Strategic Benefits Advisors Principal Mindy Zatto honored with EBN’s 2023 Excellence in Benefits Award
ATLANTA, Ga. /ScoopCloud/ — Strategic Benefits Advisors (SBA) today announced that Founding Principal Mindy Zatto is a recipient of the 2023 Excellence in Benefits Award. Presented by Employee Benefit News (EBN), the Excellence in Benefits Awards honor the human resources leaders, tech innovators, brokers and advisors driving change in the employee benefits space.
Flanagan State Bank selects Dovenmuehle for its mortgage subservicing needs
LAKE ZURICH, Ill. /ScoopCloud/ — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Flanagan State Bank, a community bank headquartered in central Illinois, has selected Dovenmuehle to subservice its mortgage loan portfolio and deliver enhanced service to the bank’s mortgage customers.
ACES Quality Management and ActiveComply Partner to Help Financial Services Firms Address Social Media Compliance and Quality Control Needs
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has expanded its partnership program with ActiveComply, a leader in social media monitoring and website archival for the financial industry.
LenderLogix integrates LiteSpeed mortgage point of sale system with Encompass by ICE Mortgage Technology
BUFFALO, N.Y. /ScoopCloud/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced the completion of the integration between LiteSpeed, a streamlined point-of-sale (POS) system designed for mortgage lenders and Encompass® by ICE Mortgage Technology, part of ICE (NYSE: ICE) and a global data, technology and market infrastructure company that designs, builds and operates digital networks to connect people to opportunity.
Mortgage Lock Volume Dips Slightly in Response to Rising Rates in September MCT Indices Report
SAN DIEGO, Calif. /ScoopCloud/ — SAN DIEGO, Calif., Sept. 5, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a slight 4.76% decline in mortgage lock volume over the prior month. The slight dip in mortgage lock volume is likely attributed to an increase in mortgage rates through the last month.
MMI ranks No. 15 on Utah Fast 50 list of fastest-growing companies
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 ranks No. 15 on the 2023 Utah Business list of fastest-growing companies in the state. This marks MMI’s second consecutive appearance on the list and in the top 15.
Celebrating Growth and Expertise: Matthew Weber Promoted to Principal at KROST
LOS ANGELES, Calif. /ScoopCloud/ — KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew’s dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization.
Matrix Announces the Successful Sale of Mystic Oil Company, Inc.
RICHMOND, Va. /ScoopCloud/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Mystic Oil Company, Inc. and its affiliates (“Mystic Oil” or the “Company”) on its sale to Petroleum Marketing Group, Inc. The Company sells fuels on a consignment and wholesale basis to approximately 150 Gulf, Citgo, ExxonMobil, Shell and unbranded customers in Connecticut, Massachusetts, Rhode Island, New York and Vermont.
FormFree joins ACUMA as an affiliate member
ATHENS, Ga. /ScoopCloud/ — FormFree today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, FormFree aims to help credit unions provide more inclusive pathways to homeownership by introducing them to residual income analytics, a methodology for gaining enhanced insight into borrowers’ ability to repay loans.
Heidi Iverson named Vice President of Strategic Partnerships at MMI
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 that Heidi Iverson has been promoted to Vice President of Strategic Partnerships. In this role, Iverson will lead sales and customer success efforts focused on strategic relationships in the mortgage and real estate sectors.
Matrix Announces the Successful Sale of H.A. Mapes, Inc.
RICHMOND, Va. /ScoopCloud/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised H.A. Mapes, Inc. (“H.A. Mapes” or the “Company”) on its sale to Nouria Energy Retail, Inc., a subsidiary of Nouria Energy Corporation (“Nouria”).
ACES Quality Management Execs Sharon Reichhardt and Phil McCall to Speak at 2023 MBA Compliance and Risk Management Conference
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced two of its top executives, Executive Vice President of Operations Sharon Reichhardt and President and COO Phil McCall, will be speaking at the 2023 Mortgage Bankers Association (MBA) Compliance and Risk Management Conference taking place September 10-12, 2023, at the Grand Hyatt in Washington, D.C.
For the Second Year, PitBullTax Named to the 2023 Inc. 5000 List of Fastest Growing Private Companies in America
CORAL SPRINGS, Fla. /ScoopCloud/ — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.
MMI on Inc 5000 list for second consecutive year, ranking No. 1971 in 2023
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 ranks No. 1971 on the 2023 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy’s most dynamic segment-its independent businesses.
Down Payment Resource debuts on the Inc. 5000 list of America’s fastest-growing companies
ATLANTA, Ga. /ScoopCloud/ — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2023 Inc. 5000 list of the nation’s fastest-growing private companies. This marks DPR’s inaugural year on the list.
MMI provides access to loan originator production data with LO Quick Profiles
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 the release of its new LO Quick Profile search tool, which provides a summary view of a loan originator’s (LO) production and top referral partners.
MCT Appoints Steve Pawlowski Head of Technology Solutions to Continue Industry-Changing Innovation
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT’s proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT’s COO, Phil Rasori.
July’s Mortgage Lock Volume Flat Amongst Rising Rates in Latest MCT Indices Report
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT’s site to download the full report.
Palisade Capital Management Named a Top RIA by FA Magazine
FORT LEE, N.J. /ScoopCloud/ — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.
MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform
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 its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.
Northwest Bank Collects Fees within Minutes with LenderLogix FeeChaser
BUFFALO, N.Y. /ScoopCloud/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.
Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine
NEW YORK, N.Y. /ScoopCloud/ — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
Christopher Henderson joins Palisade Capital Management
FORT LEE, N.J. /ScoopCloud/ — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business.
LenderLogix Q2 2023 Homebuyer Intelligence Report Data Shows Slight Increase in Homebuying Activity Despite Affordability and Inventory Challenges
BUFFALO, N.Y. /ScoopCloud/ — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.
TrustEngine releases Q2 2023 Mortgage Market Opportunities Report
ELLICOTT CITY, Md. /ScoopCloud/ — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.
Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract
OXNARD, Calif. /ScoopCloud/ — Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.
Down Payment Resource Issues Q2 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 Q2 2023 Homeownership Program Index (HPI). The firm’s analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373.
Matrix Announces the Successful Sale of Vital Plastics, Inc.
BALTIMORE, Md. /ScoopCloud/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. (“Vital Plastics” or the “Company”), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners (“Wolverine Capital”).
Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services
BOCA RATON, Fla. /ScoopCloud/ — Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.
Matrix Announces the Successful Sale of BeWell Network, LLC
RICHMOND, Va. /ScoopCloud/ — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised BeWell Network, LLC (“BeWell” or the “Company”) on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.
iEmergent CEO Laird Nossuli named to MPA’s 2023 list of Elite Women in Mortgage
DES MOINES, Iowa /ScoopCloud/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine’s 2023 list of Elite Women in Mortgage.
Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships
COLORADO SPRINGS, Colo. /ScoopCloud/ — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.
Down Payment Resource Reports on Homebuyer Assistance Programs for People with Disabilities for Disability Pride Month
ATLANTA, Ga. /ScoopCloud/ — In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus U.S. homebuyer assistance programs, this report sheds light on programs specially developed to promote accessibility and inclusivity for aspiring homeowners with disabilities.
Monthly Lock Volume Increases 31% in Latest MCT Indices Report
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT’s website to download the full report. The increase in June’s lock volume activity, which is based on actual locked loans, comes after a 15% drop in May’s total lock production.
Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award
COLORADO SPRINGS, Colo. /ScoopCloud/ — Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm’s exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.