Tag Archives: Maryland Business

TrustEngine launches lending’s most comprehensive borrower intelligence platform (BIP)

OWINGS MILLS, Md. /ScoopCloud/ -- Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization's vision to help lenders drive undeniable value as clients' trusted financial advisors. The name also reflects the brand's heritage as a trusted service provider to mortgage lenders for more than a quarter-century. The new name takes effect immediately and coincides with the beta release of the TrustEngine Borrower Intelligence Platform, a solution that wraps around the entire mortgage tech stack to drive volume by identifying loan opportunities and engagement strategies tailored to each borrower's needs.

Described by HousingWire as "the most essential addition to the mortgage tech stack since the advent of the loan origination system," borrower intelligence platforms (BIP) are rapidly gaining traction as a mandatory technology for modern mortgage lenders. By far the most comprehensive BIP on the market today, the TrustEngine Borrower Intelligence Platform drives increased loan applications, customer loyalty and team performance by collecting, enhancing and analyzing borrower data; prescribing actionable borrower opportunities; pacing opportunity delivery; guiding compelling borrower and loan officer interactions that convert; and providing comprehensive performance measurement and refinement.

"We are thrilled to debut our new name and our Borrower Intelligence Platform on the same day," said CEO Rich Harris. "This groundbreaking solution will help lenders become lifelong champions for borrowers by gaining access - for the first time in history - to the kind of world-class customer intelligence leveraged by global leaders like Apple, Microsoft and Amazon."

The TrustEngine Borrower Intelligence Platform goes beyond standard alerts and triggers, offering deep behavior analysis to generate granular borrower segments and predict mortgage loan needs, facilitating more relevant borrower outreach. And, unlike any other solution on the market today, the TrustEngine Borrower Intelligence Platform equips mortgage advisors with proven scripts and dynamically generated presentations that show borrowers their best loan options based on their unique financial situation, credit profile and life stage. Moving far beyond transactional offers, the platform prepares loan officers to have strategic discussions, transforming lenders from purveyors of price to providers of advice to drive more applications and close more loans.

Compatible with every lender tech stack, TrustEngine magnifies the value of existing loan origination systems (LOS), customer relationship management (CRM) platforms and marketing automation tools. Moreover, the TrustEngine Borrower Intelligence Platform automatically measures conversion at the branch and individual level across various loan types and borrower outreach strategies, driving continuous process improvement over the life of the platform. Learn how the TrustEngine Borrower Intelligence Platform can transform your business.

About TrustEngine:

More than 200 independent mortgage companies, credit unions, banks and brokers depend on TrustEngine's innovative solutions to unlock additional loan opportunities, increase conversion and strengthen customer loyalty through individualized, data-driven engagement and education. With Sales Boomerang's intelligent alerts, lenders always know when a past customer or prospect is ready and credit-qualified for a loan. Award-winning loan presentations from Mortgage Coach equip lenders to deliver a consultative home financing experience that encourages faster, more informed loan decisions.

New in 2023, the TrustEngine Borrower Intelligence Platform (BIP) combines the best of both flagship products with world-class data analysis and segmentation, sophisticated probability and profitability modeling, intelligent loan pacing and routing, compelling borrower interactions and ongoing performance evaluation and optimization to deliver a category-leading solution that enhances lenders' existing technology investments and puts data in the driver's seat of every customer engagement.

For a closer look at how TrustEngine turns loan officers into trusted mortgage advisors, visit https://www.trustengine.com/.

Sales Boomerang and Mortgage Coach today announced their union under the new name TrustEngine™, an identity that embodies the merged organization's vision to help lenders drive undeniable value as clients' trusted financial advisors. The name also reflects the brand's heritage as a trusted service provider to mortgage lenders for more than a quarter-century.

Related link: https://www.trustengine.com/

2023 NPA Gallagher Mentor Award Finalists Announced

ROCKVILLE, Md. /ScoopCloud/ -- The National Postdoctoral Association (NPA), in partnership with Gallagher, today announced the finalists for the 2023 NPA Gallagher Mentor Award. The award recognizes a faculty member or advisor who engages in exceptional mentoring of postdoctoral scholars.

The prestigious NPA Gallagher Mentor Award recognizes those who advocate for postdoctoral scholars; exhibit outstanding communication skills; embed diversity, equity and inclusion values in mentoring; demonstrate respect for the work and career paths of postdoctoral scholars; create productive working environments to enhance the postdoctoral experience; and show resilience and creativity as mentors in navigating change.

"Recognition as a mentor in the academic community is an exceptional achievement, as it demonstrates great dedication to those whose professional careers are just beginning," said Caleb McKinney, Ph.D., MPS, chair of the NPA board of directors and interim assistant vice president at Georgetown University Medical Center.

The 2023 finalists for the NPA Gallagher Mentor Award are:

* Ya-Ting T. Liao, Ph.D., Associate Professor, Department of Mechanical and Aerospace Engineering, Case Western Reserve University

* Christian A. Meissner, Ph.D., Professor, Department of Psychology, Iowa State University

* Lakesh Sharma, Ph.D., Assistant Professor of Soil Fertility and Sustainable Agriculture, Soil, Water, and Ecosystem Sciences Department, University of Florida

"The NPA recognizes the selfless actions of each of these impressive individuals in mentoring postdoctoral scholars," stated NPA executive director and chief executive officer, Thomas P. Kimbis. "It is hard to understate their contributions to those scientists and researchers fortunate enough to interact with them every day."

The winner of this year's award will be announced at the 2023 NPA Annual Conference, taking place in Philadelphia on April 21-22, 2023 and through a virtual event May 11-12, 2023. This year marks the twentieth anniversary of the founding of the NPA, which will be celebrated during these events.

Registration remains open for this event and is accessible to anyone around the world. Learn more: https://www.nationalpostdoc.org/page/2023AC

About the National Postdoctoral Association:

The National Postdoctoral Association (NPA) is a nonprofit, 501(c)(3) educational association headquartered in Rockville, MD and celebrating its 20th anniversary in 2023. Founded in 2003, the NPA envisions an inclusive community where all postdocs are empowered, valued, recognized, and supported in their current and future endeavors. The NPA serves the entire postdoctoral community, including its nearly 25,000 individual and 250 organizational members.

Learn more: https://www.nationalpostdoc.org/

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The National Postdoctoral Association (NPA), in partnership with Gallagher, today announced the finalists for the 2023 NPA Gallagher Mentor Award. The award recognizes a faculty member or advisor who engages in exceptional mentoring of postdoctoral scholars. The prestigious NPA Gallagher Mentor Award recognizes those who advocate for postdoctoral scholars.

Related link: https://www.nationalpostdoc.org/

Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List

FREDERICK, Md. /ScoopCloud/ -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

Lee Kramer was named to the list in large part due to his work in bridging the gaps of financial literacy within the Deaf community. "Many of us learn financial concepts from our parents when we're young, but when there's a communication barrier and you can't communicate well with your parents, that information doesn't get passed down," he says. "Dinner table conversations over holidays - Deaf children don't have the ability to just overhear Dad and Grandpa talking about their investment portfolios."

Providing Deaf wealth management services has been a challenge. There are only two Deaf CERTIFIED FINANCIAL PLANNER™ professionals who are currently practicing and both are with Kramer Wealth Managers. Their team also has the first Deaf female financial advisor to pass the FINRA Series 7.

Kramer's company has an entire "Learn From Us" section on its website that includes an ASL library of finance and investment terms like diversification, time horizon and volatility. (Upon clicking a glossary card, a video pops up with a brief explanation in ASL.) Another part of the site is devoted to vlogs in ASL that tackle current events like inflation. It's helpful information even if you're hearing, which many of Kramer's clients are.

Kramer Wealth Managers was established in 1985 and includes five Deaf advisors and five full-time staffers, two of whom are hearing. Everyone is fluent in ASL and works out of offices in Maryland and Texas.

Money was founded in 1972 as a print magazine that helped everyday people live richer lives by learning personal finance strategies that improved their bottom line. Money is written and edited by a team of journalists and researchers with decades of experience and have won national awards for reporting. The full changemakers list can be seen at: https://money.com/Changemakers/

Visit the Kramer Wealth Website at https://kramerwealth.com.

For inquiries, contact Kramer Wealth Managers at (240) 379-6929 or email contact@kramerwealth.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP(r) certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP(r) certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Traditional Insurance offered through Kramer Wealth Managers, which is not affiliated with FSC Securities Corporation. Branch office address: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701.

Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

Related link: https://kramerwealth.com/

Sales Boomerang releases Q4 2022 Mortgage Market Opportunities Report

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 the release of Sales Boomerang's latest Mortgage Market Opportunities Report. With mortgage volume continuing to decline, the Q4 2022 report highlights pockets of opportunity still available to motivated and innovative loan originators.

Methodology

The Mortgage Market Opportunities Report draws on Sales Boomerang system data to identify market opportunities of relevance to today's borrowers and lenders. To generate the report, Sales Boomerang reviewed data from more than 150 residential mortgage lenders, a subset of its clients, that use its borrower intelligence and retention tools to monitor millions of customer and prospect records. Sales Boomerang then calculated and compared the aggregate frequency with which those contact records triggered loan-opportunity, prescriptive-scenario and risk-and-retention alerts during the third and fourth quarters of 2022.

Key Findings*

Sales Boomerang's loan-opportunity alerts identify the contacts inside a lender's database who are actively shopping for a mortgage loan or who may be able to benefit from a new mortgage loan. Across the sample group, the frequency of each alert type in Q4 2022 was as follows:

* Mortgage Inquiry Alert: 1.58% of monitored contacts (down 44.37% from Q3)

A customer or prospect has shopped with a competitor in the last 24 hours.

* EPO Alert: 0.81% of monitored contacts (down 60.49% from Q3)

A customer or prospect whose loan closed ≤ 6 months ago has shopped with a competitor in the last 24 hours.

* Credit Improvement Alert: 4.00% of monitored contacts (down 26.87% from Q3)

A customer or prospect has improved their FICO score.

* New Listing Alert: 0.52% of monitored contacts (down 53.57% from Q3)

A customer or prospect has listed their home for sale.

* Equity Alert: 3.01% of monitored contacts (down 35.68% from Q3)

A customer or prospect's home equity has increased.

* Rate Alert: 0.05% of monitored contacts (down 89.80% from Q3)

The interest rate of a customer or prospect's existing mortgage is significantly higher than current prevailing rates.

Sales Boomerang's prescriptive-scenario alerts analyze not only whether a consumer could benefit from a given loan type, but also whether the consumer is credit-qualified to apply for financing. This additional layer of intelligence makes prescriptive-scenario alerts among the highest-converting available to mortgage lenders today. The frequency of each alert during Q4 2022 was as follows:

* Cash-Out Alert: 2.07% of monitored contacts (down 20.38% from Q3)

A borrower is credit qualified and has built sufficient equity to tap into the cash in their home.

* Rate-and-Term Alert: 0.05% of monitored contacts (down 95.93% from Q3)

A borrower is credit qualified and can benefit from the current interest rates for a refinance.

* FHA MI Removal Alert: 2.07% of monitored contacts (down 80.08% from Q3)

An FHA borrower has exceeded 20% equity and can remove mortgage insurance (MI).

For a subset of lenders that maintain servicing portfolios, the frequency of risk-and-retention alerts was as follows:

* Risk & Retention Alert: 43.46% of monitored contacts (up 43.53% from Q3)

A customer is engaging in one or more of 15 credit activities that may put their serviced loan at risk.

