Finance
Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
COLORADO SPRINGS, Colo. — Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen….
‘ALICE’ Families Focus of New Docudrama by Education Based Housing, Premieres July 21
HOUSTON, Texas — A $500 or $1,000 unplanned expense is enough to send an ALICE (Asset Limited, Income Constrained, Employed) family spiraling according to a report by Bankrate. Education Based Housing, a Houston nonprofit that serves ALICE families and communities knows this to be true. It partnered with Cypress creative agency, PrettyWork Creative to produce a docudrama to show situations real families face and expand the national conversation on ALICE families….
OpenClose’s Mitch Swanson Honored by PROGRESS in Lending with Next Gen Leader Award
WEST PALM BEACH, Fla. — 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….
Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
FRANKLIN, Tenn. — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams….
DocMagic’s Chief Compliance Officer, Gavin T. Ales, Receives 2022 Next Gen Leader Award
TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Gavin T. Ales, its chief compliance officer, has been named a Next Gen Leader for 2022 by PROGRESS in Lending….
PitBullTax Software Integrates with Major Tech Companies to Further Dominate The IRS Tax Resolution Industry
CORAL SPRINGS, Fla. — PitBullTax Software, the Nation’s Leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys has announced the release of Version 7.0. PitBullTax Software has licensees in all 50 states that rely on their software to prepare their clients’ IRS resolution cases….
Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite
ADDISON, Texas — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer….
FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters
ATHENS, Ga. — FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants’ 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers….
iEmergent appoints Megan Horn as Chief Marketing Officer
DES MOINES, Iowa — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company….
Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company’s origination and servicing quality control (QC) audits….