Category Archives: Finance

Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program

DENVER, Colo. /ScoopCloud/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite Women Awards program.

Phillips serves as ACES' in-house subject matter expert. She plays a key role in ACES' ability to provide banks with better control over their loan quality, expanding banks' capacity for auditing their organization by increasing audit speeds by more than 50% and improving revenue retention by providing better visibility across multiple lines of business. In less than a year, Phillips launched four major compliance initiatives aimed at improving the quality of existing and new ACES products to better serve clients, expanded the compliance team and established new procedures and workflows to maintain the integrity of ACES' compliance products and efficiency in product updates and releases.

Reichhardt's role at ACES centers on solving problems and finding ways for lender clients to use technology to do better, safer, more efficient business. As a natural teacher, Reichhardt doesn't merely solve problems, but rather provides everyone with a marketable skill set for reducing risk and preventing loss. Under Reichhardt's direction, the Client Success team uses a direct, hands-on approach focused on listening to clients, observing their work activities and understanding their unique footprint and target goals. They guide implementations and perform professional service engagements, maintaining strong bi-directional communication that assures each client is maximizing usage of the ACES platform.

"A key ingredient to a successful organization is amazing people; Amanda and Sharon are a prime example of this. They each bring a unique level of expertise to the ACES team," said Trevor Gauthier, CEO of ACES. "They are respected professionals, regularly speaking on behalf of ACES and contributors within and outside of ACES. We're all extremely proud of Amanda and Sharon for their achievements."

Prior to joining ACES, Phillips served as counsel with Ballard Spahr, LLP, where her responsibilities included advising clients on the federal and state regulatory requirements governing mortgage lending, fintech, mortgage documents, business processes and practices. Before her time at Ballard Spahr, she spent six years as in-house counsel and executive vice president of legal and regulatory compliance for Accenture Mortgage Cadence and an additional five years as senior vice president and director of compliance for a national mortgage lender.

Reichhardt has created virtually every position she has held by identifying unmet needs, developing a repeatable process that successfully solves those needs and creating the infrastructure that could scale with as opportunities and operations grew. Prior to joining ACES, Reichhardt was a strategic reporting and technology manager at EverBank.

The MPA Elite Women Awards program seeks to honor current and future leaders of the housing and mortgage industries. To view the full list of 2021 honorees, visit: https://www.mpamag.com/us/best-in-mortgage/elite-women-2021/319778#winnersListSection

About ACES Quality Management

ACES Quality Management, formerly known as ACES Risk Management (ARMCO), 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 Mortgage Professional America

A publication of Key Media, Mortgage Professional America (MPA) delivers news, opinion and analysis to mortgage, real estate and finance industry professionals through its bi-monthly magazine and daily email newsletter. For more information, visit http://www.mpamag.com/.

ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite Women Awards program.

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

Mid America Mortgage COO Jemma Pachiano selected by Mortgage Professional America in its 2021 Elite Women Awards Program

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today Jemma Pachiano has been honored as an Elite Woman by industry publication, Mortgage Professional America (MPA). The MPA 2021 Elite Women Award seeks to honor outstanding women in the mortgage and housing industry.

Pachiano has been a valued contributor to Mid America for more than 10 years. She's created a culture of cooperation through communication and education, leading Mid America to become an award-winning workplace. In January of this year, Pachiano was promoted to chief operating officer. She instantly hit her stride, leading Mid America's initiative to expand its underwriting team fourfold, rendering a 300% increase in the company's retail origination volume. This expansion also enabled Mid America to maintain industry-leading turn times behind its Close on Time Close Guarantee.

Thanks to Pachiano's efforts this year, Mid America successfully rolled out its eNotes program for government-backed loans and restructured its down payment assistance program to more efficiently market the resulting securities and expand homeownership to more borrowers.

"Internally, Jemma is known as our 'ideas person.' A quick glance at her track record makes it easy to understand how she's earned that nickname," said Mid America Owner and CEO Jeff Bode. "Her experience continues to bring valued viewpoints and solutions to the table. All of us at Mid America are extremely proud of her and thank MPA for this acknowledgement."

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Mid America Mortgage, Inc. (Mid America) announced today Jemma Pachiano has been honored as an Elite Woman by industry publication, Mortgage Professional America (MPA). The MPA 2021 Elite Women Award seeks to honor outstanding women in the mortgage and housing industry.

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

Mortgage Professional America Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA).

Now in its fifth year, MPA's Elite Women award celebrates the outstanding achievements of women that work in the mortgage industry. MPA created the award to recognize the exceptional work of women whose efforts and contributions are paving the way for future generations. The award largely looks back at recent accomplishments that are having a positive effect on the mortgage industry.

"Being recognized alongside other accomplished females that are doing exceptional things for the industry is a huge honor for me," stated Johnson. "For years, the outstanding team I work with at DocMagic has been moving mountains to help lenders, settlement providers, investors, and other relevant parties automate manual workflows and remove paper from antiquated processes. I thank the judges at MPA for their research and the hard work of my entire team for making this accolade a reality."

MPA's judges were impressed with Lori's roll-up-your-sleeves leadership style that places the company and customer first, making excellence in service her primary focus. She works passionately and tirelessly to ensure that complex and precision-based eClosing and digital mortgage technology implementations are executed flawlessly, delivering a level of customer satisfaction that lenders and partners rave about.

In particular, Lori is credited with helping DocMagic's lender clients achieve a huge uptick in growth - via eClosing technology. First, the remote implementation model she oversaw was wildly successful in helping lenders clients to go live without disruption to operations during and after the pandemic.

Second, she successfully transitioned her entire team virtually overnight to a work-from-home (WFH) environment where they were able to execute tasks just as effectively as when they were at DocMagic's headquarters.

Of note is that Lori's efforts helped DocMagic land on the 2021 Inc. 5000 list, with a 67 percent three-year growth rate from 2017 to 2020. More and more lenders in the mortgage industry are now seeing the immense value of automating the closing process from start to finish. This has helped tremendously with adoption of this component of the digital mortgage workflow --- fully paperless closings.

DocMagic will close 2021 out with another banner year in sales, new client implementations, solution enhancements, seamless integrations, and more. Company officials say 2022 will be another strong year for technology innovation in the mortgage industry.

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/.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA).

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

Lender Price and Blend Integrate to Enhance User Experience for Digital Lending Processes

PASADENA, Calif. /ScoopCloud/ -- Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price's FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate. Lender Price's pricing engine is used by many top lenders as a core pillar of their digital transformation strategy. Lender Price and Blend's integration can provide a simple and efficient user experience for originators, and further personalize and streamline consumer loan applications through Blend's cloud banking platform.

Lender Price is constantly innovating to help technology partners offer the best mortgage pricing experience to consumers and loan originators. In an industry where lenders want an edge on their competitors, Lender Price offers a unique opportunity to stand out from the rest with increased efficiency, transparency, and a consumer-friendly experience. By offering rates and pricing at the beginning of the loan process and throughout the fulfillment journey, Lender Price's pricing engine helps to streamline the mortgage origination process and increase conversion rates.

"We are excited to partner with Blend. Our integration provides our mutual clients a powerful user experience for consumers applying and loan originators using Blend's platform," said Dawar Alimi, CEO and Co-Founder of Lender Price. "The mortgage industry is poised to transform drastically. Lender Price helps lenders get ready for disruption by providing them with the most innovative mortgage experience on the market. With our FLEX Mortgage Pricing APIs, lenders can provide originators and borrowers with a digital mortgage experience driven by easy-to-use, and customizable powerful mortgage pricing features."

"Consumers want a simple, personalized answer to a complex question in the mortgage origination process - 'What are my options?'" said Jeff Braddock, Business Development at Blend. "Accurate, early pricing data enables mortgage bankers to focus on building trust and understanding the consumer's needs and aspirations. Our ability to deliver an empowering experience to consumers and mortgage bankers alike was a key driver for our partnership with Lender Price."

Several lenders are excited to launch the Lender Price/Blend integration including LHM Financial Corporation, an innovative mortgage lender based in Scottsdale, Arizona. "LHM's promise to the consumer is to provide exceptional mortgage services to the clients and communities we serve. We feel that utilizing Lender Price integrated with Blend's cloud banking platform will help us achieve our promise while improving borrower engagement for our Consumer Direct and Retail Channels," said Chris Lagerblade, President of LHM.

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/.

About Blend

Blend's cloud banking platform is designed to power the end-to-end consumer journey for any banking product, from application to close. Our technology is used by Wells Fargo, U.S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, and deepen relationships. Through our software, we enable our customers to process an average of more than $5 billion in loans per day, helping consumers get into homes and gain access to the capital they need to lead better lives. To learn more, visit https://blend.com/.

Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price's FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate.

Related link: https://lenderprice.com/

After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different. CES 2022 will highlight advancements in AI, XR, gaming and computing, digital health, automotive and transportation, home entertainment, smart home - and new this year will be space technology, food technology, and NFTs.

"We are excited to see current and potential customers at CES in a few weeks and premiere our QuickSuite technology," says Dawn Taylor, After, Inc.'s Chief Revenue Officer. "After has a long history of strong partnerships with the largest manufacturers in the world. QuickSuite allows us to bring those same proven processes to manufacturers, TPAs and retailers at a much lower cost. QuickSuite includes five modular platforms that together manage the entire post-sale customer lifecycle: registration and upsell/cross-sell (QuickReg®), product protection (QuickCover®), claims management (QuickClaim®), behavioral and predictive analytics (QuickInsight®), and renewal or subscription management (QuickRenew®)."

The company will be holding private meetings at Vdara Hotel and Spa on January 5th-7th. If you plan to be there and would like to schedule a meeting, you can reach out to Dawn Taylor directly at dtaylor@afterinc.com or contact Scott Morrison, EVP Business Development (smorrison@afterinc.com) or Dan Hulkower, SVP, Business Development (dhulkower@afterinc.com).

To learn more about QuickReg® and QuickCover®, visit our product websites at https://www.quickreg.me/ and https://www.quickcover.me/. QuickClaim®, QuickInsight®, and QuickRenew® are launching in late January and early February 2022.

