Down Payment Resource releases Q3 2022 Homeownership Program Index
ATLANTA, Ga. /ScoopCloud/ — Down Payment Resource (DPR), a technology provider helping the housing industry connect homebuyers with homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,309 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q2 to Q3 2022.
Anita Huang Joins EPIC’s Life and Executive Benefits Practice
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
FormFree’s AccountChek can now be used by mortgage lenders to satisfy Freddie Mac’s assessment of income requirement for loan applicants paid through ADP
ATHENS, Ga. /ScoopCloud/ — FormFree® today announced that mortgage lenders can now use AccountChek® to automate income assessment using Freddie Mac Loan Product Advisor® (LPA℠) asset and income modeler (AIM) for borrowers who are paid through ADP.
The first in-state notary training course provider is approved in Maryland since education law mandate in 2021
BALTIMORE, Md. /ScoopCloud/ — Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State’s office added the course provider to its website as an approved notary trainer.
New ‘Ready Now’ Podcast Features Survivors, Experts
JACKSONVILLE, Fla. /ScoopCloud/ — The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer’s Disease. “Ready Now” explores the ways everyday consumers can take charge of becoming ready, now, for life’s most difficult scenarios.
iEmergent’s Special Purpose Credit Programs (SPCP) workshop will prepare mortgage bankers to launch their own diverse lending initiatives
DES MOINES, Iowa /ScoopCloud/ — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, will host a virtual workshop on Special Purpose Credit Programs (SPCPs) on Wednesday, November 9: “Tapping the Potential of SPCPs: A Hands-on Workshop for Mortgage Lenders.”
KROST Acts as Exclusive Financial Advisor for American Range in Sale to Hatco
LOS ANGELES, Calif. /ScoopCloud/ — American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.
Celink taps Gravicore to transform operational agility while reducing fulfillment times and tech infrastructure costs
GREENWOOD VILLAGE, Colo. /ScoopCloud/ — Gravicore, a technology company specializing in the deployment of cutting-edge cloud computing and data management solutions for financial services firms, today released a case study detailing its successful build-out and delivery of a cloud-based technology infrastructure for reverse mortgage subservicer Celink.
Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice
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 that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.
San Diego Business Journal Again Names MCT® As Best Places To Work 2022
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 – 249 U.S. employees). This award is designed to identify, recognize, and honor the best places of employment in San Diego that benefit the county’s economy, workforce, and local businesses.
154 New Industrial Manufacturing Development Projects Showed Improved Performance in September 2022
JACKSONVILLE BEACH, Fla. /ScoopCloud/ — IMI SalesLeads announced today the September 2022 results for the new planned capital project spending report for the Industrial Manufacturing industry. The 154 new projects increased from August 2022 140 manufacturing projects, however, down from 162 in September 2021.
MCTlive! Lock Volume Indices: September 2022 Data
SAN DIEGO, Calif. /ScoopCloud/ — 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 September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
FormFree releases Residual Income Knowledge Index, an intelligent new system for assessing borrowers’ Ability to Pay, to lenders nationwide
ATHENS, Ga. /ScoopCloud/ — FormFree today announced the general availability of its Residual Income Knowledge Index, or RIKI. RIKI is an innovative method for measuring consumers’ Ability-to-Pay (ATP) for mortgages and other loans based on monthly income and spending. When paired with traditional credit scoring models, RIKI offers lenders a more complete understanding of consumers’ creditworthiness and creates homeownership opportunities for those with little to no credit history.
Sales Boomerang and Mortgage Coach’s Dave Savage named 2022 HW Vanguard honoree
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 that Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire Vanguard award winner.
Mortgage Servicing Start-Up Valon Selects ACES Quality Management & Control to Drive QC Operations
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that mortgage lending and servicing start-up Valon has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support the company’s mortgage servicing quality control (QC) audits, completing implementation within 28 business days.
EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp
WEST DES MOINES, Iowa /ScoopCloud/ — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
After, Inc. Announces the Launch of QuickClaim® – Its Best-in-Class Claims and Returns Management System
NORWALK, Conn. /ScoopCloud/ — After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.
Mover’s Choice and Move For Hunger Renew Partnership to Fight Hunger During Difficult Times
NEPTUNE CITY, N.J. /ScoopCloud/ — Mover’s Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, have renewed their partnership which will help to provide more than 25,000 meals to communities in need.
MMI welcomes Justin Bird as Creative Director
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 Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.
CEO Lee Duncan Marks 20 Years at Alliance Group
ATLANTA, Ga. /ScoopCloud/ — Alliance Group CEO Lee Duncan celebrated 20 years of service at the company on September 23rd. In his time at Alliance Group, the life insurance marketing organization has flourished, establishing themselves as a leading IMO for independent life insurance agents and agencies.
INSIDE Public Accounting Names KROST Best of the Best Firm and Top 100 Firm
PASADENA, Calif. /ScoopCloud/ — KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, KROST was able to rise from the firm’s previous ranking of 81st in 2021’s IPA Survey and Analysis of Firms.
Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022
NEW YORK, N.Y. /ScoopCloud/ — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado
PUEBLO, Colo. /ScoopCloud/ — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm’s impact in the next 100 years.
San Antonio Board of REALTORS® implements Down Payment Resource to raise Realtor and homebuyer awareness of down payment assistance programs
ATLANTA, Ga. /ScoopCloud/ — The San Antonio Board of REALTORS® (SABOR) today announced that it has partnered with Down Payment Resource (DPR) to provide its approximately 16,000 multiple listing service (MLS) subscribers with access to DPR’s toolset that helps real estate agents connect clients with programs that can help save on down payments and closing costs.
After, Inc.’s QuickSuite® Receives the TWICE VIP 2022 Award
NORWALK, Conn. /ScoopCloud/ — NORWALK, Conn., Sept. 14, 2022 (SEND2PRESS NEWSWIRE) — After, Inc. announced today that it received the TWICE VIP Award 2022 for its QuickSuite® post-sale customer experience technology. The TWICE VIP Awards are the only awards voted on exclusively by TWICE’s audience of top consumer technology retailers and distributors, celebrating the best features, design, and value that new products are bringing to the market.
Critical Defect Rate Declined in Q1 2022 Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo. /ScoopCloud/ — ACES Quality Management(r) (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 first quarter (Q1) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control(r) software.
Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone
DELRAY BEACH, Fla. /ScoopCloud/ — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer
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 appointment of Rich LaBarca to the role of Chief Product and Technology Officer.
#HousingDC22 Annual Housing Champion: Frank Nothaft
WASHINGTON, D.C. /ScoopCloud/ — Housing Finance Strategies Founder & CEO Faith Schwartz today announced this year’s Housing Champion Award recipient is the late Frank Nothaft. Each year Housing Finance Strategies reviews a short list of candidates for the prestigious Housing Champion award and announces the winner at the #HousingDC conference.
NER Announces Hire of George Schulz as Managing Director, Program Development
AVON, Conn. /ScoopCloud/ — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon’s commitment to continuing investment in the green technology space.
MCTlive! Lock Volume Indices: August 2022 Data
SAN DIEGO, Calif. /ScoopCloud/ — 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 August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
Financial Center First Credit Union Selects ACES Quality Management & Control to Improve Consumer Loan Quality
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Financial Center First Credit Union (FCFCU) has selected ACES’ flagship audit platform ACES Quality Management & Control® Software to support quality control (QC) audits for FCFCU’s consumer lending channels.
MMI announces its newest Regional Director of Growth, Heidi Iverson
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 that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI’s clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).
EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice
NASHVILLE, Tenn. /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.
INC. 5000 Ranks MCT® On Its 2022 Fastest Growing Private Companies List For 11th Time
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation’s fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is the second year in a row that MCT made Inc. 5000’s list and the company’s 11th year making the list since its inception.