Category: Finance

TrustEngine named to HousingWire’s 2023 Tech100 Mortgage list

OWINGS MILLS, Md. /ScoopCloud/ — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, has been selected as a HousingWire (HW) 2023 Tech100 Mortgage Award winner. For 11 years, the HW Tech100 Awards have recognized the most innovative technology companies in the housing economy.

ACES Quality Management Makes Ninth Appearance on HousingWire Tech100 List of Top Mortgage Tech Companies

DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been selected for the ninth consecutive year by HousingWire magazine for its annual Tech100 awards program. The magazine chose ACES for the continual innovation of its flagship quality control (QC) auditing platform ACES Quality Management & Control® software.

FormFree sharpens focus on decentralizing and democratizing consumer access to credit with strategic divestiture of AccountChek

ATHENS, Ga., /ScoopCloud/ — Founder and CEO Brent Chandler today heralded a new era for FormFree® following its strategic divestiture of asset-verification service AccountChek®. Moving forward, the fintech will focus on products that advance its mission to decentralize and democratize the way consumers understand their financial data and access credit opportunities. Eric Lapin, who joined FormFree in 2022 as chief strategy officer, will guide the company’s next chapter as president.

Black History Month – Teaching Black Children The Value Of Building Wealth, Saving Money, and Financial Literacy

NEW YORK, N.Y. /ScoopCloud/ — On the last day of Black History Month, nationally recognized Black Producer and Creator Joe Young, Jr., in partnership with JPMorgan Chase, will launch a print and digital comic book teaching financial literacy to students featuring “KEMET, BIG TIME SAVER.” Students will officially meet KEMET, a ten-year-old time-traveling comic character who goes back to meet African-American historical firsts, legends, and inventors.

Booking a Cruise in 2023? Travel Insurance Tips for Wave Season

NEW YORK, N.Y. /ScoopCloud/ — Wave season is officially here. For those new to cruising, wave season is the prime booking period for cruises, usually from January to March, when cruise lines offer excellent discounts and incentives. But with great deals comes great responsibility. Today, TravelInsurance.com is urging travelers to protect their purchases with a cruise travel insurance plan.

LenderLogix launches LiteSpeed point of sale system to address the needs of small to mid-sized mortgage lenders

BUFFALO, N.Y. /ScoopCloud/ — LenderLogix, a leading provider of mortgage automation software and application programming interfaces (APIs), today announced the launch of LiteSpeed, a streamlined point-of-sale (POS) system designed for small to mid-sized lenders. LiteSpeed delivers lenders the essential POS functionality they need to compete in today’s digitally-driven market at a lower cost and without significant investment in the implementation and internal support larger platforms require.

Stephanie Summers Speaks at Advisor Group’s Annual W Forum Event

SAN DIEGO, Calif. /ScoopCloud/ — Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group’s annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.

TrustEngine launches lending’s most comprehensive borrower intelligence platform (BIP)

OWINGS MILLS, Md. /ScoopCloud/ — Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization’s vision to help lenders drive undeniable value as clients’ trusted financial advisors. The name also reflects the brand’s heritage as a trusted service provider to mortgage lenders for more than a quarter-century.

Barr Group Mortgage Closes First eNote Transaction through Click n’ Close’s non-delegated correspondent eNote program

ADDISON, Texas /ScoopCloud/ — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced that Alabama-based mortgage banker Barr Group Mortgage has completed the first eNote transaction through Click n’ Close’s non-delegated correspondent eNote program. Entities participating in the transaction include the registration of the eNote on the MERS® eRegistry (the mortgage industry’s approved eNote system of record), Ameris Bank as Barr Group Mortgage’s warehouse lender and DocMagic as the eClosing and eVault tech provider.

After, Inc. Partners with ENVE to Offer a Seamless Registration Process to its Dealers and Customers

NORWALK, Conn. /ScoopCloud/ — After, Inc. announced today that ENVE (enve.com) will utilize QuickReg® to provide a seamless post-sale registration experience to its dealers and customers. ENVE Composites designs, manufactures, and markets handmade carbon fiber bicycle rims and components, and custom bikes (through its premium dealer network) and is highly respected amongst professional riders and biking enthusiasts for its engineering, innovation and customer service and support.

MCTlive! Lock Volume Indices: January 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 January 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

Percy CEO Charles Williams honored as RISMedia 2023 Real Estate Newsmaker for the second consecutive year

NASHVILLE, Tenn. /ScoopCloud/ — Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that CEO Charles Williams has been named an RISMedia 2023 Real Estate Newsmaker. Williams was honored in the Futurist category for innovation in the property technology (proptech) field that has enabled real estate brokerages to close more deals and strengthen client relationships.

KROST Welcomes Grant Miller as Principal of Tax

LOS ANGELES, Calif. /ScoopCloud/ — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.

MMI adds Carol Burke as Regional Director of Enterprise Sales

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 that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI’s growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

Steven Walther of Alliance Group Elected to FACC Board of Directors

ATLANTA, Ga. /ScoopCloud/ — Alliance Group announced that Steve Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country.

Down Payment Resource’s Q4 2022 Homeownership Program Index shows homebuyer assistance programs have increased in number for fifth consecutive quarter

ATLANTA, Ga. /ScoopCloud/ — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4 2022.

MMI names Don MacKillop Regional Director of Enterprise Sales

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 hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI’s growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

Valo Media and OptionsSwing Partner to Bring Innovative User-Generated Content Solutions to the Online Education Market

WESTBOROUGH, Mass. /ScoopCloud/ — Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.

MCT First to Integrate with Freddie Mac’s Income Limits API

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits allows for the accurate pricing of Credit Fee in Price (Exhibit 19, or “Credit Fees”) waivers.

Leading Travel Insurance Comparison Site TravelInsurance.com Surpasses 90,000 Customer Reviews on Shopper Approved in U.S.

NEW YORK, N.Y. /ScoopCloud/ — TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently has the highest amount of third party reviews of any company in the travel insurance industry.

MMI appoints Rob Pommier as Regional Director of Enterprise Sales

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 added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI’s growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

MMI Receives Growth Investment from WestView Capital Partners

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 that it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.

Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List

FREDERICK, Md. /ScoopCloud/ — Money profiled 50 innovators shaping Americans’ finances, and included Kramer Wealth Managers’ CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

Sales Boomerang releases Q4 2022 Mortgage Market Opportunities Report

OWINGS MILLS, Md. /ScoopCloud/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang’s latest Mortgage Market Opportunities Report.

Nomis Solutions Elevates Johnathan Bant to Head of Client Relations for Financial Services Market in Canada

TORONTO, Ontario /ScoopCloud/ — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis’ client portfolio as well as non-customer financial institutions (FIs) across the country.

ACES Quality Management expands client base by 22% in 2022

DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its free Compliance NewsHub resource, in addition to launching its inaugural ACES ENGAGE conference.