Tag Archives: West Palm Beach Business

Klingenstein Fields Advisors Expands Its South Florida Team

WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach.

Photo caption: Christopher E. Havlicek.

Chris will be working closely with John and Mike, as well as the firm’s New York-based professionals, to help prospective clients identify and address their complex philanthropic, legacy, and wealth planning needs.

“This enhanced presence and valuable addition to our team demonstrates our continued commitment to serving the key south Florida market,” said John Pavela. “Chris has longstanding roots in the community and possesses deep experience in creating integrated solutions for individuals and families with significant assets. His client-focused, personalized approach aligns strongly with Klingenstein Fields Advisors, and we look forward to his contributions in expanding our presence in south Florida and beyond.”

Prior to Klingenstein Fields Advisors, he was the Chief Marketing Officer of Palm Beach Capital, spearheading the firm’s marketing, fundraising, deal sourcing, and community involvement efforts. Before that, Chris was the Florida Market Manager and Managing Director at J.P. Morgan Private Bank. Prior to J.P. Morgan Private Bank, he was with Goldman Sachs in Boston and New York. Chris has served on several philanthropic boards throughout Florida and Massachusetts and holds a Bachelor of Arts from the University of Virginia, where he was a three-time All-ACC Academic Team member and captain of the men’s varsity basketball team.

“I am excited about the opportunity to help Klingenstein Fields Advisors’ clients grow and preserve their wealth for generations to come,” said Chris. “I believe that our approach to working with individuals and families helps us deliver solutions and services that can enhance their financial well-being.”

About Klingenstein Fields Advisors

Klingenstein Fields Advisors is an independent SEC-registered advisor with approximately $4.7B in AUM (as of 12/31/24), with offices in New York City and West Palm Beach. For over 35 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management. For more information about KF Advisors, please contact us at 212.492.7000 or visit us at https://www.klingenstein.com/.

MULTIMEDIA:

Photo link for media: https://www.Send2Press.com/300dpi/25-0429-s2p-havlicek-300dpi.jpg

Photo caption: Christopher E. Havlicek.

NEWS SOURCE: Klingenstein Fields Advisors

This press release was issued on behalf of the news source (Klingenstein Fields Advisors), 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.

To view the original story, visit: https://www.send2press.com/wire/klingenstein-fields-advisors-expands-its-south-florida-team/

Rapid Deployment Solutions Announces Sponsorship of the 2023 Special Olympics Race for Inclusion – Miami

WEST PALM BEACH, Fla. /ScoopCloud/ -- Rapid Deployment Solutions ("RDS") - a leading implementation partner with SAP Solutions for OpenText - is announcing its sponsorship of the 2023 Special Olympics Race for Inclusion on December 8, 2023, in Miami, FL.

The Special Olympics is a remarkable organization dedicated to empowering individuals with intellectual disabilities through sports, fostering inclusion, and promoting the values of courage, determination, and friendship.

As a sponsor of the Race for Inclusion, RDS will be supporting an event that raises funds to help provide:

* Sports training and competition.

* Critical health services.

* Life-changing leadership programs to nearly 60,000 Special Olympics Florida athletes across the state.

"We believe in the transformative power of sports to bring people together and create opportunities for personal growth and achievement," said Jason Hall, EVP & Chief Operating Officer at RDS. "Our partnership with the Special Olympics aligns with our core values, and we are excited to contribute to the success of this incredible organization."

Special Olympics is the world's largest sports organization for children and adults with intellectual disabilities, serving athletes in all 50 U.S. states and over 190 Countries.

RDS looks forward to a fruitful collaboration with the Special Olympics and anticipates the upcoming Race for Inclusion with enthusiasm. We invite everyone to join us in supporting this important cause and witness the incredible dedication and talent of the Special Olympics athletes.

The Race for Inclusion is part of Special Olympics Florida's broader movement to build communities of inclusion and acceptance for people with intellectual disabilities. Participants can register for as many events as they like. A complete list of events and locations is at RaceforInclusion.org. Most events will take place during the last quarter of 2023.

You can join the RDS/OpenText Race for Inclusion Team at https://give.specialolympicsflorida.org/goto/rdschampions and start supporting Special Olympics athletes.

About Rapid Deployment Solutions:

Headquartered in West Palm Beach, FL, Rapid Deployment Solutions "RDS" is a woman-owned IT company delivering professional services fueled by OpenText, and SAP. RDS combines unmatched experience and specialized capabilities globally. RDS provides the core values of integrity, healthy relationships, and unwavering commitment to customer service.

For more information, visit https://rds-consulting.com/.

About Special Olympics Florida:

Now celebrating its 50th Anniversary, Special Olympics Florida provides year-round sports training and competition, crucial health services and life-changing leadership programs to children and adults with intellectual disabilities. It serves nearly 60,000 Special Olympics athletes annually, at no cost to athletes or their families. To learn more, visit https://www.specialolympicsflorida.org/.

Rapid Deployment Solutions ("RDS") - a leading implementation partner with SAP Solutions for OpenText - is announcing its sponsorship of the 2023 Special Olympics Race for Inclusion on December 8, 2023, in Miami, FL.

Related link: https://www.rds-consulting.com/

Tax Help MD Provides Five Steps to Help Small Corporations Calculate QBI

WEST PALM BEACH, Fla. /ScoopCloud/ -- Tax Help MD helps self-employed individuals and small businesses to resolve tax issues. From basic tax filings to more complex situations, Tax Help MD wants its clients to come out on top. That's why it empowers them with information, so they can get the best tax benefits available.

"For example, many businesses are not aware that the qualified business income deduction (QBI) is a tax deduction that allows eligible, self-employed and small-business owners to deduct up to 20 percent of their qualified business income on their taxes," Ekaterina Drouin, president, Tax Help MD says.

Here, Tax Help MD lists the five steps small corporations need to follow to accurately calculate QBI:

1 - Identify eligible business activities: Determine which activities conducted by the small corporation qualify for the QBI deduction. Generally, most trades or businesses other than specified service trades or businesses (SSTBs) are eligible. SSTBs include professions such as law, accounting, healthcare, consulting, financial services and others.

2 - Calculate the QBI for each eligible business activity: For each eligible business activity, calculate the QBI separately. The QBI is generally the net income or loss from the activity, excluding certain items such as capital gains or losses, dividends and interest income.

3 - Consider limitations and thresholds: QBI calculations may be subject to various limitations and thresholds. One such limitation is the taxable income threshold, which can affect the availability and amount of the QBI deduction. For tax years beginning in 2021, the threshold is $329,800 for married filing jointly or $164,925 for individual taxpayers.

4 - Apply W-2 wage and qualified property limitations (if applicable): For certain businesses, there are additional limitations based on W-2 wages and qualified property. If the small corporation is subject to these limitations, calculate the allowable QBI deduction based on a combination of the QBI, W-2 wages paid by the business and the unadjusted basis of qualified property used in the business.

5 - Determine the QBI deduction: Once the QBI is calculated for each eligible business activity and relevant limitations are applied, then the overall QBI deduction for the small corporation can be determined. The QBI deduction is generally a percentage (up to 20 percent) of the total QBI from all eligible activities.

Tax Help MD staff warns that it's important to note that tax laws and regulations are subject to change, and there may be additional considerations and complexities involved in calculating QBI for small corporations. Therefore, consulting with a qualified tax professional or accountant who is familiar with specific circumstances is highly recommended to ensure accurate and compliant calculations.

"We're a small business - just like many of our clients - so we're intimately familiar with their situations and how to help them achieve the best outcomes possible," Drouin says.

About Tax Help MD:

In business since 2012, Tax Help MD is a results-driven, full-service tax resolution organization which specializes in helping taxpayers get free of the stress and strain of tax debt. It has a CPA and tax attorney on staff and will help to set up IRs payment plans as needed too.

FOR MORE INFORMATION:

Tax Help MD: https://www.taxhelpmd.com/

Tax Help MD helps self-employed individuals and small businesses to resolve tax issues. From basic tax filings to more complex situations, Tax Help MD wants its clients to come out on top. That's why it empowers them with information, so they can get the best tax benefits available.

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

Rapid Deployment Solutions and M-Files Announce Sponsorship of the 2022 Special Olympics Florida Race for Inclusion – Miami

WEST PALM BEACH, Fla. /ScoopCloud/ -- Rapid Deployment Solutions (RDS), in partnership with M-Files, a global leader in information management, is announcing its sponsorship of the 2022 Special Olympics Florida Race for Inclusion on December 8, 2022, in Miami, FL. Each year, Special Olympics Florida serves nearly 60,000 athletes from Key West to Pensacola. Special Olympics is the world's largest sports organization for children and adults with intellectual disabilities, serving athletes in all 50 U.S. states and over 190 Countries.

As a Supporter Level Sponsor of the Race for Inclusion, RDS and M-Files will be supporting an event that raises funds to help provide:

* Sports training and competition.

* Critical health services.

* Life-changing leadership programs to Special Olympics Florida athletes across the state.

"Included in the RDS mission is to build value for our clients and those we touch in the community," said Jason McCloy Hall, Executive Vice President & COO of Rapid Deployment Solutions. "We are excited to partner with M-Files in supporting Special Olympics Florida, encouraging and supporting essential health services amongst its athletes."

"The Special Olympics Florida athletes are outstanding competitors dedicated to excellence," said Antti Nivala, Founder and CEO, M-Files. "Their commitment is inspirational, and M-Files is honored to help support them. Everyone taking part in the Race for Inclusion is a winner."

The Race for Inclusion is part of Special Olympics Florida's broader movement to build communities of inclusion and acceptance for people with intellectual disabilities. Participants can register for as many events as they like. A complete list of events and locations is at RaceforInclusion.org. Most events will take place during the last quarter of 2022.

You can join the RDS/M-Files Race for Inclusion Team at http://give.specialolympicsflorida.org/goto/teamrds and start supporting Special Olympics Florida athletes.

About Rapid Deployment Solutions:

Headquartered in Fort Lauderdale, Florida, Rapid Deployment Solutions (RDS) is a woman-owned IT company delivering services powered by M-Files, SAP, and OpenText to Fortune 1000 and SMB companies globally. RDS combines unmatched experience and specialized capabilities globally. RDS provides the core values of integrity, healthy relationships, and unwavering commitment to customer service. For more information, visit https://rds-consulting.com/.

About M-Files:

M-Files is a global leader in information management. The M-Files metadata-driven document management platform enables knowledge workers to instantly find the right information in any context, automate business processes, and enforce information control. This provides businesses with a competitive advantage and substantial ROI as they deliver better customer experiences and higher-quality work with lower risk. For more information, visit https://www.m-files.com/.

About Special Olympics Florida:

Now celebrating its 50th Anniversary, Special Olympics Florida provides year-round sports training and competition, crucial health services and life-changing leadership programs to children and adults with intellectual disabilities. It serves nearly 60,000 Special Olympics athletes annually, at no cost to athletes or their families. To learn more, visit https://www.specialolympicsflorida.org/.

Rapid Deployment Solutions (RDS), in partnership with M-Files, a global leader in information management, is announcing its sponsorship of the 2022 Special Olympics Florida Race for Inclusion on December 8, 2022, in Miami, Florida. Each year, Special Olympics Florida serves nearly 60,000 athletes from Key West to Pensacola.

