Category Archives: Finance

ReverseVision President and CEO Joe Langner Appointed to National Reverse Mortgage Lenders Association Board of Directors

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 company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.

Langner's position on the NRMLA Board of Directors points to his growing leadership in the reverse mortgage lending sphere. Langner joined ReverseVision in March 2020 as president and was promoted into the dual role of President and CEO in January 2021. As a NRMLA Board member, Langner will serve the remainder of the 2020-2021 term, replacing Board member and former ReverseVision CEO John Button.

"It's a great privilege to serve on the NRMLA Board of Directors alongside professionals who have committed to helping American seniors attain financial security in their golden years," said Langner. "I look forward to working collectively with NRMLA to educate legislators and industry regulators, help mortgage lenders succeed with reverse mortgage lending initiatives and expand consumer access to reverse mortgage lending programs."

Langner is a decorated stalwart of the mortgage technology industry, possessing more than 30 years' experience driving innovation at top mortgage technology and software as a service (SaaS) firms. Notably, as COO and chief sales officer at Ellie Mae (NYSE:ELLI), Langner was part of the senior leadership team that prepared the firm for its initial public offering in 2011. Langner was also chief executive officer at Blue Sage, president at PCLender, executive vice president at Sage (SGE.L) and senior vice president at Dun and Bradstreet (NYSE:DNB).

About ReverseVision

Founded in 2007, ReverseVision, Inc. is the leading national Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology platform, supporting more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite aligns to lenders' unique business and operational models, connecting all lending participants across the entire reverse mortgage lifecycle. A five-time HousingWire TECH100™ company, ReverseVision is a privately held company based in San Diego, California.

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

Twitter: @reversevision #digitalmortgage #HECM #reversemortgage

Facebook: @ReverseVision

LinkedIn: @ReverseVision

ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that company President and CEO Joe Langner has been unanimously elected to the National Reverse Mortgage Lenders Association (NRMLA) Board of Directors.

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

SimpleNexus Founder and CEO Matt Hansen Lauded by Mortgage Bankers Association as 2021 Tech All-Star Award Recipient

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 Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.

The MBA recognized Hansen for architecting the first-ever mobile-native homeownership platform that engages primary stakeholders in the mortgage transaction from their preferred internet-enabled device. Hansen's technology contributions have broadly impacted the mortgage lending experience, with 13% of U.S. home loans passing through the SimpleNexus platform. To date, SimpleNexus has connected 34,000 active LOs at over 300 mortgage lenders with more than 4.5 million borrowers and 141,000 real estate partners. In 2020 alone, SimpleNexus' homeownership platform touched $520 billion in loans.

As testament to the market momentum Hansen has generated through SimpleNexus, the company recently raised $108 million in a Series B funding round led by Insight Partners and has become one of the nation's fastest-growing private firms. Having organically increased revenue 834% from 2016 to 2019, SimpleNexus has appeared on the Inc. 5000 for the past three consecutive years, held a spot on the Deloitte Technology Fast 500 for the past two years and earned rankings on several of Utah's fastest-growing company lists.

"To be recognized by the MBA as a Tech All-Star is truly an honor," said Hansen. "SimpleNexus' past and future success hinges on our ability to listen to and collectively work in the best interest of our customers. I share this commendation with the SimpleNexus team whose love for the industry and hard work has helped bring groundbreaking technology to fruition."

Now in its 20th year, the MBA Tech All-Star award program recognizes innovative leaders for their contributions to mortgage lending through technology. Honorees will be honored at the MBA Spring Conference, April 20-22.

About SimpleNexus, LLC:

SimpleNexus is a homeownership platform transforming the mortgage experience and connecting borrowers, loan officers, real estate agents and settlement service providers throughout the homebuying process. The platforms' native mobile toolset enables lenders to originate, process and close home loans from anywhere with increased efficiency and convenience. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals, sign disclosures and execute eClosings - all on the go. SimpleNexus provides borrowers with a single sign-on experience from home search to the application, document upload, eClose and beyond for a more streamlined homeownership journey.

Twitter: @SimpleNexus #digitalmortgage #mortgageindustry #mortgagelending #peoplemovers

SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder and CEO Matt Hansen has been honored by the Mortgage Bankers Association (MBA) as a 2021 Tech All-Star award recipient.

Related link: https://simplenexus.com/

Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).

Orsini was recognized for blazing the trail for mortgage marketing innovation by leading the development of Surefire CRM, the first CRM and marketing automation platform built specifically for the mortgage industry. In defining what a mortgage CRM and marketing automation platform should be, Orsini cemented innumerable innovative "firsts" as table-stakes capabilities. Notably, Orsini enabled Surefire as the first CRM to integrate with mortgage loan origination systems, enabling automation of in-process communication between loan officers and borrowers. Additionally, Orsini led Surefire as the first CRM to automate essential mortgage marketing compliance capabilities.

"From the beginning, David has had a knack for getting to the root of lender issues," said Top of Mind CEO Bill Hayes. "His vision and unique skill for transforming mortgage lenders' pain points into technology solutions have established Surefire as the gold standard for mortgage marketing. I cannot think of anyone more deserving of this honor."

Orsini also spearheaded bringing Top of Mind's Client for Life workflow to market. Client for Life is an automated workflow that carefully curates an award-winning mix of interactive emails, direct mail marketing, personalized voicemail recordings and dynamic text messaging to a borrower five years after closing. This loyalty-building workflow includes Power Calls, a feature that allows users to automate client and prospect telephone follow-up, and Power Messaging, a feature that keeps everyone on the same page with in-process updates delivered through text message.

"It has been a pleasure to develop groundbreaking technology and grow professionally within Top of Mind," said Orsini. "I'm both deeply humbled and re-energized by receiving this meaningful industry recognition. I look forward to continuing to innovate and to contribute to a maturing mortgage technology ecosystem."

For 20 years, the MBA has recognized outstanding mortgage technology leaders with the Tech All-Star Award program. 2021 Tech All-Star winners will be recognized at the MBA Spring Conference, April 20-22.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #digitalmortgage #MBASPRING21 @mortgagebankersassociation

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).

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

Mid America Mortgage Loan Officers Named Top Producers and Originators

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that four loan officers garnered spots on National Mortgage News' Top Producers of 2021 list and nine loan officers were named a Top Originator by Scotsman Guide.

Ryan Grubbs, Matt Schwartz, Tony Ferrari and Michael Bogar were included in National Mortgage News' list of top 400 producers nationwide based on volume in 2020. The rankings were open to mortgage loan officers and mortgage brokers who work at depository, nonbank and mortgage brokerage firms in the United States.

"Just as we enjoy celebrating company achievements, Mid America is proud to have our loan officers recognized by national publications for their efforts in 2020," said Mid America Owner and Chief Executive Officer Jeff Bode. "By focusing on providing a quality customer experience and offering digital solutions during the pandemic, Mid America's loan officers were able to capitalize on opportunities while keeping the borrower first."

Grubbs, Schwartz and Ferrari were also included on Scotsman Guide's lists of Top Originators 2021 segmented by both Top Dollar Volume and Most Loans Closed. The trio was joined on the Top Dollar Volume list by Charles Norsch, DeAnna Morgan, Chris Pedison and Matthew McDaniel.

Mid America's representation on the Most Loans Closed list was rounded out by McDaniel, Christine Pervan, Morgan, Pedison, Norsch, Blain Holt and Chris Jones. Scotsman Guide's rankings are verified by an originator's annual production reports. Interestingly, in a year hallmarked with refinance volume, Ferrari was the only Mid America loan officer on a Scotsman Guide list that actually did more refinances than purchases in 2020.

The full list of National Mortgage News' Top Producers can be viewed at https://www.nationalmortgagenews.com/news/top-mortgage-producers-of-2021.

For the Scotsman Guide's Top Originator's list, visit https://www.scotsmanguide.com/browse/content/top-originators-2021.

For loan officers looking to join Mid America's award-winning team, visit https://www.midamericamortgage.com/careers/.

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/.

Twitter: @midamericamtge

Mid America Mortgage, Inc. (Mid America) announced today that four loan officers garnered spots on National Mortgage News' Top Producers of 2021 list and nine loan officers were named a Top Originator by Scotsman Guide.

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

EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

"We are excited to team up with Morgan Stanley," said Dave Howard, President of EPIC Select. "Our unique model is comprised of private client advisors, subject matter experts and claims advocates who are ideally suited to serve high net worth and ultra high net worth clients, and the unique risk management needs of athletes and entertainers."

"EPIC Select is the game changer," said Jay Williams, former Duke and NBA athlete, current ESPN host/commentator and EPIC Select partner-investor. "EPIC Select not only provides the transparency needed throughout the process for new or seasoned athletes and entertainers, but more importantly, it provides resources and knowledge I wished I had as a player in the NBA and throughout the course of my life."

Sandra Richards, Managing Director, Head of Global Sports & Entertainment for Morgan Stanley Wealth Management said, "By aligning with EPIC Select to provide our clients with proper education and risk management guidance for their assets, we are positioning our Global Sports & Entertainment Directors to provide an enhanced, well-rounded suite of services to fulfill their clients' needs."

"The opportunities ahead with EPIC Select and our clients are important and much needed. We know that these solutions will help protect their unique risk landscape," said Joe Toledano, Managing Director, Head of Morgan Stanley Wealth Management Insured Solutions.

Through this new arrangement, EPIC Select will consult and advise Morgan Stanley's sports and entertainment clients in assessing their risk exposures and providing solutions to help them protect and design risk management strategies to help preserve their wealth and assets. EPIC Select will leverage their deep relationships with insurance carriers who cater to high net worth and ultra high net worth clients and their global capabilities of dedicated specialists and in-house resources.