Analysis*

* Although Credit Improvement, Equity and FHA MI Removal alerts were down from Q3, they outperformed other alert types, signaling that opportunities remain for lenders to reconnect with previously denied loan applicants and help homeowners with untapped equity improve their financial situation.

* New Listing alerts fell for a second consecutive quarter, reflecting a decrease in U.S. housing inventory between October and November of 2022. The shortage of supply, which is especially pronounced for entry-level homes, has left first-time buyers on the sidelines and homeowners afraid to trade up. Strategies like down payment assistance and seller buy-downs are becoming increasingly important tools for lenders looking to serve more purchase customers.

* Risk & Retention alerts were up more than 40% for the second quarter in a row amid reports that inflation has consumers dipping into savings and racking up credit card debt. With retail store credit cards now carrying APRs of more than 30%, home equity remains an attractive alternative, even in the current mortgage interest rate environment.

* Mortgage Inquiry and EPO alerts decreased for the third consecutive quarter. With fewer consumers actively putting themselves in the market for a mortgage, originators must proactively engage with consumers to understand their financial goals and demonstrate how the right mortgage loan can help.

"As the trends from Q3 continued, and in some cases intensified, in Q4, lenders need to remain proactive and creative in order to keep their pipelines from drying up," said Sales Boomerang and Mortgage Coach Chief Visionary Officer Alex Kutsishin. "By pairing Sales Boomerang's borrower intelligence with Mortgage Coach's Total Cost Analysis, lenders can find opportunities hidden in their own databases and present borrowers with innovative loan strategies for purchasing a home, building wealth or paying off debts. In this market, it's becoming more important each day for lenders to think creatively and build consumer trust."

*Key findings and analysis provided for informational purposes only. The data represented in the Mortgage Market Opportunities report is historical. Past performance is not a reliable indicator of future results. Sales Boomerang accepts no responsibility or liability for readers' use of the key findings or analysis included in this report.

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks, to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. Intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. Side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

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 the release of Sales Boomerang's latest Mortgage Market Opportunities Report.

Related link: https://www.salesboomerang.com/

Shelli Holland joins Sales Boomerang and Mortgage Coach as Chief People Officer

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 the appointment of Shelli Holland to the role of Chief People Officer.

Related link: https://www.salesboomerang.com/

New Survey Finds Broad Dissatisfaction Among Postdoctoral Researchers

ROCKVILLE, Md. /ScoopCloud/ -- A survey released today by the National Postdoctoral Association (NPA), 2023 Postdoctoral Barriers to Success, shows warning signs from a critical component of the nation's science and research workforce. Today, more than 70,000 postdoctoral researchers ("postdocs") who have completed their Ph.D. or other terminal degree work in senior positions in academia, government, and industry.

The new study indicates widespread stressors across all fundamental components of the postdoc position detract from a satisfactory professional and life experience. The negative effects could be contributing to decreased interest among graduate students in entering the postdoc position and difficulty in institutions in attracting and retaining such researchers.

Salary shortcomings are key, with approximately 19 out of 20 postdocs surveyed indicating that their salaries have a negative impact on their professional and/or personal lives. Salaries for first-year postdocs funded at a widely-used benchmark by the National Institutes of Health are less than $55,000 for our most highly-educated workforce, a figure lower than frequently-cited salaries for those entering private sector work with only an undergraduate degree.

"Salaries are only the beginning of the issue," commented Thomas P. Kimbis, executive director and chief executive officer of the NPA. "We need to dig deeper across all factors influencing this population to ensure that postdoctoral researchers and their institutions succeed, while our nation's scientific enterprise remains robust."

The NPA survey asked about twenty-four factors with possible implications for postdocs and found that, in every case, at least half of respondents were negatively impacted in some manner. Other than salary, top concerns included the lack of clarity of pathway to next position, unclear definition of their time as a postdoc, and job security and position guarantees.

International postdocs working in the U.S. face additional setbacks. Nearly three-quarters of international postdocs indicated that additional vulnerabilities associated with their foreign status have a high-level, negative impact on their professional and/or personal lives. Today, international researchers comprise more than half of the postdoc workforce in the U.S.

Despite these challenges, postdocs across all fields continue to accomplish a significant amount of critical research to the benefit of their disciplines, to science, and to the nation. Postdocs are not alone in seeking change: academic institutions, foundations and government entities are also interested in solutions. Addressing needs identified in this survey may multiply the positive impact of postdocs, expand the interest and retention in the postdoc position, and create a more personally and professionally satisfied research workforce.

"The NPA encourages institutions hosting postdocs as well as funding agencies to review these findings and to work with the NPA to implement appropriate actions to address them," said Kimbis.

Learn more (PDF): https://cdn.ymaws.com/www.nationalpostdoc.org/resource/resmgr/docs/2023_postdoctoral_barriers_t.pdf

About National Postdoctoral Association:

The National Postdoctoral Association (NPA) is a nonprofit, 501(c)(3) educational association headquartered in Rockville, MD. Founded in 2003, the NPA envisions an inclusive community where all postdocs are empowered, valued, recognized, and supported in their current and future endeavors. The NPA serves the entire postdoctoral community, including its more than 21,000 individual and 230 organizational members.

Find out more at https://www.nationalpostdoc.org/.

A survey released today by the National Postdoctoral Association (NPA), 2023 Postdoctoral Barriers to Success, shows warning signs from a critical component of the nation's science and research workforce. Today, more than 70,000 postdoctoral researchers ("postdocs") who have completed their Ph.D. or other terminal degree work in senior positions in academia, government, and industry.

Related link: https://www.nationalpostdoc.org/

Sales Boomerang and Mortgage Coach’s Jacob Gibbs and Kassy Scarcia recognized for achievements in mortgage technology

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 celebrated two of its team members for earning recognition for their respective contributions to the mortgage industry. Senior Director of Integrations Jacob Gibbs was named a 2022 Tech Trendsetter by HousingWire (HW), and Customer Success Team Manager Kassy Scarcia was selected to National Mortgage Professional's (NMP's) 2022 40 Under 40 list.

Related link: https://www.salesboomerang.com/

Sales Boomerang Ranked Number 162 Fastest-Growing Company in North America on the 2022 Deloitte Technology Fast 500™

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 Sales Boomerang ranked No. 162 on the 2022 Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 28th year. Sales Boomerang grew 906.4% from 2018-2021, the period relevant to the 2022 rankings.

Sales Boomerang and Mortgage Coach's chief executive officer, Richard Harris, credits the platform's powerfully automated borrower intelligence and comprehensive line of loan opportunity alerts with the company's 906.4% revenue growth. He said, "Sales Boomerang has been recognized as one of North America's most sought-after mortgage technologies for the second consecutive year - an accomplishment we owe to the hundreds of lenders who continuously champion the platform and its No Borrower Left Behind™ promise. Now, thanks to our merger with Mortgage Coach, our lender clients can provide first-class services to even more homebuyers identified with Sales Boomerang alerts via Mortgage Coach's interactive presentations that offer insight into how home loans perform over time."

"As the past year has shown us, innovation in important areas such as life sciences is critical to addressing infectious disease and other global health issues," said Paul Silverglate, vice chair, Deloitte LLP and U.S. technology sector leader. "In addition, technology must keep pace with ever-changing consumer and corporate demands for faster, safer and more efficient solutions to new societal challenges. Each year I am in awe of the immense talent the Technology Fast 500 rankings reveal, confirming the winners' relentless pursuit of creativity and their ability to solve real-world problems that benefit us all."

"This year's Technology Fast 500 list is a true reflection of some of today's most determined and inspiring pioneers who have prospered by anticipating what's next, understanding what's needed to succeed and driving creativity forward," said Christie Simons, partner, Deloitte & Touche LLP and industry leader for technology, media and telecommunications within Deloitte's audit and assurance practice. "Representing all facets of technology, the winners have shown they not only have the vision but can also expertly manage their companies through rapid growth. We congratulate each winner on their impressive achievements."

Sales Boomerang ranked No. 49 as a Technology Fast 500™ award winner for 2021.

Overall, 2022 Technology Fast 500™ companies achieved revenue growth ranging from 241% to 125,138% from 2018 to 2021, with median growth of 611%.

About the 2022 Deloitte Technology Fast 500™

Now in its 28th year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies - both public and private - in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2018 to 2021.

In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or technology that is sold to customers in products that contribute to a majority of the company's operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million. Additionally, companies must be in business for a minimum of four years and be headquartered within North America.

About Sales Boomerang and Mortgage Coach

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks, to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. Intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. Side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as "Deloitte Global") does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

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 Sales Boomerang ranked No. 162 on the 2022 Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 28th year.

Related link: https://www.salesboomerang.com/

Polly’s PPE integration with Mortgage Coach embeds dynamic product and pricing data into interactive home loan presentations that drive borrower conversion

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 a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets space. The seamless API integration feeds real-time data from Polly's sophisticated, cloud-native Product and Pricing Engine (PPE) into Mortgage Coach Total Cost Analysis (TCA) presentations, enabling highly accurate, side-by-side home loan comparisons that give borrowers the confidence to move forward with the financial products that best meet their needs.

Feedback from early adopters of the integration has been overwhelmingly positive:

"Our partnership with Mortgage Coach spans the better part of a decade, during which time we have used TCAs to help tens of thousands of borrowers make more informed home loan decisions," explained the President and CEO of a well-known mortgage lender originating upwards of $4.5 billion in annual volume. "This integration is a huge win, because it lets us combine the benefits of Polly's high-performance, ultra-modern PPE and lock desk automation with a beloved borrower conversion tool our loan officers have come to depend on."

"The integration of real-time product and pricing data from Polly ensures our Mortgage Coach TCA presentations are not only compelling, but also highly accurate and actionable, allowing us to lock in borrower commitments with absolute confidence that we've got the right customer in the right loan," said the vice president of lending of another prominent lender with an annual origination volume of more than $2.6 billion. "Any mortgage lender that is evaluating its pricing engine options should factor the powerful combination of Polly and Mortgage Coach into its calculus."

Sales Boomerang and Mortgage Coach merged in June to form the mortgage industry's first Borrower Intelligence Platform (BIP). By combining actionable, real-time borrower intelligence with interactive TCA presentations, Sales Boomerang and Mortgage Coach empower mortgage advisors to reach out to prospective borrowers at exactly the right time and walk them through rich loan comparisons that span the lender's full breadth of product offerings and consider each scenario's impact on both short-term monthly cash flow and long-term net worth.

Founded in 2019, Polly has gained traction with originators and investors alike at an astounding pace - and attracted more than $50 million in venture-capital funding - for breathing new life into the mortgage capital markets industry through innovation. Polly's end-to-end capital markets toolset features a modern, cloud-native PPE that offers lenders of all sizes greater speed, accuracy, and configurability across all loan pricing and lock processes, as well as a robust loan trading exchange and comprehensive analytics platform.

"Lenders invest significant time and money into building diverse portfolios of loan products designed to meet borrowers' unique needs, yet those products often sit underutilized," said Mortgage Coach and Sales Boomerang Chief Lending Officer Joe Puthur. "Piping Polly's precise product and pricing data into engaging, data-rich Mortgage Coach TCA presentations solves that problem by making it not only possible, but easy for mortgage advisors to present a wider array of financial solutions to every borrower, every time."

