Finance

January 5, 2022

Mid America Mortgage announces completion of new funding source for its down payment assistance program through J.V.B. Financial Group, LLC

ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) announced today it has secured an additional line of liquidity from J.V.B. Financial Group, LLC (member of FINRA and SIPC) (“JVB”), an indirect controlled subsidiary of Cohen & Company Inc. (NYSE American: COHN), through the company’s Agency MBS & Gestation Repo Group….

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January 4, 2022

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO, Calif. — Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL….

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Promontory MortgagePath Chief Compliance Officer Elisha Werner makes Mortgage Professional America’s list of 2021 Elite Women

DANBURY, Conn. — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced its Chief Compliance Officer Elisha Werner has been named one of Mortgage Professional America’s (MPA) Elite Women 2021. The MPA Elite Women award seeks to honor women in the mortgage sector who are pushing boundaries to diversify a traditionally male-dominated industry….

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Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

IRVINE, Calif. — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing….

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December 29, 2021

EPIC and DIATOMS, Inc. Create Exclusive Partnership

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS)….

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December 20, 2021

DocMagic Officially Launches eDecision™, Fully Automating and Perfecting Digital Closing Eligibility

TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings….

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PROGRESS in Lending Recognizes DocMagic’s Director of Product Development Michael Morford with 2021 Tech Thought Leader Award

TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association….

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HomeBinder and Own Up announce strategic partnership to strengthen borrower relationships with lenders, real estate agents and home pros

BOSTON, Mass. — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced a strategic partnership with Boston-based Own Up to support homeowners who receive HomeBinder from a non-mortgage industry business, such as a home inspector or insurance agent….

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Galway Holdings Acquires Simatree

WASHINGTON, D.C. — Galway Holdings (“Galway”) today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst….

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December 17, 2021

Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Amanda Phillips, executive vice president of compliance, and Sharon Reichhardt, executive vice president of operations, have been selected by Mortgage Professional America (MPA) in its 2021 Elite Women Awards program….

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