Tag Archives: PROGRESS in Lending Trailblazers Award

ACES Quality Management Vice President of Marketing Romina Cusenza named 2026 Progress in Lending Trailblazers in Sales, Marketing and PR award winner

DENVER, Colo., May 6, 2026 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), a leading provider of enterprise quality management and control software for the financial services industry, announced today that Romina Cusenza, vice president of marketing, has been named a 2026 Trailblazers in Sales, Marketing and PR award winner by Progress in Lending. The award recognizes mortgage industry professionals who have made a meaningful positive impact on their company and the broader industry through sales, marketing and public relations initiatives.

Image caption: Romina Cusenza of ACES Quality Management.

“Romina’s leadership has been instrumental in shaping how the market understands and engages with ACES,” said Trevor Gauthier, CEO of ACES Quality Management. “Her ability to translate complex technology into clear, compelling business outcomes has strengthened our brand, expanded our reach and reinforced ACES’ position as a trusted partner to lenders navigating a challenging environment. This recognition is a testament to the real impact her work has had on our company and on the industry.”

As vice president of marketing, Cusenza led ACES’ go-to-market and communications strategy through one of the most challenging mortgage environments in recent history, driving a 45% increase in website visits and a 38% increase in direct traffic year over year. Key initiatives included the launch of ACES Intelligence®, the mortgage industry’s first AI-powered quality control engine, and ACES ENGAGE 2025, the company’s annual conference, where she introduced the “I Stand for Quality” movement.

“I believe the most powerful thing a marketing team can do is create content that genuinely helps people do their jobs better,” said Cusenza. “That’s been our north star at ACES, producing thought leadership that cuts through the noise, connects complex compliance concepts to real lender challenges, and contributes something meaningful to the industry conversation. This recognition reflects the hard work of an exceptional team, and it pushes us to keep raising that standard.”

The Progress in Lending Trailblazers in Sales, Marketing and PR award honors mortgage industry professionals who have demonstrated outstanding achievement in driving company growth and advancing the industry through innovative sales, marketing and public relations efforts. A full list of the 2026 Trailblazers award winners can be found at mymortgagemindset.com/the-2026-trailblazers-award-winners-are/.

About ACES Quality Management

ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry. The nation’s most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control® Software to improve audit throughput and quality while controlling costs, including:

Over 70% of the top 20 independent mortgage lenders;

7 of the top 10 loan servicers;
14 of the top 30 banks; and
7 of the top 15 credit unions in the United States.

ACES also supports multiple state housing authorities and mortgage insurers, a government-sponsored enterprise (GSE), along with dozens of third-party QC and compliance service providers that collectively serve hundreds of financial institutions.

Unlike other quality control platforms, ACES Flexible Audit Technology® enables independent mortgage lenders and financial institutions to easily manage and customize the system to their specific needs without relying on IT or outside resources. With ACES’ AI-powered capabilities, audit teams can translate complexity into clear insights and accelerate performance.

Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit acesquality.com or call 1-800-858-1598.

NEWS SOURCE: ACES Quality Management

This press release was issued on behalf of the news source (ACES Quality Management), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

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Courtney Dodd, Floify’s head of marketing, named a PROGRESS in Lending Sales, Marketing and PR Trailblazer

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry-veteran Courtney Dodd, has been named a 2024 Sales, Marketing and PR Trailblazer award honoree by PROGRESS in Lending. Now in its fifth year, the award recognizes the top sales, marketing and public relations executives making the biggest impact on the mortgage industry today.

Dodd joined Floify in 2023 with 12 years of experience in the mortgage and fintech sectors. Since then, the marketing expert has implemented a full-funnel strategic marketing strategy from the ground up to rebrand Floify, an exceedingly user-friendly point-of-sale (POS) platform, and reinforce its position as a fintech innovator. In 2023 and 2024, she successfully led the launch of two new products, Floify Broker Edition and Floify Lender Edition.

"We are extremely proud of Courtney and this recognition from PROGRESS in Lending as an industry trailblazer," said Sofia Rossato, president and general manager at Floify. "Courtney has brought a deep understanding of the market and the needs of our customers to finetune and launch products that exactly match their needs and budgets, which is helping us gain market share even in a 'down' market."