Related link: https://www.rds-consulting.com/

Thousands Expected to March on DeSantis This Weekend for Reproductive Rights

WEST PALM BEACH, Fla. /ScoopCloud/ -- Thousands of people this weekend are expected to March on Ron DeSantis, the Capitol and the Supreme Court of Florida, Bans Off Our Bodies Florida announced today. Fed up with the way that the Republican government is treating their rights, they are prepared to show the governor their displeasure with numbers.

What: Thousands to March on Governor's Mansion

When: August 27, 2022

"I think that the consistent insults that come from Tallahassee have worn down the patience of the people of Florida," Laura Lippo, one of the organizers said of the March, "and they are ready to show Ron that attacking our bodily autonomy is the last straw."

"Our main message is that he, and his fellow lawmakers, need to make a declaration, with actions to match, that they will support the people of this state under no uncertain terms by declining all legislation that prevents the right to choose." Laura concluded.

DeSantis has continued to uncharacteristically remain relatively quiet on the subject, only saying that he would, "work to expand pro-life protections." Most political scholars feel this is to avoid the election year controversy that largely favors the opposing view.

The peaceful protest on Saturday is pressuring the governor to make his stand.

"The constitution of Florida states, 'Every natural person has the right to be let alone and free from governmental intrusion into the person's private life'," Emmie Reed, another organizer of the March said, "what we are asking of Ron DeSantis is to enforce our Constitutional rights."

Bans Off Our Bodies Florida is a campaign led by abortion rights supporters. It is a movement for reproductive rights and healthcare with rallies across the state which are intended to send a message loud and clear: All people deserve access to abortions when they need it and in the communities they live in.

LEARN MORE:

Facebook page: https://www.facebook.com/bansoffourbodiesflorida/

FB Group: https://www.facebook.com/groups/1056758318558916/?ref=share_group_link

Event page: https://fb.me/e/2CCBBPrFP

Instagram https://instagram.com/bansoffflorida?igshid=YmMyMTA2M2Y=

Thousands of people this weekend are expected to March on Ron DeSantis, the Capitol and the Supreme Court of Florida, Bans Off Our Bodies Florida announced today. Fed up with the way that the Republican government is treating their rights, they are prepared to show the governor their displeasure with numbers.

Marching on DeSantis for Abortion Rights: Large March Planned Ahead of Florida Supreme Court Decision on 15 Week Ban

WEST PALM BEACH, Fla. /ScoopCloud/ -- Pro-choice protestors are taking to the capitol on August 27, 2022, ahead of the anticipated Florida Supreme Court Ruling on the 15-week abortion ban. Bans Off Our Bodies Florida, is planning to show DeSantis, and the Supreme Court Justices, that upholding this new law is an assault on equality, health, privacy and the constitution of Florida.

"The Florida Constitution clearly states, 'Every natural person has the right to be let alone and free from governmental intrusion into the person's private life.' I don't know how it could be any clearer that this means for the government to stay out of my reproductive rights," says Laura Lippo, one of the organizers of the event. "Although the U.S. Supreme Court assertively wrong in their interpretation of our rights under the 14th Amendment in the U.S Constitution, there is no ambivalence with Florida's."

So far, Florida courts have respected and upheld the privacy of Floridians from governmental intrusion; however, with a court that is stacked in DeSantis's favor, it is possible that could change.

"Just because you are able to assign people to a court with your belief system, doesn't make that belief system legal," Laura said. "DeSantis has created an assault on Floridians rights that will end in the ballot box."

The event will start with speakers followed by a peaceful march.

"DeSantis is waging this war against us," Nicole Richards, co-organizer of the event said. "On August 27th we are showing up with our presence and voice as our weapons. We will not be ignored."

Bans Off Our Bodies Florida is a campaign led by abortion rights supporters. It is a movement for reproductive rights and healthcare with rallies across the state which are intended to send a message loud and clear: All people deserve access to abortions when they need it and in the communities they live in.

LEARN MORE:

Facebook page: https://www.facebook.com/bansoffourbodiesflorida/

FB Group: https://www.facebook.com/groups/1056758318558916/?ref=share_group_link

Event page: https://fb.me/e/2CCBBPrFP

Instagram https://instagram.com/bansoffflorida?igshid=YmMyMTA2M2Y=

Pro-choice protestors are taking to the capitol on August 27, 2022, ahead of the anticipated Florida Supreme Court Ruling on the 15-week abortion ban. Bans Off Our Bodies Florida, is planning to show DeSantis, and the Supreme Court Justices, that upholding this new law is an assault on equality, health, privacy and the constitution of Florida.

OpenClose’s Mitch Swanson Honored by PROGRESS in Lending with Next Gen Leader Award

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its product delivery manager, Mitch Swanson, has been recognized as a Next Gen Leader within the industry by PROGRESS in Lending Association.

The Next Gen Leader award highlights rising visionaries and thought leaders who have been in the mortgage industry for 15 years or less. PROGRESS in Lending states that the winners encompass a wide range of mortgage professionals with diverse skill sets that have one commonality: helping their companies make a difference for the good of the industry. Winners of the award are creative, out-of-the-box thinkers who go beyond what's expected, are not afraid to step forward and blaze a new trail, and constantly offer bold new ideas.

Mitch Swanson, PMP has spent his entire career in the mortgage industry working for both mortgage lenders and mortgage technology vendors. This rich blend of vendor and lender experience gives him unique industry insight to better assist lenders in optimizing the use of OpenClose's solution suite.

"I am elated that the judges at PROGRESS in Lending put me on the 2022 list of young, emerging leaders who are making a difference in the mortgage industry," said Swanson. "I have been dedicated to the mortgage industry from day one and am committed to helping lenders maximize operational efficiencies via technology. I look forward to working with more lenders and introducing them to OpenClose's suite of mortgage software solutions."

At OpenClose, Mitch has been integral with delivering the company's borrower direct lending automation solution, ConsumerAssist™. This self-service model flourished throughout the refinance boom, helping lenders manage an influx of loan applications, and is now being leveraged to cut costs while offering borrowers a superb lending experience. ConsumerAssist has been implemented with great success at banks, credit unions, and independent mortgage banks thanks to Mitch's leadership and innovation.

Mitch has also worked on OpenClose's Assist series that automate specific lending functions for a wide variety of customer types. In addition to onboarding new customers onto the ConsumerAssist platform, Mitch constantly works on product enhancements that deliver innovative solutions that increase borrower satisfaction and lender efficiencies.

One of Mitch's latest initiatives includes creating a three-tiered pre-approval process based on confidence levels calculated with inputs from third party verification services. This process will have the ability to generate pre-approval letters with little to no contact with a loan officer. Consequently, it will dramatically improve a buyer's chance at securing a property to purchase while reducing the number of resources required to generate an accurate pre-approval. Mitch's efforts are ongoing, as he continually works with the OpenClose team and its customers to further enhance OpenClose's software solutions.

"Mitch is an integral member of our product development team who is well-respected by his colleagues, industry peers and OpenClose's customers," said Allen Pollack, vice president of innovation at OpenClose. "He is a dynamic, multi-faceted person who is stacked with mortgage technology experience at both the vendor and lender levels. We are pleased that the judges at PROGRESS in Lending recognized Mitch's efforts that deservedly landed him on the 2022 Next Gen Leaders list."

The complete list of award winners for 2022 can be found on PROGRESS in Lending's website: https://mymortgagemindset.com/the-2022-nextgen-leader-award-winners-are/

About OpenClose:

Founded in 1999, OpenClose is the preeminent fintech provider that developed the mortgage banking industry's first SaaS-based lending automation software platform. Today, the company has expanded to become an award-winning, comprehensive loan origination software suite that slashes the cost to manufacture loans by up to 40 percent, reduces processing and underwriting cycle times by up to 50 percent, and requires minimal support to install and manage. OpenClose is the only vendor in the industry able to offer a true end-to-end, omni-channel, 100 percent browser-based, workflow-driven platform that effectively consolidates the digital POS, LOS, PPE and BI functions via a single provider, with easy access from any browser or mobile device. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its product delivery manager, Mitch Swanson, has been recognized as a Next Gen Leader within the industry by PROGRESS in Lending Association.

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

Bans Off Our Bodies Florida announces Independence Day Boycott from Roe v Wade Decision

WEST PALM BEACH, Fla. /ScoopCloud/ -- Local and national pro-choice groups have declared that since women are rapidly losing the freedom to control their own bodies, Independence Day has struck a new chord this year... with a spending strike. Bans Off Our Bodies in Florida is calling for a complete strike of all retail goods from July 2 until the completion of July 4, 2022. Since women have 85% control over consumer spending according to Forbes, the impact could be huge.

"We're looking to show Florida and the country that the impact of controlling women's bodies will have far-reaching consequences," said Laura Lippo, one of the event organizers, "Today, women control more than $10 trillion of total U.S. household financial assets according to CNBC. I hope we send the message that if the government tries to control our bodies, we will leverage our spending power to affect the economy of this country."

Americans are estimated to spend 7.52 billion dollars over the holiday weekend; Bans Off Our Bodies is calling for a total freeze-out of this spending. "Whether it's fireworks or food, gas or clothes, don't do it! Don't spend a dime," Co-organizer Alicia Caple says, "We will be seen. We will be heard."

Event info: https://facebook.com/events/s/independence-day-boycott/763275934854040/

Group info: https://www.facebook.com/groups/1056758318558916/

Local and national pro-choice groups have declared that since women are rapidly losing the freedom to control their own bodies, Independence Day has struck a new chord this year... with a spending strike. Bans Off Our Bodies in Florida is calling for a complete strike of all retail goods from July 2 until the completion of July 4, 2022.

OpenClose Adds DataVerify Solutions to its LenderAssist™ LOS

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.

Directly from within LenderAssist, users can initiate a comprehensive data verification analysis that compares borrower information across multiple data sources to validate their information. The lender receives a full DRIVE report and is alerted when variances occur during the origination process.

"Incorporating the DataVerify technology into our LOS helps protect our customers and offers time saving efficiencies," said Vince Furey, CRO at OpenClose. "Our integration with DataVerify takes the validation of data many steps further than manually checking information on the borrower's loan application in order to accurately assess and mitigate risk. The value of this new interface is clear-cut."

Using the DRIVE® platform, OpenClose customers can now cross check key information on the borrower's loan application such as phone numbers, addresses, NMLS licenses, both custom and industry watchlists, and more. DataVerify automatically combs and compares the results from many different databases to pinpoint the same risk factor in order to confirm or deny its existence.

The DataVerify DRIVE platform also checks the borrower's background for bankruptcies, foreclosures, liens and judgments, real estate property owned, driver's license validity, and other information that affects lender and investor risk assessment. In addition, DataVerify offers the ability to efficiently manage the Undisclosed Debt Monitoring product through DRIVE® in partnership with Factual Data®.

"We are excited to have a direct integration with OpenClose and are confident that DRIVE®'s added functionality will benefit users residing on their LenderAssist LOS," said DataVerify President Brad Bogel. "The detailed reporting that DRIVE returns into LenderAssist will help our mutual customers identify potential fraud and streamline the process."

The DRIVE® platform is proven to automate aspects of the underwriting process including many tasks that are often manually completed by an underwriter. DRIVE® is based on a set of rules that a mortgage fraud expert would typically follow in diagnosing a problem, and its technology is able to identify nuances. The platform can identify instances of possible fraud, data inaccuracies, compliance issues, and highlights risk that lenders could potentially be exposed to throughout the lending process. Lenders are also empowered with the ability to configure specific rules in the platform to better fit their business model and adjust as their needs change.