"Polly has taken the capital markets space by storm, enabling lenders to price and lock loans with unprecedented speed and flexibility. Now, lenders can merge the benefits of our high-performance PPE with Mortgage Coach's ability to multiply borrower conversion," said Adam Carmel, Founder and CEO of Polly. "And stay tuned; there is much more to come from Polly's partnership with Mortgage Coach. Early adopters of the integration are already gaining a significant competitive advantage, and with further enhancements to our API connections already in the works, they will only see that edge sharpen."

About Polly:

Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Lenders trust Polly's Product and Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform to optimize performance from rate lock to loan sale and delivery, increase gain-on-sale execution, automate workflows, and provide actionable data and analytics. Polly was founded in 2019 by a seasoned team of technology and mortgage experts, and is based in San Francisco, California. Please visit www.polly.io to learn more.

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks, to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. Intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. Side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

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 a new integration between Mortgage Coach and Polly, a leading provider of innovative SaaS technology for the mortgage capital markets space.

Related link: https://www.salesboomerang.com/

Sales Boomerang releases Q3 2022 Mortgage Market Opportunities Report

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 the release of Sales Boomerang's latest Mortgage Market Opportunities Report. Despite significant year-over-year declines in mortgage volume, the Q3 2022 report showed an increase in Credit Improvement Alerts, signaling the opportunity for lenders to offer timely advice and tailored financial solutions to prospects with newly improved credit scores.

Methodology

The Mortgage Market Opportunities Report draws on Sales Boomerang system data to identify market opportunities of relevance to today's borrowers and lenders. To generate the report, Sales Boomerang reviewed data from more than 150 residential mortgage lenders, a subset of its clients, that use its borrower intelligence and retention tools to monitor millions of customer and prospect records. Sales Boomerang then calculated and compared the aggregate frequency with which those contact records triggered loan-opportunity, prescriptive-scenario and risk-and-retention alerts during the second and third quarters of 2022.

Key Findings*

Sales Boomerang's loan-opportunity alerts identify the contacts inside a lender's database who are actively shopping for a mortgage loan or who may be able to benefit from a new mortgage loan. Across the sample group, the frequency of each alert type in Q3 2022 was as follows:

* Mortgage Inquiry Alert: 2.84% of monitored contacts (down 12.21% from Q2)

A customer or prospect has shopped with a competitor in the last 24 hours.

* EPO Alert: 2.05% of monitored contacts (down 11.38% from Q2)

A customer or prospect whose loan closed ≤ 6 months ago has shopped with a competitor in the last 24 hours.

* Credit Improvement Alert: 5.47% of monitored contacts (up 33.41% from Q2)

A customer or prospect has improved their FICO score.

* New Listing Alert: 1.12% of monitored contacts (down 22.04% from Q2)

A customer or prospect has listed their home for sale.

* Equity Alert: 4.68% of monitored contacts (down 40.98% from Q2)

A customer or prospect's home equity has increased.

* Rate Alert: 0.49% of monitored contacts (down 80.94% from Q2)

The interest rate of a customer or prospect's existing mortgage is significantly higher than current prevailing rates.

Sales Boomerang's prescriptive-scenario alerts analyze not only whether a consumer could benefit from a given loan type, but also whether the consumer is credit-qualified to apply for financing. This additional layer of intelligence makes prescriptive-scenario alerts among the highest-converting available to mortgage lenders today. The frequency of each alert during Q3 2022 was as follows:

* Cash-Out Alert: 2.60% of monitored contacts (down 62.18% from Q2)

A borrower is credit qualified and has built sufficient equity to tap into the cash in their home.

* Rate-and-Term Alert: 1.23% of monitored contacts (down 51.37% from Q2)

A borrower is credit qualified and can benefit from the current interest rates for a refinance.

* FHA MI Removal Alert: 10.39% of monitored contacts (up 31.07% from Q2)

An FHA borrower has exceeded 20% equity and can remove mortgage insurance (MI).

For a subset of lenders that maintain servicing portfolios, the frequency of risk-and-retention alerts was as follows:

* Risk & Retention Alert: 30.28% of monitored contacts (up 40.45% from Q2)

A customer is engaging in one or more of 15 credit activities that may put their serviced loan at risk

Analysis*

* Mortgage Inquiry, EPO and New Listing alerts all decreased in Q3 as consumers stopped actively looking for new mortgage products. As interest rates rise and homebuyer sentiment approaches an all-time low, lenders will need to create their own opportunities for outreach rather than waiting for borrowers to reach out themselves. For example, lenders may find success capturing purchase opportunities by leveraging a seller buy-down strategy to combat high interest rates that might prevent buyers from committing to a purchase.

* Credit Improvement alerts increased for the third consecutive quarter. As lenders reconnect with turndowns whose credit scores have improved, they'll need to get creative in serving consumers' home finance needs. Recent data backs up the claim that borrowers can benefit from an adjustable-rate mortgage (ARM), so lenders should be prepared to educate borrowers on the pros and cons of these products.

* Risk & Retention alerts were up more than 40% in Q3 as consumers took on unprecedented personal debt, spending in other areas as the housing market continues to cool. According to the Federal Reserve, revolving credit card debt increased by 18.1% in August and total consumer debt surged to a record $4.68 trillion. Lenders can offer relief while protecting their servicing portfolios by presenting refinance options designed to help borrowers pay off high-interest debts and improve monthly cash flow.

"To find success in today's market, lenders not only must be proactive in their borrower outreach, they also must level up the creativity of the financial strategies they bring to the table. It's a tall order, but not an impossible one - and we're here to help," said Sales Boomerang and Mortgage Coach Chief Visionary Officer Alex Kutsishin. "With Sales Boomerang's borrower intelligence, lenders can spot opportunities a mile away. And by leveraging the power of the Mortgage Coach Total Cost Analysis, lenders can bring even the most nuanced financial scenarios to life in a way that inspires borrower understanding and trust."

*Key findings and analysis provided for informational purposes only. The data represented in the Mortgage Market Opportunities report is historical. Past performance is not a reliable indicator of future results. Sales Boomerang accepts no responsibility or liability for readers' use of the key findings or analysis included in this report.

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks, to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. Intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. Side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

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 the release of Sales Boomerang's latest Mortgage Market Opportunities Report.

Related link: https://www.salesboomerang.com/

Children’s author releases latest in ‘Glad to Do It!’ series about first responders

POMFRET, Md. /ScoopCloud/ -- J2B Publishing announces the release of "Uncle Rocky - Fireman #10 - Ice Rescue" (ISBN: 978-1954682160), authored by James Burd Brewster. It's the 10th Uncle Rocky - Fireman book in the "Glad to do it!" children's series and is illustrated for kids aged 3-7. The series honors first responders by retelling true-life emergency response stories through the eyes of its characters: Uncle Rocky - Fireman, Officers Jack and Kate and EMT Morales.

"Ice Rescue," illustrated by Mary Barrows, tells the story of three New York City Fire Department (FDNY) firefighters from Ladder 54 where Tom Yuneman, Chris Harkinish and Kevin Hillman rescued a stranded boy from the ice in the Bronx River. Other books in the series also center on firemen as heroes.

The idea for the "Glad to do it!" series first came to be when Brewster started telling bedtime stories to his two oldest boys (ages 5 and 3). He made up a character named Uncle Rocky - Fireman.

"Boys love firemen, so I told them firefighter stories," Brewster says.

As he told the stories, a pattern emerged. The alarm would sound, Uncle Rocky would dress for the fire, test the fire truck's siren and horn, respond to the emergency and save the day. When thanked for his rescue, Uncle Rocky always said, "Glad to do it!" During the storytelling, Brewster's boys, now 38 and 36, would "pretend" dress for the fire, shout out the fire truck sounds and roar "Glad to do it!" along with Uncle Rocky.

"Since firefighters are usually humble when thanked for doing their duty, the last sentence of every story is 'Glad to do it!'" Brewster explains. "And, so the series was born."

As the series became known, parents started asking Brewster to write about police officers and EMTS too since they found their young children loved them as well.

In the also recently released "Trusty Tinsley," (ISBN: 978-1954682153), the sixth Officer Jack book in the "Glad to do it!" series, a Shiloh Shepherd leads Trooper Sandberg of the New Hampshire State Police (NHSP) and Lebanon, New Hampshire and Hartford, Vermont first responders to the car wreck of its owner. Officer Jack, an African-American male, and Officer Kate, a white female, are partners in the stories.

"It was a story right out of Lassie," Brewster says. "First responders go to rescue a stray dog on the highway and the dog leads them to his owner, who'd been thrown from his car and was freezing to death. He saved his life."

"Baby's Breath" (ISBN: 978-1954682146), the fifth in the Officer Jack series, is a Brewster favorite. TSA Officer Cecilia Morales was working the scanner line at Newark Liberty International Airport. She scrambled over a bunch of equipment to reach a baby who had stopped breathing and her medical training prevented a horrible holiday tragedy.

"My sister sent me the story and I knew it'd be perfect for the Officer Jack series," Brewster says.

Brewster was personally involved in "Clamshell Stretcher," (ISBN: 978-1941927519), the first EMT Morales story in the series. This story describes how EMTs and paramedics from Waldorf Station 12 in Charles County, Maryland used a "Clamshell Stretcher" to lift a man off the ground without causing him undue pain.

"I was driving home in a light rain and saw a man on the ground surrounded by neighbors," Brewster says. "I stopped and held an umbrella. The man had a dislocated hip and EMTs used a 'Clamshell Stretcher' to lift him off the ground. It was an amazing invention, so I wrote a story about it."

The "Glad to do it!" series is unique in that the stories retell actual emergency responses, encourage children to play-act and use adult characters as role models so children learn to go to adults for help. It also teaches humility with its final "Glad to do it!" sentence.

Learn more about "Ice Rescue" at: https://www.gladtodoit.net/uncle-rocky-10-ice-rescue.html

To learn more about the series, and download a free eBook version of "Uncle Rocky - Fireman #1 Fire!" visit: https://www.gladtodoit.net/.

About James Burd Brewster:

James Burd Brewster, president, J2B Publishing and the author of the "Glad to do it!" series started J2B Publishing in 2013 as an Indie Press with a mission to publish "Good books for boys and girls." It now specializes in publishing new children's book authors.

Brewster grew up in Albany, NY, learned to sail on Lake Champlain, graduated from the United States Coast Guard Academy, drove an icebreaker to the Arctic and retired after a 23-year career. He and wife, Katie, raised and homeschooled five children and live in southern Maryland.

Brewster's father taught him, "You can grow grass or children, but not both." Like his father, he decided to grow children and now writes and publishes children's books to help other parents grow their children.

Learn more: https://www.j2bllc.com/.

J2B Publishing announces the release of "Uncle Rocky - Fireman #10 - Ice Rescue" (ISBN: 978-1954682160), authored by James Burd Brewster. It's the 10th Uncle Rocky - Fireman book in the "Glad to do it!" children's series and is illustrated for kids aged 3-7. The series honors first responders by retelling true-life emergency response stories through the eyes of its characters: Uncle Rocky - Fireman, Officers Jack and Kate and EMT Morales.

Related link: https://www.j2bllc.com/

iRxReminder chooses CAREier for medical device support to empower patient population

POTOMAC, Md. /ScoopCloud/ -- iRxReminder, a medication monitoring platform service, recently teamed up with CAREier, the revolutionary medical device communication company, to ensure its patients remain safe and independent.