Services will include:
* Signature Reviews of clients' risk profiles and current insurance to ensure they are properly protected with a program tailored to their unique circumstances
* Alert and advise clients of situations (e.g., wildfire/wind/flood) in which extra precautions and mitigations should be taken to help protect their assets
* Regular interaction, communication and support from a dedicated team of service professionals
* National Claims Advocacy team that will make the filing and processing of insurance claims simple and care-free for the client

Along with access to a broad range of personal and commercial insurance lines, such as:
* Personal Lines: Home, Auto, Umbrella/Excess Liability, Cybersecurity, Inland Marine, Fine Art, Jewelry & Collections, Aviation, Yacht/Super Yacht, Equine, Farm & Ranch
* Commercial Lines: Property, General and Professional Liability, Umbrella/Excess Liability, Cybersecurity, Event Cancellation/Contingency, Reputational Risk, Employer's Personal Liability and Entertainer Non-Appearance

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a retail property & casualty, employee benefits consulting and specialty practice organization with more than 2,600 team members operating across the U.S., with strong regional presence.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty, and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Harvest Partners, Oak Hill Capital Partners and The Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit: https://www.epicbrokers.com/

About EPIC Select

EPIC Select is an insurance advisory and consulting firm that works with trusted advisors of successful people to offer personalized service, asset protection and specialized risk management guidance to their clients and extended families.

MEDIA CONTACT:

Betsy Van Alstyne | Betsy.vanalstyne@epicbrokers.com

MULTIMEDIA:

*PHOTO link for media: https://www.Send2Press.com/300dpi/21-0420s2p-epic-Dave-Howard-300dpi.jpg

*Photo caption: Dave Howard, President of EPIC Select.

EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

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

Rockfleet Announces Availability of CapRaize

NEW YORK, N.Y. /ScoopCloud/ -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices. CapRaize is now available at https://capraize.com/.

"Rockfleet believes that there is a need to keep the human element involved in the capital raising process while simultaneously amplifying access to opportunities for investors," said Cathy Corrigan, CEO of Rockfleet. "Founders of companies meeting our vetting requirements will benefit not only through targeted outreach via our sales force, but also through this new capability to reach potential investors we have not yet met."

"CapRaize allows us the advantage of creating the right balance between the high touch human connection with entrepreneurs and investors that we at Rockfleet value, while using state of the art cloud-based technology, enabling seamless interaction and transaction between the two. We see this as both a way for Rockfleet to offer our clients this service and additionally to expand access via our affiliate program to other boutique broker/dealers seeking this type of approach," added John Swift, Managing Director and Group Head of Private Capital and Wealth Management Groups at Rockfleet.

Rockfleet also announced its recent addition to the Private Capital Group, Lindi Salasko, Managing Director. Salasko is a closely-held advisor to private companies from early-stage technology businesses to multi-generational family-owned corporations. Her career began in 2000 with Brown Brothers Harriman & Co., in corporate finance. Most recently, Salasko co-founded Nuova Capital, a micro-VC fund investing in very-early-stage companies in North America and the Middle East with the aim to be the first institutional check. Prior to Nuova, she established Unison Capital FZE, a boutique investment bank headquartered in the UAE with offices in Hamburg, Hong Kong and San Francisco, focusing exclusively on cross-border transactions.

Salasko said of CapRaize, "As the landscape continuously shifts for middle market, privately-held businesses, the ability to cast a wider net to garner investment from institutions, family offices and accredited investors is more necessary than ever for these companies to achieve growth. The launch of a digital fundraising platform of CapRaize's breadth and caliber could not come at a better time!"

POSITIVE IMPACT

Several of Rockfleet's institutional clients seek to benefit from early adoption of CapRaize℠:

Sonatafy Technology, a client-centric focused technology services company featuring nearshore software developers, recently committed to the CapRaize platform to complement its capital raising efforts to address its need for growth capital while diversifying its investor base in a meaningful and responsible way.

Kannact™, a digital health company providing chronic management solutions, is augmenting its traditional capital raising efforts with CapRaize to address its need for growth capital for its rapidly expanding business.

TwoWayMed™, a cloud based, healthcare services marketplace for the under- and un-insured, is using CapRaize to heighten investor awareness of its initial seed capital round, complementing Rockfleet's sales efforts.

AuthentiFact℠, the provider of DLGNZ℠ - an online marketplace that seeks to democratize the due diligence process by expanding companies' access to a larger, diversified pool of due diligence services providers - is launching its initial capital raise on CapRaize.

About Rockfleet

Founded in 2008, Rockfleet is a recognized leader in financial services. The company offers a wide range of products and services designed to bring and execute the best choices for its clients. For mor information about Rockfleet, visit https://rockfleetfinancial.com/.

Rockfleet and CapRaize are either registered service marks or service marks of Rockfleet.

The names of actual companies and products mentioned herein may be the trademarks or service marks of their respective owners.

@rockfleet @CapRaize

*LOGO link for media: https://www.Send2Press.com/300dpi/21-0420s2p-capraize-300dpi.jpg

Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

New, high performance weekly signals are now available for ETF future and option traders

JACKSONVILLE, Fla. /ScoopCloud/ -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

The previous algorithms Hottinger Signals had been using were not providing a signal each week (due to market volatility caused by the covid virus). This new algorithm does produce a signal each week for each of these ETF's.

Back-testing, which used data as far back as 2000, produced truly remarkable results:

* Winning percentages were above 70%, and profit factors well above 4.

"We are extremely pleased with this latest effort," said Fritz Hottinger, the company's CEO & President. "We have been writing stock market trading algorithms since 1978, and this one is our most successful to date. There were no results worse than 70% and the profit factors ranged between 3.98 and 7.39, with an average of 5.47."

He pointed out that these new results are based on the same formula used in all their other trading algorithms:

The trade entry is based on the Monday Open, and the exit is based on the Friday Close. "We do not presume to know any trader's individual tolerance for risk. Thus, funds are exposed for no more than 5 days, and we use the maximum time to calculate the results of our signals."

"However, we believe most traders will make their exits mid-week. In fact, we are now publishing the possible Index Point gain for each weekly signal. The week closing April 5, our 5 signals produced 38.63 potential Index Points. And over 8 weeks these 5 signals have averaged 5.81 Index Points. This includes both long and short trades."

About HottingerSignals:

HottingerSignals has a long history of providing information for trading the markets. They began to sell signals in 1990, prior to the introduction of the internet (6 Aug, 1991), and were the developers of the E-Zone System, which they sold in 2014. Their first algorithm was developed while studying with Ibbotson (Stock Market Theory) and Roberts (Progressive Statistics) in the University of Chicago's MBA course in 1978. They strive to continue providing traders with the most accurate signals by including a self-correcting feature in each of their algorithms. ETF index future and option traders are invited to explore HottingerSignals history as well as the back-tested results for this newest trading algorithm and to take advantage of their free trial at https://hottingersignals.com/.

HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

Related link: https://hottingersignals.com/

Oregon Bankers Association Subsidiary Endorses Promontory MortgagePath’s Mortgage Fulfillment Services, Digital Mortgage Platform

DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

"We are so pleased to promote the Promontory MortgagePath solution to banks in Oregon," said OBA President and CEO Linda Navarro. "Offering home loans is a challenge for many community banks given costs and compliance requirements. Our partnership with such a reputable partner will shed light on a solution that enhances what a community bank can offer to customers - a modern and efficient mortgage experience."

Promontory MortgagePath was founded with a commitment to empowering community financial institutions to participate profitably in mortgage lending by offering a faster, simpler and more-inclusive mortgage process. By leveraging Promontory MortgagePath's digital mortgage platform and comprehensive fulfillment services, community banks benefit from increased efficiencies and a scalable business model while offering their customers a modern digital mortgage experience. Promontory MortgagePath's founder and former federal regulator, Gene Ludwig, has been committed to community- and regional banking for decades, focusing his post-government professional career on improving the competitive posture of community banks with an emphasis on compliance.

"Our approach is to deliver an exceptional borrower experience with intuitive technology while expanding the reach of our lending partners in their communities," said Paul Katz, managing director and head of bank relations at Promontory MortgagePath. "Our enhanced mortgage platform and flexible staffing model enables lenders to grow their franchise while reducing costs and offering a full suite of loan products."

About Oregon Bankers Association

Established in 1905, the Oregon Bankers Association is a full-service trade association with a membership that includes state and national commercial banks, savings banks and trust companies doing business in Oregon. The mission of the OBA is to be the voice of Oregon banking.

The Oregon Bankers Association serves a dynamic, innovative and community-minded industry. The competitive nature of banking gives Oregonians and Oregon businesses a wide variety of choices for their financial services. In our collective endeavors, the Oregon Bankers Association and its members strive to ensure that Oregon remains a great place to do business and a great place to do banking. To learn more, visit https://www.oregonbankers.com.

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 fulfillment services, announced today Synergy by Association, Inc., a wholly-owned subsidiary of the Oregon Bankers Association (OBA) has officially endorsed its mortgage fulfillment services and proprietary point-of-sale technology Borrower Wallet®.

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

Compleat Software Invited to Join the Information Technology Alliance (ITA) as an Alliance Partner

ATLANTA, Ga. /ScoopCloud/ -- Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).

ITA is the highly regarded international not-for-profit association of leading Consulting and VAR firms, CPA firms, and technology product/service providers. The ITA invitation was extended because of the high level of support and service Compleat Software has provided to their business partners and clients, and for their commitment to being a leader in the information technology (IT) industry.

"The primary focus of ITA is to provide an independent forum for leading IT business owners to exchange information, share best practices, assess the current status and future direction of the profession, and thereby to improve their overall business results," said Shawn Slavin, President of ITA. "In becoming an Alliance Partner in ITA, Compleat Software has shown that they are committed to being part of the long-term success of their business partners and their end user clients."

"Being an ITA Alliance Partner is a great way to meet, and network with, some of the biggest and best firms in the IT business," said Bill Hammer, GM of North America of Compleat Software. "We are always looking for ways to improve our products and to help our business partners grow and add more value to their clients. Having this ITA membership opportunity will allow both our people, and our clients, to be more successful in the future."

