Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors
ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series - and access to survey results - is limited to plan sponsors.
Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers
ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process.
Commercial Loan Corp – Offering Free ‘Property Tax Savings Estimate & Consultation’ for Beneficiaries Inheriting a Home – Keeping Parent’s Low Property Tax Base
NEWPORT BEACH, Calif. /ScoopCloud/ -- Now that limitations and changes to CA Proposition 58 property tax breaks became active Feb 16, 2021 due to Proposition 19 - popular estate & trust lender Commercial Loan Corp in Newport Beach is offering heirs and beneficiaries inheriting a home from parents a Free Consultation & Estimate of Property Tax Savings - to keep their parent's low property tax base.
Brew Up Tax Savings with the R&D Tax Credit
BOSTON, Mass. /ScoopCloud/ -- While the trendy term "Microbrewery" may have been the proper terminology for new craft beer breweries and startups, they no longer remain "micro" in revenue, says ICS Tax, LLC (ICS). Growth in the craft beer industry in the U.S. has steadily grown to almost $30 billion.
IDS and eNotaryLog Ink Partnership to Support Remote Online Notarization
SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has entered into an partnership agreement with eNotaryLog, a leading remote online notarization (RON) company.
FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors
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ATHENS, Ga. /ScoopCloud/ -- FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).
Florida’s Best Reverse Mortgage Company Announces Launch of Interactive Website Promising to Give Senior Homeowners Instant Answers
CLEARWATER, Fla. /ScoopCloud/ -- Florida's Best Reverse Mortgage Company, a Clearwater based reverse mortgage firm, has announced the launch of a new interactive website. The website's centerpiece is an interactive qualifier that can calculate a homeowner's available equity.
AmCap Home Loans Selects LimeGear by LBA Ware to Fuel Productivity with Turnkey Business Intelligence (BI)
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MACON, Ga. /ScoopCloud/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that AmCap Home Loans (AmCap) has implemented LBA Ware's LimeGear™ BI platform across its 143 branch locations. AmCap also uses LBA Ware's ICM platform CompenSafe™ to manage incentive pay for its 600 loan originators.
Mid America Mortgage Launches Click n’ Close Title to Provide Digitally-Driven Real Estate Closing Services Powered by RON
ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today it has launched Click n' Close Title, a digital-first residential title insurance company, to deliver more comprehensive digital mortgage closing services to the residential real estate market.
Chelsea Groton Bank Introduces Local Chelsea|LIVE Video Banking Team and New Ways to Connect
GROTON, Conn. /ScoopCloud/ -- Chelsea Groton Bank is pleased to introduce Chelsea|LIVE Video Banking, a new digital personal experience that gives members the flexibility to bank when, where and how it's most convenient.
Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage Technology
ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has been named to HousingWire's 2021 Tech100 list of the most innovative technology companies serving the mortgage and real estate industries.
FormFree Makes Seventh Appearance on HousingWire’s Tech100 List of Most Innovative Companies in Mortgage Technology
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ATHENS, Ga. /ScoopCloud/ -- FormFree today announced its inclusion in HousingWire's annual Tech100 list for the seventh time. The award recognizes companies and solutions that are revolutionizing the mortgage process.
SimpleNexus Announces Inaugural Nexus Award Winners at 2021 SimpleNexus User Group, Opens Early Access Sign-up for Remote Online Notarization
LEHI, Utah /ScoopCloud/ -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, has announced the winners of the inaugural 2021 Nexus Awards. During the event, SimpleNexus opened early access sign up for Remote Online Notarization (RON).
NotaryCam Highlighted in HousingWire’s Tech100 List of Innovative Real Estate Technology Companies
NEWPORT BEACH, Calif. /ScoopCloud/ -- NotaryCam™, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today announced it has been named to the HousingWire Tech100 Real Estate list.
ACES Quality Management Makes HousingWire Tech100 List of Most Innovative Mortgage Technology Companies for Seventh Consecutive Year
DENVER, Colo. /ScoopCloud/ -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has been included in the 2021 HousingWire Tech100 Mortgage list.
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in...
WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.
Fairport Wealth Announces 2021 Community Beacon Recipient
CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."
KBKG Welcomes Two New Directors to Atlanta-Based Operation
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ATLANTA, Ga. /ScoopCloud/ -- Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.
EPIC Announces Leadership Structure Realignment
ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.
EPIC Adds Allen Baker as Senior Risk Consultant
BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.
FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans
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ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion
WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
Top of Mind Elevates Nick Belenky to Chief Revenue Officer
ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams.
SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards
LEHI, Utah /ScoopCloud/ -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.
Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process
ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital lending platform Blend.
Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer
DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business.
KBKG Welcomes Three New Principals to Their Cost Segregation and Research & Development Tax Credit Services
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PASADENA, Calif. /ScoopCloud/ -- Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.
LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni
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MACON, Ga. /ScoopCloud/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.
Los Angeles Based CPA Firm Announces New Principal, Stacey R. Korman, CPA, MST
PASADENA, Calif. /ScoopCloud/ -- KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.
EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.
SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform
LEHI, Utah /ScoopCloud/ -- SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.
CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis
NEWPORT BEACH, Calif. /ScoopCloud/ -- With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 - popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis.
Policy Inspector Partners with FIMC
STOWE, Vt. /ScoopCloud/ -- Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.
EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios
WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of 'smart' loan scenarios designed to identify the ideal loan for each borrower.