About After, Inc.

After, Inc. (https://www.afterinc.com/) is a leader in post-sale customer experience technology, providing product registration, marketing, analytics, and program administration to enterprise customers since 2005. After, Inc. partners with some of the world's top brands to help them drive customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities. Now, with its new QuickSuite, After, Inc. can offer the same high quality post-sale solutions to manufacturers, TPAs and retailers of any size. Headquartered in Norwalk, Connecticut, and with offices in New York City, After, Inc. is part of Galway Insurance Holdings, LP ("Galway Holdings"), a financial services distribution company with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different.

Related link: http://afterinc.com/

DocMagic’s Chief Compliance Officer Wins Top 40 Under 40 Most Influential Mortgage Professionals Award

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.

The annual list highlights the industry's most influential mortgage professionals under the age of 40 who are making a difference by exemplifying professionalism, perseverance, leadership, and excellence in their respective fields. According to NMP, the magazine again received numerous nominations and it was tough to arrive at the 40 honorees.

"I am flattered to be acknowledged as a person who has made industry contributions that have had a positive impact," commented Ales. "DocMagic has truly moved the needle with innovative technologies that are digitizing the lending process. What's more, adoption of our solutions is at an all-time high. I feel honored to have earned this accolade, but at the end of the day it's a team-based effort here at DocMagic that's making the real difference."

Gavin has implemented numerous complex compliance regulations into DocMagic's software applications, effectively supporting thousands of lending entities across the mortgage supply chain. He oversaw the implementation of TRID, works closely with the CFPB, the GSEs, and ensures lenders remain in compliance at all times---from the moment borrowers and originators engage at the point-of-sale all the way to underwriting, closing, secondary, and servicing. Most recently, he has been key in launching compliant eClosing solutions and eNotarization functionality.

Gavin is responsible for overseeing constant changes to many loan documents for compliance adherence. His legal and compliance department ensures that state, federal, CFPB, and investor-level compliance changes are assessed and accurately incorporated into DocMagic's software platform in a timely fashion. Gavin specializes in mortgage banking compliance; federal and state regulatory compliance; financial services law; real estate law; and consumer credit law, among other focuses. Prior to joining DocMagic, he was the Deputy Chief Compliance Officer at Prospect Mortgage.

Gavin holds a J.D. from American University, Washington College of Law and a B.B.A. with a focus in Economics and a minor in Banking and Finance as well as a B.A. in International Relations and Affairs and a minor in German from the University of Mississippi. He is a licensed attorney in the state of California and Maryland.

The complete list of 2021 Top 40 Under 40 honorees are showcased in the December issue of National Mortgage Professional magazine: https://nationalmortgageprofessional.com/news/nmps-40-under-40-2021.

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 NMP Magazine's '40 Most Influential Mortgage Professionals Under 40':

The annual list is comprised of mortgage professionals who are under the age of 40, as voted by their peers, who are accomplished individuals that carry the torch of professionalism, perseverance, leadership, excellence, and more - in their respective fields within the fast-moving mortgage industry. As with each year, NMP received many nominations, ultimately arriving at 40 official winners and identifying another 40 to watch that are mortgage professionals shaping the industry.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.

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

Sales Boomerang named to Inc.’s 2021 Best in Business list in ‘On the Rise’ category

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang has been named to the Inc. 2021 Best in Business list in the On the Rise category for businesses 0-4 years old. Inc.'s Best in Business Awards honor companies that have gone above and beyond to make a positive impact.

The list, which can be found in the Winter issue of Inc. magazine (on newsstands December 14), recognizes small- and medium-size privately held American businesses that have had an outstanding influence on their communities, their industries, and the environment or society as a whole.

Scott Omelianuk, editor-in-chief of Inc., says, "What began for us during the pandemic as an effort to showcase companies that were helping the community has grown into a recognition of social, environmental and economic impact. The companies on this year's list are changemakers with heart - and they're pouring the best of their business into the people and communities around them."

"Sales Boomerang has earned its extraordinary success as the mortgage industry's first automated borrower intelligence and retention system by helping lenders find the value in their existing customer relationships, ensuring loan officers know exactly when anyone in their database is ready for a loan," said Sales Boomerang CEO Alex Kutsishin. "At less than five years old, it is an incredible honor for Sales Boomerang to be recognized by Inc. for setting a trend in the mortgage industry to see the value of every borrower, even after closing."

Rather than relying on quantitative criteria tied to sales or funding, Inc.'s editors reviewed the companies' achievements over the past year and noted how they made a positive difference in the world. They then selected honorees in more than 49 different industries - from finance to software to engineering to fashion and more - and in age-based and revenue-based categories. The applicant pool was extremely competitive, with around 2,700 entries and an acceptance rate in the low single digits - a huge success for these honors in the list's second year. Honorees for gold, silver, bronze and general excellence across industries and categories are featured online at https://www.inc.com/best-in-business.

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 Inc. Media:

The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across various channels, including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the Inc. 5000 allows these founders a chance to engage with their peers in an exclusive community with the credibility to help drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

Sales Boomerang has been named to the Inc. 2021 Best in Business list in the On the Rise category for businesses 0-4 years old. Inc.'s Best in Business Awards honor companies that have gone above and beyond to make a positive impact.

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

Critical defect rate increases 13% Q2 2021, according to ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo. /ScoopCloud/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the second quarter (Q2) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software.

Notable findings from the Q2 2021 report include:

* A 13% increase in the overall critical defect rate to 2.27%, ending a multi-quarter trend of improvement;

* The continued dominance of the Income/Employment defect category, which reached its highest observed rate since the inception of this report in 2016;

* Improvement in some of the core underwriting categories as well as in manufacturing-related categories, most likely driven by more predictable and stable volumes;

* A significant shift in reviews of refinance versus purchase transactions, further signaling that the transition from a refinance market to a purchase market is well underway;

* Increased share and improved performance for conventional loans; and

* A decline in Early Payment Defaults ("EPDs"), indicating that reviews have peaked and are now below pre-pandemic levels.

"Several factors contributed to the increase in the critical defect rate to 2.27% in Q2 of 2021, including the transition from a refinance market to a purchase market, the previous quarter's falling margins, eviction moratorium uncertainty and rising inflation," said ACES Executive Vice President Nick Volpe. "As the market continues to transition to primarily purchase transactions, lenders should expect continued volatility over the next few quarters and, therefore, keep a close watch on defects for the foreseeable future."

Findings for the Q2 2021 ACES Mortgage QC Industry Trends Report are based on post-closing quality control data derived from the ACES Quality Management and Control® benchmarking system and incorporate data from prior quarters and/or calendar years, where applicable. All reviews and defect data evaluated for the report were based on loan audits selected by lenders for full file reviews.

"While the increase in the critical defect rate was disappointing, there are several silver linings to our Q2 findings, including volume stabilization and declining unemployment numbers. These, combined with other economic factors, provide some optimism for the coming quarters, though the possible effect of inflation on interest rates may dampen that outlook," said ACES CEO, Trevor Gauthier. "Given the uncertainty of 2022's market and increasing regulatory pressures, lenders must ensure their existing QC and compliance programs are leveraging automation to maximize loan quality and mitigate risk."

Mortgage QC Industry Trends Reports are available for download, free of charge, at https://www.acesquality.com/resources/reports.

About ACES Quality Management

ACES Quality Management, formerly known as ACES Risk Management (ARMCO), 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 the release of its quarterly ACES Mortgage QC Trends Report covering the second quarter (Q2) of 2021.

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

Mortgage Coach president Joe Puthur lauded as National Mortgage Professional 2021 40 Under 40 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 that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine. The annual NMP 40 Under 40 awards highlight 40 outstanding mortgage professionals under the age of 40 whose innovative strategies and leadership are shaping the housing industry.

Puthur has a long history of developing technology solutions that push the boundaries of what software can do for mortgage lenders and the consumers they serve. Since joining Mortgage Coach in 2009, Puthur has led the firm's evolution from a desktop loan modeling program used by thousands of top-performing loan officers to an enterprise, sales enablement platform used by 120+ independent mortgage banks, depository banks and credit unions, including 7 of the top 10 retail mortgage lenders.

Over the past 18 months, Puthur has led an extraordinary push to scale the Mortgage Coach platform and enable easy integration with any mortgage lender tech stack. Today, Mortgage Coach has dozens of native integrations, which have helped hundreds of thousands of consumers make more educated home purchase decisions this year alone. Recent integration partnerships include ICE Mortgage Technology, First American Title, Sales Boomerang, LoanSense and HomeBinder.

"Joe's professional excellence and effective leadership are attributable to a rare combination of qualities that have transformed Mortgage Coach as a technology and an organization under his leadership," said Mortgage Coach Co-founder and CEO Dave Savage. "He's a brilliant technologist, a keen businessman and a mortgage expert. But it's his inquisitiveness and genuine care for people that set him apart as a leader."

"Joe's passion for empowering people to achieve their financial goals through homeownership has guided his development of Mortgage Coach as a platform that enables lenders to bring borrowers' financial opportunities to life on a world-class technology platform," continued Savage. "He has been critical to the success of Mortgage Coach and our clients."

The full list of 40 Under 40 honorees can be viewed in the December edition of National Mortgage Professional Magazine at https://nationalmortgageprofessional.com/.

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.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine.

Related link: https://mortgagecoach.com/

SimpleNexus Chief Customer Officer Andria Lightfoot earns a spot on National Mortgage Professional’s 40 Under 40 lineup

LEHI, Utah /ScoopCloud/ -- SimpleNexus (https://simplenexus.com/), developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Andria Lightfoot, chief customer officer, was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP). The annual NMP 40 under 40 awards recognize 40 of the most influential housing finance professionals under the age of 40 whose innovative products and strategies are paving the way in the mortgage industry.

Lightfoot oversees multiple SimpleNexus departments, including professional services, implementation and customer service. With 15 years' experience in the mortgage industry, she is known for her innovative leadership in process optimization and technology configuration.