About OpenClose:

Founded in 1999, OpenClose is the preeminent fintech provider that developed the mortgage banking industry's first SaaS-based lending automation software platform. Today, the company has expanded to become an award-winning, comprehensive loan origination software suite that slashes the cost to manufacture loans by up to 40 percent, reduces processing and underwriting cycle times by up to 50 percent, and requires minimal support to install and manage. OpenClose is the only vendor in the industry able to offer a true end-to-end, omni-channel, 100 percent browser-based, workflow-driven platform that effectively consolidates the digital POS, LOS, PPE and BI functions via a single provider, with easy access from any browser or mobile device. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About DataVerify:

DataVerify is a premier provider of risk mitigation, data validation, and workflow management solutions for the mortgage industry. DataVerify harnesses advanced analytics and technology to create automated and configurable workflow and decision management solutions. Their highly responsive platform empowers lenders to make precise and consistent business decisions through an engine that identifies and measures hidden threats such as data integrity errors and misrepresentations, identity theft, and property and application risk. Engineered to offer optimal flexibility, the DataVerify platform (which incorporates 4506-C, SSA, and employment and income verification) allows lenders to manage risks according to their institution's tolerance level. For more information about DataVerify, please contact info@dataverify.com or access the company's website at https://www.dataverify.com/.

OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.

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

PROGRESS in Lending Lauds Kathy Olsen of OpenClose with Most Powerful Women in Fintech Award

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its director of support services, Kathy Olsen, has been honored by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.

Now in its fourth year, the Most Powerful Women in Fintech award recognizes only those women who play key roles in leading the way and reshaping how the mortgage industry thinks. PROGRESS in Lending named only a total of 35 honorees to the 2022 list.

With more than 30 years of experience in the mortgage industry, Kathy Olsen has spent a good portion of her career working in mortgage technology and specifically the LOS space. She oversees training and support for OpenClose's LenderAssist(tm) LOS customers and ancillary solutions.

Armed with experience working for lenders, mortgage technology providers and industry consultants coupled with 12 years at OpenClose, Olsen is in a unique position to help customers get trained and go live. Olsen is credited with onboarding and training dozens of new customers throughout one of the most explosive growth periods in OpenClose's 22-year company history. In recent years, lender demand for OpenClose's completely browser-based Assist series of lending solutions has spiked, as lenders enjoy a simple and cost-effective workflow to managing the mortgage lending process within an efficient, easy-to-use and elegant user experience.

"I am elated to receive recognition alongside so many other accomplished women who are helping spur forward progress for their companies and the industry," said Olsen. "There are a lot of great technology solutions available to lenders; however, it's the people behind those solutions that ultimately makes a difference. As one of the 35 winners, it's refreshing to see advances being made in the industry with female technologists."

"Kathy is very passionate about helping our customers quickly get up to speed on our platform and began enjoying newfound efficiencies," said Vince Furey, CRO at OpenClose. "She is a rare breed of highly dedicated and enthusiastic subject matter experts in the LOS space, and it shows in the way she interfaces with end users. We are lucky to have Kathy on our team."

The complete list of Most Powerful Women in Fintech winners for 2022 can be found on PROGRESS in Lending's website. https://mymortgagemindset.com/the-2022-most-powerful-women-in-fintech-award-winners-are/.

About OpenClose:

Founded in 1999, OpenClose is the preeminent fintech provider that developed the mortgage banking industry's first SaaS-based lending automation software platform. Today, the company has expanded to become an award-winning, comprehensive loan origination software suite that slashes the cost to manufacture loans by up to 40 percent, reduces processing and underwriting cycle times by up to 50 percent, and requires minimal support to install and manage. OpenClose is the only vendor in the industry able to offer a true end-to-end, omni-channel, 100 percent browser-based, workflow-driven platform that effectively consolidates the digital POS, LOS, PPE and BI functions via a single provider, with easy access from any browser or mobile device. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Social: @OpenClose_LOS #LenderAssist #KathyOlsen #MostPowerfulWomenInFintech #MortgageSoftwareSolutions

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders, announced that its director of support services, Kathy Olsen, has been honored by PROGRESS in Lending Association as a leading female technology professional in the mortgage industry.

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

System4 Opens 5th Office in Florida

PALM BEACH, Fla. /ScoopCloud/ -- System4 Facility Services Management, an industry leader in facility management solutions that specializes in customized commercial cleaning, disinfection and repair and maintenance services announced opening its fifth office in Florida. The new Florida office is located in the Palm Beach area.

"Julie Arrington and her team have been full of energy and excitement since our first phone call. We know that they will be excellent operators and conscientious advocates for their customers as they build their business," said Scott Kubec, COO, System4.

Local business owners, facility managers and business leaders throughout the Palm Beach, Florida area will now have access to customized facility service solutions. System4 of Palm Beach specializes in creating customized commercial cleaning, disinfection and repair and maintenance solutions that fit the unique needs of any type or size business. Whether a childcare facility, a physical rehabilitation center or fitness center, System4 of Palm Beach has you covered - inside and out!

On April 18, 2022, Erik and Julie Arrington assumed ownership of the System4 of Palm Beach office. The Palm Beach office is located at 801 Northpoint Parkway, Ste 53, West Palm Beach, FL 33407. The System4 of Palm Beach office can be reached at 561-406-0464.

"As a family owned and operated company, we are elated to join the System4 family servicing the Palm Beach market in Florida. We are eager to provide customized commercial cleaning and facility services. We believe in building strong partnerships with our clients within this market and look forward to offering solutions to meet their needs," said Erik and Julie Arrington, Franchise Owners, System4 of Palm Beach.

More information: https://system4.com/facility-services-management/

About System4:

Founded in 2004, System4 Facility Services Management has become an industry leader in commercial cleaning, disinfection and repair and maintenance. With more than 60 locations nationally, System4 manages the interior and exterior of any size or type facility. As a one point of contact for all facility service needs, System4 simplifies processes for business owners, operators and management by saving time, reducing complexity and overall cost.

Contact System4 of Palm Beach at 561-406-0464 to discuss customized facility service solutions.

To learn more visit: https://system4.com/contact/

Locations: https://system4.com/locations/

LinkedIn.com: https://www.linkedin.com/company/system4-llc/

System4 Facility Services Management, an industry leader in facility management solutions that specializes in customized commercial cleaning, disinfection and repair and maintenance services announced opening its fifth office in Florida. The new Florida office is located in the Palm Beach area.

Related link: https://system4.com/

OpenClose Launches Mobile Assist™ Native Mobile App Platform

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist™. Mobile Assist adds features and functionality to make originators more successful with a real-time omnichannel device platform that helps originators deliver superior service and guidance to their borrowers and referral partners in a secure, seamless and collaborative experience.

OpenClose's Mobile Assist allows originators to generate product and pricing scenarios, run AUS, lock loans, view conditions, receive real-time notifications, communicate easily and have greater visibility into all aspects of the loan manufacturing process. Originators can invite borrowers into a secure environment at any stage of the application process; upload or photo capture documentation; eSign documents; automatically verify employment, income and assets; view progression of their loan; action loan conditions; and collaborate with staff and affinity partners to efficiently complete the transaction.

For lenders, Mobile Assist extends the traditional office and will help attract top-tier sales talent and secure vital referral partners. The platform provides an environment where originators, borrowers, realtors and other affinity partners can fully function and collaborate on a native Android, iPhone or iPad device. With on-the-go connectivity to critical data and tools, you become the partner that offers originators cutting edge tools while establishing operational efficiencies and reducing the cost to manufacture loans

"OpenClose provides unburdened, secure connectivity to our digital lending ecosystem by eliminating the hardware tether associated with our competitors. With mobile devices being such an integral part of our culture today and the demand for in real-time experiences, OpenClose wanted to fundamentally shift the way people think about mortgage loan origination," said Allen Pollack, VP of Innovation at OpenClose. "Consumers demand the flexibility to engage on their time with the devices that are always by their side and have the opportunity to communicate not only with their lender, but also with all parties critical to their transaction. Originators can now embrace the culture and better service their borrowers and partners with unmatched work-from-anywhere personalized experiences."

OpenClose's Mobile Assist interacts seamlessly with its LenderAssist™ LOS, DecisionAssist™ PPE, and ConsumerAssist™ POS, providing a new level of synchronization between the lender's back-office staff, loan officers operating in the field, borrowers and affinity partners.

About OpenClose:

Founded in 1999, OpenClose is the preeminent fintech provider that developed the mortgage banking industry's first SaaS-based lending automation software platform. Today, the company has expanded to become an award-winning, comprehensive loan origination software suite that slashes the cost to manufacture loans by up to 40 percent, reduces processing and underwriting cycle times by up to 50 percent, and requires minimal support to install and manage. OpenClose is the only vendor in the industry able to offer a true end-to-end, omni-channel, 100 percent browser-based, workflow-driven platform that effectively consolidates the digital POS, LOS, PPE and BI functions via a single provider, with easy access from any browser or mobile device.

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

OpenClose®, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, today announced the launch of its native mobile app platform, Mobile Assist™. Mobile Assist adds features and functionality to make originators more successful with a real-time omnichannel device platform.

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

Melissa Martz’s Congressional Campaign Finishes First Quarter with Strong Grassroots Support

WEST PALM BEACH, Fla. /ScoopCloud/ -- A tenacious fighter, attorney, mother and anti-child trafficking advocate, Melissa Martz hit the streets three months ago to garner community support for Florida's 18th Congressional District. Her first quarter FEC filings show she did just that by raising $202,000.

Martz reported no political action committee (PAC) money, but a substantial amount of local money and in-kind donations.

"These numbers let me know the people in our community are serious about having someone in Congress who will represent their interests and not those of big business and special interest groups," said Martz. "The encouragement I've received has been overwhelming."

More than 40 people have adorned their cars with large magnets acknowledging their commitment to her candidacy from the start.

A main tenet of her platform is to protect the innate value of each individual. Martz is a Constitutionalist, with a moral fire to see the inalienable rights of "We The People," protected by the government, not taken by it.

Government intrusion, overreach and outright corruption are happening at alarming rates, which is prompting a ground swell of support for new leadership in our country.

Martz is prepared to introduce and support legislation that supports Constitutional rights, restricts government overreach and protects our children. She is known as a woman of action and understands the God-given sovereignty of the individual.

A campaign celebration is planned for July 24th from 4-6 p.m. at You Farm in Loxahatchee, FL. For more information about the Melissa Martz for Congress 2022 campaign and to follow her on social media, visit http://www.melissamartz.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/21-0409s2p-mmartz-300dpi.jpg

*Caption: Melissa Martz, candidate for Florida's 18th Congressional District.

PAID FOR BY MELISSA MARTZ FOR CONGRESS 2022.

A tenacious fighter, attorney, mother and anti-child trafficking advocate, Melissa Martz hit the streets three months ago to garner community support for Florida's 18th Congressional District. Her first quarter FEC filings show she did just that by raising $202,000.

Related link: https://melissamartz.com/

Attorney, Mother and Child Advocate Melissa Martz Announces Bid for Florida’s 18th Congressional District

WEST PALM BEACH, Fla. /ScoopCloud/ -- A tenacious fighter, attorney, mother and anti-child sex trafficking advocate, Melissa Martz begins her congressional campaign to unseat U.S. Congressman Brian Mast in 2022. A main tenet of her platform is to protect the inalienable rights and innate value of each individual in District 18, which covers parts of Port St. Lucie, Fort Pierce, Stuart, Jupiter and Palm Beach.