Current Compleat Software Partners that are ITA Members:

AcctTwo Shared Services, LLC, BCS ProSoft, Inc., BTerrell Group LLP, Business Technology Partners LLP, Express Information Systems, JMT Consulting Group, Inc., LBMC Technology Solutions

About ITA

ITA, http://www.italliance.com/, is a not-for-profit professional trade association of leading firms and companies whose purpose is to share information and build relationships that improve the way member firms do business. Because the ITA membership roster consists of many of the most highly regarded mid-market technology professionals and product/service providers, ITA enjoys substantial collective influence and often acts as an authoritative voice for the IT profession.

About Compleat Software

Compleat Software is a global SaaS company providing leading edge AP Automation and P2P "purchase to pay" solutions that offer the next generation automation at an affordable cost for the SME market. Delivering a single seamless, paperless process that incorporates for e-invoicing, purchase invoice approval, purchase order and receipting along with Savings as a Service.

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

VIDEO (YouTube): https://youtu.be/1BkmkjsliQU

Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).

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

Digital Mortgage Platform Maxwell Announces Partnership with Mortgage Loan Origination System Byte Software

DENVER, Colo. /ScoopCloud/ -- Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.

With the establishment of this partnership, Maxwell's digital mortgage point-of-sale will connect to Byte's loan origination system via an API integration.

"Byte's best-of-breed approach provides consistency in business operations, even as production methods are rapidly evolving," commented Mark Todd, National Sales Manager at Byte. "The addition of an innovative partner like Maxwell will further enable our customers to quickly and easily adopt emerging digital strategies."

The integration of Maxwell and Byte will allow users to seamlessly connect their data and work within Maxwell with their LOS, creating a simple, intuitive process for lenders and borrowers. This includes acceptance of the new URLA 3.4 compliant loan application. This connectivity is critical in Maxwell's commitment to a relationship-focused mortgage experience, allowing the lending team to spend more time providing vital expertise to the borrower and performing value-add activities rather than working on lower-impact tasks.

"We're thrilled to unveil our partnership with Byte," said Maxwell Co-founder and CEO John Paasonen. "This key integration with Byte's LOS as the system-of-record with Maxwell's impactful point-of-sale platform will allow us to improve borrower experience, empower more lenders to save time, streamline processes, and increase productivity with our mutual customers."

Maxwell's robust integrations and partnerships enable lenders to accelerate the mortgage lending process from application to underwriting so loan officers can focus on the human relationship at the center of the mortgage journey. Today, hundreds of lenders across the U.S. use Maxwell to originate nearly $6 billion in mortgage loans each month at a closing rate 45 percent faster than the national average.

About Maxwell:

Maxwell empowers mortgage lenders to be more connected, productive, and successful by intelligently automating their workflow with homebuyers and real estate agents. Hundreds of mortgage lenders, banks, and credit unions nationwide use the Maxwell platform to serve their customers a modern lending experience. Founded in 2015, Maxwell is a member of the Mortgage Bankers Association and is proud to be built in Denver, Colorado.

Connect with Maxwell:

- https://himaxwell.com/

- https://www.facebook.com/maxwellHQ

- https://twitter.com/ilovemaxwell

About Byte Software:

Over 1,000 organizations trust BytePro loan origination software with their business. Our clients range from national lenders originating thousands of loans per month to small organizations originating just a few. Whether your business is retail, wholesale or correspondent lending, we have solutions to meet your needs. www.bytesoftware.com

Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.

Related link: https://himaxwell.com/

Proposed Legislation Would Make the 45L and 179D Energy Efficiency Tax Incentives More Lucrative

BLAINE, Minn. /ScoopCloud/ -- The 'Growing Renewable Energy and Efficiency Now' (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, "If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L Credit) and the 179D Energy Efficient Commercial Building Deduction (179D Deduction) more advantageous while furthering the green missions of these incentives."

THE 45L ENERGY EFFICIENT HOME CREDIT

Currently, the 45L Credit allows eligible developers to claim a $2,000 tax credit for each newly constructed or substantially reconstructed qualifying residence. It applies to single family homes, apartments, condominiums, assisted living homes, student housing, and other types of residences. The residences must be three stories above grade in height or less. The 45L Credit requires a HERS Rater, a credentialed professional who tests residential energy efficiency, to inspect the home, perform energy modeling and prepare certificates of compliance. The 45L Credit is set to expire at the end of 2021.

The GREEN Act would increase the 45L Credit from $2,000 to $2,500 per residential unit. It also seeks to extend the incentive to 2026, as it is set to expire in 2021. The energy efficiency standards would increase, going from a 50% to 60% savings over the IRS baseline.

"Many homebuilders are unaware that their homes as built qualify for this incentive," says Travis Cansler, a 45L specialist at ICS.

Steve Samos, a HERS Rater and the Director of Inspections for ICS, adds "For homes that do not pass, builders can often make design changes to get them to qualify where the additional costs are more than offset by the credit."

THE 179D ENERGY EFFICIENT COMMERCIAL BUILDING DEDUCTION

The 179D Deduction, often referred to as the EPAct Deduction, is a Federal tax incentive promoting energy efficient buildings for both new and existing structures. Further, architects, engineers, contractors, and other building design professionals may also be eligible for the incentive on public projects. Commercial building owners can take a Federal tax deduction of up to $1.80 per square foot of the building's floor area if they install certain property (e.g., efficient lights or HVAC systems, added wall or roof insulation, etc.) that reduces energy and power costs. The 179D Deduction, which applies to both new construction and renovations, was recently made permanent by the 'Consolidated Appropriations Act, 2021.' However, that Act significantly increased the energy efficiency standards needed to qualify.

For the 179D Deduction, the GREEN Act would raise the maximum amount of the deduction from $1.80 to $3.00 per square foot for improvements made after December 31, 2021. It would also lower the threshold needed to qualify for the maximum deduction. The current standard compares the building to the ASHRAE standard that was in existence 2 years prior to the start of construction and requires a hypothetical 50% reduction in energy and power costs. The GREEN Act would lower those standards to 30%.

"By making these changes, the 179D Deduction will be more beneficial and further incentivize green building design," says Jillian Jones, a 179D Deduction specialist at ICS Tax.

ABOUT ICS TAX, LLC:

ICS Tax, LLC (ICS) is a consulting firm providing innovative tax planning strategies and specializes in both the 45L and 179D tax incentives. ICS collaborates with taxpayers and their tax professionals to identify credits and incentives that reduce tax liabilities and increase profitability. ICS provides nationwide service through its offices located throughout the country.

Learn more at https://ics-tax.com/.

IMAGE link for media: https://www.Send2Press.com/300dpi/21-0413-ics-tax-green-300dpi.jpg

MEDIA CONTACT:
Alexander Bagne
ICS Tax
alexb@ics-tax.com
216-870-0742

The 'Growing Renewable Energy and Efficiency Now' (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, "If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L Credit) and the 179D Energy Efficient Commercial Building Deduction (179D Deduction) more advantageous while furthering the green missions of these incentives."

Related link: https://ics-tax.com/

Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy. In this role, Webster will serve as the firm's client-facing liaison, leveraging martech best practices, out-of-the-box automation and digital marketing expertise to ensure Surefire CRM users achieve their goals.

As the leader of Top of Mind's Blueprints for Success initiative, Webster will collaborate with the firm's sales and account management teams to help users maximize Surefire CRM capabilities. In addition to identifying and driving Top of Mind best practices, Webster will leverage both his fintech experience at MonitorBase and considerable insider knowledge of marketing and funnel strategies to guide mortgage lender success.

"Rick Webster's rare combination of marketing, technology and mortgage business experience make him an exceptionally valuable evangelist for the Surefire CRM platform and a proven resource for helping mortgage lenders realize topflight marketing outcomes," said Top of Mind CEO Bill Hayes. "With his expertise in mortgage marketing and successful background in digital advertising, Rick will be a strategic asset to advancing our clients' marketing objectives."

In addition to Webster's previous role as chief revenue officer of MonitorBase, a SaaS B2B fintech platform utilizing AI and big data to enhance predictability, marketing and customer retention for banks, realtors and mortgage lenders, his career achievements span the mortgage, marketing and technology industries, including serving as vice president at Doorway Home Loans and mortgage-related roles at Merrill Lynch and E*TRADE. Most recently, Webster was at the helm of PierBase as an advisor to early-stage SaaS startups providing revenue-generating growth strategies. He is a frequent speaker at industry conferences and events, including HousingWire's engage.marketing.

"I'm extremely honored to join the team at Top of Mind," said Webster. "I look forward to evangelizing the power of the Surefire platform and helping our clients drive deeper outcomes using our technology."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.

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

Nomis Solutions Appoints FinTech Veteran Joe Zeibert as Vice President, Head of Mortgage Product and Strategy

SAN FRANCISCO, Calif. /ScoopCloud/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy. In this role, Zeibert will lead the continued development and innovation of Nomis' mortgage pricing and profitability management and competitive intelligence technology.

Zeibert, previously an executive banker at Bank of America, was recruited by Nomis in 2019 to develop the company's flagship mortgage pricing and competitive intelligence product. In just over a year, Zeibert has established and launched a suite of mortgage SaaS products with record implementation times, doubled the Nomis client base and served as subject matter expert for a variety of mortgage industry speaking engagements and events.

"Bringing Joe on board was part of a multi-year strategic initiative to introduce a tactical, incredibly unique pricing and profitability management product to the mortgage industry," explained Frank Rohde, president and CEO of Nomis Solutions. "Joe's innate skills and mortgage know-how have been pivotal in Nomis' rapid growth, and we are more focused than ever before on driving innovation for mortgage pricing and profitability insights."