"I am lucky to work at SimpleNexus, where I have the unique opportunity to serve at the forefront of the digital mortgage revolution," said Lightfoot. "It's an incredible honor for National Mortgage Professional to recognize my achievements in this groundbreaking industry."

In just eight months, Lightfoot has grown SimpleNexus' Nexus Closing from four to 54 enterprise customers, increased weekly eClosings from 78 to 2,500 and increased departmental employee diversity by more 50%. Prior to joining SimpleNexus, Lightfoot served as chief operations officer at George Mason Mortgage, LLC, providing strategy for enterprise software solutions and implementing innovative change management initiatives.

The full list of 2021 NMP 40 Under 40 winners can be found in the November issue of National Mortgage Professional Magazine or online at https://nationalmortgageprofessional.com/.

About SimpleNexus, LLC:

Founded in 2011, SimpleNexus is an award-winning developer of mobile-first technology for the modern mortgage lender. Lenders depend on our namesake homeownership platform to unite the people, systems and stages of the mortgage process into a seamless, end-to-end solution that spans engagement, origination, closing and business intelligence. By helping lenders manage their teams and stay connected with borrowers and real estate partners, we deliver a measurable return on investment in the form of reduced turn times, increased loan application submissions and more referral business. A four-time Inc. 5000 company, SimpleNexus has been recognized as one of the world's Best Workplaces for Innovators.

For more information, visit https://www.simplenexus.com or follow @SimpleNexus.

SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Andria Lightfoot, chief customer officer, was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP).

Related link: https://simplenexus.com/

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance

ATLANTA, Ga. /ScoopCloud/ -- Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.

The chosen Living Benefits Ambassadors are as follows:

* Frank Tomazine (Pike Creek Financial - Newark, Delaware)
* Frederico Martins (Five Rings Financial - Miami-Fort Lauderdale, FL)
* Vytas Skapcevicius (Goodwill Financial - Chicago, IL)
* Simone Lewis-Pidgeon (Five Rings Financial - Plano, TX)
* Morgan Marx (Synergy Financial Solutions - Houston, TX)
* Soraia Close (Five Rings Financial - Orlando, FL).

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

ABOUT LIVING BENEFITS AWARENESS MONTH:

Living Benefits are features built into life insurance policies (term and permanent) that allow the policyholder access to their death benefit while they are still alive if they get sick or injured. Cancer, heart attack, stroke, major organ transplant, blindness, paralysis, and chronic illness are some of the triggering events that would allow for acceleration of the policy's death benefit.

"Living Benefits will safeguard your family from the cause of 50% of the bankruptcies in the U.S. every year ― medical bankruptcy resulting from a critical illness," says Lee Duncan, President and CEO of Alliance Group.

"Getting sick no longer means certain death," says Duncan. "Having emergency access to your life insurance policy's death benefit while you're still alive is a hugely valuable option to have. More people should know about that option. That's why we created Living Benefits Awareness Month five years ago, and we're so excited about building on that success."

According to Duncan, consumers can get a better idea of what LBAM is all about by visiting a website created by Alliance Group that is geared towards educating the general public on Living Benefits. The address for the site is https://www.alliancegrouplife.com/site/lbam.

The company's main website is https://www.alliancegrouplife.com

ABOUT ALLIANCE GROUP:

As "The Living Benefits IMO," Alliance Group provides independent agents and agencies with superior marketing and training solutions. Since 1998, Alliance Group has been helping life insurance agency partners spread awareness about Living Benefits life insurance, while also helping them solve clients' tax-free retirement, mortgage protection, small business planning, and estate planning needs. Alliance Group has an A+ rating on BBB.

Visit us on social media:

Facebook - https://www.facebook.com/AllianceForLife

LinkedIn - https://www.linkedin.com/company/alliance-group/

MULTIMEDIA:

* VIDEO (Vimeo): https://vimeo.com/434087689

Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.

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

Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey

SARATOGA, Calif. /ScoopCloud/ -- Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance.

Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups. Thanks to Certa's flexible platform-which allows clients to build customizable workflows without any code-companies are able to onboard third parties up to 5 times faster. Moreover, they have global governance, full control, and accountability over the end-to-end process.

Comply Exchange provides automated and intuitive tax solutions and compliance software that allows clients across all industries, such as AP departments, financial institutions, digital asset companies, and private equity firms, to keep up with the strict and rapidly changing tax regulatory requirements that are otherwise impossible to navigate. With a focus on risk mitigation and providing a seamless customer experience, the Comply Exchange applications can be configured and customized to meet each client's specific needs, all with real-time validation and leveraging the latest IRS guidelines.

This partnership allows Certa's current and future clients to benefit from Comply Exchange's extensive knowledge and experience related to tax regulation. Through Comply Exchange, Certa automates IRS Form W9/W8 collection and validation, and provides enhanced tax reporting and visibility to ensure clients are fully complying with IRS regulations and requirements.

"This partnership enables enterprises to collect 100% accurate tax information through Comply Exchange while automating the entire journey of third parties through Certa," said Certa Founder and CEO Jag Lamba.

"Automating the collection and validation of documentation through the account opening process significantly improves the user experience, whilst mitigating the risks associated with non-compliance of our customers. Our partnership with Certa now enables us to offer the very best of both worlds in a seamless end to end experience, something the industry has unsuccessfully strived towards for years. Now it's here!" says David Marley, CEO and Founder of Comply Exchange.

About Certa:

Certa is the fastest growing supplier management platform. Founded in 2015, Certa makes third-party risk management fast, easy, and modern. Using 80+ no-code integrations with trusted data sources, Certa helps companies onboard third-parties 5x faster while mitigating risk and improving compliance controls. Certa's clients include several Fortune 100, and top consulting and digital native firms. Certa is headquartered in the San Francisco Bay Area.

For more information or to schedule a demo visit our website, Twitter, and LinkedIn. https://www.getcerta.com/

About ComplyExchange:

Comply Exchange provides automated and intuitive tax solutions and compliance software that helps financial institutions, private equity companies and accounts payable departments conform with the stringent and ever-changing tax regulatory requirements. To learn more about ComplyExchange and its services, visit their website at https://www.complyexchange.com or LinkedIn.

Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.

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

MCT Launches Dynamic Learning Center to Empower Lender Growth and Profitability

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage lender in the secondary market. With a repository of webinars, technical whitepapers, blog posts, market commentary, and a dictionary of industry terms, the Learning Center grants unparalleled educational access to users looking to expand their knowledge of capital markets.

"We rolled out the Learning Center so that clients and industry professionals alike could gain insights, improve their business operations, and further their understanding of the mortgage industry," said Curtis Richins, President of MCT. "This debut is a significant step forward in our mission to fuel the mortgage industry with transformational capital markets technology and personalized client experience."

The new MCT Learning Center is built around a tailored experience for each individual user. Whether a particular lender is doing best efforts loan sales, supported hedging and mandatory delivery, semi-autonomous hedging and loan sales, autonomous hedging and loan sales, or is fully autonomous with advanced functionality, each growth stage has a robust repository of material designed to advance knowledge and achieve increased profitability. Visitors have the option to take a brief survey to determine their growth stage, or browse MCT's latest featured content for mortgage professionals.

"The complexities of the mortgage secondary market have frequently represented a stumbling block in the growth of lenders and mortgage professionals, sometimes to the benefit of the financial establishment who capitalize on that complexity," said Ian Miller, CMO of MCT. "MCT has achieved a leading role among hedge advisors through transparency and education, and the new Learning Center is the latest incarnation of that mission."

The debut of the Learning Center is the latest in a long line of innovations from MCT. Over the last year, MCT has rolled out BAM Marketplace, the first truly open loan exchange, enhanced best execution with its EBX technology that automates retain-release MSR decisions, and debuted the MCTlive! Pool Optimizer that enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.

While this content recommendation engine is the latest example of MCT's commitment to accessibility in the secondary market, an array of deeper resources is already available exclusively for MCT clients. These include the annual MCT Exchange conference, the MCT University educational webinar series, and MarketFlash email newsletters sharing timely market volatility guidance.

Visit the MCT Learning Center and register for a webinar on January 6 demonstrating the new functionality and collecting topics of interest for future educational resources:

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

https://mct-trading.com/resources-growing-profitability-webinar/

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.

Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage lender in the secondary market.

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

OpenClose Launches Mobile Assist™ Native Mobile App Platform

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist™. Mobile Assist adds features and functionality to make originators more successful with a real-time omnichannel device platform that helps originators deliver superior service and guidance to their borrowers and referral partners in a secure, seamless and collaborative experience.

OpenClose's Mobile Assist allows originators to generate product and pricing scenarios, run AUS, lock loans, view conditions, receive real-time notifications, communicate easily and have greater visibility into all aspects of the loan manufacturing process. Originators can invite borrowers into a secure environment at any stage of the application process; upload or photo capture documentation; eSign documents; automatically verify employment, income and assets; view progression of their loan; action loan conditions; and collaborate with staff and affinity partners to efficiently complete the transaction.

For lenders, Mobile Assist extends the traditional office and will help attract top-tier sales talent and secure vital referral partners. The platform provides an environment where originators, borrowers, realtors and other affinity partners can fully function and collaborate on a native Android, iPhone or iPad device. With on-the-go connectivity to critical data and tools, you become the partner that offers originators cutting edge tools while establishing operational efficiencies and reducing the cost to manufacture loans

"OpenClose provides unburdened, secure connectivity to our digital lending ecosystem by eliminating the hardware tether associated with our competitors. With mobile devices being such an integral part of our culture today and the demand for in real-time experiences, OpenClose wanted to fundamentally shift the way people think about mortgage loan origination," said Allen Pollack, VP of Innovation at OpenClose. "Consumers demand the flexibility to engage on their time with the devices that are always by their side and have the opportunity to communicate not only with their lender, but also with all parties critical to their transaction. Originators can now embrace the culture and better service their borrowers and partners with unmatched work-from-anywhere personalized experiences."

OpenClose's Mobile Assist interacts seamlessly with its LenderAssist™ LOS, DecisionAssist™ PPE, and ConsumerAssist™ POS, providing a new level of synchronization between the lender's back-office staff, loan officers operating in the field, borrowers and affinity partners.

