Black, Hispanic, Asian, Pacific Islander, Native American and women-owned banks across the country, all working to help low- and moderate-income communities that are underserved by traditional banks and financial service providers. NBA's endorsement recognizes Promontory MortgagePath's mortgage fulfillment service and POS technology for their ability to help minority depository institutions (MDIs) build their mortgage businesses.

Utilizing Promontory MortgagePath, NBA's member banks can offer a full suite of mortgage products without the need to invest in significant internal infrastructure while also lowering their origination costs. In addition, Promontory MortgagePath facilitates secondary market investor relationships to support clients' mortgage origination activities.

"Providing our member banks with technology and solutions that will help them increase access to financial services in minority communities is essential to our work," said Nicole Elam, president and CEO, NBA. "We are pleased to have successfully vetted Promontory MortgagePath, which will offer member MDIs shared access to a mortgage fulfillment solution necessary to making homeownership a possibility in communities aspiring to build generational wealth."

Founded by former U.S. Comptroller of Currency Gene Ludwig, Promontory MortgagePath began with a mission of empowering community banks to participate profitably in mortgage lending. Promontory MortgagePath's community development and minority-owned bank initiative is focused on increasing access to homeownership in underserved communities. Via the initiative, Promontory MortgagePath provides competitive pricing models, access to its user-friendly technology, dedicated U.S.-based teams of mortgage experts and robust strategies to help clients drive origination growth, with the overall goal of helping build long-term wealth in communities through increased homeownership.

"Minority depository institutions are critical conduits for financial services in the communities they serve," said Ludwig, founder and CEO of Promontory MortgagePath. "We are proud to have the endorsement of the National Bankers Association, which for nearly 100 years has supported these important institutions. Promontory MortgagePath is committed to working with the NBA to increase access to homeownership, which is central to wealth building in these communities and the American Dream."

The National Bankers Association joins the Community Development Bankers Association (CDBA) and American Bankers Association (ABA), as well as a growing list of state banking associations, in endorsing Promontory MortgagePath's services and technology.

About National Bankers Association

Founded in 1927 as the Negro Bankers Association, today, the association NBA has expanded its membership to also include Hispanic-American, Asian-American, Native American, and women-owned banks. Member banks are located in twenty-two states and the District of Columbia. Recognized as the voice of minority banking in the U.S., the NBA continues its role as chief advocate for these banks in the nation's capital. Through the decades, NBA has helped to shape public policy at the White House, on Capitol Hill, within the regulatory community and throughout the federal bureaucracy. For more information, visit https://www.nationalbankers.org/.

About Promontory MortgagePath LLC | NMLS ID 1532373

Promontory MortgagePath is a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage business. The company combines an intuitive, collaborative digital mortgage platform with modern, comprehensive fulfillment services, giving lenders the progressive technology and scalability required to profitably compete in today's rapidly changing residential mortgage market. Promontory MortgagePath's founder, former U.S. Comptroller of the Currency Gene Ludwig, is widely recognized as a visionary thinker on the critical issues confronting financial services, and his companies are renowned for helping community lenders resolve their most pressing challenges. To learn more, visit https://www.mortgagepath.com.

Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.

Related link: https://www.mortgagepath.com/

Fairport Wealth Announces 2022 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Beech Brook: Helping Families Thrive Since 1852

Beech Brook was founded 170 years ago after a cholera epidemic left many children homeless-and the non-profit continues to help children and their families thrive. Beech Brook's President and CEO, Thomas Royer says, "We're committed to delivering on our founders' mission for today's most vulnerable children and families, and for generations to come." Fairport's Managing Partner, Ken Coleman adds, "Our mission, like Beech Brook's, is to inspire families, and we are happy to be a part of their anniversary celebration." Throughout the year, Beech Brook will empower Fairport and Luma Wealth families by providing educational resources about mental health.