Zeibert's knack for mortgage pricing has been cultivated over the last 15 years through his extensive experience in home equity pricing, analytics and product development. During his eight-year tenure at Bank of America, draw-per-loan increased by 23%, and profitability rose by 15%. He then progressed to Ally Financial as senior director of product, pricing, credit and analytics of the mortgage division. There, he generated more than $5 billion in leads annually, modeled 662 million price points individually and drove ad hoc and automated analytics and reporting tools to provide competitive pricing insights and empower data-driven decisions.

"Nomis has really opened the floodgates of opportunity for mortgage lenders of any size. We have perfected the science behind leveraging competitive data and actionable analytics to provide real-time, granular insight into an organization's operational processes, competition and the effectiveness of their strategies," said Zeibert. "I am honored to receive this promotion and look forward to watching more and more lenders take advantage of these tools that provide a substantial competitive edge."

Nomis' mortgage technology suite provides real-time pricing analytics and competitive intelligence, enabling mortgage lenders to identify and act on market opportunities, strengthen customer relationships, optimize operations, and maximize profitability. With Nomis, mortgage lenders save time and resources, experience an increase in lead-to-application conversion rates, and can more accurately identify and react to profitable opportunities.

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 http://www.nomissolutions.com/.

Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.

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

ReverseVision Selects AWS as Cloud Provider to Deliver World-Class Digital Reverse Mortgage Lending Experience

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider. The move to AWS is part of ReverseVision's platform transformation, which aims to establish reverse mortgage loans as mainstream lending programs by bridging the technology gap between reverse and forward lending systems with its flexible, cloud-enabled architecture.

Leveraging AWS enables ReverseVision to increase the agility of its award-winning reverse mortgage lending platform. The scalability of AWS makes it possible for ReverseVision to accommodate large volume fluctuations without compromising platform performance. Additionally, AWS provides ReverseVision the capacity to build and scale a high-performing API environment that supports dynamic connectivity with lenders' full tech stacks.

ReverseVision Chief Technology Officer Jim Magner reports that since transitioning to AWS many areas of platform performance have improved 20-30%.

"Moving to AWS is important to ReverseVision's broader technology strategy of enabling lenders to bring reverse mortgages into their forward mortgage lending workflow," said Jim Magner. "Older Americans hold over $8.05 trillion in home equity and have a strong need for financial flexibility. Offering reverse mortgage loans alongside traditional loans will expand the options available to the 1.5 million Americans over the age of 62 who take out a mortgage each year."

AWS has the most extensive and broadly adopted global cloud infrastructure. Its secure cloud computing environment is architected to meet security requirements for global banks, the military and high-sensitivity organizations.

About ReverseVision

Founded in 2007, ReverseVision®, Inc. is the leading national Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology platform, supporting more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite aligns to lenders' unique business and operational models, connecting all lending participants across the entire reverse mortgage lifecycle. A five-time HousingWire TECH100™ company, ReverseVision is a privately held company based in San Diego, California.

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

Twitter: @reversevision #digitalmortgage #HECM

Facebook: @ReverseVision

LinkedIn: @ReverseVision

ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider.

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

Provident Funding Partners with Lender Price

PASADENA, Calif. /ScoopCloud/ -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than 5,700 brokers.

Provident Funding's management team is "excited to make our industry leading price more transparent and available by using the Marketplace! We remain committed to brokers' success and thank them for recognizing the advantage our pricing gives them!"

"We're looking forward to our partnership with Provident Funding, who is one of the leading wholesale lenders and is well known as a price leader," said Dawar Alimi, CEO and founder of Lender Price. "Our Marketplace platform's ability to support a myriad of lenders and programs is one reason that brokers come to our Marketplace to find the most competitive deals for their customers such as those offered by Provident Funding."

About Lender Price

Lender Price is a California-based big data technology innovator and developer of digital mortgage lending technology, including the Digital Lending point-of-sale (POS) tool and an advanced product, pricing & eligibility (PPE) 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 and Marketplace can be found at: http://www.lenderprice.com/ and https://lenderprice.com/marketplace/

About Provident Funding

Provident Funding is a nationwide direct mortgage lender and servicer. Founded in 1992, Provident Funding has created a customer-oriented culture with an experienced team of highly trained mortgage experts. Since inception, Provident Funding has maintained a firm commitment to a low-cost business model which allows for cost savings to be passed on to customers through industry-leading rates. This has earned Provident Funding a solid industry reputation as The Mortgage Price Leader.

Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than 5,700 brokers.

Related link: https://lenderprice.com/

Punchbowl News Founder and CEO Anna Palmer to Keynote #HousingDC21

WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

"When we talk mortgage and housing policy, it's critical to have the pulse of Washington, DC politics, and we are thrilled to have Anna Palmer join us at #HousingDC21 and share her perspective on the Politics of Housing," said Faith Schwartz.

Palmer is the co-founder and CEO of Punchbowl News, a news community focused on power, people, and politics in Washington. Named after the Secret Service's nickname for the Capitol, the company covers the congressional leadership and the White House, and tracks the industries and companies trying to influence them.

With incomparable access to the highest offices in Washington, Palmer is an expert on the policies, players, and personalities driving politics today. She is a frequent political commentator on CNN, Fox News, NBC and MSNBC. Earlier in her career, she led Women Rule, a nation-leading platform aimed at expanding leadership opportunities for women and hosted the critically-acclaimed Women Rule podcast.

Schwartz noted that "With the addition of Anna Palmer to our event, and conference registration nearing 500 at this early stage, we are set to deliver the nation's premier housing policy conference this September. We have a focus on women executives in housing finance - but our event is open to all who wish to attend."

Take advantage of complimentary registration and sign-up today by clicking here: https://www.housingdc21.com/.

Sponsors to-date of #HousingDC21 include: FormFree, FICO, Caliber Home Loans, Freedom Mortgage, Black Knight Financial Services, Notarize, First American Financial Solutions, Genworth, RiskSpan, Class Valuation, Mortgage Connect, USMI, FundingShield, ReverseVision, CoreLogic, DepthPR, Women in Housing & Finance and the Women in Housing & Finance Foundation.

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

@HousingFinance2 @faithschwartz1 #HousingDC21

Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

Related link: https://housingfinancestrategies.com/

Sales Boomerang Becomes Affiliate Member of ACUMA, Bringing New Tools for Member Retention to Credit Unions

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. As a member of ACUMA, Sales Boomerang provides tools for credit unions looking to improve member retention, increase member utilization of mortgage and home-equity loan programs and strengthen referral relationships with real estate agents.

Sales Boomerang alerts credit unions to their members' activity at the most advantageous times. For example, when a member's credit activity indicates they may be mortgage shopping, or when their credit score improves, Sales Boomerang notifications allow credit unions to help members apply for a loan for which they were previously not qualified. On average, credit unions using Sales Boomerang improve their member retention by 11.66% and see a 20 to 40% average lift to loan volume.

"We're proud to be an affiliate member of ACUMA and eager to help credit unions improve mortgage lending services to their members," said Sales Boomerang CEO Alex Kutsishin. "Bringing relevant loan options to members' attention at the most opportune time helps credit unions deliver on their mission. We're looking forward to helping CUs focus on what matters most: their members."

ACUMA is an organization of and for credit unions that brings together shared real estate lending and financing interests. ACUMA member organizations include federal- and state-chartered credit unions and Credit Union Service Organizations (CUSOs), mortgage insurance companies, secondary market investors and investment banking firms and mortgage technology firms.

"Our organization serves as a resource to thousands of credit union professionals and their primary suppliers to network, share knowledge, build relationships and grow market share," said Tracy J. Ashfield, ACUMA President. "We're pleased to present an additional resource to our members and extend Sales Boomerang a warm welcome."

About Sales Boomerang:

Sales Boomerang revolutionized the relationship between a Mortgage Lender and Borrower with the introduction of the only automated Borrower Intelligence System in 2017, which tells lenders when anyone in their database is ready for a loan. Today, Sales Boomerang is the #1 Borrower Retention strategy in the industry and has discovered over $30B in new volume for Lenders. Sales Boomerang's notifications are integrated with the best CRM/Marketing Automation Systems in the industry to provide a seamless experience for Lenders and Borrowers. Sales Boomerang's employees are dedicated to improving the lending experience for Lenders and Borrowers, and united behind the ethos - No Borrower Left Behind(tm).

About ACUMA:

The American Credit Union Mortgage Association provides resources and education to credit unions aimed at streamlining performance, processes and procedures for real estate lending services. ACUMA's goal is to encourage credit unions to help more consumers get fairly priced and safe mortgage loans delivered locally, and in so doing, providing them with a pathway to the American dream of home ownership.

Twitter: @SalesBoomerang @ACUMACommunity #mortgageindustry #mortgagemarketing #customerretention #ACUMA

Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.

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

Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM. The connection gives mortgage lenders unprecedented choice and control over the way information is shared between their enterprise CRM and mortgage marketing technologies.

Salesforce is not required to reap the benefits of Surefire, which offers native CRM capabilities. However, Top of Mind's tie-in with Salesforce Lightning Connect helps banks, credit unions and independent mortgage companies that have already invested in Salesforce maximize the effectiveness of their marketing programs by playing to the unique strengths of each platform.

"For an enterprise-class lender, there's no better CRM than Salesforce - and there's no better mortgage marketing automation tool than Surefire," said Top of Mind Chief Operating Officer and Chief Technology Officer Erik Enright. "We've made it easy for lenders to leverage the best of both systems and tailor the experience to the exact way they do business."

Top of Mind's connection with Salesforce comes pre-configured with default mapping to Salesforce data fields, making it easy to use out of the box. By adjusting a few simple toggles, lenders can specify exactly what data should be shared between systems, which direction the data should flow and when it should be pushed. For instance, lenders may wish to share just leads and contacts, or they may choose to share tasks, events, emails, and phone call records. Records can be shared as they are created, or they can be shared every time they're updated. Lenders can even create and share custom data fields.