Having survived childhood sexual abuse, Martz intends to educate others that the blatant exploitation and sexual abuse of children should never be tolerated. Remarks made by Representative Brian Mast on social media about "hooking up with 15, fifteen year olds" and "...don't turn this rape into a murder," make him unfit to hold public office, no matter how much money he is able to raise or how many times he apologizes.

"I appreciate U.S. Representative Mast's service and sacrifice to our country, but there are no answers that can vindicate his voting record against our 2nd Amendment rights or the horrendous comments he made about young girls," Martz states. This is Martz's motivation to avail herself to the community in this trying time.

Melissa Martz is a Constitutionalist, with a moral fire to see the inalienable rights of "We the people," protected by the government, not taken from them. Government intrusion, overreach and outright corruption are happening at alarming rates between lockdowns, election fraud and sexual abuse against our children, which remains underreported.

"It is time for the people to take back their communities, their state, and their nation and it starts here," said Martz.

She is prepared to introduce and support legislation that supports Constitutional rights, restricts government overreach and puts an end to child trafficking.

"I have the backbone, the stamina and the Constitutional expertise to protect the rights of the people," said Martz. "True representation of "we the people" must be free of corruption and abuse."

Melissa Martz is a woman of action. She continues to help represent a group of Palm Beach County residents, on a pro bono basis, against the County mandate, EO-12, which violates the Constitutional rights of the people. Martz understands the role of our government is to protect, not dictate, individual rights. She understands and gives deference to the God-given sovereignty of the individual.

For more information about the Melissa Martz for Congress 2022 campaign and to follow her on social media, visit https://melissamartz.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/21-0409s2p-mmartz-300dpi.jpg

*Caption: Melissa Martz, candidate for Florida's 18th Congressional District.

PAID FOR BY MELISSA MARTZ FOR CONGRESS 2022.

A tenacious fighter, attorney, mother and anti-child sex trafficking advocate, Melissa Martz begins her congressional campaign to unseat U.S. Congressman Brian Mast in 2022. A main tenet of her platform is to protect the inalienable rights and innate value of each individual in District 18, which covers parts of Port St. Lucie, Fort Pierce, Stuart, Jupiter and Palm Beach.

Related link: https://melissamartz.com/

OpenClose Integration with Access Business Technologies Provides Faster Exchange of Loan Data Between LOS and Third-Party Systems

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the industry-leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that it integrated with Access Business Technologies' (ABT) MortgageExchange interface solution, a secure cloud-based environment that enables multiple platforms and applications to share data between disparate systems. Now, OpenClose and ABT are able to conduct business with more lending entities.

ABT's MortgageExchange extracts mortgage loan data fields and properly places all information into the connecting fields within other applications (using respective APIs when available). Each integration is customized between OpenClose and ABT to model the customer's business workflow, which eliminates data input redundancy, prevents errors, and saves time.

"Teaming with ABT allows our mutual customers to instantly access and share accurate data with different software systems both inside and outside of the mortgage industry," says Vince Furey, CRO at OpenClose. "ABT's MortgageExchange enables two-way data flow where relevant information is passed from our LenderAssist LOS to the target platform and from the target platform back to the LOS. This ability provides time savings and increased accuracy by populating client information directly from a system of record. This new integration further supports the fact that OpenClose is the best way to lend from open to close."

Organizations leveraging ABT's MortgageExchange solution do not require additional servers, software, coding, or maintenance. ABT builds fully functional interfaces using custom-configurations that follow the clients' business processes. Engagements for MortgageExchange are completed, tested, and in production within 90 days. OpenClose's RESTful API Suite enabled ABT to efficiently connect to its LenderAssist™ LOS and facilitate the secure transfer of data between advanced workflows that lenders leverage daily. As a result, it is simple for customers using ABT's MortgageExchange to connect to the OpenClose LOS and virtually any other software platform using contemporary APIs.

"Partnering with OpenClose unlocks a lot of doors for lending entities that use the MortgageExchange interface," said Justin Kirsch CEO. "At ABT, everything we design and build lives in the cloud and our teams manage all maintenance and upkeep, freeing lenders from concern or worry about any added cost and time required to maintain applications and the connecting interfaces. We firmly believe that time is money, and our clients invest the time saved building a more profitable operation."

Lenders using the OpenClose and ABT integration receive a report from MortgageExchange that provides full transparency showing what transpired with the data, identifying any issues with the loan data before it is sent to the target software platform, ensuring data accuracy.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and Fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist™, is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About ABT:

Access Business Technologies (ABT) was established in 1999 by mortgage technology veterans who offered the first Infrastructure as a Service "SaaS" products designed specifically for the mortgage industry. With cybersecurity being a critical issue for financial companies, security is at the core of every product and service delivered by ABT. ABT delivers enterprise grade technologies and services to mortgage companies, banks, and credit unions. Our close partnerships with Microsoft, Mortgage Cadence, Ellie Mae, Calyx Software, OpenClose, Jack Henry, Finastra and Fiserv provide us with the unique ability to efficiently deploy mortgage specific technology to your organization regardless of size or monthly loan volume. ABT is the only Microsoft Cloud Solutions Provider "CSP" dedicated to serving only those companies who originate mortgages. Visit ABT's website for additional information https://www.myabt.com/.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Social Media: @OpenClose_LOS @Mortgage_Cloud #OpenClose #AccessBusinessTechnologies #LoanOriginationSoftware #FintechLOS #MortgageIntegrations #MortgageExchange

OpenClose®, the industry-leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that it integrated with Access Business Technologies' (ABT) MortgageExchange interface solution.

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

Mortgage Insurance Ordering Made Seamless as OpenClose® Integrates Its LenderAssist™ LOS with Radian

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading digital mortgage fintech provider, announced it completed an interface with Radian Guaranty Inc., the mortgage insurance (MI) subsidiary of Radian Group Inc. (NYSE: RDN). The integration leverages OpenClose's omni-channel loan origination system (LOS) and RESTful API suite, allowing Radian customers to order MI without exiting the LenderAssist(TM) LOS.

LenderAssist LOS users can now quickly, easily, and cost effectively obtain rate quotes and process delegated as well as non-delegated MI certifications. Data returned from Radian automatically populates into the applicable LOS fields, eliminating error prone manual data entry.

"We are constantly communicating with our customers and identifying opportunities to eliminate manual processes and the associated data integrity risk they present," said Vince Furey, CRO at OpenClose. "This integration automates the ordering and processing of mortgage insurance and provides our mutual customers speed, efficiency and accuracy, from any online environment - anywhere, at any time."

Radian offers lenders competitive pricing, unique programs, digital solutions and focused service that help close loans faster, generate more business and better manage their portfolios. The company's MI products help borrowers become homeowners sooner by qualifying for loans with smaller downpayments while mitigating investor risk.

"At Radian, we are committed to making it easier and simpler for our customers to do business with us," said Brien McMahon, chief franchise officer and co-head of real estate, Radian. "Partnering with OpenClose will allow for streamlined, direct and real-time access to private MI for lenders and borrowers, and we're proud to deliver that."

OpenClose offers an award-winning, 100 percent browser-based, end-to-end, workflow-driven fintech platform that effectively consolidates the consumer digital POS, LOS, PPE and Business Intelligence functions. Easily accessible from any computer or mobile device - all via a single-source provider.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, omni-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ / or call (561) 655-6418.

About Radian

Radian is ensuring the American dream of homeownership responsibly and sustainably through products and services that include industry-leading mortgage insurance and a comprehensive suite of mortgage, risk, title, valuation, asset management and other real estate services. We are powered by technology, informed by data and driven to deliver new and better ways to transact and manage risk. Visit https://www.radian.com/ to learn more about how Radian is shaping the future of mortgage and real estate services.

Media Contacts:

For OpenClose:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

For Radian:
Rashi Iyer
215-231-1167
rashi.iyer@radian.com

OpenClose Social Media: @OpenClose_LOS #OpenClose #LoanOriginationSoftware

Radian Social Media: @radian_us #QuoteQualityQuoteRadian #OneRadianInfiniteSolutions

OpenClose(R), an industry-leading digital mortgage fintech provider, announced it completed an interface with Radian Guaranty Inc., the mortgage insurance (MI) subsidiary of Radian Group Inc. (NYSE: RDN). The integration leverages OpenClose's omni-channel loan origination system (LOS) and RESTful API suite, allowing Radian customers to order MI without exiting the LenderAssist(TM) LOS.

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

SROA Capital Pays Quarterly Distributions – Sees Market Opportunity Ahead

WEST PALM BEACH, Fla. /ScoopCloud/ -- SROA Capital, LLC ("SROA"), a West Palm Beach-based vertically-integrated real estate investment management firm with $1 billion of assets under management and owner/operator of Storage Rentals of America, announced today that it has paid its first quarter distribution of 1.85% or 7.4% annualized which represents the weighted average distribution yield across SROA's dedicated self-storage funds (*note 1).

SROA anticipates continuing to pay quarterly distributions uninterrupted, despite the current market environment. SROA recently launched Fund VIII and has started accepting investor commitments. It expects to begin investing the capital in late 2020 or early 2021 as opportunities arise as the pressure builds on sellers in a post COVID-19 world.

"We are pleased with the performance of our self-storage portfolio and remain focused on seeking to provide our investors with regular quarterly distributions and strong risk-adjusted returns," said Benjamin S. Macfarland III, Co-Founder and CEO.

"SROA is in a strong financial position thanks in large part to our hands-on management, conservative underwriting, modest portfolio leverage (approximately 50% LTV), and ample dry powder. We believe that we are uniquely positioned to weather this period of economic uncertainty and to capitalize on any dislocation that may arise in the self-storage market."

At a time when fixed income yields are at historic lows, investors have flocked to the private real estate equity and debt markets in search of yield. However, many real estate asset classes including retail, office, hospitality, and residential, have been adversely affected by the onset of COVID-19, causing managers to halt distributions. Macfarland believes that conservatively managed self-storage operators like SROA offer investors a safe alternative.

"Over the past two decades, self-storage has shown that it is not as sensitive to macroeconomic downturns as other real estate sectors," Macfarland added. "Over the past 5-, 10-, and 15-year periods, self-storage has outperformed all other real estate property types (*note 2) and self-storage REITs were the only REIT sector to post a positive total return in 2008 (*note 3)."

About SROA

In a recent article, SROA Capital acknowledged the impacts of COVID-19 on our communities and the private real estate market. SROA Capital, LLC is a vertically-integrated real estate investment and management company that specializes in non-traditional commercial real estate with an emphasis on self-storage. SROA owns and operates approximately 7 million rentable square feet under the brands Storage Rentals of America and Storage Zone.

For more information, please visit https://sroacapital.com/.

Notes:
(1) Distribution does not include Elite Store Fund V which is self-storage development vehicle or SROA Capital Fund VIII which was recently launched and has yet to call capital.
(2) Green Street Advisors, April 2019.
(3) Self Storage Almanac 2015.

Image Links For Media:
[1] https://www.Send2Press.com/300dpi/20-0520s2p-sroa-cap-return-300dpi.jpg
Caption: Figure 4: List of commercial property return indices and their performance over a 5-, 10-, and 15-year periods (2004-2019)* (*Green Street Advisors, April 2019).

[2] https://www.Send2Press.com/300dpi/20-0520s2p-sroa-macfarland-300dpi.jpg
Caption: Benjamin Macfarland, SROA Capital Co-Founder and CEO.