"We're thrilled that iRxReminder chose to partner with us to ensure they meet their mission to empower patients to greater stability and increase health agency revenue," Ryan Bass, CEO, CAREier says.

Anthony Sterns, founder, iRxReminder, first met Bass through the NewChip Accelerator Program which connects new and experienced investors to business and real estate investment opportunities around the nation.

"When our group shared what each of us was doing, I knew immediately that we needed CAREier's device information tracking and notification services to ensure we always had a way to manage devices should they ever need to be exchanged or recalled," Sterns says. "CAREier backs us up and gives us the ability to interact directly with customers and to act quickly as needed."

For example, if there's a manufacturer's component defect such as a motor fail in a specific lot of medical devices, CAREier is responsible for quick communication to those customers. It will also resolve the situation through a seamless medical device exchange.

"CAREier's software is exactly what we - and our customers need - for peace of mind when it comes to a fully functioning product to support their medications," Sterns adds.

About CAREier:

CAREier is revolutionizing medical device communications to finally include the patient. Its mission is to create a complete communication ecosystem between regulators, medical device manufacturers, healthcare providers, physicians and patients to transmit urgent messages in near real-time with confirmed receipt and acknowledgement. It provides a framework for seamless communication across the entire medical device spectrum for an automated, immediate, and secure delivery of patient electronic device information, device recalls, standards of care reminders and more.

For more information: https://careier.com/

About iRxReminder, LLC:

iRxReminder is a Cleveland, Ohio-based medication monitoring platform service provider focused on moving mental health patients from crisis to control by monitoring medication taking to achieve and sustain independence. It's completely patient-centered and addresses accountable care and population-health-management goals, so patients can achieve high medication adherence. iRxReminder provides effortless monitoring of medication taking and triggers interventions by staff, as needed, to improve healthcare outcomes.

Additionally, the data from monitoring and intervention activities allows agencies to complete more reimbursable activities to help increase their revenue up to 70 percent.

iRxReminder works with Harvard University, The University of Michigan Cancer Center, George Mason University, Case Western Reserve University, Kent State University, University of Wisconsin School of Medicine and Summa Health System. The company plans to evolve with FDA clearance of the iLidRx, its Internet of Things pill dispenser that verifies medication dispensing as a 510(k) Class II medical device.

The iRxCapture app, available in the Apple App and Google Play stores.

For more information: https://www.irxreminder.com/

iRxReminder, a medication monitoring platform service, recently teamed up with CAREier, the revolutionary medical device communication company, to ensure its patients remain safe and independent. CAREier is revolutionizing medical device communications to finally include the patient.

Related link: https://careier.com/

The first in-state notary training course provider is approved in Maryland since education law mandate in 2021

BALTIMORE, Md. /ScoopCloud/ -- Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State's office added the course provider to its website as an approved notary trainer.

Michol focuses on foundational training and professional development for notary applicants in Maryland. She refers to her course as "on-the-job training for notaries". The cost of the class is $297.

Attendee Shelley Barksdale left this review "So glad that I took the Intro to Notary Practice course. Everything was explained in clear and concise detail. I am more knowledgeable about the laws and processes of notarizing documents and I would recommend this course to anyone who is considering becoming a notary or has become newly commissioned. This course should be a prerequisite."

While waiting for the course to be approved Michol shifted her focus to building self-study training modules. She also has a Mobile Notary Fundamentals course for those who want to turn their notary commission into another stream of income and learn the business side of providing notary services. Notary education is important because it makes you knowledgeable on how to reduce liability from improper notarizations when dealing with important documents.

The Intro to Notary Practice class is currently facilitated once a month on Saturdays. The purpose of this 6-hour class is to teach individuals about current Maryland notary laws, industry best practices, and how to conduct notarial acts. After class, there is also a 50-question exam to pass to apply for your notary commission.

Renewal applicants (active commission and no exam required) have the option to take the self-study course online at https://www.notarytrainingnetwork.org/.

By the end of the session, you will be knowledgeable about the rules, regulations, and ethics of conducting notarizations in Maryland.

As an employer, you might be asking yourself, "Why does notary education matter?" If you have notaries on staff, the benefits this training provides include reduced liability from claims made due to improper notarizations. Your notaries will learn how to identify fraudulent notarizations, you can add notary as a new service, and annual training for professional development.

Notary Training Network is actively looking for volunteers, sponsors, and event proposals.

Notary Training Network founder, Michol Bobb announces becoming the first in-state approved notary public training program. Michol has been organizing and facilitating notary training workshops since 2015, initially starting as meetups in the Baltimore area to connect with other notaries. On July 25th this year, the Maryland Secretary of State's office added the course provider to its website as an approved notary trainer.

Related link: https://www.notarytrainingnetwork.org/

Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice

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 Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.

Related link: https://www.salesboomerang.com/

Sales Boomerang and Mortgage Coach’s Dave Savage named 2022 HW Vanguard honoree

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 Chief Innovation Officer Dave Savage has been recognized as a 2022 HousingWire Vanguard award winner.

Related link: https://www.salesboomerang.com/

World Renowned Patient Safety Champion Joins CAREier Advisory Board

POTOMAC, Md. /ScoopCloud/ -- CAREier, Inc., the revolutionary medical device communication company, is building an advisory board of patient safety and healthcare industry powerhouses. Its latest addition is world renowned, Peter J. Pronovost, M.D., Ph.D., F.C.C.M., a critical care physician and prolific researcher who has published more than 800 peer review publications; his scientific work has saved thousands of lives.

"We're absolutely thrilled that Dr. Pronovost has joined our advisory board," Ryan Bass, founder and CEO, CAREier says. "As a global thought leader who has influenced U.S. and global health policy, I'm confident he will help us to champion a new chapter in healthcare IT, patient safety and medical device communication."

When Bass founded CAREier, he sought to turn the world of medical device communication on its head. He didn't just want an incremental improvement to the processes used today, he wanted to change the system - and eventually the world's standards for patient level communication expectations. There's no other platform like it.

CAREier provides a framework for seamless communication across the entire medical device spectrum for an automated, immediate, and secure delivery of patient electronic device information, device recalls, standards of care reminders and more.

"We really work from the top down," Bass says. "Everyone from the FDA to the patient is part of our holistic network. And we're sure that our advisory board will help us to build a better medical device communication ecosystem. I'm truly humbled and honored to have Dr. Pronovost on board."

In 2005, Dr. Pronovost was involved in the launch of a leading solution to the medical device communication problem and since then, he says he hasn't seen any real innovation - that is - until now.

"Almost 20 years ago, I was involved in developing systems and processes related to the recalls experienced by health systems. Since then, innovation in this space has been slow and I was excited when CAREier approached me with their pioneering solution. CAREier is not an incremental improvement to today's workflows, but is a transformative approach to more efficiently and effectively manage recalls and improve safety."

About Peter J. Pronovost, M.D., Ph.D., F.C.C.M.:

Dr. Pronovost is the Chief Quality and Clinical Transformation Officer at University Hospitals. His entrepreneurial patient safety endeavors have earned him high-profile accolades - including being named one of the 100 most influential people in the world by "Time" magazine, receiving a coveted MacArthur Foundation "genius grant" in 2008.

In his current role, he fosters ideation and implementation for new protocols to eliminate defects in value to enhance quality of care; develop new frameworks for population health management for its more than 1 million patients; and manage the UH Accountable Care Organization (ACO) Network - one of the nation's largest. His primary focus is to keep people "Healthy at Home." In just 12 months, one of his concepts fueled a reduction in annual costs per patient in the UH ACO by nine percent.

He's also served as the senior vice president for Patient Safety and Quality at Johns Hopkins Medicine as well as the founder and director of the Johns Hopkins Medicine Armstrong Institute for Patient Safety and Quality. While there, he worked to eliminate all harms in one health system following on his success in eliminating one harm in most health systems across the U.S.

For a complete bio: https://www.uhhospitals.org/about-uh/leadership/uh-system-leadership/peter-pronovost

About CAREier:

CAREier is revolutionizing medical device communications to finally include the patient. Its mission is to create a complete communication ecosystem between regulators, medical device manufacturers, healthcare providers, physicians and patients to transmit urgent messages in near real-time with confirmed receipt and acknowledgement.

For more information: https://careier.com/

CAREier, Inc., the revolutionary medical device communication company, is building an advisory board of patient safety and healthcare industry powerhouses. Its latest addition is world renowned, Peter J. Pronovost, M.D., Ph.D., F.C.C.M., a critical care physician and prolific researcher who has published more than 800 peer review publications; his scientific work has saved thousands of lives.

Related link: https://careier.com/

Memoir ‘Stigmatized: A Hero’s Journey’ Debunks Cannabis Myths, serves as an Inspiring look into one nurse’s experience of discovering her super power

BALTIMORE, Md. /ScoopCloud/ -- Founder of Cannabis Nursing Solutions, Nurse and Author Ashley Wynn-Grimes, RN, has announced the release of her new memoir, "Stigmatized: A hero's Journey" (ISBN: 978-1637903476). The book highlights the stereotypes surrounding medical cannabis for patients within the cannabis community.

Creator of Cannabis Nursing Solutions, Maryland's leading organization that advocates for holistic health practices and appropriate medical use, Wynn-Grimes's memoir highlights the nurse's experience of overcoming stigmas within the cannabis nursing community. The memoir also discusses the importance of access to medical cannabis for patients struggling with certain ailments such as pain and seizure disorders.

Native to the Baltimore community, Nurse Wynn-Grimes was inspired to write "Stigmatized: A Hero's Journey" after realizing her story resonated with her students so deeply. She realized very early on there was a need to address the gap within the nursing community. For each of the nurses she worked with, the saying went "I do not feel like a hero." As an educator for other nurses who aspire to build brands within the Cannabis industry, one recurring notion they felt was the stigma that follows cannabis patients.

The memoir is available at http://www.stigmatizedthebook.com/

Wynn-Grimes writes how she hopes her book will help nurses remember their vitality to the medical community. Every person should know they are special, but nurses have a calling to heal. We have watered down the concept of what it means to be a hero. I wanted to bring it back to life through highlighting the archetypes that make it true.

As it relates to the. COVID-19 pandemic, Wynn-Grimes explained, "While most people were on lock down, nurses left their homes to care for other's loved ones. Many of us were survivors and not the hero's we are noted to be. It is time to reclaim our place in healthcare and begin to advocate for the patients we serve."

BOOK SYNOPSIS

Heroes aren't born knowing they are a hero. Most stumble upon the magic within them when faced with a seemingly unsurmountable difficulty. Rather than view their superhuman ability as a tool of survival, they accept the challenge and use it to impact the world.

Nurses are undoubtedly heroes. Daily, nurses around the world withstand unhappiness, toxic environments, and sometimes unfair challenges. Many are so overwhelmed; they never do the work to change their circumstances. They focus on surviving and hope that one day, a knight in shining armor will come to their rescue. Their only failure is not realizing that they are the knight.

Author Ashley Wynn-Grimes found herself in the same survival cycle. In this memoir, she unveils the challenges she faced as a nurse, fighting to win in a ring where the rules had been rigged. She sheds light on her path to finding freedom through entrepreneurship and building a brand around cannabis medicine. "STIGMATIZED" is designed to help nurses realize their magic and empower them to build a lifestyle that supports their overall well-being.