"We built this connection to give mortgage lenders choice and control over the way Salesforce and Surefire work together - without the need to hire a six-figure developer or consultant," said Enright. "Whether loan originators log into both systems or only use one system of record, the data flow can be adjusted to suit."

Lenders that use Salesforce Sales Cloud to manage leads and customers can turn on Top of Mind's marketing automation workflows to engage contacts with dynamic content designed to win new business, earn repeat business and deserve referral business. If a company prefers to build its customer journeys with Salesforce Marketing Cloud instead of Surefire, it can still make its marketing automation more impactful with Top of Mind's award-winning content. And whether a lender uses Salesforce Sales Cloud, Salesforce Marketing Cloud, or both, its marketing program can be greatly enhanced by the application of Top of Mind's Blueprints for Success, a set of mortgage marketing best practices informed by the team's more than 450 years of mortgage industry experience.

For more information about Top of Mind's connection with Salesforce, request a demo.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm @salesforce #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM.

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

Los Angeles-Based CPA Firm Receives High Praise from Accounting Today

PASADENA, Calif. /ScoopCloud/ -- KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.

New to the list, KROST, ranked No. 78, with an 80.08% change in revenue from last year. Additionally, the firm ranked No. 11 on the Regional Leaders on the West Coast which includes firms in California, Nevada, Oregon, and Washington. The average firm growth was 7.59%, which KROST surpassed with the highest percent change.

KROST ranked No. 1 in the fastest-growing firms list. Accounting Today's Top 100 Firms and Regional Leaders is an annual ranking that recognizes the largest tax and accounting firms by revenue, both nationwide and in specific regions.

"The Regional Leaders on the West Coast, which are usually among the top three groups in performance, dropped into the middle of the pack in terms of growth rate, but nonetheless reported higher revenues from 2020 than in 2019, despite the loss of Squar Milner, which merged into national firm Baker Tilly late in the year. That was thanks in no small part to the addition of KROST, a new entry to the Top 100 Firms and the fastest growing firm in this year's report, as well as OUM & Co., which is new to the regional list this year." - Accounting Today.

"It means a great deal to us to receive these two awards from Accounting Today. It has been a difficult year for our entire industry. The pandemic forced many of us to change our strategies and shift priorities. Despite the circumstances, we were fortunate to be able to grow our firm and rise to the challenges of 2020," said Greg Kniss, Managing Principal at KROST.

ABOUT KROST CPAS & CONSULTANTS

Established in 1939 in Pasadena, California, KROST is a full-service certified public accounting and consulting firm serving clients across various industries in the areas of tax, accounting, consulting, assurance and advisory, M&A and capital markets, corporate tax incentives, and wealth management.

For more information about KROST, please visit: https://www.krostcpas.com/.

KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.

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

ABEP – Moving The CU Forward

MINNEAPOLIS, Minn. /ScoopCloud/ -- The Association for Black Economic Power (ABEP) is reaffirming its commitment to bringing a black owned and operated Credit Union to North Minneapolis.

Valerie Geaither, Chair of the ABEP Board of Directors, and a former 20-year resident of North Minneapolis explained that, "After undergoing internal management changes and COVID-19, ABEP like many other organizations paused operations, reorganized and is now moving forward."

ABEP's new Board of Directors were installed following the civil unrest following George Floyd's alleged murder. After initiating a strategic planning process, they hired Debra Hurston as their new Executive Director.

Ms. Hurston's association management background includes national, state, and local organizations. "This is a wonderful opportunity to make a real difference in the lives of residents in North Minneapolis. I could not be more honored to participate in this important initiative," Hurston explained.

Geaither stated that, "The board is confident that working as a team with leaders of the community, funders and government officials, we will continue to move forward on the original goal of establishing the Credit Union."

In addition to meeting with key organizations, ABEP will host community Town Hall meetings this spring to update supporters on the status of the Credit Union.

MISSION

Create prevention and intervention models to address wealth extraction through systems change and the development of products and services that provide generational wealth building opportunities and access to capital while providing an alternative to traditional predatory, culturally incompetent and inequitable practices.

Learn more: https://abepmpls.org/

Contact: Debra Hurston; Phone: 651-278-1976

The Association for Black Economic Power (ABEP) is reaffirming its commitment to bringing a black owned and operated Credit Union to North Minneapolis.

Related link: https://abepmpls.org/

South Bay Credit Union announces limited time offer on their HELOC (home equity line of credit) Loan Product

LOS ANGELES, Calif. /ScoopCloud/ -- South Bay Credit Union - Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.

Homeowners can borrow up to $500,000! (or 80% of appraised value, less 1st Trust Deed, owner-occupied). Borrow what you need when you need it, and as you repay your principle that money becomes available to borrow over and over again. The interest on a HELOC may even be tax deductible (check with your tax advisor for details).

"The goal with our HELOC program is to help our members access funds through equity available in their property," says David Ellings, CLO. "With mortgage rates steadily increasing, and it is becoming more difficult for homeowners to refinance due to outcomes from the Pandemic and other life circumstances, a HELOC could really help our members pay off high-rate interest credit cards or other loans, buy a car, take a well needed vacation, or just gain peace of mind with funds available for a rainy day."

This limited time offer is available from April 1 through July 31, 2021 and includes:
* NO interest for 6 months
* Low Rates
* One-time fee of $300
* NO annual maintenance fee
* 10-year interest-only payments (draw period)
* Terms up to 25 years

To learn more visit: https://www.southbaycu.com/heloc/.

About South Bay Credit Union:

Established in 1953, South Bay Credit Union is a member-owned not-for-profit financial cooperative proudly serving anyone who lives, regularly works, attends school or worships in the area known as South Bay in Los Angeles County, California. Their mission is to uplift communities by empowering their members to live better and do better. Members own the Credit Union, not shareholders. That means, all the profits that they bring in go right back out to their members in the form of dividends, rebates and lowered interest rates. And they do it with a warm smile and a happy heart.

VIDEO "Do you know what a HELOC is" - https://youtu.be/L0XUzB-c5Jk

MEDIA CONTACT:
David Ellings, CLO
South Bay Credit Union - NMLS # 449361
P: 424-327-9790
E: dellings@southbaycu.com

South Bay Credit Union - Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.

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

Promontory MortgagePath Named One of the Best Places to Work in Financial Technology

DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which includes American Banker, and Best Companies Group.

"We believe strongly in the importance of community and regional banking and in increasing access to homeownership, to include underserved communities. When your mission is service-oriented, you tend to attract like-minded individuals to the team," said Promontory MortgagePath CEO and Founder Gene Ludwig. "We have a truly collaborative, people-first culture where everyone from our technologists, coders, and programmers to our senior mortgage-industry and compliance veterans work alongside each other in pursuit of this shared vision."

This annual survey and awards program is designed to identify, recognize and honor the best employers in the financial technology industry. Companies recognized on this year's list operate in and serve companies and consumers in a wide range of financial services including banking and mortgages, insurance, payments and financial advisory.

"Promontory MortgagePath's greatest asset is our workforce, and in the midst of an unprecedented year for the mortgage industry, our team quickly pivoted to adjust to the unique operational challenges created by the pandemic in order to ensure the success of our clients," said Promontory MortgagePath Chief Operating Officer Debora Aydelotte. "Given this award is driven by our own employee survey responses, we are incredibly proud to be recognized as one of the Best Places to Work in Financial Technology not only by Arizent, but also by our internal team."

"This year, the fintech industry became a larger and more important sector of our economy," said David Evans, chief content officer at Arizent. "This ranking helps highlight companies that have generous employee policies and positive cultures, and can help serve as a guide to job seekers in this competitive industry."

The 2021 list was published by Arizent brands American Banker, National Mortgage News, PaymentsSource, Financial Planning and Digital Insurance. To be considered for participation, companies must provide technology products, services or solutions that enable the delivery of financial services. Companies must also have been in business for at least one full year and employ at least 15 people in the U.S.

Companies from across the United States entered a two-part survey process to determine Arizent's Best Places to Work in Financial Technology. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

For more information on Arizent's Best Places to Work in Financial Technology program, including full eligibility criteria, visit www.BestPlacestoWorkFinTech.com. To learn more about open positions at Promontory MortgagePath, visit mortgagepath.com/careers.

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 their ability to help community lenders resolve their most pressing challenges. To learn more, https://www.mortgagepath.com.

Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has been named one of the Best Places to Work in Financial Technology in 2021. The awards program was created in 2017 and is a project of Arizent, which includes American Banker, and Best Companies Group.

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

Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Online Business Seminars for Local Entrepreneurs

GROTON, Conn. /ScoopCloud/ -- Chelsea Groton Bank kicks off their 8-week "CU Grow: Online Small Business Bootcamp" on April 1, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank's financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC). Participants will walk away with a wealth of knowledge and a strong foundation for starting or growing a business.

"Chelsea Groton Bank is passionate about helping turn dreams into realities for businesses of all types. In addition to providing custom financial solutions, we proudly offer informational programs throughout the year to arm business owners with the tools they will need to be successful," shared Miria Gray, AS, Community Education Officer at Chelsea Groton Bank. "As so many business owners learned in 2020, it is critical for businesses to have their financial house in order and be able to market their services. These are just a few of the topics that will be covered throughout the series."

The instructor-led curriculum was developed jointly by the Federal Deposit Insurance Corporation (FDIC) and the U.S. Small Business Administration (SBA). Each class will be delivered by Chelsea Groton Bank team members and local professionals to provide aspiring or current small business owners a practical introduction to aspects of starting and managing a business.

All classes will meet online on Tuesdays from 12-1 PM and Thursdays from 6-7 PM in April and May. Class topics are: Is Owning a Business Right for You?, Banking Services, Business Plans, Public Speaking and Networking, Record Keeping, Risk Management, Credit for Businesses, Time Management, Organizational Types, Small Business Insurance, Financial Management and Cash Flow, Social Media Marketing, Tax Planning and Reporting, Websites, Emails and SEO, Chat with the Experts, and Using Adobe Spark to Create Videos. Community members are invited to register for individual classes or the entire series. Registration is required in order to receive log-in credentials for each class.