About OpenClose:

Founded in 1999, OpenClose is the preeminent fintech provider that developed the mortgage banking industry's first SaaS-based lending automation software platform. Today, the company has expanded to become an award-winning, comprehensive loan origination software suite that slashes the cost to manufacture loans by up to 40 percent, reduces processing and underwriting cycle times by up to 50 percent, and requires minimal support to install and manage. OpenClose is the only vendor in the industry able to offer a true end-to-end, omni-channel, 100 percent browser-based, workflow-driven platform that effectively consolidates the digital POS, LOS, PPE and BI functions via a single provider, with easy access from any browser or mobile device.

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

OpenClose®, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist™. Mobile Assist adds features and functionality to make originators more successful with a real-time omnichannel device platform.

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

Mortgage Coach announces integration with ICE Mortgage Technology enabling lenders to deliver accurate loan comparisons

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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure. Mortgage Coach has leveraged Encompass® Developer Connect™ APIs (application programming interfaces) so lenders can deliver information-rich Total Cost Analysis (TCA) loan comparison data to borrowers automatically and easily.

The Mortgage Coach platform helps lenders engage borrowers in the home financing process with digital TCA presentations that deliver an interactive comparison of how mortgage strategies perform over time. The integration enables lenders to instantly generate accurate and compliant TCA presentations for every loan record managed in Encompass via a secure, single sign-on user experience.

Mortgage Coach is the inaugural "borrower conversion" solution available through the ICE Mortgage Technology Marketplace, which is used by thousands of mortgage lenders who use Encompass as their loan origination system (LOS) to increase borrower commitment.

Guaranteed Rate, one of America's top-five retail mortgage lenders, is the first to leverage the enhanced Mortgage Coach integration with ICE Mortgage Technology's Developer Connect APIs.

"Guaranteed Rate typically builds its own technology and partners with only a small set of elite innovators such as ICE Mortgage Technology and Mortgage Coach," said Paul Anastos, chief innovation officer at Guaranteed Rate. "We understand that innovative technology enables our team to provide consumers with an unparalleled home financing experience. For years, Mortgage Coach TCAs have helped our team deepen engagement with homebuyers with easy-to-follow home financing advice. Mortgage Coach's partnership with ICE Mortgage Technology will make it easier than ever for our loan originators to meet the long-term financial goals of our clients."

"Mortgage Coach is committed to earning borrower confidence through transparency and education. Lenders convert that confidence into repeat transactions, referrals, and lifetime brand loyalty at scale, capturing every fundable opportunity," said company President Joe Puthur. "Our partnership with ICE Mortgage Technology enables any lender leveraging Encompass to add access to the benefits of our TCA platform. This innovation provides a new simple method to help millions of additional borrowers make a more confident and informed mortgage decision."

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 Intercontinental Exchange:

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks to connect people to opportunity. We provide financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. We operate exchanges, including the New York Stock Exchange, and clearing houses that help people invest, raise capital and manage risk across multiple asset classes. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently. At ICE Mortgage Technology, we are transforming and digitizing the U.S. residential mortgage process, from consumer engagement through loan registration. Together, we transform, streamline and automate industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading "Key Information Documents (KIDS)."

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 -- Statements in this press release regarding ICE's business that are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE's Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE's Annual Report on Form 10-K for the year ended December 31, 2020, as filed with the SEC on February 4, 2021.

About ICE Mortgage Technology:

ICE Mortgage Technology combines technology, data and expertise to help automate the mortgage process, from consumer engagement through loan registration, and every step and task in between. ICE Mortgage Technology is the leading cloud-based loan origination platform provider for the mortgage industry, with solutions that enable lenders to originate more loans, lower origination costs, and reduce the time to close, all while ensuring high levels of compliance, quality and efficiency. Visit https://www.icemortgagetechnology.com or call (877) 355-4362 to learn more.

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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.

Related link: https://mortgagecoach.com/

SimpleNexus’ Shane Westra and Suzy Djilas recognized for outstanding leadership in mortgage technology

LEHI, Utah /ScoopCloud/ -- SimpleNexus (https://simplenexus.com/), developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that two staff members were honored by housing finance media organizations for their respective contributions to the mortgage industry. Chief Product Officer Shane Westra was named a 2021 Tech Trendsetter by HousingWire (HW) and Enterprise Account Executive Suzy Djilas was named a 2021 Mortgage Lending Woman of Inspiration by National Mortgage Professional (NMP) Magazine.

Shane Westra, HW Tech Trendsetters award recipient

The HW Tech Trendsetters award program recognizes the 50 most impactful and innovative technology leaders serving the housing economy. Westra was honored for bringing to market products that improve lender productivity and borrower experience at SimpleNexus. Notably, Westra managed the rapid build-out of Nexus Closing, SimpleNexus' electronic closing platform, which offers borrowers a streamlined closing experience that includes integrated remote online notarization (RON) and eSigning.

"I am honored to receive this award from HousingWire, a media outlet with widespread influence in the mortgage industry," said Westra. "I would like to thank my team at SimpleNexus for their dedication to building innovative digital tools that lead to significant efficiency gains, greater data integrity and faster delivery of loans to the secondary market."

"This year's list of Tech Trendsetters have, yet again, proven to be the driving force behind the digital transformation in housing," HousingWire Editor and Chief Sarah Wheeler said. "This impressive list of honorees are finding solutions to some of the industry's toughest challenges from improving the borrower's journey to streamlining every step of the real estate transaction process."

Suzy Djilas, NMP Mortgage Lending Women of Inspiration recipient

NMP's Mortgage Lending Women of Inspiration have made significant contributions to the mortgage industry through demonstrated leadership and innovative initiatives. Over 15 years, Suzy Djilas has built a reputation as a mortgage technology sales powerhouse who understands how to help lenders get the most from their investments in software. In the wake of the pandemic, Djilas worked hand-in-hand with lenders to ensure that loan officers maintained productivity while working remotely using the SimpleNexus app. She also kept deals moving forward with consumer-facing tools such as mobile disclosures and hybrid eClosings.

"The mortgage industry can feel a bit like a boys' club sometimes, which can be somewhat intimidating for young women considering a career in the industry," said Djilas. "I would encourage those young women to connect with strong female mentors like the women honored with this award, and seek out a company with a culture of support and diversity, which I am fortunate to have found at SimpleNexus."

About SimpleNexus, LLC:

Founded in 2011, SimpleNexus is an award-winning developer of mobile-first technology for the modern mortgage lender. Lenders depend on our namesake homeownership platform to unite the people, systems and stages of the mortgage process into a seamless, end-to-end solution that spans engagement, origination, closing and business intelligence. By helping lenders manage their teams and stay connected with borrowers and real estate partners, we deliver a measurable return on investment in the form of reduced turn times, increased loan application submissions and more referral business. A four-time Inc. 5000 company, SimpleNexus has been recognized as one of the world's Best Workplaces for Innovators.

For more information, visit https://www.simplenexus.com or follow @SimpleNexus.

SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that two staff members were honored by housing finance media organizations for their respective contributions to the mortgage industry.

Related link: https://simplenexus.com/

Sales Boomerang adds ‘Previous Alerts’ to facilitate better-informed conversations between mortgage advisors and prospects

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the availability of a new feature that lets lenders view a history of Sales Boomerang alerts that have previously triggered for each contact in their monitored database. The 'Previous Alerts' feature empowers mortgage advisors with historical context that makes customer outreach hyper-relevant whenever a new Sales Boomerang alert is triggered.

Sales Boomerang monitors a lender's database and alerts loan originators when a borrower or prospect is ready for a loan. "Defensive" alerts trigger when a borrower takes an action, such as applying for a mortgage with another lender, paying off a loan early or listing their home for sale. "Offensive" alerts enable originators to present opportunities to borrowers once they meet certain criteria, such as attaining a target loan-to-value (LTV) ratio or credit score, or when market conditions make it possible for the borrower to get more favorable rates or terms than their current loan. By not only indicating current loan opportunities but also providing a complete history of past alerts, Sales Boomerang gives mortgage advisors a more nuanced understanding of each past or prospective mortgage customer's financial situation and makes it easier to convert opportunities into closed loans.

With Sales Boomerang's numerous customer relationship management (CRM) integrations, most mortgage advisors will also be able to access any notes taken regarding borrower outreach at the time of previous alerts, as each Sales Boomerang alert is an opportunity to reach out and prevent the borrower from continuing to shop for a mortgage.

"Mortgage advisors are going to love this capability, because it primes them to make an informed and helpful pitch every time they call on a customer," explained Sales Boomerang Vice President of Product Mike Spotten. "For example, if a mortgage advisor receives a Mortgage Inquiry alert indicating a prospect is currently shopping for a mortgage, they can check the contact's history of previous alerts to see that the same prospect listed their home for sale just three weeks ago. This tells a mortgage advisor exactly what kind of conversation to start with the prospect."

"The longer a lender works with Sales Boomerang, the richer and more valuable 'Previous Alerts' history becomes," added Spotten. "Managers may even find the feature does double duty as a coaching tool, because they can use it to identify opportunities for more consistent mortgage advisor follow-up with triggered contacts."

For more information about Sales Boomerang's 'Previous Alerts' feature, contact your client success representative or email sales@salesboomerang.com.

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™ ethos, visit https://www.salesboomerang.com.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the availability of a new feature that lets lenders view a history of Sales Boomerang alerts that have previously triggered for each contact in their monitored database.

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

ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions

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 partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®. An innovative and dynamic financial law database built by attorneys and powered by cutting-edge technology, Winnow takes the guesswork out of compliance by instantaneously identifying regulatory requirements applicable to specific institution types and products. The addition of Winnow's comprehensive database helps ensure ACES continues to provide its users with the most accurate and up-to-date information on state regulations.

"Maintaining compliance with all applicable rules and regulations is one of the most critical outcomes of lenders' quality control processes. However, managing the sheer volume of regulatory requirements from both the state and federal level can overwhelm even the most seasoned, well-staffed compliance team, which ultimately puts loan quality in jeopardy and exposes organizations to unnecessary risk," said ACES President and Chief Operating Officer Phillip McCall. "Because it was incubated inside of one of the industry's preeminent legal advisory firms, Winnow serves as a powerful resource for tracking compliance changes at all levels, and we are thrilled to leverage the extensive Winnow regulatory database to enhance the compliance support ACES delivers to our clients."