Learn more: http://www.stigmatizedthebook.com/

Ashley Wynn-Grimes MS, RN is the Founder of Cannabis Nursing Solutions(tm) and author of children's book Asa's Medicine. For more information about the author or Cannabis Nursing Solutions(tm) visit http://www.cannabisnursingsolutions.com/

DIVERSITY

Cannabis has been used in many cultures for generations but over the past decade, cannabis is growing in its use and popularity in America. "Stigmatized: A hero's journey" provides an underrepresented perspective from a black female nurse whose an advocate for Cannabinoid Therapy. Diversity goes beyond the representation of races but is inclusive of various perspectives despite race, gender and sexuality.

For more information, please visit: www.cannabisnursingsolutions.com

Media inquiries, please contact: gratitude@cannabisnursingsolutionsllc.com

About Ashley Wynn-Grimes BSN, RN:

Ashley Wynn-Grimes BSN, RN is the Founder of Cannabis Nursing Solutions, LLC and author of children's book "Asa's Medicine." Native to Baltimore, MD, Wynn-Grimes, a Black female entrepreneur and widely respected medical professional, Wynn-Grimes is dedicated to empowering patients and nursing professionals to make informed medical cannabis care choices with impactful educational medical programs that also serve to promote diverse representation and medical equality in cannabis.

A registered nurse for more than 12 years, Wynn-Grimes holds a Bachelor's of Science in Nursing and Master's Degree in Nurse Education from Towson University. She also has a certification in Professional Development and is a certified Lean Six Sigma Black Belt. During her career, Ashley has worked in various healthcare settings, including telemetry nursing, quality improvement and professional development. She is responsible for pioneering non-traditional cannabis patient care programs in Maryland that offer standardized approaches to dispensing cannabis for nursing professionals and children in school settings.

Cannabis Nursing Solutions' continuing nursing education activity is approved by the American Holistic Nurses Association, an accredited approver by the American Nurses Credentialing Center's Commission on Accreditation. Through evidence, standardization and change management, Nurse Wynn-Grimes plans to fundamentally alter the way healthcare providers view medical cannabis.

Founder of Cannabis Nursing Solutions, Nurse and Author Ashley Wynn-Grimes, RN, has announced the release of her new memoir, "Stigmatized: A hero's Journey" (ISBN: 978-1637903476). The book highlights the stereotypes surrounding medical cannabis for patients within the cannabis community.

Related link: http://www.cannabisnursingsolutions.com/

NPA Announces Exciting DEIB Efforts During National Postdoc Appreciation Week

ROCKVILLE, Md. /ScoopCloud/ -- The National Postdoctoral Association (NPA) announced two marquee programs designed to advance diversity, equity, inclusion and belonging (DEIB) in the postdoctoral community and beyond. During the highly successful National Postdoc Appreciation Week, the NPA shared details on both the finalists in its 2022-2023 IMPACT Fellowship Program, as well as the first NPA Race & Ethnicity Equity Summit, a free global event taking place November 17, 2022.

"Promoting diversity, equity, inclusion and belonging is not only at the heart of our strategic planning, it is one of our core values," explained Thomas P. Kimbis, J.D., executive director and chief executive officer of the NPA. "These ground-breaking activities not only help those directly engaged in the programs, but they push hard in difficult areas across the whole scientific and research communities."

The IMPACT Fellowship Program (IMPACT) was launched last year to empower postdoctoral scholars from underrepresented backgrounds to build skills, understand strengths and develop networks. Competition for program seats in the second year of the program was intense with more than fifty applicants from across the globe for only six positions.

IMPACT Fellows will interact with experts from a range of disciplines as well as learn from one another as they strategically build upon existing skills, recognize opportunities, and advance more confidently in their careers. Fellows will also use the knowledge, tools and resources they gain from the program to implement innovative activities or initiatives at their institutions that amplify the impact of the fellowship as they contribute back to home communities.

NPA IMPACT Fellows, Class of 2022-23:

* Camilo A. Duarte-Cordon, Ph.D., Columbia University

* Phyllis Kyei Mensah, Ph.D., Utah State University

* Caleb Muefong, Ph.D., Washington University in St Louis

* Kathryn Sanchez, Ph.D., University of New Mexico

* Ricardo Velasco Trujillo, Ph.D., University of Minnesota Twin Cities

* Liisa Veerus, D.Phil., Rutgers University

The first NPA Race & Ethnicity Equity Summit was created in recognition that scientists and researchers from underrepresented communities face additional challenges and barriers that are too often disregarded. Through a series of interactive online race and ethnicity discussions featuring more than twenty expert speakers from industry, academia, government, and nonprofits, the summit seeks to identify barriers - and find paths forward - in the greater postdoctoral community on the path to greater racial and ethnic equity. Hundreds of participating scientists, researchers, and academic professionals are expected to attend.

The NPA's DEIB activities are made possible through the generosity of its sponsors, including Gallagher Insurance and the University of Chicago. The NPA is seeking additional sponsors to support underrepresented communities of scholars, promote their own diversity goals, and advance discussion and action in areas needing critical attention. Academic institutions, companies, and nonprofit funders wishing to engage with the NPA can read more about available sponsorship opportunities.

The NPA is a national charitable and educational nonprofit association headquartered in Rockville, Maryland, that seeks to improve the postdoctoral experience by supporting a culture of inclusive connection. At the individual, organizational, and national levels, the NPA facilitates enhanced professional growth, raises awareness, and collaborates with stakeholders in the postdoctoral community. Membership in the NPA is open to all organizations and individuals interested in advancing the interests of postdocs in the United States. Affiliate membership in the NPA for most postdocs is free and available at https://www.nationalpostdoc.org/.

To support NPA and its charitable mission, please visit https://www.nationalpostdoc.org/page/donate or text 20FORNPA to 44-321.

RELATED LINKS

https://www.nationalpostdoc.org/page/IMPACTProgram

https://www.canva.com/design/DAFM3gJOrrc/SP9uZ2fRte9yIhA-QMte5w/view?utm_content=DAFM3gJOrrc&utm_campaign=designshare&utm_medium=link&utm_source=homepage_design_menu

The National Postdoctoral Association (NPA) announced two marquee programs designed to advance diversity, equity, inclusion and belonging (DEIB) in the postdoctoral community and beyond. During the highly successful National Postdoc Appreciation Week, the NPA shared details on both the finalists in its 2022-2023 IMPACT Fellowship Program, as well as the first NPA Race & Ethnicity Equity Summit, a free global event taking place November 17, 2022.

Related link: https://www.nationalpostdoc.org/

Tens of Thousands of Researchers Celebrated During 13th National Postdoc Appreciation Week

ROCKVILLE, Md. /ScoopCloud/ -- The National Postdoctoral Association (NPA) today kicked off the 13th annual National Postdoc Appreciation Week (NPAW), taking place today through Friday. NPAW is the nation's largest celebration of postdoctoral scholars who serve at more than 300 institutions, acknowledging the significant contributions "postdocs" make to research, innovation and scientific discovery. This year's NPAW theme, "Finding Your Balance," recognizes the challenges postdocs face in balancing the rigors of their research positions with maintaining their health and wellness.

Postdocs are individuals holding doctoral degrees engaged in a temporary period of mentored research or scholarly training to gain needed skills to excel in their careers. These scholars conduct a large share of critical, cutting-edge research across all disciplines at universities, research institutions and industry members across the United States.

"Postdocs require exemplary discipline, focus, and balance to succeed in their challenging positions," said Tom Kimbis, J.D., executive director and chief executive officer of the NPA. "They are the backbone of science and research leadership in our country and deserve recognition throughout the year. Carving out a week to celebrate their remarkable work ethic and achievements is the least we can do."

The contribution of the roughly 70,000 U.S. postdocs, whose numbers are concentrated in the STEM fields and are instrumental to much of the early-stage research that occurs throughout the country, is often overlooked, as the academic postdoc is neither a student nor a faculty member. Yet, postdocs represent the highest-educated individuals in our society and drive innovation daily.

"Many don't realize that thousands of postdocs work in the social sciences - from economics to psychology - and go onto leadership positions in government, industry, and non-profit organizations," commented Stephanie Eberle, M.Ed., executive director of BioSci Careers at Stanford University. "Like those in the physical sciences, their roles are critical to societal growth and innovation."

Since its founding by the NPA in 2009, NPAW has grown into a truly national event, with universities, medical centers, industry members, and others hosting events this week to acknowledge the contributions of postdocs. Popular events during NPAW include professional and career development workshops, networking activities, and social events celebrating the immense contribution of postdocs to our nation's thought leadership. This year, roughly 40 free national events are open to all postdocs, in addition to local events happening on campuses across the nation.

NPAW 2022 is anchored by a kickoff event with opening remarks by Sharon Milgram, Ph.D., director of the Office of Intramural Training & Education (OITE) at the National Institutes of Health (NIH), and a panel discussion, featuring Robert Hable, Ph.D., innovation and product commercialization coordinator at BASF; Inge Hansen, Psy.D., clinical psychologist and director of well-being at Stanford University; and Yen Teng Tai, Ph.D., postdoctoral researcher at Penn State University College of Medicine. The discussion will focus on challenges early career researchers face, lessons learned from their own struggles, and a framework for postdocs to build better balance in their professional lives as they navigate their career progression.

A calendar of 2022 NPAW events can be found at https://www.nationalpostdoc.org/page/2022NPAW

This year, NPAW is made possible by NPA Distinguished Partner, Gallagher Insurance, and NPA Gold Partner, Proteintech.

The NPA is a national charitable and educational non-profit association headquartered in Rockville, Maryland, that seeks to improve the postdoctoral experience by supporting a culture of inclusive connection. At the individual, organizational, and national levels, the NPA facilitates enhanced professional growth, raises awareness, and collaborates with stakeholders in the postdoctoral community. Membership in the NPA is open to all organizations and individuals interested in advancing the interests of postdocs in the United States.

Affiliate membership in the NPA for most postdocs is free and available at https://www.nationalpostdoc.org/.

To support NPA and its charitable mission to assist postdocs, please visit https://www.nationalpostdoc.org/page/donate or text NPAW2022 to 44-321.

The National Postdoctoral Association (NPA) today kicked off the 13th annual National Postdoc Appreciation Week (NPAW), taking place today through Friday. NPAW is the nation's largest celebration of postdoctoral scholars who serve at more than 300 institutions, acknowledging the significant contributions "postdocs" make to research, innovation and scientific discovery.

Related link: https://www.nationalpostdoc.org/

Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer

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 the appointment of Rich LaBarca to the role of Chief Product and Technology Officer.

Related link: https://www.salesboomerang.com/

Sales Boomerang and Mortgage Coach’s Rachel Cunningham and Jacob Gibbs named 2022 HW Insiders by HousingWire Magazine

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.

Related link: https://www.salesboomerang.com/

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, the most prestigious ranking of the fastest-growing private companies in America.

Sales Boomerang ranked #708 overall, placing the company among the top 15% of all private companies in America based on three-year revenue growth of 906%. Sales Boomerang was also recognized as the nation's No. 54 fastest-growing financial services company and as the No. 18 fastest-growing company based in Maryland.

In June of this year, Sales Boomerang merged with Mortgage Coach to form the mortgage industry's first automated borrower intelligence, retention and conversion platform. The partnership offers lenders a cohesive system for reaching high-intent loan prospects at the best possible time and empowers borrowers to make financial decisions confidently with lender-branded, interactive loan scenario comparisons.

