Finance
Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource
NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base from which to operate….
Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO
OWINGS MILLS, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO….
Business and Economic Empowerment Leader Dr. Velma Trayham Announced as Keynote Speaker for Takeaway Tax Business Conference in Houston, TX
HOUSTON, Texas — Highlighting the power of entrepreneurship to change the world and end poverty, award-winning B2B/diversity consultant and leader Dr. Velma Trayham (CEO of Thinkzilla Consulting Group) has been announced as the keynote speaker for TakeAway Tax’s upcoming Tax Business Conference in Houston on Aug. 4….
Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year
FRANKLIN, Tenn. — Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean’s 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean’s 2020 and 2021 lists….
Lender Price Launches Marketplace 2.0, Providing Wholesale Brokers and Lenders with Enhanced Pricing Capabilities and Deal Intelligence
PASADENA, Calif. — Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry….
Mid America Mortgage rebrands to Click n’ Close
ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n’ Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n’ Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering innovative down payment assistance (DPA) and adjustable-rate mortgage (ARM) products through its third-party originator (TPO) channels….
EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania
HARRISBURG, Pa. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania….
Blaylock Van Partners with Seaport Global to Expand Market Reach
NEW YORK CITY, N.Y. — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van….
DocMagic’s Leah Sommerville Recognized with 2022 Trailblazer Award
TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry….
Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel
ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience digital closings provide to their customers and enhance relationships with their existing real estate and title partners amidst an otherwise challenging operating environment….