SROA Capital, LLC ("SROA"), a West Palm Beach-based vertically-integrated real estate investment management firm with $1 billion of assets under management and owner/operator of Storage Rentals of America, announced today that it has paid its first quarter distribution.

Related link: https://sroacapital.com/

Innovation Technology Award Goes to OpenClose Loan Origination System

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), the industry-leading omni-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it received PROGRESS in Lending Association's 2020 Innovation Award for its "truly game-changing solutions in the mortgage space." The award was given for OpenClose's newly combined end-to-end browser-based LOS, digital mortgage point-of-sale (POS) solution, native product and pricing engine (PPE), businesses intelligence (BI) capabilities, and RESTful API suite.

Award winners were selected by a panel of mortgage technology experts that selected winners based on each innovation's overall industry significance; the innovation's originality; the positive change the innovation made possible; the intangible efficiencies gained as a result of the innovation; and the hard cost and time savings that the innovation enables industry participants to achieve.

"We're ecstatic to be honored with this 2020 Innovation Award," said JP Kelly, president at OpenClose. "As PROGRESS in Lending acknowledged, we were the first to successfully create a single-source, 100 percent browser-based LOS and POS solution. The genesis of this model stemmed from us observing lenders having to deal with too many disparate technologies and vendors in order to automate digital lending processes, which can be prone to compatibility problems and increase cost per loan."

According to its website, PROGRESS in Lending states that while there are a lot of digital mortgage POS vendor offerings offering standalone solutions in the market, OpenClose was the ground-breaking vendor that decided to focus on developing the first truly consolidated digital mortgage POS and end-to-end multi-channel LOS solution offered by a single-source provider along with a native PPE, BI, and RESTful API suite.

We are the only mortgage fintech provider proven to implement a comprehensive, purely browser-based LOS with omni-channel digital lending capability," asserted Vince Furey, CRO at OpenClose. "As with any leader, our competitors are now copying our marketplace positioning, messaging and value proposition, but falling short. The entire team at OpenClose is appreciative of PROGRESS in Lending Association for recognizing our efforts with this award."

A complete list of the 2020 Innovation Award winners can be found on PROGRESS in Lending's website https://mymortgagemindset.com/the-2020-innovations-award-winners-are.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, omni-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent browser-based solutions for banks, credit unions, lenders and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Social Media: @OpenClose_LOS #LoanOriginationSoftware #DigitalMortgagePOS #InnovationAward #PROGRESSinLending

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose the industry-leading omni-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it received PROGRESS in Lending Association's 2020 Innovation Award for its "truly game-changing solutions in the mortgage space."

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

HousingWire Honors OpenClose as a 2020 Mortgage Tech100 Innovator

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), the leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that due to its industry-pioneering technology innovations, successful launches and the resulting stellar lender outcomes, the company was named to the prestigious HousingWire 2020 Mortgage Tech 100 List.

OpenClose made the list because of their multiple advances in its single-source digital lending solution that consolidates robust front-end borrower/LO-facing digital mortgage POS technology with an omni-channel, fully browser-based, end-to-end LOS which also offers an embedded product and pricing engine (PPE) and BI/analytics capability. In addition, OpenClose developed a flexible RESTful API suite, IntegrationAssist(TM), that enables the company to more easily and cost effectively integrate with disparate systems.

The enhanced OpenClose platform cuts the cost to manufacture loans, eliminates multiple systems, delivers newfound efficiencies, optimizes origination and operations, streamlines workflows and enhances the consumer experience. More specifically, lenders benefited by OpenClose reducing the number of FTEs and external development costs lenders needed by up to 43 percent along with lowering the processing and underwriting cycle times from seven days to an astounding two hours.

"The winners of the 2020 HousingWire Tech100 Mortgage and Real Estate awards are truly the most impactful and innovative companies in housing. Not only do these companies empower their clients and users, they are supporting a more efficient, accessible and sustainable housing economy," said HousingWire CEO, Clayton Collins.

"At OpenClose, we're always innovating, enhancing our solution set and arriving at new ways to help our lender customers be as successful as possible," said JP Kelly, president of OpenClose. "Our entire organization is honored to have been selected as a HW 2020 Mortgage Tech100 award, which is a direct reflection our employees' hard work, passion and immense dedication to serving OpenClose customers."

HousingWire states that the goal of the Tech100 program is to provide housing professionals with a definitive list of the most innovative and impactful companies that can be leveraged to identify partners and solutions to the problems that mortgage lenders and real estate professionals face every day. In response to the expanding solutions landscape and HousingWire's diverse audience, this year the Tech100 program was divided into the HW Tech100 Mortgage and the HW Tech100 Real Estate.

"This year's Tech100 winners blew past innovation, moving beyond innovation to transformation," HousingWire Associate Magazine Editor Kelsey Ramírez said. "In both the real estate and mortgage sectors, fintech companies continue to create new ways to approach the housing process, improving efficiencies, cutting costs and creating a new experience for all parties involved."

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

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 7.5 million unique visitors each year. Our audience of mortgage, real estate, financial services and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

Social Media: @OpenClose_LOS @HousingWire #OpenClose #HousingWireMortgageTech100 #LoanOriginationSoftware #MortgageFintechSoftware

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose, the leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that due to its industry-pioneering technology innovations, successful launches and the resulting stellar lender outcomes, the company was named to the prestigious HousingWire 2020 Mortgage Tech 100 List.

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

OpenClose Partners with Genworth Mortgage Insurance to Offer a Streamlined Mortgage Insurance Process from within its LenderAssist LOS

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has partnered with Genworth Mortgage Insurance, an operating segment of Genworth Financial (NYSE: GNW), establishing a direct integration to access mortgage insurance (MI) from the LenderAssist™ LOS platform.

The new integration works by leveraging OpenClose's RESTful API Suite, IntegrationAssist™, which makes interfacing with disparate systems easier to develop, quicker to implement and cost effective to maintain. Genworth is a full-service MI provider known for exceptional coverage, service and value. The Fortune 500 company has provided secure mortgage products for nearly 40 years. Its offerings are available in all 50 states and the District of Columbia.

"Providing real-time access to mortgage insurance pricing and certification workflow from within OpenClose helps our customers further automate their lending workflow and reduce costs. Our integration partnership with Genworth allows our mutual customers to immediately tap into their quality MI products," said Vince Furey, chief revenue officer (CRO) at OpenClose. "We are the industry leader in customer service and ease-of-use and this integration highlights that reality."

OpenClose customers can expect a seamless user experience within the LenderAssist™ LOS that optimizes the mortgage insurance pricing and certification process, eliminates data re-entry and returns MI commitment data and documents to the LenderAssist™ LOS.

"We're excited to partner with OpenClose, one of the leading LOS vendors in the industry," said Kevin McMahon, senior vice president of Customer Solutions at Genworth Mortgage Insurance. "Making it easier and more efficient to order MI from start to finish makes the overall lending process smoother for homebuyers."

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist™, is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About Genworth Mortgage Insurance:

Genworth Mortgage Insurance, an operating segment of Genworth Financial, Inc. (NYSE: GNW), is headquartered in Raleigh, North Carolina, and operates in all 50 states and the District of Columbia. Genworth Mortgage Insurance works with lenders and other partners to help people responsibly achieve and maintain the dream of homeownership by ensuring the broad availability of affordable low down payment mortgage loans. Genworth has been providing mortgage insurance products and services in the U.S. since 1981. Visit the company's website at new.mortgageinsurance.genworth.com.

MEDIA CONTACTS:
For OpenClose:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

For Genworth Mortgage Insurance:
Brittany Harris-Flowers
Genworth Mortgage Insurance
919-846-4417
brittany.harris-flowers@genworth.com

OpenClose Social Media: @OpenClose_LOS #OpenClose #LoanOriginationSoftware

Genworth Social Media: @GenworthMI #GenworthMI #MortgageInsurance

OpenClose®, the industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has partnered with Genworth Mortgage Insurance, an operating segment of Genworth Financial (NYSE: GNW), establishing a direct integration to access mortgage insurance (MI) from the LenderAssist™ LOS platform.

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

OpenClose Recognized as a 2020 Top Mortgage Employer by National Mortgage Professional Magazine for the Fourth Year in a Row

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it has again been chosen as a 'Top Mortgage Employer' for the fourth year in a row by selected by National Mortgage Professional (NMP) magazine.

NMP arrived at the 2020 winners after polling readers regarding their employers, which was based on the following criteria: corporate culture, compensation, day-to-day management, internal communications, organizational agility, employee training, company resources, marketing, business strategy, ingenuity, innovation, technology usage, overall reputation, and industry participation.

The magazine states that based on the above criteria, it weighted the reasons that were the most important to readers, collected nominations and votes, and factored in industry reputation to create the annual list of Top Mortgage Employers.

OpenClose was identified as a mortgage software fintech provider that hires the best and brightest in the industry with a focus on talent that has deep experience working at both mortgage lenders and mortgage technology vendors. This unique combination helps them better understand and serve customer needs, says the company.

"We are pleased to again earn a spot as a 2020 Top Mortgage Employer by NMP," said JP Kelly, president of OpenClose. "Our employees have rich backgrounds working in the mortgage industry and tend to be out-of-the-box, solution-oriented thinkers who go above and beyond to help customers be as successful as possible by leveraging our software. We're lucky to have assembled such a stellar team of passionate, driven, dedicated employees."

NMP is a well-respected, long-time industry source for extensive news coverage spanning mortgages, origination, compliance, secondary marketing, servicing, settlement, technology, trending, and more.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist™, is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Social Media: @OpenClose_LOS #OpenClose #LoanOriginationSoftware #NationalMortgageProfessional

OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it has again been chosen as a 'Top Mortgage Employer' for the fourth year in a row by selected by National Mortgage Professional (NMP) magazine.

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

Mortgage Fintech Provider OpenClose Experiences Significant Growth and Continues Adding Award Winning Talent

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, the leading mortgage fintech provider and multi-channel loan origination system (LOS), with nearly 20 years of successful implementations, announced that their newly tapped VP of Sales Engineering, Chris Olsen, was honored by National Mortgage Professional (NMP) magazine as one of the '40 Most Influential Mortgage Professionals Under 40.' The publication cited Chris' efforts to drive technology adoption and innovation along with his consistent presences as a mortgage technology subject matter expert on panel sessions and roundtables as key reasons he was named to this prestigious, annual list.

Since joining OpenClose, Chris has been vital to introducing lenders to the OC Suite™ of innovative lending solutions including their ConsumerAssist™ Digital POS solution, which works seamlessly with its LenderAssist™ LOS and DecisionAssist™ product and pricing engine (PPE), IntegrationAssist™ RESTful API suite and OC Optics™, OpenClose's hugely popular business intelligence, analytics platform. With Chris' help, OpenClose's purely browser-based, end-to-end LOS with multi-channel automation capability has made additional strides in growing its customer footprint, automating lending processes and delivering significant ROI to OpenClose customers.

Chris brings to OpenClose a rich background in enterprise mortgage software from working at Ellie Mae as a Senior Technical Sales Engineer managing pre and post sales LOS engagements for core as well as add-on services. Chris also provides OpenClose with extensive team leadership skills which he honed as an AVP and lead Project Manager at JP Morgan Chase where he managed large projects and served as the primary vendor point of contact throughout new engagements. In addition, Chris has a unique understanding of the OpenClose fundamentals as he was also a Senior Software Developer and Partner at ClosersEdge, an independent software provider for the real estate title and settlement services industry.

