Category: Finance

Paramount Property Tax Appeal Offers Free Evaluation to Affluent Homeowners and Business Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes to Tax Laws’

SAN DIEGO, Calif. /ScoopCloud/ — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal their tax bill.

Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers

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 partnered with Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks by responding rapidly to loan opportunities as they arise.

DocMagic’s Leah Sommerville Named to NMP’s 2020 Top 40 Under 40 Most Influential Mortgage Professionals List

TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic’s eClosing team, earned a spot on this year’s Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.

ACES Quality Management Makes Key Loan Audit Platform Upgrades to Elevate User Experience for Lending Institutions

DENVER, Colo. /ScoopCloud/ — ACES Quality Management (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and create a highly customizable, easy-to-use experience.

Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide

ATLANTA, Ga. /ScoopCloud/ — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as a users-only virtual event.

LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature

MACON, Ga. /ScoopCloud/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly reducing the hassle, time and cost of remediating incentive compensation disputes.

MCTlive! Pool Optimizer Technology Sets New Bar for Best Execution Loan Sales

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.

Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif. /ScoopCloud/ — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a majority interest of Galway.

NotaryCam’s Henry Smith Named 2020 HW Tech Trendsetter

NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program.

Dana Dillard to Join Housing Finance Strategies

WASHINGTON, D.C. /ScoopCloud/ — Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.

FormFree Founder Brent Chandler Named HousingWire Tech Trendsetter for Second Year

ATHENS, Ga. /ScoopCloud/ — FormFree today announced that Founder and CEO Brent Chandler has been named a HousingWire Tech Trendsetter for a second consecutive year. The list honors executives, product leaders and technology professionals bringing the latest digital lending technology to market for their mortgage and real estate clients.

Utah Business Magazine Names SimpleNexus Among Utah’s Best Companies to Work For

LEHI, Utah /ScoopCloud/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has been recognized as a 2020 Best Company to Work For by Utah Business magazine. SimpleNexus earned recognition as one of the top employers in the state on the basis of employee evaluations.

Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader

ATLANTA, Ga. /ScoopCloud/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm’s defined benefit (DB) administration team. Lorino possesses 30 years’ experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.

SimpleNexus Makes Deloitte Technology Fast 500 List for Cutting-Edge Mortgage Technology, Triple-Digit Revenue Growth

LEHI, Utah /ScoopCloud/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has earned a spot on the Deloitte Technology Fast 500 list for a second time. For 26 years, Deloitte has recognized the fastest-growing technology companies in North America, honoring firms that define the cutting edge by combining technology and entrepreneurship to transform the way business is done.

Papa Inc. Adds Reliance to Its Growing List of Medicare Advantage Plans to Provide ‘Family on Demand’ to Their HMO Population

MIAMI, Fla. /ScoopCloud/ — Papa Inc, the leading technology-enabled platform for companionship & assistance for older adults & families, today announced it has been selected by Reliance Medicare Advantage to provide services beginning January 1, 2021 to their Michigan HMO population in order to enhance their quality of life through the eradication of social isolation and loneliness.