"At Sales Boomerang, we have always attributed our success to our dedicated team, without whom our platform never would have achieved such momentous growth," said Sales Boomerang and Mortgage Coach Chief Innovation Officer Alex Kutsishin. "Making it onto the Inc. 5000 for the second year in a row speaks to the immense value that our actionable borrower intelligence offers today's mortgage lenders. As Sales Boomerang and Mortgage Coach, we look forward to helping even more lenders take their borrower experience to the next level."

The companies on the 2022 Inc. 5000 have not only been successful, but have also demonstrated resilience amid supply chain woes, labor shortages, and the ongoing impact of Covid-19. Among the top 500, the average median three-year revenue growth rate soared to 2,144%. Together, those companies added more than 68,394 jobs over the past three years.

"The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated," says Scott Omelianuk, editor-in-chief of Inc. "Inc. is thrilled to honor the companies that have established themselves through innovation, hard work, and rising to the challenges of today."

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc. magazine, which will be available on August 23.

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

More about Inc. and the Inc. 5000

Methodology

Companies on the 2022 Inc. 5000 are ranked according to percentage revenue growth from 2018 to 2021. To qualify, companies must have been founded and generating revenue by March 31, 2018. They must be U.S.-based, privately held, for-profit, and independent-not subsidiaries or divisions of other companies-as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2018 is $100,000; the minimum for 2021 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. The top 500 companies on the Inc. 5000 are featured in Inc. magazine's September issue. The entire Inc. 5000 can be found at http://www.inc.com/inc5000.

About Inc.

The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference & Gala is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

For more information on the Inc. 5000 Conference & Gala, visit http://conference.inc.com/.

@SalesBoomerang @MortgageCoach @inc5000

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.

Related link: https://www.salesboomerang.com/

Sales Boomerang named Organization of the Year in the 2022 Sales and Marketing Technology Awards

OWINGS MILLS, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it was selected Organization of the Year in the Business Intelligence Group's 2022 Sales and Marketing Technology Awards program, also known as The Sammys. The Sammys honor organizations and products helping to solve the challenges organizations have connecting and collaborating with prospects and customers. This year, Business Intelligence Group named 96 Sammy honorees across nine award categories.

Recognized for its industry-first, fully-automated database monitoring, Sales Boomerang was named a 2022 Organization of the Year in the Very Small Company division for organizations with fewer than 100 employees. For the past five years, Sales Boomerang has transformed the way lenders build relationships with past and prospective homebuyers by triangulating multiple borrower and market intelligence points to identify exactly when a consumer is ready for a loan.

Sales Boomerang offers lenders more than a dozen automated loan alert types, like its newest 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. These alerts can be customized to trigger based on a lender's unique underwriting preferences and integrations with the industry's top customer relationship management (CRM) solutions allow lenders to start receiving alerts in their CRM dashboard immediately - no separate login required.

"The mortgage industry has some of the worst turnover rates of any industry, with fewer than 20% of borrowers returning to their last lender for their next loan. We built the Sales Boomerang platform to help lenders beat these odds by identifying mortgage-ready customers and prospects in their own databases," said Sales Boomerang Co-founder and Chief Innovation Officer Alex Kutsishin. "This recognition from global experts at the Business Intelligence Group further strengthens our resolve to tackle costly customer turnover by helping lenders be there with the right loan for every borrower, every time."

"We are proud to reward and recognize Sales Boomerang for their innovation and dedication to helping both the organization using their technology and the ultimate consumer," said Maria Jimenez, Chief Nominations Officer, Business Intelligence Group. "It was clear to our judges that their efforts will improve how we all connect with the brands we love for years to come."

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

About Business Intelligence Group:

The Business Intelligence Group was founded with the mission of recognizing true talent and superior performance in the business world. Unlike other industry award programs, business executives-those with experience and knowledge-judge the programs. The organization's proprietary and unique scoring system selectively measures performance across multiple business domains and then rewards those companies whose achievements stand above those of their peers.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it was selected Organization of the Year in the Business Intelligence Group's 2022 Sales and Marketing Technology Awards program, also known as The Sammys.

Related link: https://www.salesboomerang.com/

Keller Mortgage deploys Mortgage Coach enterprise-wide to support borrowers with modern mortgage advice and education

OWINGS MILLS, Md. /ScoopCloud/ -- Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.

Mortgage Coach was implemented to provide Keller Mortgage borrowers with personalized mortgage advice supported by digital home loan presentations that educate them about their home financing options.

Keller Mortgage is the mortgage lending arm of Keller Williams Realty, the world's largest real estate franchise by agent count. The lender prides itself on offering a purchase-focused lending experience that supports fast pre-approvals and positions borrowers and all agents to make strong offers on homes.

Currently, Keller Mortgage offers conventional, FHA, VA, USDA and jumbo lending programs in all 50 U.S. states and the District of Colombia and continues to grow programs and products.

"Keller Mortgage is dedicated to providing borrowers with the world-class service and results for which the Keller Williams brand is internationally renowned," said Dave Smith, president, Keller Home Financial Services. "With Mortgage Coach, our loan officers will be able to better build and communicate mortgage strategies that help borrowers get into the home of their dreams."

"We are proud that Keller Mortgage has selected Mortgage Coach to support its top-tier technology infrastructure, modern lending experience and growth in the mortgage market," said Mortgage Coach President Joe Puthur. "Mortgage Coach's customizable, digital loan presentations change the conversation between a borrower and a loan originator from price to advice, which builds trust and enables lenders to win business in any mortgage market."

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.

Related link: https://mortgagecoach.com/

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.

Methodology

The Mortgage Market Opportunities Report draws on Sales Boomerang system data to identify market opportunities of relevance to today's borrowers and lenders. To generate the report, Sales Boomerang reviewed data from more than 170 residential mortgage lenders that use its borrower intelligence and retention tools to monitor millions of customer and prospect records. Sales Boomerang then calculated and compared the aggregate frequency with which those contact records triggered loan-opportunity, prescriptive-scenario and risk-and-retention alerts during the first and second quarters of 2022.

Key Findings*

Sales Boomerang's loan-opportunity alerts identify the contacts inside a lender's database who are actively shopping for a mortgage loan or who may be able to benefit from a new mortgage loan. Across the sample group, the frequency of each alert type in Q2 2022 was as follows:

* Mortgage Inquiry Alert: 3.24% of monitored contacts (down 28.58% from Q1)

A customer or prospect has shopped with a competitor in the last 24 hours.

* EPO Alert: 2.31% of monitored contacts (down 8.93% from Q1)

A customer or prospect whose loan closed ≤ 6 months ago has shopped with a competitor in the last 24 hours.

* Credit Improvement Alert: 4.10% of monitored contacts (up 131.64% from Q1)

A customer or prospect has improved their FICO score.

* New Listing Alert: 1.44% of monitored contacts (up 69.02% from Q1)

A customer or prospect has listed their home for sale.

* Equity Alert: 7.93% of monitored contacts (down 13.14% from Q1)

A customer or prospect's home equity has increased.

* Rate Alert: 2.57% of monitored contacts (down 40.63% from Q1)

The interest rate of a customer or prospect's existing mortgage is significantly higher than current prevailing rates.

Sales Boomerang's prescriptive-scenario alerts analyze not only whether a consumer could benefit from a given loan type, but also whether the consumer is credit-qualified to apply for financing. This additional layer of intelligence makes prescriptive-scenario alerts among the highest-converting available to mortgage lenders today. The frequency of each alert during Q2 2022 was as follows:

* Cash-Out Alert: 6.87% of monitored contacts (up 30.94% from Q1)

A borrower is credit qualified and has built sufficient equity to tap into the cash in their home.

* Rate-and-Term Alert: 2.53% of monitored contacts (down 48.70% from Q1)

A borrower is credit qualified and can benefit from the current interest rates for a refinance.

* FHA MI Removal Alert: 7.93% of monitored contacts (down 24.36% from Q1)

An FHA borrower has exceeded 20% equity and can remove mortgage insurance (MI).

For a subset of lenders that maintain servicing portfolios, the frequency of risk-and-retention alerts was as follows:

* Risk & Retention Alert: 21.56% of monitored contacts (down 34.41% from Q1)

A customer is engaging in one or more of 15 credit activities that may put their serviced loan at risk

Analysis*

* With New Listing Alerts on the rise for a second consecutive quarter and Realtor.com reporting that new home listings are growing at a pace not seen since 2017, purchase origination opportunities continue to dominate the market, underscoring the importance of strong referral partner relationships.

* Cash-Out Alerts increased significantly from Q1 to Q2 as tappable home equity continued to grow in many markets nationwide. Lenders that don't currently offer home-equity products (e.g., cash-out refis, HELOCs) may be leaving money on the table.

* Credit Improvement Alerts saw a significant quarter-over-quarter increase, echoing widely publicized reports that Americans' overall financial well-being has improved thanks to pandemic-related fiscal measures including government stimulus payments, tax credits and student loan moratoriums. Since FICO scores are a lagging indicator, the impact of more recent COVID variants and consumer inflation have yet to be seen in credit scores. Regardless, now is a great time for lenders to revisit loan applicants they previously turned down due to a history of poor debt repayment.

* Rising interest rates have slowed the speed at which borrowers are paying off their mortgages, as evidenced by a precipitous drop in Risk & Retention Alerts. As a result, the value of mortgage servicing rights continues to grow. Lenders must carefully weigh the pros and cons - and potential balance sheet impacts - of retaining versus selling MSRs.

* This quarter saw a decline in Mortgage Inquiry Alerts, Rate Alerts, and Rate-and-Term Alerts, a predictable result at a time when interest rates are discouraging rate shopping and refinances.

"New home listings and cash-out alerts both trended upward in Q2, making purchase and home-equity products smart areas of investment for lenders as they prioritize assignment of limited resources," said Sales Boomerang Executive Vice President of Product Mike Spotten. "Another trend we are monitoring with interest is a massive upswing in credit-improvement alerts. Mortgage advisors are going to want to revisit prospects previously denied loans for credit-related reasons before they take their business to a competitor."

*Key findings and analysis provided for informational purposes only. The data represented in the Mortgage Market Opportunities report is historical. Past performance is not a reliable indicator of future results. Sales Boomerang accepts no responsibility or liability for readers' use of the key findings or analysis included in this report.

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

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

Related link: https://www.salesboomerang.com/

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.

A more actionable delivery for data previously available in Sales Boomerang's Life Events Notification System (LENS™) report, Life Event Alerts mine public records for common life events affecting individuals and households, such as marriage, divorce, childbirth, high school graduation or a death in the family. Like other Sales Boomerang alerts, Live Event Alerts integrate with the industry's top customer relationship management (CRM) solutions, so lenders can swiftly reach out to congratulate or console a consumer about their recent life change and offer personalized advice for achieving their next homeownership goal.

The release of Life Event Alerts follows the recent announcement of the merger of Sales Boomerang and Mortgage Coach, a platform that empowers mortgage lenders to educate borrowers with interactive home loan presentations. The partnership enables lenders to offer Mortgage Coach's award-winning financial guidance to borrowers or prospects who trigger a Sales Boomerang alert. For example, when a Life Event Alert is triggered, perhaps after a divorce or high school graduation, a time when many homeowners opt to downsize, mortgage advisors can provide customers with Total Cost Analysis (TCA) comparing purchase loan options.