To learn more and to register, visit http://www.chelseagroton.com/ChelseaUniversity.

About Chelsea Groton Bank

Based in Groton, Conn., Chelsea Groton Bank is a full-service mutually owned bank with over $1.4 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 chelseagroton.com. Member FDIC. Equal Housing Lender. NMLS Institution ID 402928.

Chelsea Groton Bank kicks off their 8-week "CU Grow: Online Small Business Bootcamp" on April 1, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank's financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC).

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

Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination Process

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).

The direct API connection enables real-time sharing of contact records and loan milestones between LendingPad and Surefire CRM, which in turn allows lenders to automate the delivery of personalized communication that enhances the loan applicant experience and keeps deals moving forward. For instance, originators can use Surefire CRM to dynamically generate and deploy interactive content that walks first-time homebuyers through what to expect during the loan process. The system can automatically "nudge" applicants who need to submit documents to complete their loan applications. And once an application is complete, Surefire CRM keeps all stakeholders up to date on the loan's status at every stage in the origination process, eliminating the need for borrowers and loan originators to play phone tag.

"We've been hearing from more lenders as well as independent mortgage brokers that LendingPad has become their LOS of choice thanks to its quick speed-to-value and smooth URLA execution," said Top of Mind CEO Bill Hayes. "We have responded swiftly to that market demand with a seamless integration that lets lenders combine the agility and efficiency of LendingPad with the power of industry-leading marketing automation tools and dynamic content from Surefire CRM."

LendingPad offers a full suite of cloud-based LOS solutions for mortgage brokers, independent mortgage companies, banks and credit unions with fast implementation and flexible pricing that scales to teams of any size, from just a few users to enterprise institutions. Each edition of the LendingPad LOS fully supports the redesigned Uniform Residential Loan Application (URLA) and is Mortgage Industry Standards Maintenance Organization (MISMO) v3.4 compliant.

"LendingPad is an agile, modern LOS with a commitment to serving mortgage lenders - and helping them compete - woven into our DNA," said LendingPad Managing Director Wes Yuan. "Our integration with Top of Mind's Surefire CRM delivers on that commitment by enabling originators to stay engaged with borrowers throughout the loan process in a way that's both personal and efficient."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

About LendingPad:

LendingPad Corp ( https://www.lendingpad.com ) provides a complete suite of loan origination solutions for banks, brokers, and institutions via its LendingPad LOS product line. LendingPad is designed to streamline operations, strengthen communication, and reduce costs in mortgage lending. The cloud-based solutions include end-to-end features such as point-of-sale, document management and loan fulfillment. LendingPad is a winner of the 2021 HousingWire Tech100 award and one of the Top 10 Mortgage Solution Providers by Banking CIO magazine. The platform is endorsed by the National Association of Mortgage Brokers (NAMB) and the Association of Independent Mortgage Experts (AIME) and is a premier member of the Mortgage Bankers Association (MBA).

@mortgagecrm @LendingPad #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).

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

Mid America Mortgage Receives ‘2021 Best Mortgage Companies to Work For’ Honors for Second Straight Year

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today it has been named one of the "2021 Best Mortgage Companies to Work For" for the second consecutive year by mortgage industry trade publication National Mortgage News. Mid America was one of 50 lenders recognized nationally. The firm was also included in the "Best Large Mortgage Companies to Work For" list, which includes mortgage firms with 500 or more employees.

This annual survey and awards program was designed to identify, recognize, and honor the best employers in the U.S. mortgage industry. National Mortgage News honored all the winners and revealed the final rankings in a special report published in March.

"We're honored to be included in this list for the second consecutive year," said Mid America Owner and Chief Executive Officer Jeff Bode. "This award is especially gratifying because it's based on the employee's perspective. We've strategically built an organization of highly talented people, we're proud to have built an environment they all enjoy."

Companies from across the United States entered a two-part survey process to determine this year's "Best Mortgage Companies to Work For." The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data, and determined the final rankings.

The full list of "2021 Best Companies to Work For" can be viewed at https://www.nationalmortgagenews.com/list/2021-best-mortgage-companies-to-work-for.

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/.

Twitter: @midamericamtge

Mid America Mortgage, Inc. (Mid America) announced today it has been named one of the "2021 Best Mortgage Companies to Work For" for the second consecutive year by mortgage industry trade publication National Mortgage News.

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

SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services

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 the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services. In this role, Lightfoot will be responsible for ensuring SimpleNexus' professional service teams deliver industry-leading consultative and implementation services.

Most recently Lightfoot served as chief operations officer at George Mason Mortgage, LLC, where she led mortgage operations, provided strategy for enterprise software solutions and implemented innovative change management initiatives. During her six-year tenure at George Mason, Lightfoot reduced turn-times by three business days, increased application pull-through by 12% and reduced TRID tolerance cures by 150%.

Previously, Lightfoot led technology strategy at Prosperity Home Mortgage and J.G. Wentworth Home Lending. She has also served as senior business analyst at renowned mortgage technology consulting firm Teraverde.

“Andria is a proven mortgage technology leader with a demonstrated ability to improve processes,” said SimpleNexus President Cathleen Schreiner Gates. “Her experience leading transformational operational initiatives at mortgage lending organizations will be of great value to SimpleNexus customers.”

"Improving customer experience and streamlining processes has long been a passion of mine," said Lightfoot. "I am thrilled to join an organization that's at the forefront of changing mortgage technology for the better."

Lightfoot serves on the Mortgage Bankers Association CIO Committee. She is a frequent speaker at mortgage industry events and has been quoted in numerous publications including Forbes.

To view open positions at SimpleNexus, visit https://simplenexus.com/sn/careers/. Contact hr@simplenexus.com to submit a resume.

About SimpleNexus, LLC:

SimpleNexus is a homeownership platform transforming the mortgage experience and connecting borrowers, loan officers, real estate agents and settlement service providers throughout the homebuying process. The platforms' native mobile toolset enables lenders to originate, process and close home loans from anywhere with increased efficiency and convenience. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals, sign disclosures and execute eClosings - all on the go. SimpleNexus provides borrowers with a single sign-on experience from home search to the application, document upload, eClose and beyond for a more streamlined homeownership journey.

Twitter: @SimpleNexus #digitalmortgage #mortgageindustry #mortgagelending #peoplemovers

SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.

Related link: https://simplenexus.com/

Sales Boomerang and Usherpa Expand Partnership to Set Mortgage Lenders Up for Success in 2021 Purchase Market

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders. Sales Boomerang's automated borrower intelligence is now integrated with Usherpa's newest feature, a FCRA- and RESPA-compliant co-marketing portal that helps lenders expand the nature and depth of their referral partnerships with Realtors.

The Real Estate Settlement Procedures Act (RESPA) prohibits lenders and real estate partners from engaging in quid pro quo referral relationships, a guideline that has made it difficult for lenders and their agents to co-brand marketing materials in a compliant and cost-effective fashion. Usherpa's new co-marketing portal solves this problem by making it easier than ever for loan officers and Realtors to share the cost of creating and distributing co-branded marketing materials to their shared customer database in a compliant manner. By leveraging Usherpa's integration with Sales Boomerang's automated borrower intelligence, lenders can receive actionable, real-time alerts whenever someone in their database - or their referral partner's database within the co-marketing portal- is ready for a loan.

As soon as a customer becomes a candidate for a loan - because they've improved their credit score, market rates have changed or their home has accrued sufficient equity, for example - Sales Boomerang notifies the lender, who can then initiate marketing outreach that is co-branded with the Realtor's information. The marketing campaigns can be automated using pre-written marketing content created by Usherpa's experienced staff of industry experts or customized to meet individual company needs.

"The enhanced integration between Usherpa and Sales Boomerang is a win-win for loan officers and Realtors looking to take their referral partnerships to the next level," said Sales Boomerang CEO Alex Kutsishin. "The loan officer and Realtor share database information within the Usherpa co-marketing portal, we find the loan opportunities and Usherpa automates compliant and effective co-marketing outreach."

"Our customers have been looking for a more effective way to co-market with Realtor partners that is fully RESPA- and FCRA-compliant," said Usherpa Director of Business Development Paul Harrington. "Not only have we delivered what the doctor ordered, we've also enhanced it with the best opportunity alerts in the business thanks to our partnership with Sales Boomerang."

"Eustis Mortgage has developed a prosperous Realtor Success Program using the Sales Boomerang and Usherpa co-marketing portal," said Stephen Barton, SVP of National Retail Growth at Eustis Mortgage. "In just three quarters, our loan officers generated an average of more than $16 million per month in additional revenue."

About Usherpa:

Usherpa has been serving the mortgage and real estate industry since 1995, when it was founded as Media Center LLC. The company offers a powerful, easy-to-use marketing and CRM platform backed by gold-standard customer support and robust training to help Loan Officers and Real Estate Agents make the most of its effortless, fully-automated CRM. Usherpa users are empowered to build and maintain relationships with prospects, past customers, and business partners, resulting in increased repeat and referral business. Visit https://usherpa.com/ to learn more.

About Sales Boomerang:

Sales Boomerang revolutionized the relationship between a Mortgage Lender and Borrower with the introduction of the only automated Borrower Intelligence System in 2017, which tells lenders when anyone in their database is ready for a loan. Today, Sales Boomerang is the #1 Borrower Retention strategy in the industry and has discovered over $30B in new volume for Lenders. Sales Boomerang's notifications are integrated with the best CRM/Marketing Automation Systems in the industry to provide a seamless experience for Lenders and Borrowers. Sales Boomerang's employees are dedicated to improving the lending experience for Lenders and Borrowers, and united behind the ethos - No Borrower Left Behind(tm).

@SalesBoomerang @UsherpaCRM #mortgagemarketing #customerretention #RESPA

Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders.

