Finance

June 30, 2022

FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters

ATHENS, Ga. — FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants’ 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers….

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iEmergent appoints Megan Horn as Chief Marketing 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 Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company….

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June 29, 2022

Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company’s origination and servicing quality control (QC) audits….

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June 28, 2022

Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base from which to operate….

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Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

OWINGS MILLS, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO….

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Business and Economic Empowerment Leader Dr. Velma Trayham Announced as Keynote Speaker for Takeaway Tax Business Conference in Houston, TX

HOUSTON, Texas — Highlighting the power of entrepreneurship to change the world and end poverty, award-winning B2B/diversity consultant and leader Dr. Velma Trayham (CEO of Thinkzilla Consulting Group) has been announced as the keynote speaker for TakeAway Tax’s upcoming Tax Business Conference in Houston on Aug. 4….

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June 27, 2022

Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year

FRANKLIN, Tenn. — Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean’s 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean’s 2020 and 2021 lists….

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Lender Price Launches Marketplace 2.0, Providing Wholesale Brokers and Lenders with Enhanced Pricing Capabilities and Deal Intelligence

PASADENA, Calif. — Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry….

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Mid America Mortgage rebrands to Click n’ Close

ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n’ Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n’ Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering innovative down payment assistance (DPA) and adjustable-rate mortgage (ARM) products through its third-party originator (TPO) channels….

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June 23, 2022

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

HARRISBURG, Pa. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania….

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