Winnow covers state laws and regulations specific to the full lifecycle of mortgage, auto, credit card, consumer and commercial-purpose lending and financing. The platform also includes generally applicable requirements that impact the lending and servicing of these products, including such topics as marketing and advertising, debt collection, telemarketing, notary requirements, electronic signatures and documents, powers of attorney and privacy/data security. With Winnow, subscribers can instantaneously and intuitively create a survey of laws based on any of these topics, export the results to their chosen file format, and save them to receive tailored updates of law changes.

"Operating or scaling a financial services company is highly difficult, even under the best of circumstances. Add on the constant change of regulatory requirements, and it becomes even more daunting. That's why a trusted partner like ACES is crucial for speeding up the audit and approval process," said Chris Hilliard, Chief Operating Officer and a Founder of Winnow Solutions, LLC. "We're delighted that ACES has chosen Winnow to power its compliance research, allowing it to deliver even more value to its customers. ACES has an excellent reputation as an industry leader in the QC space, and we deeply appreciate the trust it has placed in us."

About Winnow Solutions

Winnow Solutions, LLC is the developer of Winnow ®, a database-driven, RegTech platform that provides subscribers with accurate topic-driven surveys and automated compliance change management. Winnow catalogues over 45,000 individual state law requirements maintained by an experienced team of specialized attorneys and professionals. Winnow subscribers build highly tailored state law compliance surveys unique to their business type, licensing, financial products and jurisdictions, with federal law surveys coming soon. Winnow Solutions, LLC is a subsidiary of Buckley LLP, a law firm that focuses on financial services, government enforcement, and litigation, and that has been recognized as "The best at what they do in the country" by Chambers USA. For more information, visit https://www.winnow.law or call 1-888-488-6797.

About ACES Quality Management

ACES Quality Management, formerly known as ACES Risk Management (ARMCO), 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 http://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 partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®.

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

Mortgage Coach executive Kelli Hodges honored with National Mortgage Professional’s 2021 Mortgage Lending’s Women of Inspiration award

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 that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine. The annual awards program honors women leaders in the mortgage industry who spark inspiration via mentorship, professional accomplishment and thought leadership.

Hodges was honored for applying her 20 years' mortgage technology and operational expertise at Mortgage Coach, where she has helped hundreds of lenders meet the unique financial needs of millions of homeowners. Since joining Mortgage Coach in 2017, she has played a vital role in expanding the firm's connectivity with the digital mortgage ecosystem by more than doubling its partnership integrations. Additionally, Hodges has boosted internal efficiency through process optimization and fostered high employee retention while growing the company with top talent by promoting a work culture in which employees feel empowered to make a difference and grow professionally.

"Kelli's leadership and intelligence have been vital to Mortgage Coach's ability to bake financial education and highly-personalized advice into the home financing process, which in turn yields increased conversion and customer retention for lenders," said Mortgage Coach President Joe Puthur. "I applaud her professional achievements and commend her on an honor well-deserved."

The full list of Mortgage Lending's Women of Inspiration honorees can be viewed in the November edition of National Mortgage Professional Magazine on https://nationalmortgageprofessional.com/.

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.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine.

Related link: https://mortgagecoach.com/

SimpleNexus makes third consecutive appearance on Deloitte Technology Fast 500™, ranking number 292

LEHI, Utah /ScoopCloud/ -- SimpleNexus (https://simplenexus.com/), developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it earned the number 292 spot on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 27th year.

The homeownership platform's "from anywhere" functionality and ability to support a modern home lending experience from point-of-thought to post-close were the primary catalysts behind its 433% revenue growth.

"SimpleNexus' commitment to providing its mortgage lender customers with a measurable return on investment by way of reducing turn times, generating referral partnerships and increasing loan application submissions has rapidly enlarged our footprint in the housing industry," said SimpleNexus Chief Executive Officer Cathleen Schreiner Gates. "We are honored to be recognized on the Deloitte Technology Fast 500 alongside other world-class companies who are making waves in their respective industries."

"Each year the Technology Fast 500 shines a light on leading innovators in technology and this year is no exception," said Paul Silverglate, vice chair, Deloitte LLP and U.S. technology sector leader. "In the face of innumerable challenges resulting from the pandemic, the best and brightest were able to pivot, reinvent and transform and grow. We celebrate the winning organizations and especially the talented employees driving their success."

"The pandemic has underscored the urgent need for tech solutions in a variety of areas across health care, fintech, energy tech, entertainment, to name a few, so reliance on innovators like the winners of the Technology Fast 500 is more important than ever," said Christie Simons, partner, Deloitte & Touche LLP and industry leader for technology, media and telecommunications within Deloitte's audit & assurance practice. "These companies are not only at the cutting edge, transforming the way we do business, but most importantly, recognize the strategic importance of ongoing innovation, especially in the ever-changing world of technology."

SimpleNexus has made multiple consecutive appearances on the Technology Fast 500™, having ranked 143 on the list in 2020, and 102 in 2019.

Overall, 2021 Technology Fast 500™ companies achieved revenue growth ranging from 212% to 87,037% from 2017 to 2020, with median growth of 521%.

About SimpleNexus

Founded in 2011, SimpleNexus is an award-winning developer of mobile-first technology for the modern mortgage lender. Lenders depend on our namesake homeownership platform to unite the people, systems and stages of the mortgage process into a seamless, end-to-end solution that spans engagement, origination, closing and business intelligence. By helping lenders manage their teams and stay connected with borrowers and real estate partners, we deliver a measurable return on investment in the form of reduced turn times, increased loan application submissions and more referral business. For more information, visit https://www.simplenexus.com/ or follow @SimpleNexus.

About the 2021 Deloitte Technology Fast 500™

Now in its 27th year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies - both public and private - in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2017 to 2020.

In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or technology that is sold to customers in products that contribute to a majority of the company's operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million. Additionally, companies must be in business for a minimum of four years and be headquartered within North America.

About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as "Deloitte Global") does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it earned the number 292 spot on the Deloitte Technology Fast 500™.

Related link: https://simplenexus.com/

HousingWire recognizes Sales Boomerang’s Mike Spotten for innovations in mortgage technology

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that Mike Spotten, vice president of product, was named a 2021 HW Tech Trendsetter by HousingWire Magazine. Now in its third year, the HW Tech Trendsetters award program highlights the leading players in the housing economy who drive innovation with advanced digital products and services.

As Sales Boomerang's VP of Product, Mike Spotten is leading the tech disruption of mortgage lending by continuously innovating Sales Boomerang's groundbreaking borrower intelligence products to deliver new competitive advantages for mortgage lenders. During the refi boom, Sales Boomerang noticed lenders were losing profits due to early loan payoffs (EPO) and Spotten immediately began working on a solution. Within one month, Sales Boomerang was able to release a new alert type that notifies lenders when a borrower might have an EPO, providing lenders the opportunity to re-engage with past clients and meet their refi needs before they switch lenders.

"I am humbled to have my achievements recognized by HousingWire, a publication that carries so much weight in the mortgage industry," said Spotten. "I strive for innovation because I stand by the Sales Boomerang mission of using data-driven solutions to ensure every borrower has access to the right loan, right when they need it."

HousingWire's Tech Trendsetters award program honors the 50 most influential and innovative technology leaders serving the housing industry. Receiving hundreds of nominations annually, the HousingWire editorial selection committee selects finalists based on professional achievements over the past 12 months.

"This year's list of Tech Trendsetters have, yet again, proven to be the driving force behind the digital transformation in housing," HousingWire Editor and Chief Sarah Wheeler said. "This impressive list of honorees are finding solutions to some of the industry's toughest challenges from improving the borrower's journey to streamlining every step of the real estate transaction process."

The complete list of 2021 HW Tech Trendsetters will be published in the December/January issue of HousingWire Magazine. View the lineup of honorees online at https://www.housingwire.com.

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 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 https://www.housingwire.com/ or https://www.solutions.housingwire.com/ to learn more.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that Mike Spotten, vice president of product, was named a 2021 HW Tech Trendsetter by HousingWire Magazine. Now in its third year, the HW Tech Trendsetters award program highlights the leading players in the housing economy who drive innovation with advanced digital products and services.

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

Choyce Peterson Hires Scott J. Lipow as Senior Associate

NORWALK, Conn. /ScoopCloud/ -- Choyce Peterson, Inc. (www.choycepeterson.com), a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties. Lipow delivers expertise to the firm's clients in asset acquisitions and dispositions, property valuation and market analysis. Lipow also represents both landlords and tenants in connection with leasing transactions.

Lipow brings 10 years of experience as the founder and operator of Six7 Marketing. After earning his MBA from Emory University, Lipow worked with a range of different businesses across the area, while establishing a deep network of relationships and an unmatched understanding of the local market. Lipow is a lifelong resident of Fairfield and is the proud founder of the Fairfield Fierce Basketball Club, a youth basketball organization that serves hundreds of families from around the area each year.

"We are pleased to have Scott join our growing team," said Scott C. Peterson, Vice President at Choyce Peterson. "He brings a wealth of entrepreneurial business experience to our firm, and we are excited for him to harness these talents within our Capital Markets initiative."

Alan R. Peterson, principal and co-founder of Choyce Peterson added, "Scott's business background and community outreach skills make him an excellent addition to Choyce Peterson. We look forward to growing the investment sales side of our firm with him on the team."

For further information, please visit our website: https://www.choycepeterson.com/

About Choyce Peterson, Inc.

Choyce Peterson, Inc., a full service commercial real estate brokerage with offices in Norwalk, CT and Rye Brook, NY, was founded in 1997 and has negotiated millions of square feet of transactions in 42 states and Canada. The Choyce Peterson process delivers comprehensive and creative real estate solutions to ensure clients derive maximum value from their real estate decisions.

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

Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.

