OptionsSwing Inc. Acquires Apex Alliance, Broadening Assets for Learning Technology and Instruction
MIAMI, Fla. /ScoopCloud/ -- OptionsSwing Inc. ("OptionsSwing"), a leading innovative edtech and retail trading community in the United States, has declared the finalization of its share acquisition agreement to procure all of the shares of Apex Alliance Inc. ("Apex Alliance"). Apex Alliance, a start-up in financial education, is focused on educating future generations of retail investors on personal finance, investing, technology, and stock markets. The financial terms of the transaction have not been revealed yet.
MCTlive! Lock Volume Indices: April 2023 Data
SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for April 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
FormFree’s Brent Chandler named an Inman Best of Finance award honoree
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ATHENS, Ga. /ScoopCloud/ -- FormFree(R) today announced that its founder and CEO Brent Chandler was named to Inman's 2023 Best of Finance award program, which recognizes the leaders who are reshaping the mortgage and finance industries for both professionals and consumers. The inaugural class of Inman's Best of Finance winners were honored for their unwavering commitment to innovation and service in the residential mortgage space.
JTC CPAs Takes Home Top Honors at Idaho’s Best Awards 2023, Solidifying Their Place as State’s Premier Accounting Firm
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BOISE, Idaho /ScoopCloud/ -- JTC CPAs, a leading accounting firm based in Idaho, is thrilled to announce their recent award-winning recognition as the 2023 best accountant in both Treasure Valley and statewide in Idaho. Winning the 2023 Best CPA for Treasure Valley and Best Statewide Accountant in Idaho awards is a great achievement for JTC CPAs, and it reflects the firm's dedication to excellence in the field of accounting.
Palisade Capital Management Announces New Equity Partners
FORT LEE, N.J. /ScoopCloud/ -- Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade's strategic plan and evolution.
Down Payment Resource adds four team members to help the housing industry meet strong consumer demand for homebuyer assistance programs
ATLANTA, Ga. /ScoopCloud/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that it has brought on four new team members to grow its sales footprint, expand its relationships with housing finance agencies (HFAs) and provide enhanced support to DPR's growing customer base.
ACES Quality Management unveils ACES PROTECT® mortgage compliance testing module
DENVER, Colo. /ScoopCloud/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announces the addition of ACES PROTECT, a suite of automated regulatory compliance tests, to its flagship ACES Quality Management & Control® quality control (QC) auditing platform.
Nomis Solutions Joins FIS Emerald 2023 as Silver Sponsor
SAN FRANCISCO, Calif. /ScoopCloud/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the FIS Emerald 2023 Conference, which will be held May 15-18 at Walt Disney World resorts in Orlando, Fla., hosted by FIS Global, a global leader in financial services technology.
Peak Residential Lending Builds Digital-First Mortgage Borrowing Experience Using LenderLogix Product Suite
BUFFALO, N.Y. /ScoopCloud/ -- LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced Peak Residential Lending has implemented its complete application suite - LiteSpeed, QuickQual and Fee Chaser - into its existing tech stack to power a digital-first borrower experience.
MMI appoints Brian McKray as director of product development
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Brian McKray as the director of product development. In this role, McKray will guide the creation of new system features and functionality to maintain alignment with the company's vision and mission and ensure customer needs are considered at every stage of product development.
Down Payment Resource Issues Q1 2023 Homeownership Program Index Report
ATLANTA, Ga. /ScoopCloud/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q1 2023 Homeownership Program Index (HPI). The firm's analysis revealed a 0.5% uptick in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,362.
Teresa Bryce Bazemore, Inspiring Leader of FHLBank San Francisco, Named FWSF Financial Woman of the Year 2023
SAN FRANCISCO, Calif. /ScoopCloud/ -- Financial Women of San Francisco (FWSF) today named Teresa Bryce Bazemore as the FWSF 2023 Financial Woman of the Year. Ms. Bazemore is the President and CEO of the Federal Home Loan Bank of San Francisco, whose mission is to provide its members with reliable access to low-cost liquidity, essential financial services and expertise, and resources for affordable housing and economic development.
Taylor Wilshire and the Wilshire Foundation again win the Global Excellence Award (GEA) for 2023
NEW YORK, N.Y. /ScoopCloud/ -- Taylor Wilshire and the Wilshire Foundation have again won the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR). This award highlights the Wilshire Foundation's outstanding success in creating sustainable solutions through partnership, innovation, and best practices in order to advance its mission of eradicating poverty by fostering development and promoting affordable, reliable, and sustainable energy for all.
MMI adds video production tool to platform for loan originator promotion
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has released LO Highlight Reels, an easy-to-use video creation tool for loan originators (LOs) looking for an eye-catching way to share their success and increase their visibility.
Sales Boomerang releases Q1 2023 Mortgage Market Opportunities Report
OWINGS MILLS, Md. /ScoopCloud/ -- TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of Sales Boomerang's latest Mortgage Market Opportunities Report. The Q1 2023 report indicates quarter-over-quarter improvements across all indicators of mortgage readiness, representing growth in mortgage lending opportunities.
FormFree and Brimma Tech announce partnership to expedite matching of prospective homebuyers with best-fit loan products and lenders
RALEIGH, N.C. /ScoopCloud/ -- Mortgage software development and solutions firm Brimma Tech (Brimma) today announced a strategic collaboration with ability-to-pay fintech FormFree®. The integration of Brimma's AI-enabled chatbot service into FormFree's Passport® mobile app will make it possible for prospective homebuyers to find their ideal loan product from the convenience of their mobile device, without the need to first complete a detailed loan application.
Aldy Damian the CEO of Accredas Investments announces the sale of its latest commercial transaction, Walgreens – Denver, CO MSA
ROLLING HILLS ESTATES, Calif. /ScoopCloud/ -- Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.