"I am honored to be recognized by NMP magazine as one of the 40 Most Influential Mortgage Professionals Under 40," said Olsen. "I've had the pleasure of working with numerous different types of sophisticated mortgage software solutions. It is clear that OpenClose has taken pole position in the LOS space and is well-positioned to continue growing at a healthy rate. I am excited to advance my career in mortgage technology with OpenClose and help lending entities bring newfound efficiencies to their businesses."

The annual list is comprised of mortgage professionals who are under the age of 40, as voted by their peers, who are accomplished individuals that carry the torch of professionalism, perseverance, leadership, excellence, and more - in their respective fields within the fast-moving mortgage industry. As with each year, NMP received many nominations, ultimately arriving at 40 official winners and identifying another 40 to watch that are mortgage professionals shaping the industry.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist™, is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence.

For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Social Media: @OpenClose_LOS #MortgageLoanSoftware #Mortgage #NMPTop40Under40

OpenClose®, the leading mortgage fintech provider and multi-channel loan origination system (LOS), with nearly 20 years of successful implementations, announced that their newly tapped VP of Sales Engineering, Chris Olsen, was honored by National Mortgage Professional (NMP) magazine as one of the '40 Most Influential Mortgage Professionals Under 40.'

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

PROGRESS in Lending Association Honors OpenClose CEO/CTO Jason Regalbuto with 2019 Lending Luminary Award

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Jason Regalbuto, the company's long-time CEO/CTO, was selected as a 2019 'Lending Luminary' by PROGRESS in Lending Association for his concerted work in leading the mortgage industry and his company to major success over the past 12 months.

PROGRESS in Lending defines a luminary as "a person who inspires or influences others." The association says that the mortgage market is currently filled with uncertainty and will remain in flux for some time to come, and a true Lending Luminary effectively handles and navigates constantly changing market conditions.

The Lending Luminaries list is comprised of business and technology leaders ranging from multiple areas in the industry including mortgage bankers, a wide array of lending entities, servicers, technology executives, consultants and more. They have been identified as leaders who are ensuring the future success for their companies and the industry as a whole.

Specifically, Regalbuto was cited by PROGRESS in Lending for helping spearhead a technology undertaking that offers OpenClose's own POS digital mortgage technology, consolidating it with their enterprise consumer direct solution, ConsumerAssist™. The offering enables OpenClose to provide a robust digital mortgage solution starting at the POS with key functions like 1003 capture, VOE, VOI, VOA, and tax returns - with instant validation from first party data sources. Credit is then pulled and the loan seamlessly and swiftly moves to underwriting for automated decisioning within OpenClose's fully browser-based LenderAssist™ LOS.

Furthermore, the offering provides real-time interaction with the borrower throughout the loan fulfillment process. Regalbuto was instrumental in this major technology and business breakthrough to penetrate the digital space, which has disrupted the existing modularized POS technology models.

"I am pleased to be honored by PROGRESS in Lending Association to receive its inaugural Lending Luminary award," said Regalbuto. "We have made great strides developing OpenClose into one of the mortgage industry's leading LOS platforms. To date, we are the only technology vendor proven to offer a comprehensive, purely browser-based LOS with multi-channel capability, along with both front-end digital POS and back-office LOS functionality via a single provider that is successful taking lender customers live. Our competitors are merely copying our marketplace positioning, messaging and value proposition. Imitation is the sincerest form of flattery, as they say. It's a very exciting time to be a part of OpenClose's wildly successful and rapid growth."

Serving as both CEO and CTO for OpenClose, Regalbuto helps shape the company's vision and marketplace positioning, strategic design of its core technology platform, development and enhancements of additional software modules, as well as the on-going development of new products, integrations, and innovative technology initiatives.

Moving forward, Regalbuto says he plans on focusing on incorporating the latest technologies into the existing OpenClose technology stack in order to satisfy multiple types of lender, borrower, and marketplace needs. Sophisticated technologies such as Business Intelligence (BI), Robotic Process Automation (RPA), Artificial Intelligence (AI), Auto-tasking, Mobile App integrations, and more are all on his radar.

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist™, is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Jason Regalbuto, the company's long-time CEO/CTO, was selected as a 2019 'Lending Luminary' by PROGRESS in Lending Association for his concerted work in leading the mortgage industry and his company to major success over the past 12 months.

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

OpenClose CRO Vince Furey Wins 2019 HousingWire Vanguard Award

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that its chief revenue officer (CRO), Vince Furey, has been selected by HousingWire as one of its 2019 Vanguard Award winners. This marks the fifth year that HousingWire has recognized executives in the housing finance industry for their outstanding leadership in the space.

"Our Vanguard Award is reserved for the true trailblazers in the housing industry, the visionaries that are leading the charge into the future. This year's winners are the embodiment of that vision. In each corner of the housing industry, they are forging the path, setting the pace, and guiding housing into the next generation. And we couldn't be prouder to honor them as Vanguards," said HousingWire Managing Editor Ben Lane.

Furey was instrumental in helping boost OpenClose's year-over-year revenue by more than 100 percent. Further, he played a key role in spearheading the OpenClose business strategy to offer its own digital POS solution, incorporating it with the company's LenderAssist(TM) LOS platform and borrower direct portal, ConsumerAssist(TM). As a result, OpenClose is able to offer a comprehensive digital mortgage solution that is more efficient and cost effective than disparate offerings available on the market.

In addition, Furey helped develop a strategy to implement a RESTful API suite branded IntegrationAssist(TM), which provides seamless interaction with the OpenClose digital ecosystem. Ultimately, Furey's efforts helped OpenClose's LOS platform, POS system and PPE receive some of the highest Overall Satisfaction and Lender Loyalty Scores in the STRATMOR Group's last two Technology Insight Study reports.

"I am honored to be recognized by HousingWire and extend congratulations to my fellow Vanguard Award winners," stated Furey. "I am grateful for our amazing, innovative OpenClose team who make providing our lender partners modern technology exciting every single day."

HousingWire's 2019 Vanguards have led their respective companies to spectacular success, as evidenced by expanding products, services, and profits. These 50 winners were carefully selected by HousingWire's editorial board, chosen for their vital contributions to their companies and the dynamic way they are changing the industry. The majority of winners are leading from the C-suite, and many are also founders or co-founders of their businesses. Others are making invaluable contributions in business development, strategy, risk management and more.

"HousingWire's Vanguards represent the most inspirational leaders, builders, and shapers of the housing industry," HousingWire Associate Editor Kelsey Ramírez said. "It is one of the most distinguished awards in housing, and personifies the executives that are raising the bar for this industry and taking it to new heights."

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

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 40,000 newsletter subscribers daily and over 4 million unique visitors each year. Our audience of mortgage, real estate, financial services and fintech professionals rely on us to Move Markets Forward. Visit www.HousingWire.com or www.solutions.housingwire.com to learn more.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Social Media: @OpenCloseCocial #HW2019VanguardAward #VinceFurey #FinTechLeader

OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that its chief revenue officer (CRO), Vince Furey, has been selected by HousingWire as one of its 2019 Vanguard Award winners.

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

Industry Veteran Chris Olsen Joins OpenClose as Vice President of Sales Engineering

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering and will provide software support for OpenClose sales executives catering to mortgage bankers, credit unions, community banks and other real estate entities. He holds a through-and-through background in mortgage technology with a deep understanding of individualized lender needs.

"Chris brings a unique blend of enterprise-level solution-based experience, sales engineering methods supporting large lenders, development knowledge, project execution and management expertise from start-ups to Fortune 500 Companies," stated Vince Furey, chief revenue officer at OpenClose. "He will serve as a valuable resource for our organization as our rapid growth continues."

Chris comes to OpenClose from Ellie Mae, where he was a senior technical sales engineer managing enterprise LOS pre and post sales engagements for their core as well as add-on services. At Ellie Mae, he led multiple cross-organization training initiatives for new product introductions and positioning, provided consultative custom development insight and assisted with the successful onboarding of new lender customers.

Prior to joining Ellie Mae, Chris was a project manager and AVP at JP Morgan Chase, interfacing with senior management to prioritize projects, determine business requirements, and serve as the primary vendor point of contact throughout new projects. He also hired, built and spearheaded a team of developers and technical analysts to drive enterprise-wide implementation of high-profile business workflows.

Previous to that, he was a senior software developer and partner at ClosersEdge, an independent software provider for the real estate title and settlement services industry. While there, he assembled and led a team of developers to build and consume high-quality, commercial web-based services and multi-tier online applications including REST and SOAP protocols. ClosersEdge was successfully acquired by TSS Software Corporation, a nationwide company with approximately 18,000 users.

"I look forward to working with lenders and taking OpenClose's pre and post sales engineering to the next level," said Olsen. "The completely browser-based comprehensive mortgage software suite that OpenClose has developed and continues to expand on is in high demand by a variety of different lending entities of all types and sizes. OpenClose is an innovative and nimble software firm that has major advantages over the competition. I will enjoy showcasing their immense strengths, disruptive software model and far-reaching lender benefits."

At OpenClose, Chris will play a key role in further advancing the company's digital mortgage point-of-sale (POS) solution, ConsumerAssist(TM) Digital POS, which operates seamlessly with OpenClose's LenderAssist(TM) LOS, DecisionAssist(TM) product and pricing engine (PPE), and IntegrationAssist(TM) RESTful API ecosystem. The single-source solution is one of the first of its kind in the mortgage industry, increasing demand among lending entities of all types looking to streamline their POS and LOS experience and workflow.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Social Media: @OpenCloseSocial #MultiChannelLOS #POSDigitalMortgage #DigitalMortgageEcosystem #LoanOriginationSoftware

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

*PHOTO link for media: https://www.Send2Press.com/300dpi/19-1023s2p-chris-olsen-openclose-300dpi.jpg

OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering.

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

National Mortgage Professional Magazine Honors OpenClose CRO Vince Furey with 2019 Most Connected Mortgage Professionals Award

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced its chief revenue officer (CRO), Vince Furey, has been awarded National Mortgage Professional (NMP) magazine's Most Connected Mortgage Professionals' distinction for 2019.

NMP states that people named to the annual list are successful, well-connected, highly regarded, powerful networkers and influencers who are completely dedicated to the mortgage industry. They are recognized by their peers as subject matter experts in their respective areas and consistently serve as trusted sources of guidance, information and leadership.

Vince has been with OpenClose for more than eight years where he serves as CRO, driving the company's strategy for business development, sales, marketing and alliance partnerships. He has more than 25 years of senior-level mortgage banking experience and extensive multi-channel background in national sales, lending technology, operations, credit, secondary marketing, trade management and mortgage compliance.

Vince was the founder of Ovation7, LLC, a national consulting and business services firm that provided C-level outsourced solutions to the banking and financial services industries with a specialization in CIO/CTO level technology consulting, portfolio asset management, loan delivery and strategic planning. Prior to that, he held senior leadership positions in the retail, wholesale and correspondent sales and operations at Mellon Bank, Bank One, and Pinnacle Financial Corp.

NMP recognized Vince's ongoing efforts to enhance OpenClose's sales and marketing strategy by leveraging his vast network of long-time relationships within the mortgage industry to create awareness behind the growing demand for its browser-based, multi-channel LOS, digital mortgage POS offering and ancillary digital solutions.