Fairport and Luma Wealth: Joining the Mission

CMO, Kristen Lucas says, "Fairport and Luma Wealth team members are eager to support Beech Brook's events throughout the year, including its spring fundraiser, 5k and Family Fun Run, and other volunteer opportunities. And our clients, who share our commitment to support the community, will be invited to join us!" Tom Seifert, an Advisor at Fairport and Luma Wealth, is an avid Beech Brook supporter and has provided leadership on the Board of Directors for over a decade.

About Fairport Wealth

Fairport Wealth provides comprehensive wealth management solutions for high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://lumawealth.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Related link: https://www.fairportwealth.com/

Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects

ATLANTA, Ga. /ScoopCloud/ -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.

"My passion is helping low- to moderate-income borrowers realize their dreams of homeownership, so I am thrilled to join DPR as the newest member of its dedicated team of housing industry experts," said Ash. "I look forward to building upon the company's exceptional reputation by connecting even more lenders, real estate agents and borrowers with the award-winning digital tools they need to expand sustainable homeownership accessibility."

Prior to joining the DPR team, Ash was assistant vice president and senior product manager at Huntington Bank, where she was responsible for developing, implementing and managing the company's affordable lending products and programs. As a result of Ash's efforts, Huntington Bank saw a 700% increase in the number of closed loans for low- to moderate-income borrowers through the Ohio Housing Finance Agency.

"Marcy brings over 28 years of valuable mortgage lending and product development experience to our organization," said DPR CEO Rob Chrane. "With her extensive expertise and proven passion for DPR's mission of connecting borrowers with down payment assistance programs, Ash will play a vital role in nurturing our organization's strategic projects and partnerships."

Ash is a state-certified continuing education instructor for Realtors in Ohio, Michigan and Kentucky. She has also been an annual guest speaker and moderator for the Ohio Housing Conference and has served as a member of the Ohio Housing Lender Advisory Board.

About Down Payment Resource:

Down Payment Resource (DPR) is a nationwide database of down payment assistance and affordable lending programs. The company tracks funding status, eligibility rules, benefits and more for approximately 2,000 programs in 11 categories. Its award winning technology helps the housing industry connect more homebuyers to the down payment help they need. DPR has been recognized by Inman News as "Most Innovative New Technology" and the HousingWire Tech100™. DPR is licensed to Multiple Listing Services, Realtor Associations, lenders and housing counselors across the country. DPR's subscription based service, Down Payment Connect, helps agents and loan officers match buyers to available programs.

For more information, please visit https://downpaymentresource.com/ and on Twitter at @DwnPmtResource.

Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.

Related link: https://www.downpaymentresource.com/

Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance

NEW YORK CITY, N.Y. /ScoopCloud/ -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance.

The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms: Blaylock Van and CastleOak Securities LP as co-managers as well as Siebert Williams Shank & Co. LLC and Loop Capital Markets LLC as bookrunners; the four firms underwrote about half of the total debt securities in the issuance.

"We are proud that the roots of Black History Month and a greater nationwide focus on diversity, inclusion and equity continue to ripple outward," said Blaylock Van CEO and President Eric Standifer. "Blaylock Van always appreciates the opportunity to partner with other Black-owned investment firms to expand our industry reach and presence while creating value for our clients."

The full underwriting syndicate also included Goldman Sachs & Co. LLC and Credit Suisse Securities (USA) LLC acting as bookrunners, with Citigroup Global Markets Inc. as co-manager. This deal represents State Street's third issuance in the past year that was structured under the company's diversity, inclusion and equity strategy. The offering closed Feb. 7.

Certified as a Minority Business Enterprise by the State of New York, the State of Wisconsin, the City of New York and the National Minority Supplier Development Council, Blaylock Van is 81 percent Black-owned. Blaylock Van serves corporations, municipalities, investment managers and pension funds with a diverse employee base committed to work beyond financial services.