"When a customer or prospect experiences a life-changing event, their homeownership needs or goals will often change as well. Lenders using Life Events Alerts can be the first to advise these connections on how to make their best financial move," said Sales Boomerang Executive Vice President of Product, Mike Spotten. "With data-driven insight into borrowers' unique personal journeys, mortgage advisors are empowered to reach out with personalized wealth-building advice right away, driving repeat and referral business, but more importantly creating strong financial friendships with their borrowers."

To learn best practices and hear real results from early adopters of Life Event Alerts, tune into the product launch webinar on Wednesday, August 10 at 1 p.m. ET. Register here: https://salesboomerang.zoom.us/webinar/register/WN_0JPKgKVqRICQOHBw0PkuTg

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

Twitter: @SalesBoomerang @MortgageCoach

RELATED LINKS:

https://www.salesboomerang.com/life-events

https://blog.salesboomerang.com/news/sales-boomerang-and-mortgage-coach-merge-appoint-richard-harris-as-ceo

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.

Related link: https://www.salesboomerang.com/

WIS ED Assists in Increasing the Cybersecurity Workforce by Delivering High Quality Cybersecurity Courses

BALTIMORE, Md. /ScoopCloud/ -- WIS ED LLC (WIS ED) has partnered with Tech Quest Apprenticeship, a national initiative led by Clark University's School of Professional Studies, to provide information technology (IT) and Cyber-related pre-apprenticeships and apprenticeships to unemployed, underemployed, and incumbent workers through 2023.

Statement from Dr. Duane Wilson, CEO, WIS ED LLC:

"It is the primary goal of WIS ED to address the sizable shortage of professionals equipped to respond to cyber-threats. WIS ED is excited to partner with Clark University on their Tech Quest Apprenticeship program to help the nation step closer to a workforce that can handle cybersecurity threats wherever they may arise."

Statement from Dug Jones, Program Director, Tech Quest Apprenticeship:

"Apprenticeships are the perfect vehicle and WIS ED is the perfect partner to maximize this opportunity to help develop young people for careers in IT and Cybersecurity."

Background

Tech Quest Apprenticeship and WIS ED LLC partnered to maximize the impact of their grant funding from the Office of Apprenticeship within the U.S. Department of Labor's Employment and Training Administration.

According to the National Initiative for Cybersecurity Education (NICE):

* There is an estimated global shortage of 3.12 million cyber professionals.

* 50% of surveyed, hiring managers state that applicants lack the qualifications needed to perform cyber jobs.

* As of April 2021, in the US, there are 464,420 total cybersecurity job openings and 956,341 total employed cybersecurity workforce.

It is due to this need that WIS ED was established: to address the digital skills, cyber training and education gap at all levels of education. An apprentice pipeline is a key part of the strategy to build this workforce, hence the partnership with Clark University's Tech Quest. Tech Quest assists individuals 17 years and older who are unemployed, underemployed or are incumbent workers needing new skills.

Together, WIS ED and Tech Quest are providing pre-apprenticeship / apprenticeship program development and expansion assistance for the following profession: Cyber Security Analyst. To further their reach, WIS ED will also add job titles for Information Technology and Software Engineering to their apprenticeship program. Tech Quest's grant funding focuses on eight states: California, Florida, Massachusetts, Missouri, North Carolina, Pennsylvania, Oregon, and Texas. WIS ED's reach in Maryland and other states supports Tech Quest's efforts as well as assist with employment opportunities for the workers that reside in these communities.

ABOUT WIS ED LLC:

WIS ED LLC, established in 2020, is a for-profit organization located in Anne Arundel County, MD. WIS ED is a Cyber Training and Education Firm focusing on the delivery of advanced technical content in several areas to include: Blockchain Technology, Cloud Computing, Cyber Security, Computer Science, and Data Science. Through our education services, we have developed cyber focused curricula for secondary education students (specifically 11th and 12th graders), programs for postsecondary and graduate institutions and other courses for educational organizations.

Through our training services, we offer Cyber Training or simulations to educators, employees, or trainers in many industries to include Federal, Commercial, and Academia. The training we provide comes in the form of summer boot camps (for at-risk youth), certification training programs (for employees and career changers) and information sessions (for the general population). We have trained over 200 individuals since 2020. Our Maryland State approved Pre-apprenticeship/Apprenticeship program is another avenue to assist individuals who are seeking a career in cybersecurity. More Information: https://www.wiseducation.org/

ABOUT TECH QUEST APPRENTICESHIP:

Tech Quest Apprenticeship, funded by a $12 million grant from the U.S. Department of Labor, Employment, and Training Administration, provides business technology training nationwide for unemployed and underemployed individuals, and to those who seek to master relevant technology skills in an evolving workplace. Clark University is working with the Public Consulting Group (PCG) and a national consortium of workforce development boards to provide 4,000 pre-apprenticeships and 1,000 information technology (IT) and IT-related apprenticeships to thousands of individuals in eight states through 2023. More information: https://www.clarku.edu/schools/sps/programs/workforce-grants/

ABOUT CLARK UNIVERSITY:

Founded in 1887, Clark University is a liberal arts-based research university that prepares its students to meet tomorrow's most daunting challenges and embrace its greatest opportunities. Through 33 undergraduate majors, more than 30 advanced degree programs, and nationally recognized community partnerships, Clark fuses rigorous scholarship with authentic world and workplace experiences that empower our learning community to pursue lives and careers of meaning and consequence. Clark's academic departments and institutes develop solutions to complex global problems across the disciplines, and the University addresses the behavioral health of adolescents and young adults through the Mosakowski Institute for Public Enterprise. More Information: https://www.clarku.edu/schools/sps/

LEARN MORE ABOUT WIS ED LLC AT: https://www.wiseducation.org/

WIS ED LLC (WIS ED) has partnered with Tech Quest Apprenticeship, a national initiative led by Clark University's School of Professional Studies, to provide information technology (IT) and Cyber-related pre-apprenticeships and apprenticeships to unemployed, underemployed, and incumbent workers through 2023.

Related link: https://www.wiseducation.org/

Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

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 their merger and the appointment of SaaS executive Richard Harris as CEO.

Related link: https://www.salesboomerang.com/

EY announces Mark Cunningham and Alex Kutsishin of Sales Boomerang as Entrepreneur Of The Year® 2022 Mid-Atlantic Award finalists

BALTIMORE, Md. /ScoopCloud/ -- Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders of high-growth companies who think big to succeed. Cunningham and Kutsishin were selected by a panel of independent judges based on demonstrated evidence of entrepreneurial spirit, purpose, growth and impact among other core contributions and attributes.

"It's a tremendous honor to be named one of the top entrepreneurs in and around our nation's capital. Earning this recognition for something we find so personally rewarding makes it that much sweeter," said Cunningham. "From Sales Boomerang's outset, we have swung for the fences, taking on the biggest challenge facing one of the world's largest industries. By correcting the mortgage industry's deep-seated customer retention issues, we are making a positive difference for millions of everyday consumers, and we will continue to lead our company with the best interests of borrowers firmly in mind."

"We want to marry borrowers' interests with financial institutions' offerings so they are always aligned. Borrowers never receive the wrong loan, and organizations don't have to beg for borrowers' loyalty because they have earned it," agreed Kutsihin. "Over five years of amazing growth, we have proven that this model is the future of lending. Mark and I are very proud of what Sales Boomerang has accomplished and dedicate this honor to our more than 100 team members and the hundreds of enterprise lenders that share our vision."

Regional award winners will be announced on June 29, 2022. The regional winners will then be considered by the National independent judging panel, and National awards will be presented in November at the Strategic Growth Forum®, one of the nation's most prestigious gatherings of high-growth, market-leading companies. The Entrepreneur Of The Year National Overall Award winner will then move on to compete for the EY World Entrepreneur Of The Year(tm) Award in June 2023.

For over 35 years, EY US has celebrated the unstoppable entrepreneurs who are building a more equitable, sustainable and prosperous world for all. The Entrepreneur Of The Year program has recognized more than 10,000 US executives since its inception in 1986. Entrepreneur Of The Year Award winners have exclusive, ongoing access to the experience, insight and wisdom of fellow alumni and other members of the entrepreneurial community in over 60 countries - all supported by vast EY resources.

Founded and produced by Ernst & Young LLP, the Entrepreneur Of The Year Awards are presented by PNC Bank. In the Mid-Atlantic, sponsors also include ADP, CBRE, Cooley LLP, Donnelly Financial Solutions (DFIN), DLA Piper LLP and Kelly Benefits Strategies.

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About Entrepreneur Of The Year®:

Entrepreneur Of The Year is the world's most prestigious business awards program for unstoppable entrepreneurs. These visionary leaders deliver innovation, growth and prosperity that transform our world. The program engages entrepreneurs with insights and experiences that foster growth. It connects them with their peers to strengthen entrepreneurship around the world. Entrepreneur Of The Year is the first and only truly global awards program of its kind. It celebrates entrepreneurs through regional and national awards programs in more than 145 cities in over 60 countries. National overall winners go on to compete for the EY World Entrepreneur Of The Year(tm) title. For more information, visit https://www.ey.com/en_us/entrepreneur-of-the-year-us.

Ernst & Young LLP (EY US) today announced that Sales Boomerang co-founders Mark Cunningham, president, and Alex Kutsishin, CEO, were named finalists for the Entrepreneur Of The Year® 2022 Mid-Atlantic Award. Entrepreneur Of The Year is one of the preeminent competitive business awards for entrepreneurs and leaders of high-growth companies who think big to succeed.

Related link: https://www.salesboomerang.com/

Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times' ranking of The Americas' Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology. Now in its third year, The Americas' Fastest Growing Companies 2022 ranking identifies the businesses across North, Central and South America with the strongest revenue growth between 2017 and 2020.

Sales Boomerang's borrower intelligence system monitors lenders' databases and alerts mortgage advisors when a past or prospective borrower is ready for a loan. Sales Boomerang's automated loan opportunity alerts help to identify the ideal times to present loan opportunities to consumers, offering lenders a 20-40% average lift to loan volume and customer retention rates as high as 85%.

The Financial Times is one of the world's leading news publications. Each year, The Financial Times partners with Statista to research and identify the 500 companies that have shown the most explosive revenue growth over a three-year timespan. In order to qualify, companies must be headquartered in the Americas and have generated at least $100,000 of revenue in 2017 and $1.5 million in 2020.

"As the mortgage industry's first automated borrower intelligence and retention platform, Sales Boomerang has earned a lofty reputation across the entire housing finance ecosystem," said Sales Boomerang Founder and CEO Alex Kutsishin. "Sales Boomerang owes its incredible growth to our nimble team of data experts and loyal lender customers, for whom we have identified hundreds of billions of dollars in potential loan opportunities."

From 2017 and 2020, Sales Boomerang saw a meteoric 3882% revenue growth. In 2021 alone, Sales Boomerang's automated borrower intelligence alerts delivered $468 billion in loan opportunities to more than 150 independent mortgage banks (IMBs), banks and credit unions.

The Americas' Fastest Growing Companies of 2022 will be featured in the weekday edition of the Financial Times newspaper. A special report featuring the complete interactive ranking alongside articles by Financial Times correspondents on the trends highlighted by the research, can be found here: https://www.ft.com/reports/americas-fastest-growing-companies.

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About the Financial Times:

The Financial Times is one of the world's leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of 1.2 million, more than one million of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times' ranking of The Americas' Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.