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

The Mortgage Collaborative’s Emerging Technology Fund Announces Investment in Maxwell

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, the nation's largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP ("TMC Fund"). The venture capital program is funded by a self-selected segment of TMC members to capture opportunities driven by the rapid pace of technological change in the mortgage sector.

The investment is a participation in Maxwell's Series B Preferred Share financing which was led by Fin Venture Capital and TTV Capital. TMC's Executive Chairman, Jim Park, remarked that TMC was fortunate to be invited into this over-subscribed round because of Maxwell's recognition of the potential strategic value TMC's Emerging Tech Fund could bring to Maxwell, in addition to its financial investment.

"More than the financial investment, we're looking forward to the strategic value the TMC Emerging Tech Fund's limited partners will add to Maxwell as the mortgage industry evolves," said John Paasonen, Co-founder and CEO of Maxwell. "Their investment has brought forward-looking mortgage companies around the table who will accelerate the impact our solutions will have in the market."

There are several TMC Lender Members that are finding new ways to participate in the 'Power of the Network' through TMC's Tech Fund, including Owen Lee, Co-owner of Success Mortgage Partners. "What I find so unique about being a limited partner in TMC's Emerging Tech Fund, is the opportunity to control my own investment dollars," said Lee. "Maybe more importantly, since the future-state of the mortgage industry will include more technology and not less, this role helps me stay educated and prepared as a business operator for what is coming next in our industry."

The Fund Manager of the TMC Fund, Sandy Selman from Asia West Inc., commented: "This transaction is a terrific foundational investment for the TMC Fund because of the demonstrated commercial success of Maxwell, the high caliber of their management team, and the quality and breadth of the syndicate. It puts us on the map and creates the strategic context for our deal pipeline well into 2021. We look forward to working with the Maxwell team to help them realize their commercial goals."

TMC's Emerging Technology Fund is actively looking at investment opportunities that will result in higher profitability and business process improvements for TMC members.

About The Mortgage Collaborative

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

The Mortgage Collaborative, the nation's largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP ("TMC Fund").

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

Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.

MBS Highway's Real Estate Report Card is a single-page dashboard that provides homebuyers a high-level overview of a home's value couched within the context of neighborhood real estate data. Designed to position mortgage lenders and their real estate agent partners as market experts, Real Estate Report Cards include graphs depicting a property's historical and forecasted appreciation, affordability index and current neighborhood inventory. Real Estate Report Cards can be co-branded with real estate agents to strengthen referral partnerships.

Top of Mind's integration with MBS Highway enables lenders to generate and distribute Real Estate Report Cards from Surefire CRM, facilitating their seamless deployment via email or text in tandem with Surefire CRM's award-winning marketing campaigns and automated workflows.

"We are very pleased to announce the integration of MBS Highway with Top of Mind," said MBS Highway Founder and CEO Barry Habib. "This will make it even easier for our mutual clients to maximize the benefits of these two powerful tools, especially during the changing market."

"Loan officers are always looking for ways to help borrowers make better-informed buying decisions and integrating Real Estate Report Cards within Surefire makes that possible at scale," said Top of Mind Chief Revenue Officer Nick Belenky. "We're proud to partner with MBS Highway to deliver a world-class, omnichannel marketing experience for our mutual customers."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

About MBS Highway:

MBS Highway is a Holmdel, New Jersey-based mortgage intelligence and sales effectiveness platform that enables mortgage industry professionals to interpret, forecast, and leverage activity in the mortgage markets to drive value to potential homebuyers. MBS Highway offers exclusive information that mortgage professionals can rely on for ultimate relevance, speed, and precision. The Company aims to deliver products that enhance the value mortgage professionals can provide to existing and prospective customers, increasing their topline revenue and overall customer experience. For more information, visit www.mbshighway.com.

@mortgagecrm @MBSHighway #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.

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

Embrace Home Loans Launching SimpleNexus Homeownership Platform for Its 300 Retail Mortgage Loan Officers in 2021

LEHI, Utah /ScoopCloud/ -- Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.

SimpleNexus is currently the mortgage industry's leading point-of-sale platform, serving more than 300 lenders across the United States. Embrace Home Loans is the first lender to leverage SimpleNexus in conjunction with Black Knight(r)'s Empower(r) loan origination system (LOS). Other unique aspects of the implementation include a new mobile disclosures integration with First American Docutech(r) and a first-of-its-kind feature that will allow borrowers to pay for appraisals in-app using a credit card.

"Embrace has been an amazing partner and has pushed us to extend SimpleNexus' already market-leading feature set. We can't wait to see how loan officers and borrowers respond to the improved experience," said SimpleNexus Founder and CEO Matt Hansen. "Moreover, this partnership could serve as a model for future Empower LOS users who would like to experience the benefits of SimpleNexus' end-to-end homeownership platform."

Embrace Home Loans was founded in 1983 as a consumer-direct lender headquartered in Middletown, Rhode Island, and has been steadily growing its retail origination channel since 2009. In addition to its consumer direct platform, the company currently employs more than 300 loan officers at branches along the East Coast. Embrace believes the new integration will empower its loan officers to provide even greater customer service, according to Customer Experience Director and Vice President Meghan Handy.

"We've been in business for 38 years, so we have a clear perspective on how to customize things for our team. We needed a solution that was LO-centric and pliable enough to let our team continue serving customers and Realtors in the way they prefer," said Handy. "SimpleNexus offers that kind of flexibility while at the same time equipping our LOs for success in the booming purchase market by transforming the way they work with borrowers and Realtors."

Embrace employees can expect a gradual phase-in of the SimpleNexus platform over the next several months. Handy expects her company will be delivering an improved customer experience - and seeing a measurable lift to loan volume - before the end of 2021.

About SimpleNexus, LLC:

SimpleNexus is a homeownership platform transforming the mortgage experience and connecting borrowers, loan officers, real estate agents and settlement service providers throughout the homebuying process. The platforms' native mobile toolset enables lenders to originate, process and close home loans from anywhere with increased efficiency and convenience. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals, sign disclosures and execute eClosings - all on the go. SimpleNexus provides borrowers with a single sign-on experience from home search to the application, document upload, eClose and beyond for a more streamlined homeownership journey. Learn more at: https://www.simplenexus.com/.

About Embrace Home Loans:

Founded in 1983, Embrace Home Loans is a prominent mortgage lender that provides borrowers and financial institutions with an exceptional mortgage experience. Licensed in all states except Hawaii, as well as the District of Columbia, Embrace has been recognized seven times as one of the Best Medium-sized Companies to Work for in America by Fortune and five times as one of the Fastest Growing Companies in America by Inc. The company has also been recognized fourteen times as one of the Best Places to Work in Rhode Island, as the Most Community Involved Company in Rhode Island, and with the Leadership Excellence Award by Providence Business News. The company is based in Middletown, Rhode Island. For more information, please visit https://www.embracehomeloans.com/.

Twitter: @SimpleNexus @EmbraceHomeLoan #digitalmortgage #mortgageindustry #mortgagelending

Top-ranked mortgage lender Embrace Home Loans today announced plans to roll out SimpleNexus, the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, to more than 300 retail mortgage LOs before the end of the year.

Related link: https://simplenexus.com/

Michigan First Credit Union Implements CompenSafe by LBA Ware to Facilitate Mortgage Lending Division Growth

MACON, Ga. /ScoopCloud/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Michigan First Credit Union (Michigan First) has implemented LBA Ware's ICM platform CompenSafe™ to automate incentive compensation for its mortgage division's 40+ loan originators (LOs) and loan originator assistants (LOAs). After a record-setting 23-day implementation period, Michigan First deployed CompenSafe to automate monthly incentive compensation for its LOs and LOAs and is currently working on rolling it out for its operational staff.

Holding $1.4 billion in total assets, Michigan First is an open credit union serving 175,000 members that live or work in the state of Michigan. Michigan First introduced mortgage lending as a member service in 2014, and originates, underwrites and services all of its mortgage loans in-house. The credit union has substantially grown its mortgage lending division each year, closing 2,000 mortgage loans representing nearly $500 million in volume in 2020.

"I selected CompenSafe to streamline Michigan First's incentive compensation because its efficiency enables us to quickly scale to growth and its flexibility enables us to develop custom incentive compensation plans that motivate our mortgage team to build strong relationships with members," said Michigan First Chief Mortgage Lending Officer Dan Sugg, CMB. "In addition to saving us time, money and energy, CompenSafe provides unparalleled transparency into the compensation process. LOs and sales team leaders frequently check their CompenSafe dashboard for pay and productivity updates as loans move through the pipeline."

CompenSafe is the only ICM platform purpose-built for mortgage lenders. By integrating directly with mortgage loan origination systems (LOSs), CompenSafe automatically calculates commissions and bonuses as loans fund in near real-time. In addition to freeing lenders from the error-prone, time-consuming process of managing incentive compensation with spreadsheets, CompenSafe tracks and time-stamps all commission transactions, creating a comprehensive audit trail for CFPB compliance.

"Credit unions seeking to forge stronger ties with members through mortgage lending benefit from automating the burdensome chore of managing incentive compensation so they can focus on what matters most: the member experience," said LBA Ware Founder and CEO Lori Brewer. "LBA Ware understands that empowering lenders with the latitude to develop specialized incentive compensation structures helps motivate loan teams to meet productivity goals and deliver a better member experience. We're honored that Michigan First has selected CompenSafe to facilitate its mortgage lending division's growth."

About LBA Ware™:

LBA Ware is a leading provider of cloud-based software for mortgage lenders. Since 2008, LBA Ware has been on a mission to help mortgage companies reach new heights with software that integrates data, incentivizes performance and inspires results. Today, more than 100 lenders of all sizes, including some of the nation's top producing mortgage companies, use LBA Ware's award-winning technology to enhance lender experiences and maximize the human potential within their organizations. A 2020 Inc. 5000 fastest-growing private company, LBA Ware is headquartered in Macon, Georgia. For more information, visit https://www.lbaware.com.