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

Sales Boomerang named 49th fastest-growing company in North America on the 2021 Deloitte Technology Fast 500

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang today announced it ranked 49 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year. Sales Boomerang grew 3,882% during this period.

Sales Boomerang Chief Executive Officer Alex Kutsishin credits Sales Boomerang's 3,882% revenue growth to an ever-expanding line of automated alerts that help lenders better understand and anticipate the needs of their clients and to a company culture that attracts forward-thinking talent.

"Sales Boomerang grows by providing lenders with data intelligence and digital tools that create revenue opportunities and ensure no borrower ever gets left behind," said Kutsishin. "We are proud to be recognized as an innovation and growth leader in the financial technology sector."

"Each year the Technology Fast 500 shines a light on leading innovators in technology, and this year is no exception," said Paul Silverglate, vice chair, Deloitte LLP and U.S. technology sector leader. "In the face of innumerable challenges resulting from the pandemic, the best and brightest were able to pivot, reinvent, transform and grow. We celebrate the winning organizations and especially the talented employees driving their success."

"The pandemic has underscored the urgent need for tech solutions in a variety of areas across health care, fintech, energy tech and entertainment, to name a few, so reliance on innovators like the winners of the Technology Fast 500 is more important than ever," said Christie Simons, partner, Deloitte & Touche LLP and industry leader for technology, media and telecommunications within Deloitte's audit and assurance practice. "These companies are not only at the cutting edge, transforming the way we do business, but most importantly, they recognize the strategic importance of ongoing innovation, especially in the ever-changing world of technology."

Overall, 2021 Technology Fast 500 companies achieved revenue growth ranging from 212% to 87,037% from 2017 to 2020, with median growth of 521%.

About the 2021 Deloitte Technology Fast 500™

Now in its 27th year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies - both public and private - in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2017 to 2020.

In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or technology that is sold to customers in products that contribute to a majority of the company's operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million. Additionally, companies must be in business for a minimum of four years and be headquartered within North America.

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™ ethos, visit https://www.salesboomerang.com.

About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as "Deloitte Global") does not provide services to clients. In the United States, Deloitte refers to one or more of the U.S. member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see http://www.deloitte.com/about to learn more about our global network of member firms.

Sales Boomerang today announced it ranked 49 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year. Sales Boomerang grew 3,882% during this period.

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

The Chelsea Groton Foundation Passes $5 Million in Giving Since Founding – Following Approval of $255K in Grants During Fall Giving Cycle

GROTON, Conn. /ScoopCloud/ -- This fall, the Chelsea Groton Foundation provided $255,827 to 45 non-profit organizations from Connecticut and Rhode Island. The Foundation has given over $500,000 in grants in 2021 alone, and over $5 million to the community since its founding.

Supporting organizations that provide Health and Human Services is always a priority of the Chelsea Groton Foundation. In anticipation of the winter months ahead, the Foundation awarded $10,000 grants to the Gemma E. Moran United Way / Labor Food Center (food program), Furniture Bank of S.E. CT (beds), Martin House in Norwich (food program), New London Homeless Hospitality Center (program support), and St. Vincent de Paul Place in Norwich (food program).

The Foundation was also able to support organizations in need of capital funding necessary to maintain operations. A commitment of $10,000 over two years was made to Norwich Free Academy for a roof replacement, and $5,000 over two years was awarded to Thames River Heritage Park for a new boat.

Norwich Community Development Corporation (NCDC) received a $50,000 grant for Global City Norwich, bringing the Foundation's total commitment to $400,000 since the initiative launched in 2017.

"When the Chelsea Groton Foundation was formed over 20 years ago, it was created with the intention of giving to organizations that support basic human needs - hunger, homelessness and healthcare - as well as those that provide education, economic growth, arts and cultural experiences, and youth activities. The $5 million in grants that we've been able to distribute over the years have helped our neighbors and enriched our local community in countless ways," shared Michael Rauh, President and CEO of Chelsea Groton Bank, and President of the Chelsea Groton Foundation. "We're so proud to be able to support so many worthy organizations again this year, to lend support during the challenging economic times brought on by the pandemic and as we work to recover together."

The Foundation typically reviews applications and awards grants two times per year. Organizations who support critical needs are invited to apply for additional funding this year if needed, through the application on the Bank's website, http://www.chelseagroton.com/CGFoundation.

In 2020, Chelsea Groton Bank and the Chelsea Groton Foundation gave a record $1 million to the community in the wake of the pandemic. Each year, the Bank and Foundation support more than 300 local organizations through monetary gifts, grants, sponsorships, scholarships and employee volunteerism. More information, including a list of all fall grant recipients, is available at http://www.chelseagroton.com/CGFoundation.

About the Chelsea Groton Foundation

The Chelsea Groton Foundation was formed in June 1998 as a Section 501(c)(3) organization. Initially endowed with a $2 million donation from Chelsea Groton Bank, the Foundation has, to date, awarded over $5 million in grants to hundreds of scientific, educational and charitable organizations located within the Bank's market area. To learn more, visit: chelseagroton.com/CGFoundation.

About Chelsea Groton Bank

Based in Groton, Connecticut, Chelsea Groton Bank is a full-service mutually owned bank with over $1.6 billion in assets. Chelsea Groton Bank's products and services include consumer banking, business banking, mortgage and business lending, cash management, financial planning and financial education programming. With 14 branch locations throughout New London County and a Loan Production Office in Hartford County, Chelsea Groton Bank also provides online and mobile banking, 24-hour telephone banking, and nationwide ATM banking for individuals, families and businesses. To learn more, please visit http://chelseagroton.com/. Member FDIC. Equal Housing Lender. NMLS Institution ID 402928.

This fall, the Chelsea Groton Foundation provided $255,827 to 45 non-profit organizations from Connecticut and Rhode Island. The Foundation has given over $500,000 in grants in 2021 alone, and over $5 million to the community since its founding.

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

Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process

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 its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF). The integration enables lenders to incorporate title fees into custom Total Cost Analysis (TCA) presentations, providing consumers with greater insight into their closing costs.

Mortgage Coach enables lenders to provide a consultative home financing experience using digital TCA presentations that deliver accurate, actionable financial advice and compare the performance of mortgage loans over time. The platform's connectivity with lenders' tech stacks allows loan originators to automatically generate and send custom TCA presentations to borrowers via email, text or Mortgage Coach's native mobile app. The integration with First American Title makes it possible to import exact title fees - including lenders' title insurance, recording, Escrow service and borrower closing service fees - into TCA presentations.

First Tech Credit Union (First Tech) is the first to leverage Mortgage Coach's integration with First American Title. According to First Tech Vice President of Mortgage Lending Bill Bolton, "Mortgage Coach TCAs have been pivotal to providing our member family with modern, personalized home financing service that helps them achieve their financial dreams. Using Mortgage Coach's integration with First American Title to provide exact insight into title fees during the loan selection process demonstrates our commitment to member education and uncompromising service."

"When lenders couple consultative education with greater insight into loan fees, consumers feel empowered to make milestone financial decisions with confidence," said Mortgage Coach President Joseph Puthur. "By providing additional insight into closing costs, Mortgage Coach's integration with First American Title helps lenders provide an elevated level of service that will keep customers coming back for life."

"Mortgage Coach's use of our API is a prime example of how First American Title can create efficiencies for our lender customers, while also simplifying the home-buying process for buyers and sellers," said Jim Dulle, senior vice president and managing director with First American Title's Direct Division. "We're committed to developing and deploying innovative technologies that help improve the process of buying and selling real estate for all the parties involved."

Mortgage Coach customers who would like to activate the First American Title integration should contact their customer success representative.

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 First American Title:

First American Title, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for real estate purchases, construction, refinances and equity loans. For more information, visit www.firstam.com/title.

About First American:

First American Financial Corporation (NYSE: FAF) is a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. First American also provides title plant management services; title and other real property records and images; valuation products and services; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.1 billion in 2020, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2021, First American was named to the Fortune 100 Best Companies to Work For(r) list for the sixth consecutive year. More information about the company can be found at https://www.firstam.com/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).

Related link: https://mortgagecoach.com/

Promontory MortgagePath Founder and CEO Eugene Ludwig honored as top technology executive by Northern Virginia Technology Council

DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today its Founder and CEO Gene Ludwig was named one of the top technology executives by the Northern Virginia Technology Council (NVTC) as part of its annual NVTC Tech 100 awards. Ludwig was recognized for his career-long efforts to address economic inequality through improved access to technology and a more fulsome understanding of the economic realities facing Americans today.

"While our nation continues to adapt to our new normal of living during a global pandemic, I am pleased that Virginia continues to be a leading tech hub of flourishing businesses and career opportunities. I am proud to announce that Gene Ludwig is a 2021 NVTC Tech 100 honoree. He is a key contributor to making our region a vibrant and inclusive place to live, work and learn," said Jennifer Taylor, president and CEO of NVTC.

Under Ludwig's direction, Promontory MortgagePath announced an initiative in October 2020 to support minority depository institutions (MDIs) and community development financial institutions (CDFIs) efforts to help these institutions overcome the steep barriers to entry in providing mortgages and expand access to credit and homeownership in underserved communities. While still in the early stages of rollout, Promontory MortgagePath's MDI initiative has already yielded significant results for its initial participants, with one institution on target to expand its mortgage operations into four additional markets within the first year of launch.

"I'm honored to be included in the NVTC Tech 100," Ludwig said. "Improving access to financial resources for all Americans has been one of the driving forces of my career, and in today's digitally driven environment, technology has become the great equalizer in addressing the economic disparities that have plagued underserved communities, particularly those of color."

As managing partner of venture capital firm Canapi Ventures, Ludwig guides the firm's strategic investment in early to growth-stage fintech companies with the ultimate goal of giving local bankers access to the most innovative technologies available today to improve the delivery of financial services to their communities.

In 2019, Gene founded the Ludwig Institute for Shared Economic Prosperity (LISEP). Its research includes new economic indicators for both unemployment, issued monthly, and earnings, issued quarterly. These statistics aim to provide policymakers and the public with a more transparent view into the economic situation of all Americans as compared with traditionally relied upon metrics. LISEP also seeks to guide and support policy initiatives that increase opportunities for struggling Americans.

