Finance
Sales Boomerang joins forces with Bonzo to enable automated mortgage marketing with personality
BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Bonzo, an omnichannel sales engagement platform designed to scale the voice of mortgage advisors so they can attract, convert and retain clients on autopilot….
Paragon Acquires Greener Future and ESG-focused New Energy Risk
AVON, Conn. — Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition….
Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022
SAN FRANCISCO, Calif. — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact….
Southwestern Investment Group Celebrates 20th Anniversary
FRANKLIN, Tenn. — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding….
MCT Integrates with the Fannie Mae Connect Whole Loan Purchase Advice Seller API
SAN DIEGO, Calif. — MCT’s award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System (LOS)….
Promontory MortgagePath earns a spot on HousingWire’s 2022 Tech100 list
DANBURY, Conn. — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced it’s been recognized by industry trade publication HousingWire in its annual Tech 100 list for the second consecutive year. The award program is designed to showcase the most innovative technology companies in the housing economy….
HousingWire Names DocMagic One of the Top 100 Most Innovative Mortgage Companies for 2022
TORRANCE, Calif. — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire’s coveted 2022 Tech100 list for the ninth straight year….
#HousingDC22 Announces New Sponsors and Author Nick Timiraos
WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz made two key announcements today regarding the firm’s annual housing policy and technology event on September 26-27, 2022. The list of #HousingDC22 sponsors is growing and is a testament to the high quality delivered….
HomeBinder’s Adaptive Home Value™ model keeps homeowners coming back to mortgage lenders, home inspectors and Realtors with equity-building insights
BOSTON, Mass. — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, today announced the availability of its Adaptive Home Value™ tool. The tool paints a more accurate picture of a home’s value by taking into consideration property-specific details that other automated valuation models (AVMs) fail to consider….
ACES Quality Management Makes its Eighth Appearance on HousingWire TECH100 List
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry has been selected for the eighth consecutive year by HousingWire magazine for its annual TECH100 awards program….