Many of Dodd's fast-track achievements at Floify are based on her extensive mortgage industry marketing experience. Dodd joined SimpleNexus (now an nCino company) in 2019, and her marketing efforts helped the platform more than double its active users. During her tenure, she was also half of a two-person team that developed a consultant program called the SimpleNexus Advocacy Program (SNAP), which brought in more than $1.5 million in sales revenue in the two-year period she worked on the project. Dodd led the sponsor program at SimpleNexus User Group (SNUG) from 2020 to 2023, tripling sponsorship contributions in this period. In 2021, she was promoted to director of integrated marketing, and she oversaw all events/conferences, association relationships, demand gen marketing, digital marketing and account-based marketing.

Prior to SimpleNexus, Dodd was product marketing manager at Ellie Mae (now ICE Mortgage Technology), where she led strategic product marketing initiatives, including branding, positioning, client communications and go-to-market planning. She also served as marketing manager at Calyx Software and was the regional marketing consultancy team lead at PrimeLending, a PlainsCapital Company.

"It's an honor to be recognized by PROGRESS in Lending as a trailblazer in my field and add this recognition to the other accolades being earned by Floify and its team," said Dodd. "I feel we're a company on the move, bringing innovation to our customers and the industry at a time when mortgage lenders and brokers need to work more efficiently and contain costs while creating a digital-first and welcoming user experience to customers."

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry-veteran Courtney Dodd, has been named a 2024 Sales, Marketing and PR Trailblazer award honoree by PROGRESS in Lending. Now in its fifth year, the award recognizes the top sales, marketing and public relations executives making the biggest impact on the mortgage industry today.

Related link: https://floify.com/

Melinda Harris of Down Payment Resource named a 2023 Trailblazer by PROGRESS in Lending Association

ATLANTA, Ga. /ScoopCloud/ -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that Director of Marketing Melinda Harris was selected to PROGRESS in Lending Association's list of 2023 Sales, Marketing and Public Relations Trailblazers. Now in its fourth year, the Trailblazers award program honors the most impactful sales, marketing and PR visionaries in the mortgage industry.

After joining DPR as a startup in 2008, Harris set her sights on raising consumer and industry awareness about how down payment assistance (DPA) programs can help people attain the dream of homeownership. By developing marketing collateral focused on debunking common myths surrounding homebuyer assistance, Harris is making DPA knowledge more mainstream and local program information easily accessible.

"Harris has been with DPR since day one - a testament to her dedication to inclusive, affordable homeownership for all," said DPR Founder and CEO Rob Chrane. "She embodies a marketing Trailblazer with her skill for crafting stories that educate and motivate players in our industry to embrace DPA."

Harris' marketing leadership has brought DPR to the forefront of the housing accessibility movement. In 2022 alone, her efforts helped drive an astounding 26,659 webinar registrations with a 43% attendance rate, more than double DPR's monthly website views, increase web conversion rates by 10% and grow Down Payment Connect subscribers by 200%.

"Being recognized as a 2023 Trailblazer by PROGRESS in Lending is an incredible honor," said Harris. "This accolade enhances my commitment to supporting DPR's lender, real estate agent, MLS and consumer listing site partners as they connect families with the financial assistance they need to build generational wealth through homeownership."

To view the complete list of 2023 Sales, Marketing and PR Trailblazers, visit https://mymortgagemindset.com/the-2023-trailblazers-award-winners-are/.

About Down Payment Resource:

Down Payment Resource (DPR) is an award-winning technology provider helping the housing industry connect homebuyers with the homebuyer assistance they need. With tool sets tailored for real estate agents, multiple listing services and mortgage lenders, DPR's technology empowers housing professionals to make affordable home financing opportunities more accessible while growing business and forging referral partnerships. The only organization to track the details of every U.S. homebuyer assistance program, DPR frequently lends its expertise to nonprofits, housing finance agencies, policymakers, government-sponsored enterprises, think tanks and trade organizations seeking to improve housing affordability. Its technology is used by five of the top 10 retail mortgage lenders by volume, three of the four largest real estate listing websites and 500,000 real estate agents. For more information, visit https://downpaymentresource.com/.

Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that Director of Marketing Melinda Harris was selected to PROGRESS in Lending Association's list of 2023 Sales, Marketing and Public Relations Trailblazers.

