Category: Finance

MMI debuts in top 1500 on the 2022 Inc. 5000 Annual List

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. 1499 on the 2022 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.

Mortgage Women Magazine Names Natalie Arshakian as a 2022 Mortgage Star

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional’s Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.

ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference

DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association’s (MBA) Risk Management, Quality Assurance and Fraud Prevention Forum (RMQA) taking place September 11-13 in Nashville, Tenn.

Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn. /ScoopCloud/ — Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead – or are viewed as potential leaders of – their teams.

Mortgage Professional America Magazine Names Natalie Arshakian to List of Elite Women For 2022

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.

MCTlive! Lock Volume Indices: July 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 July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

COVERGENCE – the research institution tech and startup gap fund and startup accelerator summit

SALT LAKE CITY, Utah /ScoopCloud/ — COVERGENCE, co-hosted by innovosource and the University of Utah’s PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering.

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management.

Mortgage Banker Magazine Names Curtis Richins on Legends of Lending List

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine’s inaugural “Legends of Lending” list. The magazine’s inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.

IRS Releases Updated Practice Unit for Auditing the 179D Energy Efficient Commercial Buildings Deduction

EGAN, Minn. /ScoopCloud/ — The IRS Large Business and International (LB&I) Division released an updated Practice Unit for its agents to audit the 179D Energy Efficient Commercial Buildings Deduction (179D Deduction), ICS Tax, LLC announced today. It confirms that taxpayers can use the ASHRAE Standard 90.1-2007 rather than newer, more strict standards but also could be an indication that the IRS will have added scrutiny on 179D projects.

ACES Quality Management Updates Reporting Library to Incorporate Recent Guidance by Fannie Mae

DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that it has enhanced its reporting library within its flagship audit platform ACES Quality Management & Control® Software to help align with recent mortgage quality control (QC) reporting recommendations issued by Fannie Mae.

NMP Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award

TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company’s chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.

innovosource summit to connect early-stage investors with university-managed tech and startup funds and accelerator programs

MINNEAPOLIS, Minn. /ScoopCloud/ — innovosource will host its fifth annual COVERGENCE Summit from Oct. 20-21, 2022, at the University of Utah Rice-Eccles Stadium Club. The event gathers more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners to discuss best practices and review portfolios and investable projects and startups.

Sales Boomerang Q2 2022 Mortgage Market Opportunities Report

OWINGS MILLS, Md. /ScoopCloud/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage market

Down Payment Resource releases Q2 2022 Homeownership Program Index

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 2,273 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.6% from Q1 to Q2 2022.

NotaryCam Announces eClose360 Product Updates

NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam®, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360® platform to expand its capabilities and deliver a better user experience for both notaries and document signers.

Sales Boomerang’s New Life Event Alerts Help Lenders Grow Pipelines While Fostering Strong Financial Friendships

OWINGS MILLS, Md. /ScoopCloud/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of its newest automated alert offering, Life Event Alerts, which notify mortgage advisors when a borrower or a prospect in their customer database experiences a major life change that could alter their financial situation and/or goals.

Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America

DANBURY, Conn. /ScoopCloud/ — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America’s (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry.

MCTlive! Lock Volume Indices: June 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 June 2022.

After, Inc.’s QuickCover Extension is Now Available on the Top Four eMarketplace App Stores – Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce

NORWALK, Conn. /ScoopCloud/ — After, Inc., a pioneer in the Warranty Services industry, just announced that its QuickCover® product protection technology is officially available on Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce. QuickCover® is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite.

‘ALICE’ Families Focus of New Docudrama by Education Based Housing, Premieres July 21

HOUSTON, Texas /ScoopCloud/ — A $500 or $1,000 unplanned expense is enough to send an ALICE (Asset Limited, Income Constrained, Employed) family spiraling according to a report by Bankrate. Education Based Housing, a Houston nonprofit that serves ALICE families and communities knows this to be true. It partnered with Cypress creative agency, PrettyWork Creative to produce a docudrama to show situations real families face and expand the national conversation on ALICE families.

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn. /ScoopCloud/ — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.