About Michigan First Credit Union:

With over $1.3 billion in assets, Michigan First Credit Union has represented financial stability to its members since 1926 and now serves over 175,000 area residents and businesses. The credit union continues growing strong by providing the best in financial products and services to its valued members. Learn more at www.michiganfirst.com.

Twitter: @LBAWare #CompenSafe #creditunion #mortgagelending

LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Michigan First Credit Union (Michigan First) has implemented LBA Ware's ICM platform CompenSafe to automate incentive compensation for its mortgage division's 40+ loan originators (LOs) and loan originator assistants (LOAs).

Related link: https://go.lbaware.com/

DocMagic and Secure Insight Form Partnership, Creating a National Database of Certified Remote Online Notarization Providers

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes. The program establishes a trusted database of notaries that have been fully trained and certified on DocMagic's industry-leading Total eClose(tm) platform.

Lenders have a growing need to tap well-qualified eNotarization professionals to work with and ensure deals close smoothly and on time. This new certification program reaches the greatest number of notaries with a working knowledge of DocMagic's Total eClose solution and is poised to significantly move the adoption needle.

"Ultimately, this partnership creates a better RON process for lenders and borrowers alike, benefiting all users involved in the eClosing process," says Dominic Iannitti, president and CEO of DocMagic. "Lenders are operating at maximum capacity right now with an influx of mortgage applications that they must ultimately close on as efficiently as possible amid heavy loan volume. Our new certification process will ensure lenders that RON eClosings will be handled quickly and efficiently by a ready supply of proficient eNotaries."

Secure Insight has an extensive national database of notaries that can now be easily accessed to locate notarial agents qualified to complete seamless, compliant eClosings using RON technology. By joining forces, DocMagic offers the technology and Secure Insight provides a unique database and individual training for notaries.

"One of the primary challenges in facilitating RON transactions is that lenders are hesitant to entrust the closing process with a notary that may be ill-equipped to effectively perform an eClose transaction," says Andrew Liput, CEO at Secure Insight. "Teaming with DocMagic allows us to identify properly licensed, experienced and trained professionals whom lenders will feel comfortable leveraging to perform the specialized functions surrounding these unique transactions."

DocMagic's Total eClose solution is an award-winning platform that has also been ranked by independent third-party studies as the leading eClosing technology in the mortgage industry. Secure Insight boasts one of the largest databases of closing professionals in the country and now adds a widespread stable of knowledgeable eNotaries, creating a powerful educational foundation that boosts digital mortgage lending competence.

About DocMagic:

DocMagic, Inc. is the leading provider of fully-compliant document generation, automated regulatory 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, processes, and web-based systems for the production and delivery of compliant loan document packages. The company's solutions connect industry participants, promote collaboration, and 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 http://www.docmagic.com/.

About Secure Insight:

Secure Insight was the first company to offer a standardized risk management process and information database of fully risk-assessed mortgage closing professionals that protects consumers and lenders, reducing fraud and ensuring that federal regulatory requirements are met. Secure Insight monitors tens of thousands of attorneys, title agents escrow officers and notaries nationwide through proprietary SaaS technology and the mortgage industry's only National Settlement Agent Database. This database is accessed daily as a fraud prevention tool by state and federal banks, mortgage lenders and credit unions throughout the United States. Secure Insight was named one of the Top 50 companies to watch in the Fintech space for 2021 by the Silicon Review, and in 2020 was named one of the Top Financial Security Providers by CFO Technology Magazine. For more information about Secure Insight please visit www.secureinsight.com.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes.

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

Q3 2020 Critical Defect Rate Hits Five-Year High, According to ACES 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 third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control Software™.

Notable findings from the Q3 2020 report include:

* The overall critical defect rate of 2.34% represents a marked increase from prior quarters and is the highest observed since ACES began publishing the QC Trends Report in 2016.

* Income/Employment defect share fell, showing positive signs, while manufacturing-related defects grew.

* Record lending volume combined with summer home buying led to an increase in overall purchase share from the prior quarter.

* Conventional loans had a strong market share but slipped in terms of quality in Q3.

* Early Payment Defaults (EPDs) declined in Q3, providing reason to be cautiously optimistic.

"Without a doubt, Q3 2020's critical defect rate was the highest we've seen since ACES began publishing the QC Trends Report in 2016, and while there are multiple factors that attributed to the 25% increase in critical defects, the majority of them were COVID-related," said ACES Executive Vice President Nick Volpe. "Given that many of these factors are still at play, we expect to see continued volatility in defect rates for at least several more quarters. However, we did see a decline in EPDs in Q4 2020 to just 110% of their pre-pandemic levels, which provides a measure of optimism after hitting a 200% increase in Q3."

Findings for the Q3 2020 ACES Mortgage QC Industry Trends Report are based on post-closing quality control data from approximately 100,000 unique loans and are categorized using the Fannie Mae loan defect taxonomy and incorporates 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.

"Despite record interest rate lows, there was still plenty of volatility in the mortgage markets in 2020, as evidenced by the data from Q3. With the pandemic's end not quite yet in sight, lenders need to remain vigilant of the trends impacting their loan quality," said ACES CEO Trevor Gauthier. "More than ever, the transparency ACES provides lenders into their loan performance as compared to their peers delivers valuable insights that can help these institutions not only identify where they are currently falling short in terms of loan quality, but also highlight areas to watch in the future based on industry trends. That ability to be proactive in mitigating defects and risk cannot be overstated, especially in the midst of market volatility and high volumes."

ACES executives will analyze the findings from the Q3 2020 ACES Mortgage QC Industry Trends Report and offer insights into what lenders can expect in future quarters during a webinar titled, "Insights into Mortgage QC Trends" as part of its on-going QC NOW Web Series. Visit the QC Now website for upcoming registration details.

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 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 third quarter (Q3) of 2020. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control Software™.

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

Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.

Loan originators (LOs) do not need any special software to use Power Video; instead, they can record videos directly within Surefire CRM or upload videos from any mobile device. Lenders can send video content to clients and referral partners via email or text message on a one-off basis or as part of an automated, targeted marketing workflow.

"You can't always talk to your customers face-to-face, but that doesn't mean you can't make a connection that's both personal and powerful," said Top of Mind Executive Vice President of Sales Nick Belenky. "We built Power Video to make it easy for lenders to manage video communication at scale, whether they have one LO or ten thousand LOs."

Frontline originators don't even have to log in to Surefire CRM to benefit from Power Video. Explains Belenky, "Let's say a lender wants to send a video birthday greeting to every past client. With Power Video, the marketing manager can send the entire origination team a script with a link to record their birthday greeting - all via text message. The system automatically uploads each LO's video clip to the right folder in the Surefire content library, and then the workflow is ready to deploy in a centralized fashion."

Power Video offers lenders scalability and built-in compliance controls that are not available in other mortgage video solutions. Every Power Video automatically becomes part of the lender's audit file in Surefire, making it easy to respond to records requests in the event of a compliance audit.

For more information, visit https://www.topofmind.com/power-video/.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage #PowerVideo #SurefireCRM

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.

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

SimpleNexus and Norcom Mortgage Partner to Develop New Customer Mobile App

LEHI, Utah /ScoopCloud/ -- Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, the Easy Street App provides borrowers a convenient and safe way to apply for a loan, stay up-to-date throughout the loan process and even complete the loan closing ceremony from a mobile device.

"This new mortgage technology is a game-changing step for Norcom. The Easy Street app brings together borrowers, Realtors and loan officers in a way that is unmatched in the mortgage industry," said Norcom Mortgage Executive Vice President, Operations Manager Mike Dimech. "Thanks to our partnership with SimpleNexus, this turnkey solution will allow our loan officers to conduct the entire mortgage process on one platform, enhancing our efficiency and ultimately revolutionizing our customers' experience and how we close loans."

"With so much opportunity in the market, we know lenders are looking for technology that delivers not just great value, but great speed-to-value," said SimpleNexus Co-founder Ben Miller. "With Norcom's partnership, we have managed both. We brought Easy Street to life very quickly, and we are proud of the way it provides meaningful enhancements to the borrowers and loan officer experience with minimum disruption to the way work gets done."

Every step of the mortgage process is handled through the Easy Street app. After filling out the mortgage application, borrowers can photograph and securely upload documents, receive push notifications to track the status of their loan, download loan approval letters and e-sign closing documents - all from their mobile devices. Borrowers can even use the app to navigate the loan closing process digitally. Eliminating the need for a lengthy in-person closing ceremony.

The app features two-factor authentication and data encryption to protect borrowers' personal and financial data. In addition, loan officers can share the app with real estate agents and other referral partners, giving them access to mortgage calculators, automatic notifications and easy access to contact information.

For more information or to download Norcom's Easy Street app, please visit easystreet.norcommortgage.com

About Norcom Mortgage

Established in 1989, Norcom Mortgage is a growing family-owned mortgage company with 260 employees and 36 branch locations along the East Coast. Our programs vary and are flexible, whether you are a first-time homebuyer, an experienced mortgage shopper, a veteran, looking to refinance, and beyond. To learn more, visit https://norcommortgage.com

About SimpleNexus

SimpleNexus is a homeownership platform transforming the mortgage experience and connecting borrowers, loan officers, real estate agents and settlement service providers throughout the homebuying process. The platforms' native mobile toolset enables lenders to originate, process and close home loans from anywhere with increased efficiency and convenience. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals, sign disclosures and execute eClosings - all on the go. SimpleNexus provides borrowers with a single sign-on experience from home search to the application, document upload, eClose and beyond for a more streamlined homeownership journey. Learn more: https://www.simplenexus.com/

Norcom Mortgage, a family-owned mortgage company with 36 locations along the East Coast, announced today the launch of its Easy Street App for iOS and Android mobile devices. Built by SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents.

Related link: https://simplenexus.com/