"It's an honor to be recognized by NMP magazine as one of 2019's Most Connected Mortgage Professionals," commented Furey. "We have worked diligently at OpenClose to deliver innovative solutions with unparalleled customer support. The technologies we have launched have helped many lender partners expand their businesses and reduce costs. Utilizing social media as a marketing medium, we have accelerated positive awareness for OpenClose and our unique solution set."

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence.

For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced its chief revenue officer (CRO), Vince Furey, has been awarded National Mortgage Professional (NMP) magazine's Most Connected Mortgage Professionals' distinction for 2019.

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

OpenClose Bolsters Commitment to Software Innovation and Enhancement of Digital Mortgage Technology, Adds Experienced Technologist as VP of Innovation

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Allen Pollack, a seasoned industry veteran that has been instrumental in the digital shift and transformation of the industry, has joined the company in the newly created position of vice president of product innovation. Allen will assist OpenClose in continuing to expand the level of innovation invested in its customers and the industry to deliver business-altering products and processes, which align to the ever-changing digital lending landscape.

"JP and I are delighted that Allen has joined the OpenClose team," said Jason Regalbuto, CEO and CTO at OpenClose. "We have competed and collaborated with Allen over the years. He has developed a reputation for innovative business and technology strategies in the fintech space. We are excited about working with him to grow and expand our product offerings and solutions into the future."

Allen has more than 15 years of industry experience developing and leading strategic initiatives and comes to OpenClose from Fiserv where he was responsible for multiple fintech initiatives focused on delivering omni-channel capability and personalized lending experiences, ranging from conversational AI to digital mortgage lending capabilities across online and mobile banking channels.

Allen was a co-founder of NYLX, serving as chief technology officer where he introduced new technology models that disrupted the mortgage lending space. He later continued as chief technology officer of LoanLogics, a new RegTech company created by NYLX that continued to introduce new technology and disrupt the old way of doing business further creating solutions to support loan quality, due diligence, and multi-channel loan delivery models.

"OpenClose has been a long-time innovator in our space, making multiple contributions to help grow the mortgage industry and continually developing products that empower lenders to help borrowers achieve the American dream," stated Pollack. "The company is well-positioned and strategically aligned to establish itself as one of the industry's leading disruptors that significantly advances the lending process. I am excited to play a key role in the focus that speaks customer experience and the commitment to innovation supporting lending and the industry's ongoing transformation."

OpenClose recently rolled out the its digital mortgage point-of-sale (POS) solution, ConsumerAssist(TM) Digital POS, which offers an integrated solution that marries its end-to-end multi-channel LOS, product and pricing engine (PPE), and state-of-the-art POS technology. The single-source solution dramatically reduces the cost to manufacture loans, heightens the borrower experience, and simplifies managing the entire lending process.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Twitter: @OpenCloseSocial #AllenPollack #DigitalMortgage #FinTech #LoanOriginationSoftware

OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Allen Pollack, a seasoned industry veteran that has been instrumental in the digital shift and transformation of the industry, has joined the company in the newly created position of vice president of product innovation.

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

OpenClose and Vice Capital Markets Integrate for Enhanced Hedging Automation

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced the completion of an integration with Vice Capital Markets Inc., an established mortgage hedge advisory firm. Focused on maximizing hedging efficiencies, the new interface reduces the time to prepare and deliver loan data and eliminates the manual intervention that occurs today, automating an ongoing seamless delivery of data. In addition, loan sale data is directly boarded back to OpenClose, automating the final loan reconciliation and expected versus actual variance analysis.

The integration takes loan-level lock data from OpenClose's LenderAssist(TM) LOS and securely transmits it directly to Vice Capital's hedging platform. This eliminates multiple manual steps and potential "break-points" in the overall process thus saving time, reducing errors, and increasing visibility that results in optimized position management.

"Our customer success is dependent on speed and accuracy, especially as it relates to effective hedging and trade management strategies," said Vince Furey, CRO at OpenClose. OpenClose is pleased to partner with Vice Capital in order to help our mutual customers maximize profitability and minimize risk in the secondary market. Using this integration, our customers are able to operate more efficiently in a fast-moving, tech-driven lending landscape."

"The less work our customers have to do, the better it is for all parties involved," says Chris Bennett, principal at Vice Capital Markets Inc. "When lenders perform a physical allocation of their loans, all of that data is now pulled straight from OpenClose's LOS, which accompanies a number of efficiencies that make the entire process quicker, easier and more accurate."

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About Vice Capital Markets:

Entering its 20th year in business, Vice Capital Markets offers complete hedge advisory, reporting, and trading services to banks and mortgage companies throughout the country. Trading over $70 billion annually, Vice Capital's proprietary risk-management models and complex investor and agency best execution platform have consistently yielded safe and effective profit maximization for its clients. Learn more at https://www.vicecapitalmarkets.com/ or call (248) 869-8100.

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Twitter: @openclosesocial #OpenClose #ViceCapitalMarkets #SecondaryMarketingAutomation #WesternSecondary

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced the completion of an integration with Vice Capital Markets Inc., an established mortgage hedge advisory firm. Focused on maximizing hedging efficiencies, the new interface reduces the time to prepare and deliver loan data and eliminates the manual intervention that occurs today, automating an ongoing seamless delivery of data.

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

Digital Marketing Agency Lincoln Digital Group Publishes Exclusive Automotive Paid Search Conversion Data

WEST PALM BEACH, Fla. /ScoopCloud/ -- Lincoln Digital Group, a marketing and advertising agency based in West Palm Beach, Florida, published a first-of-its-kind benchmark report detailing lead generation for automotive dealers. The report focuses on the first quarter of 2019 and compares it to the same time period in 2018.

The report utilizes actual paid search campaign data from its various dealership clients in order to establish an average, or benchmark, of search engine marketing performance. Specifically, the data points focus on lead generation and the cost thereof, which are metrics commonly known as 'conversion rate' and 'cost per conversion.'

The agency's goal with the report is to provide dealership executives a current and actionable perspective on paid search benchmarks that seemed to be lacking, according to CEO Justin Cerone.

"Astute businesspeople want to know current key performance indicator averages for their industry, and in automotive marketing, there have been several hurdles to establishing them. Thus far, we found this data was only published on an annual basis," says Cerone. "We improved that by publishing it quarterly and with a year over year comparison. Further, those annual benchmark studies didn't share any tactical details that a dealership could use to adjust their performance. We decided to detail the difference in lead generation cost and performance inside and outside of 15 miles from a dealership's rooftop, which is essential information for both budget allocation and market share improvement. Lastly, we were able to combine data on nearly a dozen different Makes from different operations and locations, so that the report would be a broad view of performance for dealers to compare themselves against. This is all critically important because advertising and marketing is a major expense for most dealerships, which creates a need to objectively measure the effectiveness of those dollars."

Due to the variety of dealerships involved and the fact that the data is a blind average, Lincoln Digital Group clients are not at risk of any identifiable information being reveled in the study. The data also comes directly from an advertising dashboard controlled by Google, which means there's no possibility for the data to be altered by the agency or any other party.

This quarterly report follows its 3-year benchmark study published in January, and Lincoln Digital Group plans to continue publishing its unique benchmark reports on a regular basis moving forward. "We believe we're providing useful information to our clients - who see the report first - and the industry at large. Our clients and industry partners have provided very encouraging feedback on its content and have asked to share it. We're grateful to be in a position to publish this data and plan to continue improving every subsequent report," Cerone concluded.

More information:
https://lincolndigitalgroup.com/q1-automotive-sem-benchmarks/

About Lincoln Digital Group:

Based in West Palm Beach, Florida, Lincoln Digital Group(TM) is a full-service marketing and advertising agency that delivers high-quality digital marketing solutions to Brands in the United States and abroad. We specialize in helping medium- and large-sized companies reach and convert affluent, high-end consumers across various marketing channels. We're also experienced serving publicly-traded and international corporations. Learn more at: https://lincolndigitalgroup.com/.

Lincoln Digital Group, a marketing and advertising agency based in West Palm Beach, Florida, published a first-of-its-kind benchmark report detailing lead generation for automotive dealers. The report focuses on the first quarter of 2019 and compares it to the same time period in 2018.

Related link: https://lincolndigitalgroup.com/

OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.

Mr. Buenz is a results-generating sales professional who has more than 20 years of experience executing sales, managing accounts and accelerating new business development. He has a proven history of exceeding goals and stimulating revenue growth.

Mr. Buenz comes to OpenClose from Ellie Mae where he was a strategic account executive selling to a wide range of lending entities. Before that, he was a senior sales executive at Finastra (formerly D+H Mortgagebot) where he was very successful in helping expand his territory with LOS and POS technology. In addition, Mr. Buenz has software sales experience in the credit union space and other areas of financial services technology.

"We are pleased to welcome Tom to the OpenClose sales team. His extensive knowledge of mortgage technology and in particular LOS and POS software makes him an excellent fit to present the unique value proposition behind our digital mortgage software solutions," said Vince Furey, CRO at OpenClose. "Given our leader position in the marketplace and the innovative, high-demand solutions we provide, there has never been a more exciting time to be at OpenClose."

OpenClose is rolling out a new digital POS that dramatically broadens its reach and ability to penetrate the digital mortgage ecosystem. Coupled with its end-to-end, multi-channel LOS that is completely browser-based, the company is in a powerful position to provide lenders with a single-source solution and vendor for their POS and LOS needs. The company has also been accelerating integrations with disparate systems using its cost effective RESTful API Suite, IntegrationAssist(TM).

Notable is that OpenClose's LOS platform, POS system, PPE and customer service levels received exceptionally high scores in the STRATMOR Group's latest 'Technology Insight Study.'

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence.

For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.

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

OpenClose Extends its Digital Mortgage Ecosystem with New POS Offering – ConsumerAssist Digital POS

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist(tm) Digital POS. This new integrated solution is a unique offering that combines a proven and mature 100 percent browser-based end-to-end LOS and PPE with new state-of-the-art dynamic digital mortgage POS technology.

As a single source vendor for digital POS, LOS, PPE and Business Intelligence, OpenClose is able to slash the loan manufacturing cost and complexity by eliminating the need to cobble together disparate systems with different SLAs, contracts and pricing models.

The self-service POS capabilities that ConsumerAssist Digital POS provides are state-of-the-art and feature rich. Lenders can now automate and organize numerous tasks that would normally be performed in the back-office via the LOS, and push them closer to borrowers earlier in the origination process. As a result, workflow efficiencies increase, the lending process is sped up, costs are reduced and new business is captured at a higher rate and lower cost.

"We feel that lenders leveraging the efficiencies of a single consolidated platform will be able to most effectively sustain and increase profitability in an environment with more competition for fewer loans and tighter margins," says JP Kelly, president of OpenClose.

Jason Regalbuto, CEO / CTO of OpenClose, adds: "Borrowers today and in the future are expecting streamlined experiences with extreme ease of use and automation like Amazon and Uber offer. Mortgage origination and lending involve very complex processes. We think with ConsumerAssist Digital POS, we have significantly reimagined these processes and workflows for the future and the expectations that borrowers have. We've effectively closed the loop between POS and LOS."

Key feature & benefits of OpenClose's new digital POS and LOS platform:

* Consumer-facing website can be customized to reflect the lender's own branding
* Elegant, intuitive screens and wizards swiftly walks borrowers through the entire application process
* Instant Verification of Employment (VOE)
* Instant Verification of Income (VOI)
* Instant Verification of Assets (VOA)
* Instant Verification of Tax Returns
* Automated loan conditioning
* Secure document capture and tracking
* Real-time messaging between borrower, loan officer and other relevant parties
* Activities calendar monitors when tasks are due and auto-sends email reminders and/or text notifications
* Affinity portal connects realtor, builder and settlement partners to the manufacturing process
* Ability to access the system on any mobile device or tablet.

