ACES Quality Management strengthens executive team with key promotions in compliance leadership
DENVER, Colo., July 8, 2025 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance.
ACES Quality Management Executives Selected to Speak at 2024 Mortgage Bankers Association Risk Management Conference and Expo
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced its Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations, Sharon Reichhardt will speak at the 2024 Mortgage Bankers Association (MBA) Risk Management Conference taking place September 22-24, 2024, at the Grand Hyatt in Washington, DC.
ACES Quality Management Enhances ACES Deposit Account Audit Pack for Banks and Credit Unions
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its Deposit Accounts Audit Pack. The pre-configured audit pack is designed to assist financial institutions with meeting the deposit account monitoring requirements from the Federal Deposit Insurance Corporation (FDIC) and other prudential regulators.
Realfinity and OnCourse Learning to Make Dual-Licensing a Reality for Real Estate Professionals
MIAMI, Fla. /ScoopCloud/ — Realfinity, a platform that facilitates dual-licensing for real estate agents, and OnCourse Learning, a comprehensive financial services education provider, are excited to unveil a strategic partnership to redefine mortgage education, training, and testing. This alliance presents a career opportunity for real estate agents to become dual-licensed mortgage loan originators. The combination of both roles aims to provide consumers with increased opportunities and full transparency in their residential real estate transactions.
ACES Quality Management Releases Call Monitoring Audit Pack to Enhance Mortgage Quality Control and Compliance Programs
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its newest product offering, ACES Call Monitoring Audit Pack. The pre-built, configurable Call Monitoring Audit Pack enables lenders and servicers to establish an additional layer of protection quickly and seamlessly within their QC program. ACES Call Monitoring Audit Pack includes custom data fields, ACES managed questionnaires and custom reports configurable to the individual organizations’ business needs.
ACES Quality Management Executive Vice President of Compliance, Amanda Phillips, to Speak at 2024 MBA Servicing Solutions Conference and Expo
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the Executive Vice President of Compliance Amanda Phillips will be speaking at the 2024 Mortgage Bankers Association (MBA) Servicing Solutions Conference taking place February 20-23, 2024, at the Hyatt Regency in Orlando, Fla.
Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company’s origination and servicing quality control (QC) audits.
ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions
DENVER, Colo. /ScoopCloud/ — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®.
Knowledge Coop Appoints Brian Paine as Director of Technology
VANCOUVER, Wash. /ScoopCloud/ — Knowledge Coop, the industry’s top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop’s technical operations.
Promontory MortgagePath Recruits Elisha Werner as Chief Compliance Officer
DANBURY, Conn. /ScoopCloud/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations.
MQMR Adds Mortgage-Focused Social Media Monitoring Platform
LOS ANGELES, Calif. /ScoopCloud/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has added ActiveComply, a social media monitoring platform, to its suite of audit, risk and compliance-focused solutions for financial institutions and independent mortgage lenders.
ARMCO Updates ACES IQ to Provide Guidance on Regulatory Changes Made in Response to COVID-19 National Emergency Declaration
DENVER, Colo. /ScoopCloud/ — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced it has created a new question set category within its ACES Intelligent Questionnaire (ACES IQ) functionality to house all temporary regulatory provisions issued by state and federal agencies and the GSEs in response to the COVID-19 national emergency declaration.
IDS Strengthens State-Specific Mortgage Document Preparation Functionality
SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that it has enhanced eSign tools for state-specific document functionality in its flagship document preparation platform idsDoc.
IDS Enhances Audit Worksheet Functionality in idsDoc
SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced that it has redesigned the audit worksheet feature in its flagship document preparation platform idsDoc.
IDS Signs Preferred Partner Agreement with Mortgage Builder
SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has signed a preferred partnership agreement with Mortgage Builder, a provider of award-winning mortgage loan origination and servicing software systems.
MQMR Hires Mortgage Compliance Executive Jeff Christensen as Vice President of Sales
LOS ANGELES, Calif. /ScoopCloud/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.
MQMR’s Britt Haven Receives Achievement Certification from the MBA’s Certified Mortgage Compliance Professional Program
LOS ANGELES, Calif. /ScoopCloud/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA).
Matic Marks Commitment to Compliance with Appointment of Shaz Kojouri to Senior Management Team
SHERMAN OAKS, Calif. /ScoopCloud/ — Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner’s insurance during the mortgage transaction, today announced it has tapped Shahrzad “Shaz” Kojouri as VP of legal and compliance. Prior to joining Matic, Kojouri was assistant general counsel for nonprofit student loan provider AccessLex Institute.
MQMR Advises Mortgage Lenders to Supplement Resources for Compliance Guidance
LOS ANGELES, Calif. /ScoopCloud/ — MQMR (Mortgage Quality Management and Research) President Michael Steer today urged lenders to seek additional resources for compliance advice to ensure total compliance with regulatory requirements.
The Mortgage Collaborative Announces Addition of Strategic Compliance Partners to Preferred Partner Network
SAN DIEGO, Calif. /ScoopCloud/ — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.
ARMCO’s Web-based ACES Audit Technology Brings New Efficiencies to The Barrent Group’s Mortgage Quality Assurance Offering
POMPANO BEACH, Fla. /ScoopCloud/ — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that its ACES (Automated Compliance and Evaluation System) Audit Technology has streamlined quality control (QC) loan reviews for The Barrent Group, a rapidly growing provider of outsourced loan quality assurance reviews and services. ARMCO’s solution significantly reduces The Barrent Group’s auditing times, reduces risk, ensures compliance and streamlines its mortgage quality control process for clients.
PRMI Improves Mortgage QC Audit Efficiency Using Insight RDM from TRK Connection
SALT LAKE CITY, Utah /ScoopCloud/ — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced that Salt Lake City-based Primary Residential Mortgage, Inc. (PRMI) has experienced significant improvement in the efficiency of its mortgage quality control (QC) auditing process. PRMI was the first mortgage lender to leverage Insight Risk and Defect Management (RDM), TRK’s flagship mortgage QC audit platform, for its in-house pre-funding and post-closing loan audits.
Twelve 11 Media Names Kristin Messerli Managing Editor of Mortgage Women Magazine
LAS VEGAS, Nev. /ScoopCloud/ — Twelve 11 Media, the Publisher of “Mortgage Women Magazine” and “Mortgage Compliance Magazine,” announced today that Kristin Messerli has been named Managing Editor of Mortgage Women Magazine. Kristin officially started on April 1, 2017 and the May-June 2017 issue of “Mortgage Women Magazine” will be the first issue produced under Kristin’s leadership.
DocMagic Unveils New Premium Rep and Warrant Offering Guaranteed TRID Compliance up to $5 Million
TORRANCE, Calif., Feb. 16, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, today announced the development of an extensive set of new reps and warrants for its calculations, documents and data, which provides peace of mind to lenders when it comes to compliance with the TRID rule.