Finance

June 6, 2022

MCTlive! Lock Volume Indices: May 2022 Data

SAN DIEGO, Calif. — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for May 2022….

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June 3, 2022

EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella….

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June 2, 2022

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

CHICAGO, Ill. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division….

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iEmergent appoints Chris Richey as Chief Analytics 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 Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets….

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EPIC Marketing & Design Team Wins Communicator Awards

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications….

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June 1, 2022

Mortgage lenders are now able to use FormFree AccountChek to satisfy Freddie Mac’s reverification of employment requirement

ATHENS, Ga. — FormFree® today announced that its AccountChek® digital asset verification service supports a new enhancement to Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution that makes assessment of borrower employment easier, faster, less expensive and more fraud-resistant….

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Cheryl Messner joins Sales Boomerang to oversee customer experience department

WASHINGTON, D.C. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang’s customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry’s leading borrower intelligence solution….

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Assurant Turns Their Miles Into Meals, Donating Over 380,000 Meals to Food Insecure Communities

RED BANK, N.J. — Assurant, Inc. (NYSE: AIZ), a leading global business services company that supports, protects and connects major consumer purchases, embarked on the third annual “Turning Miles Into Meals” challenge this April to benefit core charitable partner, Move For Hunger….

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The Importance of Integrity Within the Tax Consulting Industry

SAVAGE, Minn. — Choosing a tax consulting firm as a trusted advisor is an exceptionally important decision for both businesses needing such services as well as accounting firms who refer them to their clients, says ICS Tax, LLC….

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May 31, 2022

Stack Sports Launches New Payments Platform with Stripe to Bring more Innovation to Youth Sports

PLANO, Texas — Stack Sports, the global leader in SaaS platform offerings for the sports industry, today announced its launch of payments powered by Stripe to help Partners offer more flexible payment methods, increase their global reach, and get paid faster….

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