Finance
Allegent Community Federal Credit Union Hires Social Media Expert
PITTSBURGH, Pa. — Allegent Community Federal Credit Union (Allegent) has hired Theresa Kisha, an expert in digital marketing, social media, email communication and website development/optimization, to manage and increase the credit union’s social media presence, while also enhancing its digital presence, search engine optimization and strategic marketing efforts….
FormFree grows executive team, appoints Eric Lapin chief strategy officer
ATHENS, Ga. — FormFree® today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years’ experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree’s growth….
Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams
TUSTIN, Calif. — National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service….
George Mason Mortgage selects FormFree AccountChek to streamline its verification of borrower assets, income and employment
ATHENS, Ga. — FormFree® today announced that Washington, D.C.-based George Mason Mortgage (GMM) has selected AccountChek® as the regional lender’s exclusive provider of automated asset, income and employment verification services. GMM will use AccountChek to simplify the loan application experience for borrowers, improve productivity for its team of 120 mortgage loan officers and reduce loan cycle times….
Mid America Mortgage adds Kyle Hilton as Quality Control Manager
ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies….
Mary Costello joins FormFree team as director of vendor management, risk and compliance
ATHENS, Ga. — FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree’s audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships….
Spokane Association of REALTORS® rolls out Down Payment Resource to help subscribers connect homebuyers with down payment assistance
SPOKANE, Wash. — The Spokane Association of REALTORS (SAR) today announced that it has partnered with Down Payment Resource (DPR) to provide its 2,500 MLS subscribers with access to DPR’s toolset that helps real estate agents connect clients with programs that can help save on down payments and closing costs….
Sales Boomerang joins forces with Bonzo to enable automated mortgage marketing with personality
BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot….
Paragon Acquires Greener Future and ESG-focused New Energy Risk
AVON, Conn. — Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition….
Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022
SAN FRANCISCO, Calif. — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact….