Finance
Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has added Duane Gilkison, senior director of loan quality at Fannie Mae, to its speaker line-up for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor Hotel in Colorado Springs, May 23 – 25, 2022….
EPIC Expands into New Territory with Acquisition of Treloar & Heisel
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals….
Eric Zanotelli and the Z-Team join Sente Mortgage
STILLWATER, Okla. — The Z-Team, a mortgage banking branch based in Stillwater, Oklahoma, has joined independent mortgage company Sente Mortgage, the company announced today. Branch Manager Eric Zanotelli and his team bring deep industry knowledge and a commitment to exceptional, accessible, and engaging service to the Oklahoma market and beyond….
James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up
NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division….
Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies
BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times’ ranking of The Americas’ Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology….
Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options
IRVINE, Calif. — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology….
Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons
MERIDEN, Conn. — Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that illustrate the costs and benefits of mortgage loan products and strategies over time….
Minnesota Housing Finance Agency partners with ACES Quality Management & Control
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the Minnesota Housing Finance Agency has selected ACES’ flagship platform ACES Quality Management & Control® software to support its mortgage origination compliance and quality control (QC)….
Ben Itkin Assumes Sales Leadership Position at MCT
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director….
After, Inc. Partners with Atlas Copco’s Power Technique Division to Deliver a Seamless Post-Sale Experience to its Customers
NORWALK, Conn. — After, Inc. announced that Atlas Copco’s Power Technique North American Division will utilize QuickReg® to provide a seamless post-sale experience to its customers. The Power Technique Division designs, manufactures and markets mobile air compressors, handheld pneumatic tools, as well as mobile generators, light towers, and portable pumps….