"By providing a more realistic view of Americans' economic struggles, we can be more surgical and specific in the solutions we apply to address those challenges," Ludwig added.

Per the NVTC's announcement regarding the awards, "This year's program attracted 130 nominations across three award categories: Company, Executive and NextGen Leader...The final NVTC Tech 100 Award list comprises 64 tech companies, 33 executives, and three emerging leaders - each consistently demonstrating dedication, vision and innovation."

Honorees will be celebrated at the event on December 8, 2021, at The Ritz-Carlton, Tysons Corner. To view the full list of this year's honorees, visit https://www.nvtc.org/NVTC/News/News_Articles/NVTC_Announces_the_2021_Tech_100_Honorees.aspx.

About the Northern Virginia Technology Council

The Northern Virginia Technology Council (NVTC) is the trade association representing the national capital region's technology community. As one of the nation's largest technology councils, NVTC serves companies from all sectors of the industry, from small businesses and startups to Fortune 100 technology companies, as well as service providers, academic institutions, and nonprofit organizations. Nearly 500 entities make up the NVTC membership and look to the organization as a resource for networking and educational opportunities, peer-to-peer communities, policy advocacy, industry promotion, fostering of strategic relationships, and branding of the region as a major global technology center. Visit NVTC at http://www.nvtc.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.

Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today its Founder and CEO Gene Ludwig was named one of the top technology executives by the Northern Virginia Technology Council (NVTC) as part of its annual NVTC Tech 100 awards.

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

2021 Deloitte Technology Fast 500™ Ranks FormFree 379th Fastest-Growing Company in North America

ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced it ranked 379 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year.

FormFree's ability to help mortgage lenders understand people's ability to pay (ATP®) using innovative, direct-source data retrieval methods drove the firm's 308% revenue growth between 2017 and 2020.

"FormFree continuously pushes the envelope by showing lenders how direct-source, consumer-permissioned data can be used in revolutionary ways, such as paving the way for a more inclusive credit decisioning landscape," said FormFree Founder and CEO Brent Chandler. "We look forward to pioneering solutions that improve consumers' ability to receive and lenders' ability to deliver financing services for years to come."

"Each year the Technology Fast 500 shines a light on leading innovators in technology and this year is no exception," said Paul Silverglate, vice chair, Deloitte LLP and U.S. technology sector leader. "In the face of innumerable challenges resulting from the pandemic, the best and brightest were able to pivot, reinvent and transform and grow. We celebrate the winning organizations and especially the talented employees driving their success."

"The pandemic has underscored the urgent need for tech solutions in a variety of areas across health care, fintech, energy tech, entertainment, to name a few, so reliance on innovators like the winners of the Technology Fast 500 is more important than ever," said Christie Simons, partner, Deloitte & Touche LLP and industry leader for technology, media and telecommunications within Deloitte's audit & assurance practice. "These companies are not only at the cutting edge, transforming the way we do business, but most importantly, recognize the strategic importance of ongoing innovation, especially in the ever-changing world of technology."

Overall, 2021 Technology Fast 500™ companies achieved revenue growth ranging from 212% to 87,037% from 2017 to 2020, with median growth of 521%.

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.

About the 2021 Deloitte Technology Fast 500™:

Now in its 27th year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies - both public and private - in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2017 to 2020.

In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or technology that is sold to customers in products that contribute to a majority of the company's operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million. Additionally, companies must be in business for a minimum of four years and be headquartered within North America.

About Deloitte:

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as "Deloitte Global") does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

FormFree today announced it ranked 379 on the Deloitte Technology Fast 500, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 27th year.

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

ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.

"The need for reverse products is poised to surge over the next five years, and as such we're putting the necessary building blocks in place now in order to grow at a healthy rate and continue servicing our clients well," said Joe Langner, president and CEO at ReverseVision. "The addition of Eric and Andres will establish financial controls and an operational infrastructure that helps us efficiently acclimate new employees and effectively onboard clients as ReverseVision manages expansion efforts."

Eric Samuelson comes to ReverseVision with a background as a vice president and corporate controller working for multiple fast-moving and dynamic organizations spanning 25 years. He is known for his innovative, out of-the-box thinking that implements sound financial and accounting processes and procedures, which help run businesses efficiently, especially during growth modes.

Andres Ochoa joins ReverseVision's IT team in the capacity of systems administrator where he will manage development of the company's internal operational technology stack. Previously, he was an IT support specialist at San Diego Country Credit Union where he assisted the organization in navigating its technology needs through the height of the pandemic during social distancing and safety concerns. Before that, he worked on Endpoint Management systems, deploying and supporting a largescale enterprise network consisting of 18,000 corporate and point-of-sale endpoints for Jack in the Box and Qdoba. Andres is adept in all areas of internal systems and IT infrastructure management, which will be important in optimizing ReverseVision's expansion.

In addition to their extensive experience and skill sets, both Eric and Andres are natural leaders who add valuable insight and guidance to their functional teams. ReverseVision will continue adding staff, resources and infrastructure as it grows, which will be announced throughout 2022.

About ReverseVision:

Since 2007, ReverseVision (RV) has been the leading reverse mortgage technology provider, serving 50 of the top reverse mortgage lenders, 100 percent of reverse investors, and more than 10,000 daily users. RV's award-winning technology now offers new APIs (Reverse-as-a-Service) that opens the total addressable market, creating new technology synergies that allows forward and reverse mortgages to coexist in the lender's core systems, helping break down adoption barriers so that mortgage bankers can serve their borrowers for life.

ReverseVision's core platform, ReverseVision Exchange (RVX), is comprehensive and proven to automate the entire reverse lending process from origination through secondary marketing. The company's technology is being successfully leveraged as a springboard that helps lenders get into the reverse space easily and efficiently.

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

RELATED LINKS:

https://www.reversevision.com/apis-and-integrations/

https://www.reversevision.com/rvx/

ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.

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

Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president. At Mid America, Loxton will be responsible for recruiting top-tier loan officers to join the company's reverse mortgage division.

"Mid America strives to provide loan products that serve all types of borrowers. Senior homeowners comprise a large majority of the market but are often overlooked when it comes to mortgage products that meet their unique needs," said Mid America Owner and CEO Jeff Bode. "Adding Dennis Loxton only deepens the bench strength and level of experience in reverse mortgages Mid America has cultivated in the reverse mortgage arena, and on behalf of the entire company, I'd like to welcome him to the Mid America family."

Loxton also served as regional sales director at American Advisors Group, where he provided personalized solutions and service to provide borrowers with the best financial outcomes in retirement. Prior to America Advisors Group, Loxton developed significant reverse mortgage experience through various positions at Liberty Home Equity Solutions, Success Mortgage Partners, First Century Bank, Sun West Mortgage Company and VirtualBank, where he built the industry's first suite of proprietary reverse mortgage products.

In addition to founding a continuing education school for attorneys, financial advisors and real estate agents in 2005, Loxton also launched and continues to distribute an email newsletter about the reverse mortgage industry for the financial services and mortgage industries. He has also held a Certified Financial Planner(r) (CFP) designation since 1999.

"Reverse mortgages are a great option for senior homeowners looking to leverage their home's equity in retirement, but not every lender is prepared to offer these highly complex and often misunderstood loan products," Loxton said. "Mid America understands how reverse mortgages can be used to meet the unique financial needs of senior homeowners and has equipped its loan officers with the necessary tools to meet their clients' needs across all stages of the homeownership lifecycle. I am thrilled to be joining such an innovative, forward-thinking company and look forward to expanding its footprint in reverse mortgages nationwide."

To learn more about joining Mid America's reverse mortgage team or to subscribe to Loxton's reverse mortgage newsletter, contact Loxton at Dennis.Loxton@midamericamortgage.com.

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president.

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

David McNeil Receives Broker of the Year Award

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA). CalMutuals JPRIMA is one of the largest water joint powers authorities in the United States.

The CalMutuals JPRIMA Broker of the Year Award is given to an exceptional, high performing risk management professional who has made a meaningful contribution to California public water systems and water-related entities and goes above and beyond in support of this industry. "JPRIMA relies solidly on the skills and support of committed insurance brokers like David," said CalMutuals JPRIMA Chairman and CEO Jim Byerrum. "We view his contributions as an integral part of our success and proudly call him a valued partner and trusted advisor."

McNeil serves on several federal, state, and local task forces for critical infrastructure exposure mitigation, transfer, and avoidance. He is executive producer and an advisory member of the American Association of Water Distribution & Management (AAWD&M) Thought Leadership Lab Video Module Series, a resource that helps CalMutuals-JPRIMA insureds/members stay abreast of risk management best practices and emerging issues. He represents many mutual water companies, public water districts and investor-owned utilities, with many client relationships spanning decades of service.

"It's an honor to be recognized by CalMutuals JPRIMA as Broker of the Year," said McNeil. "Its dedication to providing high-quality, cost-effective risk management and insurance products and services to its members is exceptional, and I look forward to continuing our work together."

CalMutuals JPRIMA was founded in 2016 after enactment of AB656 (Garcia), authorizing mutual water companies to form and participate in a joint powers authority, to provide pooled insurance for mutual water companies and other water systems. Since then, the CalMutuals JPRIMA has grown from 14 members to over 250 members representing a wide range of water suppliers across California, including some of the largest in the state. CalMutuals JPRIMA is governed by a nine-member board of directors from around the state and is currently developing a portfolio of risk management and safety tools for its members.

Learn more about EPIC at: https://epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

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

Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions

SAN FRANCISCO, Calif. /ScoopCloud/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada. Through this alliance, participating financial institutions can leverage the comprehensive automotive finance data from J.D. Power PIN Navigator in conjunction with the sophisticated Nomis Price Optimizer platform to further refine their automotive finance pricing strategies and improve their market position relative to competitors.

