Finance
ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has added Dr. Edward Seiler, housing economist at the Mortgage Bankers Association (MBA) and executive director of the MBA’s think tank Research Institute for Housing America, to its speaker line-up for the upcoming ACES ENGAGE conference….
Jennifer Oliverio Takes Over Local Edward Jones Branch Office
PUEBLO, Colo. — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington….
Down Payment Resource Presents 2021 Beverly Faull Affordable Housing Leadership Award to Ruth Johnson
ATLANTA, Ga. — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced that Ruth Johnson, founder and CEO of Homes for Heroes, has been selected the winner of its fourth annual 2021 Beverly Faull Affordable Housing Leadership Award….
Mortgage Coach expands partnership with NAMMBA to grow diversity, equity and inclusion in housing finance
IRVINE, Calif. — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA)….
EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles….
Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners
BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company’s existing Rate Alert product….
ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth
SAN DIEGO, Calif. — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is responsible for the design and implementation of its new marketing strategy….
Mortgage Coach unveils redesigned website
IRVINE, Calif. — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources….
Paragon Hires Industry Vet for East Coast Expansion
AVON, Conn. — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president – Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers’ compensation experience to his role at Paragon….
Sales Boomerang releases Q4 2021 Mortgage Market Opportunities Report
WASHINGTON, D.C. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. The Q4 2021 report identified increasing opportunities for mortgage lenders to assist borrowers with tappable home equity, lending credence to analysts’ expectations for a surge in home-equity-related mortgage activity in 2022….