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

DocMagic’s Leah Sommerville Recognized with 2022 Trailblazer Award

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.

PROGRESS in Lending states that leading salespeople are consistently adding revenue to the topline for their organizations and marketing standouts are building credibility, awareness and value that pave the way for business development efforts. The commonality between the two functions is that these executives all work tirelessly to ensure that their companies and clients are successful and in the limelight; however, they themselves don't always get recognized. Currently in its fourth year, PROGRESS in Lending's Trailblazer award seeks to applaud industry standouts in this field.

Leah Sommerville of DocMagic has become an integral part of its eClosing team. Over the years, she has played a role in helping lenders make the switch to digitizing their lending processes with the implementation of eClosing, eNotarization, eNote and eVault technology. She has been successful in helping lenders transform their business models with DocMagic's suite of digital mortgage automation solutions.

"I am truly honored to be named to this all-star list of peers in my field who are doing great things for their companies on the revenue producing and awareness creation front," stated Sommerville. "It has been an exciting time at DocMagic introducing lenders to the immense value our Total eClose(tm) platform delivers and I am excited to be recognized by the judges at PROGRESS in Lending."

During the last few years, Leah has made significant inroads with introducing DocMagic's comprehensive Total eClose(tm) platform and ancillary solutions. She works closely with direct lenders, warehouse lenders, investors, settlement providers, notaries, and other lending entities to automate the closing process ---ultimately benefiting the entire mortgage supply chain. Leah's efforts don't stop with just a sales-based focus; she also works with DocMagic's marketing team to create awareness, participating as a speaker on many webinars and discussion groups throughout the year to educate lenders on the value of digitizing the mortgage process.

The complete list of PROGRESS in Lending's class of 2022 Trailblazers is showcased on its website: https://mymortgagemindset.com/the-2022-trailblazers-award-winners-are/.

About DocMagic:

DocMagic, Inc. is the leading provider of fully compliant document generation, automated compliance, eSignature and comprehensive eMortgage solutions for the mortgage industry. Founded in 1987 and headquartered in Torrance, Calif., DocMagic, Inc. develops award-winning software, mobile apps, and web-based systems for the production and delivery of compliant loan document packages. The company's solutions connect industry participants, promote collaboration, and ensure data integrity to execute precision-based digital lending transactions. The company's compliance experts and in-house legal staff consistently monitor legal and regulatory changes at both the federal and state levels to ensure accuracy. For more information on DocMagic, visit https://www.docmagic.com/.

DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.

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

ReverseVision’s Wendy Peel Named a PROGRESS in Lending Trailblazers Award Recipient for Sales and Marketing Leadership

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award. Now in its second year, the Trailblazers award program honors sales, marketing and public relations executives whose strategic initiatives have positioned their companies as leaders in the financial services market.

Peel was recognized for entrenching ReverseVision as the leading reverse mortgage lending platform while simultaneously winning over hearts and minds on the benefits of HECM lending. Since joining ReverseVision in 2016, Peel has elevated the firm beyond the stature of technology provider. Because of her efforts, reverse mortgage lenders have grown to rely on ReverseVision as their primary source of thought leadership and reverse mortgage lending education.

"Wendy has an unmatched passion for ensuring lenders have the support and tools they need to serve homeowners at every stage in life with a holistic Generational Lending strategy," said ReverseVision President Joe Langner. "She is an essential member of the ReverseVision team and is well-deserving of this honor."

Wendy Peel's PROGRESS in Lending Trailblazers profile can be viewed at https://mymortgagemindset.com/the-2020-trailblazers-award-winners-are/.

About ReverseVision

Founded in 2007, ReverseVision, Inc. is the leading national Home Equity Conversion Mortgage (HECM) and private reverse mortgage program sales and origination technology platform, supporting more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite aligns to lenders' unique business and operational models, connecting all lending participants across the entire reverse mortgage lifecycle. A five-time HousingWire TECH100™ company, ReverseVision is a privately held company based in San Diego, California.

For more information, visit https://www.reversevision.com/.

Twitter: @reversevision @engageprogress #digitalmortgage #HECM #reversemortgage

Facebook: @reversevision

LinkedIn: @reversevision

ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that PROGRESS in Lending Association has honored company Vice President of Sales and Marketing Wendy Peel with its Trailblazers award.

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