"Given the volatile sales environment, combined with an expectation of rising interest rates, the ability for banks, captives, credit unions, and independents to make accurate and competitive auto financing offers, while simultaneously maintaining profitability, has never been more critical than it is now," explained Frank Rohde, CEO of Nomis Solutions. "Nomis Price Optimizer helps them do just that. Now paired with J.D. Power's extensive auto finance dataset, this strategic collaboration positions our organizations to provide even further transparency into real-time, frontline pricing insights and actionable recommendations for today's highly competitive auto lending market."

J.D. Power PIN Navigator collects retail transaction and electronic point-of-sale data from franchised automotive dealerships nationwide. The product is designed to support the needs of the sales, marketing, pricing, risk, and insurance departments of automotive finance lenders. PIN Navigator provides lenders with 24/7 access to the timeliest data available in the market and includes more than 70 contract, dealer, and lender variables-all of which are updated daily. Working in tandem with Nomis Price Optimizer, users gain access to instantaneous, accurate insights into auto finance deals taking place across the U.S. and within their desired competitive markets. This data is harnessed to provide actionable recommendations with specific detail into dealership sales, from the vehicle to loan details. With information as recent as the last 72 hours, lenders can identify emerging trends and make pricing decisions in real time.

"Having Nomis engage with select J.D. Power clients early on, we have seen first-hand how powerful the Nomis modeling is and how our real-time data can work together to benefit clients," said Mike Buckingham, managing director of PIN Auto Finance at J.D. Power. "We expect this collaboration to reap numerous benefits for all auto lenders and the industry as a whole."

Leveraged by leading auto finance institutions nationwide, Nomis Price Optimizer creates a centralized hub for loan pricing intelligence, portfolio analytics, and rate optimization and planning tools, enabling leading financial institutions to make precise, strategic pricing decisions across their competitive markets. Using the platform's intuitive optimization and forecasting engine, retail banks, lenders, and credit unions can create best-in-class analytics tailored to the unique needs and nuances of both indirect and direct auto finance product lines. Nomis Price Optimizer is the only tool of its kind that is configured with price-sensitive demand, behavioral, and profitability modeling and fueled by loan transaction, balance, customer, and competitor data to drive double-digit profitability and volume improvements.

Contact Nomis Solutions for more information on Nomis Price Optimizer or to learn more about this strategic collaboration with J.D. Power.

About Nomis Solutions

Nomis Solutions is a global, industry-leading pricing and profitability management solutions provider that delivers competitive intelligence to bankers and mortgage lenders to facilitate more advanced pricing strategies. The company's analytics platform and end-to-end pricing tools enable retail banks and mortgage lenders to achieve customer- and borrower-centric pricing backed by real-time, actionable data. The platform also supports banks and mortgage lenders in their understanding and anticipation of the evolving demands of customers and borrowers, competitors, and ever-changing market conditions. For more information, please visit www.nomissolutions.com.

About J.D. Power

J.D. Power is a global leader in data and analytics, advisory services and consumer insights. A pioneer in the use of big data, artificial intelligence (AI) and algorithmic modeling capabilities to understand consumer behavior, J.D. Power has been delivering incisive industry intelligence on customer interactions with brands and products for more than 50 years. The world's leading businesses across major industries rely on J.D. Power to guide their customer-facing strategies.

J.D. Power has offices in North America, Europe and Asia Pacific. To learn more about the company's business offerings, visit JDPower.com/business.

Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada.

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

Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer

DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).

"Dean's industry experience in data management and information coupled with his five-year tenure at Promontory MortgagePath make him the perfect candidate for our CIO role," said Gene Ludwig, founder and CEO at Promontory MortgagePath. "He brings an executive-level engineering and information technology focus to the important CIO position. He will help us continue to grow and constantly improve upon our technology so we can exceed our clients' expectations."

As CIO, McCall will affect broad decision-making beyond technology and into strategic positioning, Promontory MortgagePath's client service model and other company initiatives. McCall's expertise in cloud infrastructure blueprints, data architecture and the mortgage industry has been instrumental to Promontory MortgagePath's growth and success. Prior to joining the organization in 2015, McCall worked in engineering, technology consultation and warehouse architecture with Oracle, Aurora Loan Services and Redwood Trust. McCall was also recognized by industry trade publication HousingWire in its 2021 Insiders awards program.

"Over the last year, Promontory MortgagePath has strategically aligned its internal structure to address and prepare for anticipated growth, from sales and fulfillment teams to management structures," said Debora Aydelotte, chief operating officer at Promontory MortgagePath. "As managing director of development operations and data, Dean played a critical role in the success of that realignment. We're all delighted to observe Dean's growth within the company and welcome him into this new position."

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 it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).

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

TMC Emerging Technology Fund LP Invests in Clever Real Estate

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the Fund) recently participated in a Series B investment round for Clever Real Estate. Clever offers free educational resources - including expert advice, reviews and guides - to help consumers navigate their real estate journey. They also match sellers and buyers with vetted local real estate agents and other service providers to negotiate lower rates on their behalf.

"Clever's mission is to help every person navigate their real estate journey with a trusted expert in their corner. Today, Clever's websites deliver educational content to more than 11 million readers per year. Through our nationwide agent network, Clever sells more than $250M in real estate each month and helps customers save an average of almost $10,000 in realtor fees on each transaction," said Luke Babich, Co-Founder and COO of Clever Real Estate. "We're thrilled to partner with TMC's Emerging Technology Fund to take Clever's growth to the next level. The Fund not only brings capital to help us accelerate the growth of our team and technology but also relationships and operating experience as Clever deepens partnerships in the mortgage industry to propel our team to another year of 300+% growth."

Owen Lee, a limited partner of the TMC Emerging Technology Fund and Co-Owner of Success Mortgage Partners, stated: "Success Mortgage Partners was thrilled to invest in Clever Real Estate. Clever's technology and its disruption of industry norms positions the company for massive future growth. What's more, its leadership team is young, smart, talented and not fearful of hard work - all of which makes Clever an ideal candidate for investment by The TMC Emerging Tech Fund. invests in companies."

The Limited Partners of the TMC Emerging Technology Fund consist of some of the most technology-forward lender members of TMC. The Fund seeks to invest in companies that are leveraging technology to bring transformational change to the mortgage and real estate industries, with a particular emphasis on investment opportunities that will result in higher profitability and business process improvement for TMC lender members.

For more information, please reach out to tmctechfund@mtgcoop.com.

About The Mortgage Collaborative

Based in San Diego, Calif., The Mortgage Collaborative was founded in 2013 by four notable industry leaders and is the nation's largest independent mortgage cooperative network. TMC is singularly focused on creating an environment of collaboration and innovation for small to mid-size mortgage lenders across the country to reduce cost, increase profitability, and better serve the dynamic and changing consumer base in America.

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

RELATED LINKS:

https://www.mortgagecollaborative.com/tmc-emerging-tech-fund.html

https://listwithclever.com/

The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the Fund) recently participated in a Series B investment round for Clever Real Estate. Clever offers free educational resources - including expert advice, reviews and guides - to help consumers navigate their real estate journey.

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

NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for current, retired military members for Veterans Day

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 its semi-annual "Help a Hero" initiative will once again offer free remote online notarization (RON) sessions to United States veterans and current service members.

The event will run Thursday, November 11 through Sunday, November 14, 2021, and allow active duty and retired service members to connect to a live notary public via NotaryCam's secure virtual signing room to legally notarize, sign and execute documents and agreements online from anywhere in the world.

"NotaryCam has long acknowledged our inability to repay our service members, but we are honored to continue to be able to show our appreciation by offering our remote online notarization services to military members at no charge each Veterans Day," said NotaryCam division president Rick Triola. "As a proud supporter of our retired and active-duty service members, the NotaryCam team humbly offers this token of our gratitude to all who have served and continue to serve our country."

Since 2013, NotaryCam has held its Help a Hero promotion for Memorial Day weekend and Veterans Day. Current U.S. military service members and veterans who wish to take advantage of this offer need only notify their notary and present a valid military ID, Veterans ID or other proof of service during the promotion. Promotion applies only to NotaryCam RON services. For more information, please visit https://www.notarycam.com/.

About NotaryCam, a Stewart Company

After pioneering the world's first multi-party/multi-state remote online notarization (RON), career real estate executive Rick Triola founded NotaryCam and completed the first mortgage remote online closing (ROC) in 2014. Today, 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 patented 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 its semi-annual "Help a Hero" initiative will once again offer free remote online notarization (RON) sessions to United States veterans and current service members.

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

Mid America Mortgage Hires Gary D. McKiddy as Chief Risk Officer

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.

"Our proprietary Rosebud Down Payment Assistance program and Power Buyer program, which enables homebuyers to purchase their new home before selling their existing home, have been tremendous drivers of growth for Mid America over the last year to 18 months. As such, we plan to continue adding these kinds of complex and creative products to address the challenges of today's home buying market," said Mid America Owner and CEO Jeff Bode. "Given his experience with our organization and wealth of industry knowledge, Gary McKiddy is the perfect addition to our executive team to help us mitigate risk as we expand our product lines. On behalf of the entire Mid America Mortgage team, I'd like to welcome him back into the fold and look forward to his contributions to our strategic plan for 2022 and beyond."

For the last 19 years, McKiddy has served as CFO at NTFN, Inc., where he was responsible for managing finance, accounting, compliance, servicing, quality control, human resources and IT departments. There, he negotiated and maintained $200 million warehouse line commitments with multiple financial institutions, reduced financial closing timelines by 50% and converted $10 million non-performing assets into cash.

Prior to McKiddy's tenure at NTFN, Inc., he held various financial roles at Ascent Energy, Inc., the pre-2003 iteration of Mid America Mortgage, Atlantic Richfield Co. and Arco Corporate. He is a certified public accountant (CPA) and has a Master of Business Administration from Oklahoma City University.

"While my title has been in the financial arena for many years and my responsibilities have not necessarily been traditional in nature, I have been charged with overseeing compliance, quality control and other mortgage operational areas throughout my career, which has well-positioned me for this wonderful opportunity to serve as Mid America's first Chief Risk Officer," McKiddy said. "I look forward to adding value to this already stellar organization from a risk and business management perspective and further enabling the company to continue serving homebuyers nationwide with innovative and competitive products and service."

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.

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