Finance

March 3, 2022

NotaryCam listed as one of HousingWire’s Tech100 innovative mortgage technology companies

NEWPORT BEACH, Calif. — NotaryCam, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has been named to the HousingWire Tech100 Mortgage list….

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Mortgage Coach lauded as HousingWire 2022 Tech100 honoree

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 it has been named to HousingWire’s (HW) 2022 Tech100 Mortgage list….

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March 2, 2022

HousingWire Magazine selects Sales Boomerang for 2022 Tech100 Mortgage Awards

BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has been selected as a HousingWire Magazine’s 2022 Tech100 Mortgage award winner for the third consecutive year. The HW Tech100 Awards recognizes the most innovative technology companies in the housing economy….

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March 1, 2022

Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

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 enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry….

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FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth

ATHENS, Ga. — FormFree today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization’s finance, accounting and compliance functions….

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February 24, 2022

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo. — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist….

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February 22, 2022

Recently Launched LoanMAPS™ LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department

TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies’ (“Take3”) cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™….

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EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice….

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Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals….

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February 18, 2022

FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income

ATHENS, Ga. — FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer’s income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and verification of income (VOI) requirements….

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