Paragon Insurance Holdings Announces Acquisition of Reel Media, Further Expanding Firm’s Reach into Global Specialty Marketplace
AVON, Conn. /ScoopCloud/ — Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets, today announces the acquisition of Reel Media, LLC, a leading provider of insurance solutions for the broader entertainment and sports industries.
Sales Boomerang and Mortgage Coach’s Rachel Cunningham and Jacob Gibbs named 2022 HW Insiders by HousingWire Magazine
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 two of its employees – Director of Customer Success Rachel Cunningham and VP of Technology Jacob Gibbs – have been recognized by HousingWire in its 2022 HW Insiders awards program.
ACES Quality Management’s Sharon Reichhardt selected as a 2022 Insider by HousingWire Magazine
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 Operations Sharon Reichhardt has been honored by HousingWire magazine in its annual Insiders awards program.
TMC Emerging Technology Fund LP Invests in Willow Servicing
SAN DIEGO, Calif. /ScoopCloud/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, Webb Investment Network and Zigg Capital.
Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development Program
Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development ProgramLOS ANGELES, Calif. /ScoopCloud/ — Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST’s Principal in Development (PID) program.
FormFree integrates with Docutech to streamline loan production with VOA and VOI/E capture
ATHENS, Ga. /ScoopCloud/ — FormFree® today announced the integration of AccountChek®, a service that allows lenders to verify borrowers’ assets, income, employment and rent payment history, with Solex®, a comprehensive eDelivery, eSign, eClose and eVault platform from Docutech®, a First American company.
MMI ranks No. 11 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. 11 on the 2022 Utah Business list of fastest growing companies in the state.
DocMagic Earns a Second Consecutive Spot on the Inc. 5000 List of Fastest-Growing Private Companies
TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that it again made Inc. 5000’s list of fastest-growing private companies for 2022.
Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC
ALPHARETTA, Ga. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm’s Greyling division as Senior Vice President, Risk Management.
Blaylock Van Partners to Support 2nd Annual United Diversity Business Summit
PHOENIX, Ariz. /ScoopCloud/ — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment bank, will serve as a sponsorship partner for the 2nd annual United Diversity Business Summit, Presented by Thinkzilla Consulting Group & The City of Scottsdale. The Sept. 14 summit will convene diverse business leaders and entrepreneurs across Arizona.
FormFree and Finastra partnership streamlines borrower verification for improved mortgage loan processing
ATHENS, Ga. /ScoopCloud/ — Finastra and FormFree®, a market-leading fintech company that enables lenders to understand people’s true ability to pay (ATP®), have partnered to further streamline electronic borrower verification for mortgage lenders.
Vice Capital Markets Releases API for Freddie Mac Cash Purchase Statement
NOVI, Mich. /ScoopCloud/ — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac’s Cash Settlement Purchase Statement application programming interface (API).
New Energy Risk Announces Milestone as Clients Raise $3B in Capital, Also Announce Senior Promotions
AVON, Conn. /ScoopCloud/ — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.
MCTlive! Capital Markets Platform Becomes First to Integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API
SAN DIEGO, Calif. /ScoopCloud/ — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif. /ScoopCloud/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
PitBullTax Software Named to the 2022 Inc. 5000 List of the 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 2022 Inc. 5000 list of the fastest growing private companies in America.
Sales Boomerang named to Inc. 5000 list for second consecutive year
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 Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.’s annual Inc. 5000 list.
Promontory MortgagePath adds John Gust as Director of Product Management
DANBURY, Conn. /ScoopCloud/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath’s mortgage fulfillment services and end-to-end technology solution.
How A Mortgage Focused Agency Launched to Make Impact
INDIANAPOLIS, Ind. /ScoopCloud/ — In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.
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.
EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader
PHILADELPHIA, Pa. /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
After, Inc. Announces the Launch of QuickInsight® – Its Powerful Post-Sale Customer Data Enrichment Platform
NORWALK, Conn. /ScoopCloud/ — After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for “Product of the Year.”
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.
FormFree and HomeScout partner to help lenders identify mortgage-ready borrowers earlier in the home buying journey
ATHENS, Ga. /ScoopCloud/ — FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.
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.
Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor
WASHINGTON, D.C. /ScoopCloud/ — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice
DALLAS, Texas /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax
LOS ANGELES, Calif. /ScoopCloud/ — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
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.
After, Inc.’s QuickSuite® Named ‘Product of the Year’ in the 2022 Sales and Marketing Technology Awards
NORWALK, Conn. /ScoopCloud/ — After, Inc. announced today that it received “Product of the Year” in the 2022 Sales and Marketing Technology Awards program (The Sammys) for its QuickSuite® post-sale customer experience technology. The Sammys honors organizations and products helping to solve the challenges businesses have connecting and collaborating with prospects and customers.