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.
HousingWire Honors DocMagic’s Brian D. Pannell with 2020 Tech Trendsetters Award
20-1207-Brian-D-Pannell-696×522.jpg /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award.
PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla. /ScoopCloud/ — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
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.
SimpleNexus and Unify Integrate to Help Mortgage Lenders Streamline the Loan Process, Reduce Application Abandonment
LEHI, Utah /ScoopCloud/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify’s Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment.
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.
Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings
PALO ALTO, Calif. /ScoopCloud/ — Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.
LBA Ware’s Lori Brewer Named HousingWire Tech Trendsetter for Innovations in Compensation Management, Business Intelligence for Mortgage Lenders
MACON, Ga. /ScoopCloud/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today that company Founder and CEO Lori Brewer has been named a 2020 HousingWire (HW) Tech Trendsetter.
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.
NotaryCam Marks Significant Spike in Use of Remote Online Notarization for eWills in Second Half of 2020
NEW SMYRNA BEACH, Fla. /ScoopCloud/ — NotaryCam®, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has seen a 10X-increase in the number of remote online notarization (RON) transactions the company has performed for electronic wills (eWills) thus far in 2020.
Community State Bank Implements Fully Paperless eClosing Process with DocMagic’s Total eClose™ Platform
TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank’s mortgage closing process, making it 100 percent digital.
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.
OutcomeRx, a unit of CareMetx, announces First Independent Reinsurance Product for Rare Disease Specialty, Cell and Gene Therapies
BETHESDA, Md. /ScoopCloud/ — OutcomeRx (ORx), a division of CareMetx, LLC, announced today a new reinsurance product to provide coverage access to high-cost specialty drugs including therapies in the emerging cell and gene therapy market.
NotaryCam Certifies Compliance with MISMO RON Standards for Real Estate Transactions
NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program.
ReverseVision Supports HECM Lenders’ Transition from LIBOR to CMT Index, Updates Documents to Facilitate Index Migration
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has updated all documents that reference an index to support both the Constant Maturity Treasury (CMT) and London Interbank Offer Rate (LIBOR) indexes.
Promontory MortgagePath Expands Team, Hires Regional Vice Presidents of Sales Diane Capers and Greg Bruns
DANBURY, Conn. /ScoopCloud/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company’s sales division.
Paramount Property Tax Appeal Offers Free Consultation to California Property Owners, RE: ‘Tax-Reduction Solutions & Overcoming Changes Limiting Tax Breaks’
SAN DIEGO, Calif. /ScoopCloud/ — Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.
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.
SimpleNexus Collaboration with Progressive Insurance Brings Home Insurance to Mobile Mortgage App Used by Nearly 3 Million Borrowers
LEHI, Utah /ScoopCloud/ — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of home insurance quotes from Progressive® (NYSE: PGR) within the SimpleNexus digital mortgage app.
LBA Ware’s LimeGear Business Intelligence Platform Brings Performance Dashboards and Scorecards to Users of Fiserv’s Mortgage Director LOS
MACON, Ga. /ScoopCloud/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has partnered with Fiserv Inc. (NASDAQ: FISV) to provide out-of-the-box business dashboards and reports to users of the Mortgage Director loan origination system (LOS).
Pureloan Provides Enterprise-Grade Advanced Mortgage Search Functionality at No Cost to Millions of Home Buyers
PALO ALTO, Calif. /ScoopCloud/ — Pureloan.com is the first website to offer professional loan officer-level mortgage search functionality for both home loans and home refinancing to all interested shoppers. Other websites simply allow searches using basic fields like location, LTV, and credit score, but Pureloan performs searches on the exact fields being used by loan underwriters.
Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected
COLORADO SPRINGS, Colo. /ScoopCloud/ — Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.
U.S. Mortgage Industry Launches ‘NOT OK? THAT’S OK’ Borrower Awareness Campaign
WASHINGTON, D.C. /ScoopCloud/ — Today, an independent coalition of U.S. mortgage industry leaders launched the ‘NOT OK? THAT’S OK’ campaign to raise awareness among customers who have missed one or more mortgage payments in 2020 and may be eligible for forbearance assistance under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Faith Schwartz, president of Housing Finance Strategies, spearheaded the industry effort.
NotaryCam’s ‘Help a Hero’ Initiative Resumes for Eighth Consecutive Year
NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual “Help a Hero” initiative.
Lee Duncan Succeeds John Craft, Becomes Second CEO of Alliance Group
LAWRENCEVILLE, Ga. /ScoopCloud/ — Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.
Edward Jones Adds Financial Advisor Keith Eckhardt
COLORADO SPRINGS, Colo. /ScoopCloud/ — Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.
LBA Ware Recruits Kim Schnieders to Propel Sales Strategy, Accelerate Rapid Business Growth Among Mortgage Bankers
MACON, Ga. /ScoopCloud/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware’s business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology.
Certified Tax Resolution Specialist, James Cha from Ace Plus Tax Resolution, Advises Non-Filers to File Their Back Tax Returns Now
LOS ANGELES, Calif. /ScoopCloud/ — James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can’t pay off, as they’re only increasing their tax bill by delaying.
After, Inc. awarded ‘Disruptor of the Year 2020’ by the Internet Marketing Association for its QuickReg™ Smart Registration Platform
NORWALK, Conn. /ScoopCloud/ — The Internet Marketing Association held its annual IMPACT Conference on October 2, 2020, where After, Inc., a global leader in warranty and after-market services for some of the largest manufacturers in the world, received the “Disruptor of the Year 2020” Award for its QuickReg™ Smart Registration Platform.
Surefire CRM by Top of Mind Integrates with Floify to Maximize Mortgage Loan Originators’ Sales 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 mortgage point-of-sale solution Floify.
Strategic Benefits Advisors Urges 401(k) Plan Sponsors to Review Payroll Procedures Before Year’s End to Ensure SECURE Act Readiness
ATLANTA, Ga. /ScoopCloud/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.