About Blaylock Van, LLC

Blaylock Van, LLC (BV) is the oldest and continuously operating Black-owned banking form in the United States, providing personalized services for clients across the country. Clients include corporations, municipalities, investment managers, pension funds and family offices. Global electronic equity and fixed-income trading platforms allow direct market access to more than 40 worldwide exchanges, while the firm's proprietary web-based research platform is designed to specifically address the needs of fundamental portfolio managers and analysts. The firm's headquarters are in New York City, with offices in Atlanta, Chicago, Dallas, Miami and Oakland, Calif.

For more information, please visit https://brv-llc.com/

Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms.

Related link: https://brv-llc.com/

#HousingDC22 Announces New Sponsors and Political Commentator Amy Walter

WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. "We are so excited to announce additions to our sponsorship ranks as JPM Chase and Finance of America Reverse have joined as Platinum Sponsors and Volly as a Gold Sponsor. Our sponsors are critical to our success and they open our event to all who wish to attend as guests with our compliments," said Faith Schwartz.

She added, "And given #HousingDC22 will take place ahead of the critical midterm elections, we are especially pleased to share that noted political commentator Amy Walter will address the impact of the 2022 election cycle on the housing finance industry. Having Sunday morning talk show pundit Walter with us is in keeping with our mission to feature the highest quality level of speakers that our audience has come to expect from a Housing Finance Strategies produced event."

Amy Walter is the national editor of the Cook Political Report and a frequent on-air analyst. She appears weekly on "Politics Monday" on the PBS NewsHour and is a regular Sunday panelist on NBC's "Meet the Press" and CNN's "Inside Politics" and appears frequently on "Special Report with Bret Baier" on FOX.

The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered. Caliber, FICO, Finance of America Reverse, FormFree, Freedom, JPM Chase, Mr. Cooper and RiskSpan are Platinum sponsors. CoreLogic, LoanCare, Mortgage Connect, Notarize and Volly are Gold sponsors. And Black Knight, Depth PR and USMI are Silver sponsors.

Make plans now to Save the Date: https://www.housingdc22.com/.

Registration is complimentary. And watch for more sponsor updates, key speaker announcements and event details to come.

Housing Finance Strategies was established by Faith Schwartz in 2016 as a professional services and advisory firm specializing in mortgage modernization, housing policy and legislative and regulatory affairs. Schwartz serves on a number of bank and fintech boards and has a lengthy record of hosting and moderating housing industry events. Schwartz has created and delivered multiple housing events and a number of national housing policy conferences.

Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm's annual housing policy and technology event on September 26-27, 2022. #HousingDC22 will take place ahead of the critical midterm elections.

Related link: https://housingfinancestrategies.com/

New Jersey Applebee’s Locations Announce 6th Annual Above and ‘BEE’yond Teacher Essay Contest

ALLENDALE, N.J. /ScoopCloud/ -- Applebee's Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and "BEE"yond Teacher Essay Contest, which recognizes top teachers - as nominated by their students - by rewarding them with a sponsorship check and end-of-year class party. The contest is being offered at Applebee's restaurants in New Jersey owned and operated by local franchisee Doherty Enterprises.

Applebee's will award four deserving teachers across 13 counties with a $500 sponsorship check to use toward their classroom for the upcoming 2022-2023 school year, along with an end-of-year party for their current class*! To nominate a teacher and enter the contest, students must submit an essay in-person at their local Applebee's explaining why their teacher deserves to be Applebee's "Teacher of the Year." As an additional incentive, students who enter an essay will also receive a free ice cream certificate** for later use.

Essay submissions are limited to one per student and will be accepted at participating Applebee's restaurants from Monday, January 10 through Sunday March 13, no later than 10pm. Winners will be announced on Monday, April 15 and end-of-year parties will be thrown before Sunday, June 12. If end-of-year parties are not viable, class parties will be replaced with two Dinner for Four certificates.

"We're really excited to participate in our sixth annual Above and 'BEE'yond Teacher Essay Contest at our New Jersey restaurants," said Kevin Coughlin, Director of Operations, Applebee's New Jersey. "Our restaurants are committed to giving back to the local community now more than ever. We're honored to support local schoolteachers and want to recognize their dedication and hard work amidst the ongoing pandemic."

Applebee's Above and "BEE"yond Teacher Essay Contest entries will be accepted at the following Applebee's locations owned and operated by Doherty Enterprises in New Jersey: Brick, Bridgewater, Butler, Clark, Clifton, Edison, Garfield, Hackensack, Hackettstown, Hillsborough, Howell, Jersey City, Jersey Gardens, Kearny, Lacey, Linden, Manahawkin, Manalapan, Manchester, Middletown, Milltown, Mt. Olive, Newark, Newton, North Bergen, Ocean, Paramus, Parsippany, Phillipsburg, Piscataway, Rockaway, Tinton Falls, Totowa and Union.

*One winner will be selected from each set of counties, grouped together by the following geographic areas: - (Bergen, Passaic, Hudson); (Warren, Hunterdon, Somerset, Union); (Morris, Sussex, Essex); and (Middlesex, Monmouth, Ocean). Please note, essay submissions from the 2021-2022 school year will also be included in this year's voting. Prizes are subject to change based on COVID-19 restrictions. If end-of-year parties are not viable, class parties will be replaced with two Dinner for Four certificates.

**Offer valid only at Doherty Enterprises owned and operated Applebee's® locations in NJ. Limit one per person. May not be redeemed on day of purchase. Cannot be combined with any other offers.

About Doherty Enterprises, Inc.

Established in 1985, Doherty Enterprises owns and operates more than 130 restaurants in New Jersey, New York, Florida and Georgia, including five restaurant concepts: Applebee's Neighborhood Grill & Bar, Panera Bread, Chevys Fresh Mex and its own concepts, The Shannon Rose Irish Pub and Spuntino Wine Bar & Italian Tapas. In addition, Doherty Enterprises is also a franchisee of Sola Salon Studios with 8 locations in Staten Island and New Jersey. Doherty Enterprises is ranked 11th in Top 200 Franchisees in the United States by Restaurant Finance Monitor, is recognized as the 77th largest Foodservice revenue company in the United States by Nation's Restaurant News, the 73rd largest privately held business in the New York Metro area by Crain's Business, and 34th largest privately held company in New Jersey by NJBIZ.

The Doherty vision is to be the "Best Food Service Company in the Communities We Serve" and its mission is to "Wow Every Guest Every Time, Wow our People, Wow Our Communities and Wow Our Suppliers." Doherty Enterprises has also been lending a helping hand to team members and their immediate families when financially burdened through the WOW a Friend Foundation. To date, the foundation has assisted more than 3,100 people and donated over $4.1 million directly back to those in need. ( https://www.dohertyinc.com/ ).

About Applebee's®

As one of the world's largest casual dining brands, Applebee's Neighborhood Grill + Bar serves as America's kitchen table, offering guests a lively dining experience that combines simple, craveable American fare with classic drinks and local drafts. Applebee's restaurants are owned and operated by entrepreneurs dedicated to more than serving great food, but also building up the communities that we call home. From raising money for local charities to hosting community fundraisers, Applebee's is always Doin' Good in the Neighborhood®. Applebee's has 1,749 franchise and company-operated restaurants in the United States, Puerto Rico, Guam and 11 other countries as of June 30, 2020. Applebee's is franchised by subsidiaries of Dine Brands Global Inc. [NYSE: DIN], which is one of the world's largest full-service restaurant companies.

Applebee's Neighborhood Grill & Bar has announced and is accepting nominations for its 6th annual Above and "BEE"yond Teacher Essay Contest, which recognizes top teachers - as nominated by their students - by rewarding them with a sponsorship check and end-of-year class party. The contest is being offered at Applebee's restaurants in New Jersey owned and operated by local franchisee Doherty Enterprises.