Related link: https://www.salesboomerang.com/

Sales Boomerang joins forces with Bonzo to enable automated mortgage marketing with personality

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot. By enabling the automatic transferral of consumer data from Sales Boomerang, Bonzo users can engage high-intent leads instantly via automated outreach that creates a seamless lending experience.

Sales Boomerang monitors lenders' databases to identify exactly when a past or prospective customer is ready for a loan. Sales Boomerang's 11 unique loan opportunity alerts can be triggered by market factors or consumer behaviors, such as applying with another lender or reaching a target credit score.

Bonzo's automated customer engagement system is built around the idea that people want to do business with other people, not a faceless algorithm. Through personalized text, email, video, voicemail and power dialer marketing, Bonzo helps lenders create and manage meaningful connections with anyone in their business environment.

Built with simplicity in mind, the Bonzo platform is a foolproof alternative to clunky technologies that can be disruptive to busy mortgage advisors. It only takes two weeks for most lenders to integrate Sales Boomerang loan opportunity alerts with Bonzo's marketing automation campaigns and add their own voice for personalized customer outreach. Once activated, Bonzo lets mortgage advisors know the instant someone in their database 'raises their hand' by triggering an alert through Sales Boomerang.

"By harnessing relevant data to create a how, why and when for borrower outreach, Sales Boomerang can help Bonzo users further personalize their communications to each individual customer," says Bonzo co-founder Jason Perkins. "Instead of wasting manpower on incessant marketing with no relevance to the individual borrower, lenders can activate this integration to add context to their outreach and create more meaningful client interactions."

Bonzo's omnichannel outreach is customized to the voice of each mortgage advisor, and is automatically sent within moments of a consumer 'raising their hand' and triggering a Sales Boomerang loan opportunity alert. A mortgage advisor is then notified through the Bonzo platform that a conversation was initiated with an individual in their database. When that lead responds, the advisor has easy access to their information, including Sales Boomerang alert history, and is prepared to take action right away. Bonzo's marketing campaigns and content can even be customized to user specifications, so mortgage advisors only reach out using a prospect's preferred method of communication.

"Our partnership with Bonzo will create bountiful opportunities for mortgage advisors by enabling automated outreach when someone in their database triggers an alert from Sales Boomerang," said Sales Boomerang Vice President of Product Mike Spotten. "With this added insight into a borrower's financial situation and contact history, mortgage advisors can focus on building lasting relationships with their prospects."

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind™ ethos, visit https://www.salesboomerang.com.

About Bonzo:

Bonzo is an automated sales engagement platform that seeks to make selling fun again by eliminating outreach and follow up for the modern salesperson. Bonzo combines the personality with automation in voicemail, text, email, and video messaging to create meaningful conversations at scale. The platform's renowned "5-minute" rule allows its users to accomplish anything within the platform in under 5-minutes and get back to having more conversations with those that impact their business most. Bonzo's core belief is that salespeople should spend more time creating conversations, and less time on the organization of data.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot.

Related link: https://www.salesboomerang.com/

HousingWire Magazine selects Sales Boomerang for 2022 Tech100 Mortgage Awards

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine's 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.

The Sales Boomerang borrower intelligence system helps improve borrower retention by monitoring a lender's database and alerting mortgage advisors when a past or prospective customer is ready for a loan. By helping lenders identify the best times to present financial opportunities with its 11 automated alert offerings, Sales Boomerang provides a more nuanced understanding of each past or prospective customer's financial situation. This insight not only makes it easier to convert opportunities into closed loans; it also builds lasting relationships with borrowers that help lenders achieve borrower retention rates greater than 85%.

"Sales Boomerang was recognized by HousingWire for the outstanding customer retention and satisfaction that our platform's borrower intelligence offers today's lenders," said Sales Boomerang Founder and CEO Alex Kutsishin. "The Sales Boomerang team works tirelessly to empower lenders with the innovative tech they need to connect borrowers with the perfect loan opportunities at the ideal time. This effort has led to our lender users closing $150 billion in additional loan volume to date."

Among other achievements, HousingWire highlighted Sales Boomerang's explosive three-year revenue growth of more than 3800% and the $468 billion in loan opportunities it delivered to 150 IMBs, banks and credit unions last year.

"This year's list of Tech100 honorees proves once again that innovation within housing is vital in differentiating the organizations who will thrive and those who will be left behind," said Clayton Collins, CEO of HW Media. "This list spotlights the innovators that are making the housing sector better and more sustainable by increasing efficiency, improving user and borrower experiences and bringing elasticity and improvements to age-old processes."

For more information about HousingWire's Tech100 Mortgage Awards, and to view the full list of 2022 winners, visit the March issue of HousingWire Magazine at https://www.housingwire.com/articles/housingwire-magazine-march-2022/ .

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About HousingWire:

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine's 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy.

Related link: https://www.salesboomerang.com/

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Sales Boomerang monitors mortgage lenders' customer and prospect databases to notify them exactly when a prospect or past customer is ready for a new loan. Sales Boomerang loan opportunity alerts may be triggered by market factors, like interest rate changes and home price appreciation, and consumer behaviors, such as listing a home for sale or improving one's credit score.

OptifiNow is a cloud-based sales and management software platform designed to meet the evolving needs of today's sales force. Optifinow's CRM is tightly integrated into its all-in-one platform of sales and marketing modules, giving users a simple end-to-end solution for managing all aspects of sales, marketing and business development.

Sales Boomerang's new integration with OptifiNow can be applied to any of the borrower intelligence platform's 11 unique loan opportunity alert offerings. When an opportunity alert is triggered by someone in a lender's database, that alert data is automatically ingested into OptifiNow. The CRM will then notify the loan originator (LO) associated with that customer and, depending on the user's specifications, automatically trigger personalized borrower outreach.

OptifiNow's CRM also generates a history of alerts for each prospect in a lender's CRM database. Synchronizing Sales Boomerang's real-time opportunity alerts with OptifiNow's CRM offers LOs a more nuanced understanding of a prospect's financial situation and enables lenders to build custom borrower data reports based on Sales Boomerang alert history.

"OptifiNow's intuitive, all-in-one CRM platform leverages Sales Boomerang's borrower intelligence to create a more streamlined lead generation experience," said Sales Boomerang Vice President of Product Mike Spotten. "Activating the integration between our systems will help our shared users harness the power of their database to ensure no borrower gets left behind at the closing table."

"We are thrilled to add Sales Boomerang to our ecosystem of best-in-class mortgage technology partners," said OptifiNow Vice President Sales Linn Cook. "The integration of OptifiNow and Sales Boomerang will drive greater borrower data integrity for our mutual lender clients, freeing them from the tedious process of manually gathering and tracking borrower information."

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About OptifiNow:

The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues. More information can be found at https://www.optifinow.com/industries/mortgage.

@SalesBoomerang @OptifiNow #fintech #digitalmortgage #mortgageindustry #mortgagemarketing #noborrowerleftbehind

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Related link: https://www.salesboomerang.com/

Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company's existing Rate Alert product.

The all-new Reverse Mortgage Alert notifies lenders when a past borrower or prospect would be a good candidate for a home-equity conversion mortgage (HECM), also known as a reverse mortgage. Sales Boomerang's Reverse Mortgage Alerts helps lenders identify contacts who could benefit from a reverse mortgage based on their current age and accumulated home equity. With American homeowners sitting on historic levels of untapped home equity, Reverse Mortgage Alert gives lenders the head start they need to connect with reverse mortgage prospects ahead of the competition.

Reverse mortgages include both HUD-insured and proprietary home-equity loan products that offer unique ways for older homeowners - generally, those age 62 and above - to tap their home equity. Reverse mortgages can be used to finance the purchase of a new home, make improvements to an existing home, pay for long-term care or medical expenses, or supplement a homeowner's retirement income, among other purposes.

"With untapped home equity at an all-time high, this latest expansion to our award-winning line of automated borrower intelligence and retention alerts is extremely timely," said Sales Boomerang Vice President of Product Mike Spotten. "By activating Reverse Mortgage Alerts, Sales Boomerang users can build healthier loan pipelines while helping customers access loan options they may otherwise have learned about from a competitor - or perhaps not have learned about at all."

Sales Boomerang has also enhanced its existing Rate Alert. A new feature enables users to limit the frequency of alerts they receive. In addition, a tighter integration with Optimal Blue eliminates the need for lenders to manually update their rates in Sales Boomerang; instead, lenders receive timely and accurate Rate Alerts based on Optimal Blue Mortgage Market Indices™. For more information about Sales Boomerang's Rate Watch and Reverse Mortgage alert offerings, contact your client success representative or email sales@salesboomerang.com.

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind™ ethos, visit https://www.salesboomerang.com.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company's existing Rate Alert product.

Related link: https://www.salesboomerang.com/

2022 Mentor of the Year Finalists Announced: Four academic leaders nominated for strong commitment to mentorship

ROCKVILLE, Md. /ScoopCloud/ -- The National Postdoctoral Association (NPA), in partnership with Gallagher, today announced during National Mentoring Month the finalists for the 2022 NPA Gallagher Mentor Award. The award recognizes a faculty member or advisor who engages in exceptional mentoring of postdoctoral scholars.

The prestigious award recognizes those who advocate for postdoctoral scholars; exhibit outstanding communication skills; embed diversity, equity and inclusion values in mentoring; demonstrate respect for the work and career paths of postdoctoral scholars; create productive working environments to enhance the postdoctoral experience; and show resilience and creativity as mentors during the pandemic.

"Recognition as a mentor is without a doubt the highest achievement one can receive, because it represents one's positive impact on those that will help shape the future," said Ed Krug, Ph.D., former recipient of the NPA Gallagher Mentor Award and professor emeritus at the Medical University of South Carolina.

The 2022 finalists for the NPA Gallagher Mentor Award are:

* Kellie Ann Jurado, Ph.D., University of Pennsylvania, Perelman School of Medicine

* Kalmia E. Kniel, Ph.D., University of Delaware

* Eben Kenah, Ph.D. & Grzegorz A. Rempala, Ph.D., The Ohio State University

"The NPA recognizes the accomplishments of all four of these impressive individuals and their unfailing commitment to mentorship for postdocs," stated NPA executive director and chief executive officer, Thomas P. Kimbis. "Each of these finalists is already a winner for how they give back to others every day and is a model for others to follow."

The winner of this year's award will be announced at the 2022 NPA Annual Conference, taking place live for the first time in three years in Chicago at the Palmer House Hilton on April 1-2, 2022 and through a virtual event April 28-29, 2022. Registration remains open for this event and is accessible to anyone around the world. Early bird registration ends on January 28, 2022.

About National Postdoctoral Association:

The National Postdoctoral Association (NPA) is a nonprofit, 501(c)(3) educational association headquartered in Rockville, MD. Founded in 2003, the NPA envisions an inclusive community where all postdocs are empowered, valued, recognized, and supported in their current and future endeavors. The NPA serves the entire postdoctoral community, including its more than 21,000 individual and 230 organizational members.

LEARN MORE: https://www.nationalpostdoc.org/

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The National Postdoctoral Association (NPA), in partnership with Gallagher, today announced during National Mentoring Month the finalists for the 2022 NPA Gallagher Mentor Award. The award recognizes a faculty member or advisor who engages in exceptional mentoring of postdoctoral scholars.

Related link: https://www.nationalpostdoc.org/