Leonard Jones Joins Blaylock Van, Wall Street’s Oldest Continually Operating Black-Owned Firm, as Executive Director of Municipal Banking, Public Finance
NEW YORK CITY, N.Y. /ScoopCloud/ -- Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm. In this role, he will lead the firm's banking team and solutions for local and municipal government organizations with a focus on financial and risk management.
MCT AOT Automation Improves Mortgage Lender Profitability and Investor Efficiency
SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has automated the process of digital TBA trade assignment during the loan sale process for both mortgage lenders and participating correspondent investors. This automation makes assignment of trade loan sales (AOTs) faster, more convenient, and easier for investors to offer.
TurboTenant and Armadillo: Simplifying Self-Management for Landlords
FORT COLLINS, Colo. /ScoopCloud/ -- Armadillo, a modern tech-enabled home warranty platform, and TurboTenant, a digital one-stop-shop for landlords looking to simplify then scale their rental business, have launched a partnership to provide landlords with an affordable and comprehensive protection plan for their rental properties.
MMI increases platform’s business intelligence and expands mortgage and real estate data analytics capabilities with its Custom Dashboard Hub
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has launched its new Custom Dashboard Hub and expanded the business intelligence (BI) tools available on its platform, increasing users' ability and ease in developing strategy, recruiting, nurturing talent and discovering new opportunities.
SOC 1 and 2 reports affirm Dovenmuehle’s stable and secure mortgage subservicing operations
LAKE ZURICH, Ill. /ScoopCloud/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that public accounting and business advisory firm Plante Moran, PLLC has completed an annual review of Dovenmuehle's subservicing operations and published its findings via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 reports.
iEmergent shares top takeaways from 2022 HMDA data
DES MOINES, Iowa /ScoopCloud/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the immediate availability of 2022 Home Mortgage Disclosure Act (HMDA) data in Mortgage MarketSmart. To celebrate providing lenders with early access to HMDA reporting, iEmergent CEO Laird Nossuli shared summary observations drawn from the loan-level origination data.
MCTlive! Lock Volume Indices: March 2023 Data
SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for March 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in...
WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.
National Buyers Agents Association Announces Surprising Survey Results for 2023 Homebuyer Concerns
EVERGREEN, Colo. /ScoopCloud/ -- A National Buyers Agents Association (NBAA) survey of its members reveals surprising homebuyer concerns. Detailed results of the national survey are included in the association's blog section of its website. Some agents responded in the survey that their markets are not declining.
Rob Chrane of Down Payment Resource honored as a 2023 Tech All-Star by Mortgage Bankers Association
ATLANTA, Ga. /ScoopCloud/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, announced today that its founder and CEO Rob Chrane has been named a 2023 MBA NewsLink Tech All-Star by the Mortgage Bankers Association (MBA). The MBA is the leading professional group for the mortgage industry with more than 2,100 member companies.
TRUSTSTAR – POWERED BY SENSA AI – AI Driven INSIGHTS for Realty and Mortgage
AUSTIN, Texas /ScoopCloud/ -- In the fall of 2022, TecnoTree acquired TrustStar, a SaaS application using proprietary artificial intelligence designed to provide mortgage loan officers with a simple way to access relevant market data to grow their businesses. TrustStar delivers a robust set of features that include loan officer insights, listing trends, realtor match, intelligent recruiting, lender competition, and many more through its powerful artificial intelligence platform, and now powered by Tecnotree, a world leader of 5G multi-cloud enabled digital technology.
IndiSoft partners with FormFree to streamline the delivery of housing counseling services to underserved consumers
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ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced that developer of collaborative solutions for the housing finance industry, IndiSoft, is leveraging FormFree's Passport® to enable HUD-approved housing counseling agencies (HCAs) to provide more effective and expeditious consumer counseling.
MMI Announces Small and Mid-Size Business Channel and New Account Executive, Heath Liles
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has expanded access to its platform with a new user tier for small and mid-size (SMB) independent mortgage lenders and brokers. Previously focused on enterprise accounts, MMI is now making a dedicated effort to providing value to the individual and SMB spaces.
Accounting Today Names KROST Top 100 Firm and Regional Leader 2023
LOS ANGELES, Calif. /ScoopCloud/ -- KROST has been recognized as a Top 100 Firm by Accounting Today for the third year in a row. The firm ranked 72nd with a 16.60% change in revenue from the previous year. In addition, KROST has also been named a Regional Leader of 2023. The firm recently launched a new service, KROST Fund Admin Solutions, to further assist and add value for their clients.
Dovenmuehle adds Anna Krogh as Vice President of Business Development to expand mortgage subservicer’s footprint
LAKE ZURICH, Ill. /ScoopCloud/ -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Anna Krogh has been hired as the company's vice president of business development. In this role, her responsibilities will include growing Dovenmuehle's client list by sourcing new prospects and fostering and developing long-term relationships and clients.
Strategic Capital Becomes a Texas Trial Lawyers Association Sustaining Partner
NEW YORK, N.Y. /ScoopCloud/ -- For years, Strategic Capital has worked closely as a partner of the Texas Trial Lawyers Association (TTLA), sponsoring events and working alongside TTLA attorneys to help clients best manage their settlements. Now, though, this relationship takes a step forward. Strategic Capital is officially a Texas Trial Lawyers Association Sustaining Partner, making it one of the official TTLA business partners in 2023.
MMI welcomes Shayna Wilmet as its newest Regional Director of Growth
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Shayna Wilmet as its newest regional director of growth. Wilmet's responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients, which includes 20 of the top 25 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).
Critical Defect Rate Reaches Report-High in Q3 2022, Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo. /ScoopCloud/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the third quarter (Q3) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.