Related link: https://www.dohertyinc.com/

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

FORT LAUDERDALE, Fla. /ScoopCloud/ -- 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.

As a part of the transaction, Michael Singh was appointed as Chief Executive Officer, Dr. Andrew Trumbach as President and Chief Financial Officer and Lisa Marie Iannitelli as EVP, Investor relations. Michael A Littman and Calvin D Smiley Sr. have resigned from all officer, director, and employment positions with the Company.

Contemporaneously with the Change in Control, the size of the Board was increased from three to six directors. Michael Singh was appointed as Chairman of the Board. Dr. Andrew Trumbach, Lisa Marie Iannitelli, Dr. Claude Stuart, Esq., Dr Narendra Kini MD, and Tyler Trumbach Esq. were appointed as Directors.

"We are excited to move forward in the public markets," said CEO Michael Singh. "We intend to rebrand the company, while growing market capitalization through strategic asset acquisitions to be disclosed, thereby adding to shareholder value over the coming year."

"Awaysis is uniquely positioned to seamlessly connect desirable vacations, effortless ownership and solid investments in some of the world's most sought after locations," said Kofi Nartey, Director of Real Estate Development & Sales.

JV Group Inc has filed the necessary control information to the OTC Markets along with strategic business plans, which will reflect the changes and the new direction of the company. In connection with this, the company has also filed a name change and symbol change to AWAYSIS CAPITAL, INC. (OTCMARKETS: AWYS) by application to FINRA to better reflect the new business model and branding. These milestones are expected to be completed in the coming weeks.

About JV Group, Inc.

JV Group Inc. is a real estate investment and management company focused on acquisition, construction, selling and managing residential vacation home communities in desirable travel destinations. The Company creates value through targeting, acquisition, development, up-cycling, rebranding, and repositioning of currently undervalued operating and shovel ready residential/resort communities in global travel destinations. These assets are relaunched under the Company's unique Awaysis Brand to create a network of residential and resort enclave communities that will optimize both sales and rental revenues, providing attractive returns to owners and exceptional vacation experiences to travelers.

For more information, please visit our Website: https://awaysisgroup.com/

CONTACT:

JV Group, Inc.

Andrew Trumbach, Chief Financial Officer (855-795-3311)

info@awaysiscapital.com

Social media: @awaysis_group #awaysisgroup

DISCLAIMER:

Statements in this press release that are not historical fact may be deemed forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Although JV Group, Inc. believes the expectations reflected in any forward-looking statements are based on reasonable assumptions, JV Group, Inc. is unable to give any assurance that its expectations will be attained. Factors or events that could cause our actual results to differ may emerge, and it is not possible for us to predict all of them. The Company undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.

OTC MARKETS: AWYS / OTC:AWYS

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.

Related link: https://awaysisgroup.com/

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

PASADENA, Calif. /ScoopCloud/ -- 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. The Lender Price Marketplace pricing engine user base has grown dramatically over the past 12 months with the fastest growth attributed to the addition of Lenders like Spring EQ.

Spring EQ Wholesale products are now available in Lender Price's Marketplace. Home Equity Loans can be a great way for brokers to provide financing to their borrowers. If you're looking for a place to start your search for a home equity loan, explore the Lender Price Marketplace and check out Spring EQ Wholesale's home equity loan offerings.

"Spring EQ Wholesale is excited to announce that our home equity products are now visible within Lender Price, a pricing and digital lending platform that allows brokers to see our pricing," said Paul Saurbier, SVP of Wholesale for Spring EQ. "As mortgage rates continue to rise throughout 2022, and with homeowners having record amounts of equity in their homes, the demand for home equity products will accelerate."

"We're looking forward to our partnership with Spring EQ Wholesale, one of the leading home equity wholesale lenders," said Dawar Alimi, CEO and founder of Lender Price. "Our Marketplace platform's ability to support home equity lending is one reason that brokers come to our Marketplace to find unique and innovative programs such as those offered by Spring EQ Wholesale."