OpenClose is incorporating into ConsumerAssist Digital POS their DecisionAssist(tm) product and pricing engine, automated underwriting capability, fee calculation engine and more.

OpenClose also offers ConsumerAssist(tm) Web which helps establish a consumer direct lending channel by developing websites that engage borrowers with tools to perform much of the application and loan qualification process themselves without involving a salesperson. ConsumerAssist Web can be combined with ConsumerAssist Digital POS, together dubbed ConsumerAssist(tm) Enterprise, to offer comprehensive self-service technology that manages the bulk of the origination process for lenders.

OpenClose recently announced the availability of a robust RESTful API Suite that the company developed to enable quick system-to-system integrations, seamless data exchange and execution of transactions. In addition to making integrations easier to complete, it further lowers lender costs, which is a key focus of OpenClose as their customers operate in a margin compressed business climate.

The company will be exhibiting in booth 800 at the MBA's Technology Solutions Conference & Expo 2019 from March 24 - 27 in Dallas at the Hyatt Regency. To learn more, visit the booth or contact the company to arrange a meeting time: sales@openclose.com.

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist(TM) Digital POS.

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

OpenClose Integrates its LOS with Continuity Programs’ Mortgage CRM

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.'s cloud-based MyCRMDashboard.com customer relationship management (CRM) software. This new interface provides OpenClose's LenderAssist(tm) LOS customers the ability to seamlessly interact with Continuity Programs' platform.

"We constantly look for opportunities to help our customers do business faster, smarter and cheaper including arming loan officers with cutting-edge tools to close more deals," said Vince Furey, CRO at OpenClose. "We are pleased to offer our customers Continuity Programs' robust and modern CRM solution to help mortgage origination teams achieve greater sales success."

Continuity Programs' MyCRMDashboard.com is a turnkey solution that centralizes contacts in an organized, easily-accessible fashion. It gives loan officers powerful tools to generate, track and convert high quality borrower leads while keeping in touch with prospects, customers and referral partners, effortlessly. The CRM is feature rich, automating often mundane and time-consuming daily tasks while delivering the analytics and reporting that enables lenders to assess performance with KPIs, monitor customer satisfaction, improve the borrower experience and increase customer retention.

OpenClose's LenderAssist LOS is an enterprise-class platform that offers a suite of modules to automate complex areas of the entire mortgage manufacturing process. The company recently added a comprehensive digital POS solution, closing the loop between POS and LOS and creating the mortgage industry's only consolidated digital POS and LOS platform delivered by a single vendor that is truly browser-based and has multi-channel automation capability. The complete solution is helping OpenClose customers slash the cost to manufacture loans.

"Integrating with MyCRMDashboard.com empowers loan officers with many easy-to-use tools to make them as successful as possible amid tough marketplace conditions," stated Kirk King, president of Continuity Programs, Inc. "Integrating our mortgage CRM software with OpenClose's LOS makes it easier for lenders to seamlessly extend this functionality to their loan officers via LenderAssist."

Continuity Programs leveraged OpenClose's RESTful API to rapidly develop and deploy the integration between MyCRMDashboard.com and LenderAssist. The RESTful API suite offers simplicity, reliability, better communication, seamless data exchange and performance optimization. Lender implementations of MyCRMDashboard.com are quick and non-disruptive, with Continuity Programs doing the heavy lifting for customers and providing all training.

Both OpenClose and Continuity Programs offer completely web-based software-as-a-service (SaaS) solutions that are mobile-ready, providing users with fingertip access while in the field or office.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About Continuity Programs:

Continuity Programs, Inc. serves mortgage lenders, banks and credit unions with easy-to-use customer relationship management (CRM) software called MyCRMDashboard. The compliant SaaS software suite includes automated marketing and reputation management. Since 1973, Continuity Programs' campaigns have consistently proven to drive referrals and repeat business, generate exclusive leads, and increase client retention for loan officers across the US. For more information, visit continuityprograms.com or call (800) 521-0026.

OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.'s cloud-based MyCRMDashboard.com customer relationship management (CRM) software.

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

National Mortgage Professional Magazine Designates OpenClose a Top Mortgage Employer for the Third Consecutive Year

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it was selected as a 2019 Top Mortgage Employer by National Mortgage Professional (NMP) magazine for the third straight year.

"We are elated to have been chosen again by National Mortgage Professional magazine as one of the country's leading companies to work for and we thank them for the recognition," said JP Kelly, president of OpenClose. "Words cannot express how appreciative OpenClose's management team is for the immense dedication and passion that our employees bring to the table every day."

NMP arrives at the annual winners by polling its readers about their employers based on the following criteria: corporate culture; compensation; day-to-day management; internal communications; marketing; training; resources; long-term strategy; ingenuity; speed; technology; reputation; and industry participation.

The magazine is one of the mortgage industry's leading go-to sources for extensive news coverage for mortgage lending, compliance, secondary marketing, servicing, settlement, technology and more.

Kelly adds, "OpenClose has launched multiple technology innovations over the last year and has grown significantly, in part, due to these new solutions. We have added new team members in every area of the enterprise to drive innovation and execute our mission to provide the very best service and lower the mortgage manufacturing cost for our customers. We have been fortunate to attract top-tier industry talent and winning this award is a reflection of our tremendous team and culture."

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About NMP:
National Mortgage Professional Magazine (NMP) has become "The Source for Top Originators" - that connects the mortgage professional community under various media formats. Our exceptional team of industry-seasoned monthly contributors combined with our knowledgeable editorial staff, all with meaningful expertise in their respectful disciplines, provide the most up-to-date news, insight and advice for today's mortgage professional. We are committed to ensuring that today's industry is equipped with the most comprehensive understanding of mortgage news available through our many resources, including, but not limited to, articles in the print edition of National Mortgage Professional Magazine and 38 state-specific e-editions, the NMP Daily and NMP Ticker email newsletters, the exclusive daily news stories and postings on our website https://nationalmortgageprofessional.com, and our regular series.

The publication also owns and operates the Mortgage News Network (MNN), a video news source that provides mortgage firms with a resource for news and information as well as a platform for telling their story and sharing their views directly, and in person. https://mortgagenewsnetwork.com/.

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it was selected as a 2019 Top Mortgage Employer by National Mortgage Professional (NMP) magazine for the third straight year.

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

Outreach Veteran Elliot Cohen Revolutionizing How Governments Communicate

WEST PALM BEACH, Fla. /ScoopCloud/ -- Government communications expert Elliot Cohen says he is changing the way cities tackle resident outreach. The former head of communications for both public agencies and cities says government needs to shift its mentality away from passive public relations and towards a new model mirroring pro-active private sector communication.

Elliot Cohen's firm, My PR Guru, LLC (MyPRguru.com) and My Gov Guru (MyGovGuru.com) assists governments take a more active role in ensuring residents know what is happening in their cities and towns. Cohen assists a who's who of local governments seeking better outreach to their constituents. His has worked from Florida to Tennessee to Illinois. Even private sector clients that operate like governments seek out his firm. Century Village, one of the most recognized names in residential service uses My PR Guru LLC and My Gov Guru to communicate with thousands of residents.

Elliot Cohen says his strategy is to directly reach out and grab members of the public, rather than rely on third parties. It's a proven model he has been using for almost 20 years and it turns traditional government public relations upside down. Most often governments send information to news media, then sit idly by hoping media will not only cover the story but will cover it accurately and fairly. Cohen provides the strategies and tools for governments to bypass the news media and communicate directly with members of the public. As his company website says, this method ensures communications that are unfiltered, factual, and authentic.

"Nike doesn't sit back and hope its reputation is positive. It actively and aggressively reaches out directly to the public. Governments need to do the same. Cities get a raw deal from the press. No one covers the ninety-nine percent of good things they do for residents. Instead, media coverage focuses on the one percent. That's why cities need to tell their own stories as aggressively as they can," said Cohen.

Elliot Cohen is credited with successfully remaking communications in several local governments, including the 11th largest law enforcement agency in the nation as well as one of Florida's largest cities. When he left the City of West Palm Beach, the local paper credited him with rebranding the city, expanding the city's proactive social media outreach, and transforming the city-operated television station. He has been published in government communication journals advocating for the public sector to be much more aggressive in controlling its messaging.

"He has an almost instinctual ability to come up with a PR angle that leads to success," said Chris Roog, Economic Development Director for the City of West Palm Beach.

With over two decades in communications, media, and crisis management, Elliot Cohen is among the most experienced communicators in the state of Florida. He has been on the front lines of high stakes public relations, marketing, campaign politics, and crisis communications for some of the nation's largest organizations for almost 20 years. He is a proven and award-winning strategist who has successfully represented organizations in both the private and public sectors. Elliot Cohen has extensive experience in several sectors, including government, law enforcement, and healthcare.

He served as Director of Media Relations for the 11th largest law enforcement agency in the United States. Cohen led media relations and crisis communications for one of the largest health care and health insurance companies in the state of Florida. He was also the Director of Communications for the City of West Palm Beach.

Learn more at: https://www.myprguru.com/.

Government communications expert Elliot Cohen says he is changing the way cities tackle resident outreach. The former head of communications for both public agencies and cities says government needs to shift its mentality away from passive public relations and towards a new model mirroring pro-active private sector communication.

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

OpenClose Launches RESTful API Suite, Expanding Connectivity to Third Party Applications and Services

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced the release of a RESTful API suite designed to offer its customers an easier, more cost effective and secure standardized solution to enable rich and deep direct interactions with their system of record from third party and home grown systems. The extensibility, scalability and security of the API suite ultimately reduces the cost to originate loans and establishes rich connectivity options to drive communications, processes and workflows.

"One of OpenClose's core goals is to create more efficient methods for our customers to conduct business, respond to changing market conditions and reduce the total cost to originate, close and sell loans," stated JP Kelly, president of OpenClose. "As our customers' business models evolve, new needs and requirements emerge that require flexibility and nimbleness to respond to changing marketplace conditions. Our RESTful API suite gives lenders the option to work with more third party service providers.

Additionally, OpenClose customers can connect their own homegrown solutions or work with other software providers to custom tailor the perfect solution for their needs."

OpenClose's RESTful API suite has been developed with a standardized methodology to enable implementation of direct integrations, seamless data exchange and execution of transactions. It creates simplicity, reliability, extensibility and better performance in totality. In addition, less maintenance is required and thus costs are lowered.

The API suite makes it quicker, simpler and more cost effective to integrate with disparate technologies, some of which are third party applications that are antiquated and previously required arduous and labor intensive development efforts.

OpenClose reports that its customers are already reaping the benefits of the RESTful API suite, successfully unifying their business-to-business data exchange and communications.

The company will be holding discussions at the Mortgage Bankers Annual Convention & Expo in its booth #700 from Oct. 14 - 16 at the Walter E. Washington Convention Center in Washington, D.C. Contact the company to meet at the conference: sales@openclose.com.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS) and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators.

OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective.

OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence.

For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced the release of a RESTful API suite designed to offer its customers an easier, more cost effective and secure standardized solution to enable rich and deep direct interactions with their system of record from third party and home grown systems.

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