Finance

July 13, 2022

Promontory MortgagePath’s Louann Bernstone Named to Elite Women’s List by Mortgage Professional America

DANBURY, Conn. — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Louann Bernstone, managing director of vendor management, has been named to Mortgage Professional America’s (MPA) sixth annual Elite Women list. This award recognizes successful women making waves and pushing boundaries in the traditionally male-dominated mortgage industry….

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July 11, 2022

MCTlive! Lock Volume Indices: June 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 June 2022….

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After, Inc.’s QuickCover Extension is Now Available on the Top Four eMarketplace App Stores – Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce

NORWALK, Conn. — After, Inc., a pioneer in the Warranty Services industry, just announced that its QuickCover® product protection technology is officially available on Shopify, Adobe Commerce, Woo Commerce, and BIG Commerce. QuickCover® is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite….

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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….

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July 8, 2022

‘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….

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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….

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July 7, 2022

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….

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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….

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July 6, 2022

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….

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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….

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