More information about Lender Price and Marketplace can be found at https://LenderPrice.com/marketplace.

Lender Price's Broker Marketplace offers brokers the opportunity to:

* Save time and money by finding the best wholesale lender.

* Be more informed about what you're getting from each wholesale lender.

* Improve your bottom line with better pricing.

* Stay ahead of the competition by being able to offer more than they can.

* You'll save time by not having to search through all the wholesale Lenders TPO portals

* Get access to lenders you never knew existed.

* Easily compare rates and programs from all the top wholesale lenders.

* Be confident that you're getting the best rate possible at the best price.

About Lender Price

Lender Price is a California-based developer of mortgage technology, including an advanced product, pricing, & eligibility (PPE) engine, digital lending point-of-sale (POS), and non-agency automated underwriting engine. Lender Price provides all types of mortgage lending institutions - wholesale and correspondent lenders, banks, credit unions, and mortgage brokers - with advanced technology designed to eliminate friction, increase transparency, and effectively engage with borrowers. More information about Lender Price can be found at: https://lenderprice.com and https://digitallending.com

About Spring EQ

Spring EQ is a national first and second mortgage lender specializing in refinance, home-equity loan, and home-equity line-of-credit products directly to consumers and through mortgage brokers. Headquartered in Philadelphia, Spring EQ is among the fastest growing and most awarded lenders since its founding in 2016. Spring EQ leverages a seamless, simple, and digital process that results in faster funding, trustworthy loans, and less frustration for mortgage professionals and consumers.

For information on Spring EQ, visit: https://www.wholesale.springeq.com/

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.

Related link: https://lenderprice.com/

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

DANBURY, Conn. /ScoopCloud/ -- 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®.

As an endorsed service provider, NJBankers recognizes Promontory MortgagePath's mortgage technology and end-to-end fulfillment services as a solution to help banks maintain profitability and enter or reenter the mortgage business. Promontory MortgagePath's solutions reduce mortgage origination expenses and infrastructure while enabling community banks to retain a full product suite. Through this technology, community banks can shift from fixed mortgage-operation costs to a variable cost model, providing the ability to maintain staffing and reduce impact from market cyclicality.

"We're excited to bring on Promontory MortgagePath as an Endorsed Provider," said John E. McWeeney, Jr., President and CEO of NJBankers. "Its product and service offerings will provide value and operational efficiencies to our member banks."

Residential lending provides banks an opportunity to increase revenue and create opportunities for core deposits and customer cross-selling. Promontory MortgagePath is committed to empowering banks to participate profitably in mortgage lending by offering mortgage technology and end-to-end fulfillment services - boosting community banks' ability to build franchise value and expand relationships with their customers while establishing mortgage businesses that can withstand market conditions. Despite Promontory MortgagePath's comprehensive model, providing both the technology - including a POS and LOS - and back-office operational support, such as processors, underwriters and closers, all loans are issued in the bank's name. Banks retain control over the product mix and pricing, ensuring mortgage operations remain in line with the bank's overall risk appetite and growth plans.

"Our mission is to strengthen the community bank franchise model with a mortgage platform that enables them to expand their customer base and increase profits," said Paul Katz, managing director and head of bank relations at Promontory MortgagePath. "Being endorsed by the preeminent advocate for N.J. banking validates PMP's solution and the outstanding value it brings to the NJBankers members."

About NJBankers:

Founded in 1903, the New Jersey Bankers Association (NJBankers) is a trade association representing 70 banks and 176 service providers. NJBankers provides a variety of services to members including government relations at both the state and national levels, education and professional development, and employee health and welfare insurance programs through its licensed insurance brokerage facility, Bankers Cooperative Group.

About Promontory MortgagePath LLC | NMLS ID 1532373

Promontory MortgagePath is a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage business. The company combines an intuitive, collaborative digital mortgage platform with modern, comprehensive fulfillment services, giving lenders the progressive technology and scalability required to profitably compete in today's rapidly changing residential mortgage market. Promontory MortgagePath's founder, former U.S. Comptroller of the Currency Gene Ludwig, is widely recognized as a visionary thinker on the critical issues confronting financial services, and his companies are renowned for helping community lenders resolve their most pressing challenges. To learn more, visit https://www.mortgagepath.com.

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®.

Related link: https://www.mortgagepath.com/

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

DENVER, Colo. /ScoopCloud/ -- 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, where he will share his thoughts and observations on the economic outlook heading into the second half of 2022. Seiler joins New York Times Bestselling Author Aron Ralston and mortgage quality control and risk expert Steve Spies as headlining speakers for this year's event.

"Given the impact of macroeconomic events on the financial services landscape, industry risk and quality management professionals need to stay on top of the latest economic outlooks and trends to adequately adjust their strategies in the pursuit of maintaining compliance, protecting loan quality and mitigating risk," ACES CEO Trevor Gauthier said. "As one of the key contributors to the MBA's forecasts and policy positions, Seiler has his fingers on the pulse of what's next from an economic perspective, making him a natural fit to help round out our ACES ENGAGE line-up, and we eagerly await the key insights he'll have to share with the ACES ENGAGE audience."

Taking place at the historic Broadmoor Hotel in Colorado Springs on May 23-25, 2022, ACES ENGAGE is designed to bring together the nation's top financial services quality management professionals to discuss industry trends and best practices across the mortgage lending, loan servicing and consumer lending spectrums. Through a mix of general session presentations, panel discussions and breakout session tracks, attendees will have the unique opportunity to learn from industry experts and thought leaders, network and leave with the knowledge necessary to increase efficiencies, improve productivity and further quality at their organizations.

Register to attend ACES ENGAGE and learn more at https://www.acesquality.com/aces-engage-2022

About ACES Quality Management

ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry. The nation's most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control Software® to improve audit throughput and quality while controlling costs, including:

* 3 of the top 5 and more than 50% of the top 50 independent mortgage lenders;

* 7 of the top 10 loan servicers;

* 11 of the top 30 banks; and

* 1 of the top 3 credit unions in the USA.

Unlike other quality control platforms, only ACES delivers Flexible Audit Technology, which gives independent mortgage lenders and financial institutions the ability to easily manage and customize ACES to meet their business needs without having to rely on IT or other outside resources. Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit https://www.acesquality.com/ or call 1-800-858-1598.

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.

Related link: https://www.acesquality.com/

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo. /ScoopCloud/ -- 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.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses.

The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

For more information, visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:

Jennifer Oliverio | 719-545-3564

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.

Related link: https://www.edwardjones.com/

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

ATLANTA, Ga. /ScoopCloud/ -- 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. Each year, the Beverly Faull Affordable Housing Leadership Award recognizes an individual or organization that has demonstrated outstanding leadership in broadening access to homeownership and affordable housing finance solutions.

Johnson was selected for founding Homes for Heroes, a national network of real estate, mortgage and local business specialists that provide housing services at a reduced cost to healthcare professionals, teachers, first responders, active military and veterans. To date, Homes for Heroes has helped give back $100 million in Hero Rewards to more than 50,000 heroes and their families so they can reach their homeownership dreams.

Each year, DPR makes a financial donation to the recipient's housing nonprofit of choice. Johnson has requested the donation be made to the Homes for Heroes Foundation, 501(c)3 nonprofit that aids heroes suffering from housing insecurity with housing assistance and home modification services. The foundation recently celebrated raising $1 million dollars to support heroes in need.

"I am incredibly honored to be named a Beverly Faull Affordable Housing Leadership Award recipient," said Johnson. "In the age of Covid, it is more important than ever to give back to the brave heroes that have remained dedicated to serving our country and its diverse communities throughout this crisis. Helping those heroes has been a lifelong passion of mine, and I look forward to continuing this mission with Homes for Heroes for years to come."

The Beverly Faull Affordable Housing Leadership Award is named in memory of Beverly Faull, a highly regarded housing industry veteran and one of DPR's first employees, who fully embraced the company's mission to provide greater visibility and access to down payment assistance programs.

Previous winners of this award include The National Association of Real Estate Brokers (NAREB), the oldest professional organization for Black and minority real estate professionals, Tonya Todd, Housing Director for Hilltop Securities, Inc. and John O'Callaghan, President and CEO of the Atlanta Neighborhood Development Partnership, Inc.

For more information about Johnson's ongoing work with Homes for Heroes, visit https://www.homesforheroes.com/.

About Down Payment Resource:

Down Payment Resource (DPR) is a nationwide database of down payment assistance and affordable lending programs. The company tracks funding status, eligibility rules, benefits and more for approximately 2,300 programs in 13 categories. Its award-winning technology helps the housing industry connect more homebuyers to the down payment help they need. DPR has been recognized by Inman News as "Most Innovative New Technology" and the HousingWire Tech100(tm).

DPR is licensed to Multiple Listing Services, Realtor Associations, lenders and housing counselors across the country. DPR's subscription-based service, Down Payment Connect, helps agents and loan officers match buyers to available programs. For more information, please visit DownPaymentResource.com and on Twitter at @DwnPmtResource.

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.

Related link: https://www.downpaymentresource.com/

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

IRVINE, Calif. /ScoopCloud/ -- 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). Through the partnership, Mortgage Coach and NAMMBA will develop material educating lenders on strategies that can improve homeownership affordability for borrowers. Mortgage Coach will also work collaboratively with NAMMBA to cultivate greater racial and gender diversity among mortgage industry leadership.

As part of its expanded partnership, Mortgage Coach is providing NAMMBA members who are exploring careers in the housing finance industry with access to its interactive technology platform, which illustrates the costs and benefits of home lending programs given borrowers' financial scenarios. Additionally, Mortgage Coach has pledged the use of its platform to support NAMMBA's consultative services that help lenders better communicate with and meet the housing needs of communities and has pledged to continue advocating for policies and practices that reduce the minority homeownership divide.

"As a technology platform and a corporate culture, Mortgage Coach is aligned with NAMMBA's mission of cultivating a more diverse housing finance workforce and strengthening engagement with underserved communities through improved homeownership outcomes," said NAMMBA Founder and CEO Tony Thompson, CMB. "I look forward to growing NAMMBA's impact with the partnership of Mortgage Coach."

Mortgage Coach is a long-time supporter of NAMMBA's initiatives. At NAMMBA's inaugural conference in 2018, Mortgage Coach President Joe Puthur spoke on the topics of improving access to homeownership and borrower education. Since then, both Puthur and Mortgage Coach Founder and CEO Dave Savage were designated NAMMBA Visionaries for volunteering executive mentorship and industry education to women college students and college students of color pursuing careers in housing finance.

"Mortgage Coach is passionate about helping build a diverse community of housing finance professionals and helping underserved communities build generational wealth with improved financing outcomes," said Mortgage Coach President Joe Puthur. "We are dedicated to equipping mortgage lenders with technology and education to help underserved consumers benefit from homeownership. For example, Total Cost Analysis presentations that instantly model the impact of reducing monthly mortgage payments with Fannie RefiNow or Freddie Refi Possible loans and Mortgage Coach's Spanish-language borrower education each help NAMMBA's crucial industry mission succeed."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About NAMMBA:

The National Association of Minority Mortgage Bankers of America is a purpose-driven organization that is dedicated to the inclusion of minorities and women in the mortgage industry who are advocates for sustainable homeownership in local communities. To fulfill its mission, NAMMBA provides programs and initiatives to introduce minorities and women into the mortgage industry, including recruiting, advisory, networking and training for enterprises and individual professionals. For more information, visit: https://www.nammba.org/.

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).

Related link: https://mortgagecoach.com/